While Bitcoin and Ethereum have struggled this year, one major crypto quietly surged nearly +1,000%.
So what happened, and how did investors profit?
The answer is Zcash $ZEC, now one of the largest cryptocurrencies in the world with a market cap of roughly $8 billion.
At its core, Zcash does what Bitcoin does but with one critical difference.
Privacy.
With Bitcoin, every transaction is fully transparent. Anyone can track where funds move, who holds them, and how much they have. Zcash gives users the option to shield their transactions, keeping balances and transfers private.
And this year, privacy came roaring back.
As concerns around surveillance, data exposure, and financial transparency have grown, more users have opted to shield their transactions than ever before. That surge in demand is exactly what drove the explosive move in Zcash.
That big blue spike on the chart below?
That’s privacy demand coming online.
Zcash holders were rewarded, and I think this trend is only getting started.
Zooming out, both Zcash and Monero $XMR (another privacy technology similar to ZCash) are now back near their 2018 all-time highs and are forming some of the largest base structures in the entire crypto market.
These are long-term structural setups.
And while privacy coins serve individuals, the privacy problem is even bigger for institutions.
As Wall Street increasingly moves toward blockchain infrastructure, public networks like Ethereum and Solana simply don’t meet institutional privacy requirements. If firms are going to tokenize securities, as Larry Fink and others have openly discussed, they can’t operate on ledgers where every position and transaction is public.
They need privacy.
That’s why a new network, already processing over $3 trillion per month for financial institutions, is quietly becoming one of the most important developments in crypto. It recently received approval from the SEC, yet almost nobody is talking about it.
I shared this opportunity with members just weeks ago, and it’s already doubled.
If you want access to what I believe are the most important crypto opportunities of this cycle, we’re currently offering 50% off our crypto research.
If you want thoughtful, long-term insight into where crypto is actually going, that’s what we focus on here.
From where the sun rises first,
Louis Sykes
Senior Crypto Analyst, All Star Charts
