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Market Trends & Dynamics - Zcash (ZEC) is potentially absorbing Bitcoin's original use-case as a sovereign, censorship-resistant, private medium of wealth storage and transfer [1] - Bitcoin's cypherpunk vision has been hijacked due to institutional/government capture and rising global surveillance [1][14] - Zcash's recent outperformance is driven by the maturation of modern ZK proving systems and its rebranding around freedom, sovereignty, and cryptographic integrity [5][6] Technological Advantages & Developments - Bitcoin Core rejected the Zerocoin proposal, leading to the creation of Zcash with privacy features [3] - Zcash has a technical superiority over Monero (XMR) because Monero is obfuscation, not encryption [5] - NEAR Intents fully integrated ZEC, rolling out Zashi Swaps, enabling native, shielded, cross-chain swaps [7] Investment & Adoption - ZEC volume on Near Intents has flipped Bitcoin: 30-day volume of $390 million for ZEC vs $272 million for BTC; 7-day volume of $168 million for ZEC vs $94 million for BTC [8] - Since October 1st, nearly 1 million ZEC (+25%) has moved into shielded pools [9] - Major early Bitcoin figures like the Winklevoss twins are now supporting ZEC, signaling its potential to early adopters [9][10] Capital Flows - ZEC has pulled in new capital from BTC holders rotating for privacy, off-chain capital looking for sovereignty guarantees, and Silicon Valley technologists [12][13]