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Zcash thesis

Gabriel M Haines

62,894 subscribers

16,301 views • 21 days ago •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

26 Comments

NEAR Intents20 days ago

You can literally just swap to/from $ZEC in a single click with 150+ native assets on our app: And chances are, if you’re trading Zcash elsewhere, NEAR Intents is powering it behind the scenes.

Gabriel M Haines21 days ago

Oh my

Zerodartz🛡21 days ago

left guy bought 0.1 zec right guy already a shielded zec whale

Gabriel M Haines21 days ago

True lol

Jangle21 days ago

Easy @near_intents confidential mode

𝙶𝚒𝚊𝚕𝚕𝚘20 days ago

it worked

Lz21 days ago

Even if u buy Zcash on coinbase and put it in shielded pool custodial. It’s completely private and authorities or tax collectors can’t tax, seize, what they cannot see.

Gabriel M Haines21 days ago

But they know u have it…

Lz21 days ago

To prove I still have it they need to see if I have it. Keys get lost all the time in crypto

GL20 days ago

@gabrielhaines You could say that about any crypto though.

Lz20 days ago

@gabrielhaines No u can’t because most cryptos are transparent ledgers. If ur keys got stolen funds would be transferred and this wouod be shown on chain.

shubit20 days ago

he’s right

nonny 🧑‍🔧👷14 days ago

😂🤣😂😂

Marweezy21 days ago

Miss me ?

Marweezy21 days ago

😘😘

Sidik666 🀄21 days ago

It's a Mr bean?

TOM21 days ago

oh the timing of the split is excellent on this one

Sovereign Matt20 days ago

Monero fixes this...

MiKOL20 days ago

Ahahahaahha Zcashmaxing

Tommy Sullivan20 days ago

Best explanation I’ve heard so far

Gabriel M Haines20 days ago

Any time Tommy

JB20 days ago

you could buy it on @NEARProtocol

Sunflove Rycal20 days ago

Ahahahaahha

CryptoLamb21 days ago

Stable coins... near intents... poof simple nice try fed

Bale21 days ago

Private money katanya. Shirtless rant di mobil, temennya makan timun. Coinbase tetap minta KTP

draukan20 days ago

zidelined?

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mert

57,911 views • 10 months ago

David Hoffman explains why he sold his CryptoPunk PFP and swapped it into Zcash "The investment case for Bitcoin is Michael Saylor's gonna buy a ton of it. The investment case for ETH is Tom Lee's gonna buy a ton of it. That's a tweet thesis not an article." "The investment case for Zcash is robust and thorough. The Zcash story is a really good story. I'm first and foremost a content producer and there's story and investor resonance in Zcash."

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Kai

52,730 views • 4 months ago

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BSCN

22,214 views • 29 days ago

the zcash thesis has only gotten stronger - true private money and transactions, unlike btc - survived audits by mythos - the ironwood upgrade removed vulnerabilities - OGs are only accumulating more ...also fading mert has historically been a bad idea

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Ansem 🐂🀄️

90,601 views • 1 month ago

Mert thinks Zcash still looks undervalued even after a major repricing “A 10x for Zcash would be 70 billion, which would mean 4,000” “If you look at the market cap of what’s above it and how small it is, I think it’s pretty undervalued” “Nobody knows where that money came from, but you just paid for it on a different chain in private” His valuation case for Zcash goes beyond the ZEC/BTC ratio. At roughly $6 - 7B mcap in his example, a 10x would still put Zcash around $70B, a valuation he considers reasonable relative to larger crypto assets. mert also points to utility as part of that thesis. A user could hold funds privately in Zcash, then pay someone who only accepts USDC on Solana, with the conversion and settlement happening across chains while Zcash provides the privacy layer. That makes Zcash 🛡️ potentially composable with the broader crypto economy rather than operating as an isolated privacy network. w/ mert, MR SHIFT 🦁

Mert thinks Zcash still looks undervalued even after a major repricing “A 10x for Zcash would be 70 billion, which would mean 4,000” “If you look at the market cap of what’s above it and how small it is, I think it’s pretty undervalued” “Nobody knows where that money came from, but you just paid for it on a different chain in private” His valuation case for Zcash goes beyond the ZEC/BTC ratio. At roughly $6 - 7B mcap in his example, a 10x would still put Zcash around $70B, a valuation he considers reasonable relative to larger crypto assets. mert also points to utility as part of that thesis. A user could hold funds privately in Zcash, then pay someone who only accepts USDC on Solana, with the conversion and settlement happening across chains while Zcash provides the privacy layer. That makes Zcash 🛡️ potentially composable with the broader crypto economy rather than operating as an isolated privacy network. w/ mert, MR SHIFT 🦁

Kaiz 🐂🀄️

23,594 views • 16 days ago

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Mert views Zcash + NEAR as a parallel to what Bitcoin + Ethereum aimed to become “You can kind of say that Zcash is an alternative to Bitcoin, and some people will say it’s a better Bitcoin” “NEAR is sort of what Ethereum aimed at being” “NEAR is demonstrably doing that right now via NEAR Intents” Zcash brings the monetary + privacy layer. NEAR gives ZEC connectivity across chains and access to ecosystems like Solana. Two different networks, increasingly connected by the same thesis. w/ mert

Kaiz 🐂🀄️

32,756 views • 2 days ago

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474,626 views • 4 months ago

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Empire 🟪

160,825 views • 10 months ago

Ansem thinks Zcash could be setting up for the kind of move he witnessed with Bitcoin in 2017 "I really do think a 2017 style cycle is possible, especially with the way Zcash is trading" "I joined in 2017 and I saw Bitcoin go from like 3K to 20K" "I really think something similar can happen with Zcash" He is comparing the current $ZEC momentum with the market environment he experienced during his first crypto cycle. Bitcoin went from roughly $1K to nearly $20K in 2017. $ZEC has now gained more than 2,300% over the past year, recently pushing to a new ATH. His thesis is that the magnitude of the move may still have room to expand if Zcash 🛡️ continues attracting capital and attention at this pace. Zcash is starting to feel like a 2017 style trade.

