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tape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice

ZEC

ZEC - crypto - source-backed public claims only.

29published claims
26 longbullish claims
3 shortbearish claims
Asset timeline
Notthreadguy
Notthreadguyother/ May 6
person
->

ZECZcash is a once-a-year setup: cheap, freshly proven it can pump, privacy narrative is Bitcoin's antithesis

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
Zcash is a once-a-year setup: cheap, freshly proven it can pump, privacy narrative is Bitcoin's antithesis
$566.01
-10.66%
SourceZcash is BACK! Stocks & Crypto are COOKING?! Korean Stocks TAKEOVER & Robert Leshner Interview (5pm est)

“I basically think this is like a, uh, a once a year type of setup for the Zcash trade.”

evidence attachedpaste author pricesource span49:32
Notthreadguy
Notthreadguyother/ May 7
person
->

ZECAnsem frames Zcash as quantum-resistant and private, a compliment to Bitcoin that hasn't been institutionalized, cheap at ~$9B with real momentum and upgrades. Explicitly prefers it to Bitcoin as a trade right now.

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
Ansem frames Zcash as quantum-resistant and private, a compliment to Bitcoin that hasn't been institutionalized, cheap at ~$9B with real momentum and upgrades. Explicitly prefers it to Bitcoin as a trade right now.
$557.39
-9.28%
SourceHantavirus is COMING..? - the Market is SCARED, Sam Altman is COOKED + Coinbase Earnings

“I like Zcash a lot. Um, I think that Zcash is in a really good position for a few different reasons.”

evidence attachedpaste author pricesource span78:05
Notthreadguy
Notthreadguyother/ May 7
person
->

ZECThreadGuy's central conviction trade: privacy is one of the few crypto things that genuinely matters and could be violently repriced as AI-flush capital rotates into a handful of good coins. Zcash is 65% of his perps book.

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
ThreadGuy's central conviction trade: privacy is one of the few crypto things that genuinely matters and could be violently repriced as AI-flush capital rotates into a handful of good coins. Zcash is 65% of his perps book.
$559.43
-9.61%
SourceHantavirus is COMING..? - the Market is SCARED, Sam Altman is COOKED + Coinbase Earnings

“my perps book is like 65% in Zcash right now.”

evidence attachedpaste author pricesource span20:41
Notthreadguy
Notthreadguyother/ May 8
person
->

ZECThreadGuy holds Zcash as 60% of his net worth and is up 200%, with a narrative thesis built on privacy plus quantum resistance leading any alt season. He repeatedly frames it as the one coin where the asset actually matters.

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
ThreadGuy holds Zcash as 60% of his net worth and is up 200%, with a narrative thesis built on privacy plus quantum resistance leading any alt season. He repeatedly frames it as the one coin where the asset actually matters.
$576.59
-12.30%
SourceBitcoin’s Greatest Risk.. TON is Crazy?! - Tracking Hyperliquid’s Best Traders

“I'm up a lot of money on Zcash, but it's crypto, so it is what it is.”

evidence attachedpaste author pricesource span5:42
David Hoffman
David Hoffmanother/ May 11
person
->

ZECHoffman sold his CryptoPunk to rotate into Zcash, wrote the bull thesis article, and is TWAPing his real capital in, citing a robust investment case and an eventual ETF/asset-manager handoff to boomers.

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
Hoffman sold his CryptoPunk to rotate into Zcash, wrote the bull thesis article, and is TWAPing his real capital in, citing a robust investment case and an eventual ETF/asset-manager handoff to boomers.
$561.29
-9.91%
SourceCerebras IPO! HIMS Earnings Reveal!!! - David Hoffman Interview TODAY...

“the investment case for Zcash is like robust and thorough... The Zcash story is a really good story and I'm compelled by the story.”

evidence attachedpaste author pricesource span85:45
Notthreadguy
Notthreadguyother/ May 11
person
->

ZECThreadGuy holds Zcash as his highest-conviction trade of the year, has not sold a single coin, and reads the high time frame chart as constructive despite the pullback. He frames it as his core position.

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
ThreadGuy holds Zcash as his highest-conviction trade of the year, has not sold a single coin, and reads the high time frame chart as constructive despite the pullback. He frames it as his core position.
$555.30
-8.93%
SourceCerebras IPO! HIMS Earnings Reveal!!! - David Hoffman Interview TODAY...

“VVV looks unbelievable right now. Zcash has pulled back, but high time frame Zcash I think looks great.”

evidence attachedpaste author pricesource span30:44
Notthreadguy
Notthreadguyother/ May 12
person
->

ZECThreadGuy is holding a large unrealized winner in Zcash and explicitly refuses to sell, citing favorable risk-reward on the privacy-coin narrative. His invalidation is a break below the consolidation low.

