Market Trends & Industry Dynamics - The crypto industry has three important missions: markets, store of value, and privacy/freedom, with the latter poised for a comeback due to the rise of CBDCs and centralized coins [1] - A world where crypto succeeds but privacy doesn't is a dystopian nightmare, necessitating the success of private money [1] Investment Opportunity & Mispricing - Zcash (ZEC) is significantly undervalued compared to Monero (XMR); Monero has a 5 billion USD market cap, while Zcash was below 700 million USD, suggesting a mispricing due to Zcash's stronger privacy and scale design [1] - Zcash is undervalued when compared to other coins with higher market capitalizations on CoinMarketCap (CMC) [1] Technological Advancements & Development - Zcash is undergoing significant technological improvements that will enhance performance and scale by 1,000x, as well as improve security and finality [1] - A new wave of talent is joining the Zcash ecosystem, evident in projects like Zashi wallet, near intents, and new research [1] Community & Mission - Zcash has a passionate community dedicated to its mission, having persevered through challenging times [1] - The mission of private money is crucial, and drawing attention to it is important, regardless of the difficulties [1]
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mert | helius.dev·2025-10-01 10:35