Ansem thinks Zcash could be setting up for the kind of move he witnessed with Bitcoin in 2017 "I really do think a 2017 style cycle is possible, especially with the way Zcash is trading" "I joined in 2017 and I saw Bitcoin go from like 3K to 20K" "I really think something similar can happen with Zcash" He is comparing the current $ZEC momentum with the market environment he experienced during his first crypto cycle. Bitcoin went from roughly $1K to nearly $20K in 2017. $ZEC has now gained more than 2,300% over the past year, recently pushing to a new ATH. His thesis is that the magnitude of the move may still have room to expand if Zcash 🛡️ continues attracting capital and attention at this pace. Zcash is starting to feel like a 2017 style trade.

Kaiz 🐂🀄️

258,258 views • 8 days ago

🚨 RAN PREDICTS ZCASH COULD 10X OR EVEN 100X. Ran Neuner says growing support, an ETF, and Zcash’s privacy thesis could make it a serious form of private money. “If it’s just 10% of Bitcoin, it’s 10X from here. If it is Bitcoin, it’s 100X from here.”

🚨 RAN PREDICTS ZCASH COULD 10X OR EVEN 100X. Ran Neuner says growing support, an ETF, and Zcash’s privacy thesis could make it a serious form of private money. “If it’s just 10% of Bitcoin, it’s 10X from here. If it is Bitcoin, it’s 100X from here.”

Whale Narrative

31,622 views • 26 days ago

Ansem is betting on Zcash reaching 0.1 BTC this cycle “I think Zcash is going to go to 0.1 BTC this cycle.” “I do think things are going to go much higher than they did last cycle.” “I’m betting on higher ceilings across the board.” He remains highly bullish on Zcash, framing the trade in BTC terms rather than giving a fixed USD target. His target is ZEC/BTC at 0.1, alongside a broader thesis that this cycle can produce much higher ceilings across crypto than the previous one. That relative valuation matters. Instead of relying entirely on where Bitcoin trades in dollar terms, the bet requires Zcash to meaningfully outperform BTC as capital rotates further out on the risk curve. Ansem is keeping most of his specific price targets limited, but the conviction on Zcash is clear: 0.1 BTC per $ZEC is the level he’s watching this cycle. w/ Ansem 🐂🀄️

Ansem is betting on Zcash reaching 0.1 BTC this cycle “I think Zcash is going to go to 0.1 BTC this cycle.” “I do think things are going to go much higher than they did last cycle.” “I’m betting on higher ceilings across the board.” He remains highly bullish on Zcash, framing the trade in BTC terms rather than giving a fixed USD target. His target is ZEC/BTC at 0.1, alongside a broader thesis that this cycle can produce much higher ceilings across crypto than the previous one. That relative valuation matters. Instead of relying entirely on where Bitcoin trades in dollar terms, the bet requires Zcash to meaningfully outperform BTC as capital rotates further out on the risk curve. Ansem is keeping most of his specific price targets limited, but the conviction on Zcash is clear: 0.1 BTC per $ZEC is the level he’s watching this cycle. w/ Ansem 🐂🀄️

Kaiz 🐂🀄️

14,728 views • 21 days ago

Zcash is one of the few crypto assets with a clear lane and little direct competition Mert’s thesis on Zcash comes down to scarcity of competition. “It’s a tiny asset, and it’s a PvE.” “Everybody needs privacy.” “It probably is the closest thing to the cypherpunk ideal of crypto from the early days still out there today.” “Who’s trying to be private money exactly?” Crypto has become crowded with trading apps, launchpads, perps and other financial products. Privacy is a different category entirely. Zcash has a clear use case: private money. And the network effect matters. As the anonymity set grows, competing against it becomes harder because a new privacy network isn’t simply competing on technology. It also has to build the same level of liquidity, users and anonymity from scratch. That gives Zcash a potentially powerful moat. Everyone is fighting to become the next trading platform. Zcash is fighting for something much harder to replace: private money. w/ mert

Zcash is one of the few crypto assets with a clear lane and little direct competition Mert’s thesis on Zcash comes down to scarcity of competition. “It’s a tiny asset, and it’s a PvE.” “Everybody needs privacy.” “It probably is the closest thing to the cypherpunk ideal of crypto from the early days still out there today.” “Who’s trying to be private money exactly?” Crypto has become crowded with trading apps, launchpads, perps and other financial products. Privacy is a different category entirely. Zcash has a clear use case: private money. And the network effect matters. As the anonymity set grows, competing against it becomes harder because a new privacy network isn’t simply competing on technology. It also has to build the same level of liquidity, users and anonymity from scratch. That gives Zcash a potentially powerful moat. Everyone is fighting to become the next trading platform. Zcash is fighting for something much harder to replace: private money. w/ mert

Kaiz 🐂🀄️

13,392 views • 1 month ago

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14,524 views • 21 days ago