Core Insights - Barry Silbert, CEO of Digital Currency Group, believes privacy-focused cryptocurrencies are the next significant investment opportunity in the crypto industry [1] Group 1: Market Trends - Silbert predicts that 5-10% of Bitcoin's market cap may shift to privacy coins like Zcash [2] - Privacy coins such as Zcash and Monero outperformed Bitcoin and Ethereum last year, with Zcash surging 853% and Monero 123% [5] - Despite their past performance, privacy coins have not been immune to the current crypto market downturn [5] Group 2: Bitcoin's Position - Silbert acknowledges that Bitcoin started as an "anonymous" currency but lost its privacy features due to on-chain analytics [3] - He remains bullish on Bitcoin as a core investment but emphasizes the transformative potential of privacy coins [4] - Silbert argues that Bitcoin's price will not see a 500x increase unless the dollar crashes, while privacy coins like Zcash have that potential [4] Group 3: Privacy Features - Zcash transactions do not reveal sending and receiving addresses or amounts by default, although there is an option to disclose this information for compliance [7]

Not really that constructive on privacy coins going forward. Exchanges will be under a lot of pressure to cut support. Tornado eth is still the best actually usable privacy coin.Of the dino coins, the most interesting of these is probably BCH. Bitcoin quantum fud narrative will be a common one next few years, and mainstream awareness will come as people realise how difficult it is to upgrade BTC. ...

payy launched non-custodial visa cards using zk proofs for private usdc spending. robot ventures and protocol labs backed. india and dubai just banned monero and zcash but payy works through regulated card rails. privacy coins get banned, compliant privacy infrastructure gets adopted. the split creates the trade. ...

RT Santiment (@santimentfeed)🧑‍💻 Here are crypto's top 10 privacy coin projects by development. Directional indicators represent each project's ranking positioning since last update:➡️ 1) @dashpay $DASH 🥇➡️ 2) @nym $NYM 🥈➡️ 3) @hoprnet $HOPR 🥉📈 4) @monero $XMR➡️ 5) @decredproject $DCR📈 6) @firoorg $FIRO📉 7) @zcash $ZEC➡️ 8) @verge $XVG📈 9) @concealnetwork $CCX📉 10) @duskfoundation $DUSK📖 Read about the @santimentfeed methodology for filtering notable github activity data from project repositories, and why i ...

RT NOW Wallet (@NOW_Wallet)$DASH had a massive rally recentlyand it’s still up 🔥87%!That’s not random.🕵️ Privacy coins back in focus⚖️ Regulation fueling privacy demand🔄 Capital rotating into the sectorThe privacy narrative is alive.Get @Dashpay in NOW Wallet:🔗 https://t.co/6go40xztta https://t.co/4RSoLuBukp ...

RT Santiment (@santimentfeed)🧑‍💻 Here are crypto's top 10 privacy coin projects by development. Directional indicators represent each project's ranking positioning since last update:➡️ 1) @dashpay $DASH 🥇➡️ 2) @nym $NYM 🥈➡️ 3) @hoprnet $HOPR 🥉📈 4) @monero $XMR➡️ 5) @decredproject $DCR📈 6) @firoorg $FIRO📉 7) @zcash $ZEC➡️ 8) @verge $XVG📈 9) @concealnetwork $CCX📉 10) @duskfoundation $DUSK📖 Read about the @santimentfeed methodology for filtering notable github activity data from project repositories, and why i ...

RT Santiment (@santimentfeed)🧑‍💻 Here are crypto's top 10 privacy coin projects by development. Directional indicators represent each project's ranking positioning since last update:➡️ 1) @dashpay $DASH 🥇➡️ 2) @nym $NYM 🥈➡️ 3) @hoprnet $HOPR 🥉📈 4) @monero $XMR➡️ 5) @decredproject $DCR📈 6) @firoorg $FIRO📉 7) @zcash $ZEC➡️ 8) @verge $XVG📈 9) @concealnetwork $CCX📉 10) @duskfoundation $DUSK📖 Read about the @santimentfeed methodology for filtering notable github activity data from project repositories, and why i ...

The era of financial privacy [music] is ending. This is the end. A new global framework is forcing crypto exchanges to report everything to [music] tax authorities.And what's crazy is that most people have no idea that it's even happening. It's happening. That's why today we're going to tell you everything you need to know about this secret [music] framework, including where it came from, which countries are implementing it, and just how concerned you should be.My name is Lewis, and you're [music] watching ...

Core Insights - Privacy coins have experienced significant price increases, with Monero reaching nearly $798 before settling under $650, marking a 42% rise in the past week [1] - Dash has surged over 135% to $89, becoming the best-performing digital asset this week, although it remains below its all-time high [2] - Zcash has seen a resurgence, with a 670% increase over the past year, driven by endorsements from notable figures in the crypto space [4] Market Dynamics - The rally of privacy coins is partly attributed to growing privacy concerns among investors, as highlighted by influential figures like Naval Ravikant and Arthur Hayes [3][4] - Regulatory scrutiny on digital assets, particularly stablecoins, has led to increased interest in privacy coins, as they offer anonymity that public blockchains do not [5][6] - The rise of privacy coins may be a reaction to centralized control in crypto markets, which contradicts the original intent of cryptocurrencies [6] Future Outlook - Analysts suggest that the current surge in privacy coins may be nearing its peak, with indicators such as Zcash's open interest declining since its November 15 peak [7] - There is speculation that the current narrative surrounding privacy coins could be a temporary trend, similar to previous market phenomena [7]

Core Insights - Monero (XMR) is positioned to potentially outperform in 2026, following Zcash (ZEC) as a notable player in the privacy coin market [1] - XMR's stable on-chain transaction demand over the years provides a solid foundation for long-term growth, contrasting with the volatility seen in ZEC and DASH [2][3][4] - Strong and consistent developer activity around Monero, supported by a decentralized community, helps mitigate risks associated with centralized governance, which is a concern for ZEC [5][6][7] - The increasing demand for privacy due to new crypto tax reporting frameworks, such as the EU's DAC8 directive, is expected to drive interest in Monero [9] Transaction Demand - XMR has maintained stable transaction counts over several years, unlike ZEC and DASH, which experienced a surge followed by a sharp decline in Q4 2025 [3][4] - This stability in transaction volume indicates a solid foundation for XMR's growth and user engagement [4] Developer Activity - Monero's decentralized structure allows for strong developer engagement, with a record of 400 weekly core developer commits noted in late December [7][8] - This high level of developer activity is seen as a positive signal for potential investors, indicating ongoing commitment to the protocol [8] Privacy Demand - The introduction of the DAC8 directive in the EU, effective January 1, 2026, mandates detailed reporting of user and transaction data, which is likely to increase the demand for privacy-focused assets like Monero [9]