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
ThreadGuy is holding a large unrealized winner in Zcash and explicitly refuses to sell, citing favorable risk-reward on the privacy-coin narrative. His invalidation is a break below the consolidation low.
$551.32
-8.28%
SourceStocks Are DUMPING! The Crypto Move Was FAKE!?!?! - HUGE IPO on Thursday.. BIG DAY!

“I have yet to sell a Zcash token, and until further notice, we are in a weird spot with ZEC. We'll see. Um, higher time frame looks decent. Medium time frame looks decent. High time frame I think looks great on Zcash.”

evidence attachedpaste author pricesource span51:15
Notthreadguy
Notthreadguyother/ May 13
person
->

ZECThreadGuy is a self-described huge Zcash bull holding a leveraged long from ~$370 and planning to add aggressively on a dip toward $500. He frames it as a carry-me-out conviction trade.

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
ThreadGuy is a self-described huge Zcash bull holding a leveraged long from ~$370 and planning to add aggressively on a dip toward $500. He frames it as a carry-me-out conviction trade.
$527.11
-4.06%
SourceTrump Is In CHINA?! Stocks ALL TIME HIGH, BTC looks BAD! + Chris Camillo TODAY

“And there's one particular coin that I'm— I have just fallen in love with, and you're not gonna shake this one. You're gonna have to carry me out.”

evidence attachedpaste author pricesource span6:34
Notthreadguy
Notthreadguyother/ May 14
person
->

ZECThreadGuy holds a high-conviction Zcash long with a plan to sell into $500, calling the chart beautiful and treating it as his core sit-tight position. He flags the perp-heavy open interest as the only structural risk.

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
ThreadGuy holds a high-conviction Zcash long with a plan to sell into $500, calling the chart beautiful and treating it as his core sit-tight position. He flags the perp-heavy open interest as the only structural risk.
$543.05
-6.88%
SourceCerebras IPO! Airmass at 5PM EST!! Hyperliquid is INSANE!? Trump is in CHINA!

“I would much rather sit in a Zcash long for 3, 4, 5, 6 weeks and have a lot of conviction on higher size and trade low”

evidence attachedpaste author pricesource span11:27
Notthreadguy
Notthreadguyother/ May 15
person
->

ZECThreadGuy calls Zcash his favorite token and says he is long it with effectively his whole net worth, holding through near-term weakness. The directional view is clearly long despite admitting late longs got punished.

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
ThreadGuy calls Zcash his favorite token and says he is long it with effectively his whole net worth, holding through near-term weakness. The directional view is clearly long despite admitting late longs got punished.
$518.63
-2.50%
SourceLeopold Reveals His Positions (HUGE).. Stocks Are DUMPING! The Truth About SpaceX..?

“Zcash, not high time frame good, low time frame pretty ugly, is $5.15. I'm still long this with you know, my net worth.”

evidence attachedpaste author pricesource span39:41
Notthreadguy
Notthreadguyother/ May 18
person
->

ZECThreadGuy is heavily long Zcash, sold zero tokens, and calls it the strongest coin in the group on a privacy-in-the-age-of-AI thesis. He repeatedly stakes conviction on it going higher.

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
ThreadGuy is heavily long Zcash, sold zero tokens, and calls it the strongest coin in the group on a privacy-in-the-age-of-AI thesis. He repeatedly stakes conviction on it going higher.
$554.98
-8.88%
SourceElon LOST to OpenAI.. Trump CANCELS War!? Leopold Reveals Everything & Software is BACK

“Zcash is definitely the strongest out of the group. We're definitely not out of the woods yet, but as you know, I have sold zero Zcash tokens. I think it's the best coin, and I don't know, I still like it. I think I have a god entry, and I'm not interested in selling.”

evidence attachedpaste author pricesource span45:41
Notthreadguy
Notthreadguyother/ May 19
person
->

ZECThreadGuy is full-port long Zcash on his perps book and price-agnostic, betting privacy is the leading uncapped narrative as flows consolidate into a few coins. He sees a 10-year proof-of-work breakout with reflexive upside.

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
ThreadGuy is full-port long Zcash on his perps book and price-agnostic, betting privacy is the leading uncapped narrative as flows consolidate into a few coins. He sees a 10-year proof-of-work breakout with reflexive upside.
$572.09
-11.61%
SourceKorean Stocks Are F***ED!!! Anthropic WON..? Trump's FAVORITE Stock (oh no)

“Zcash, the token that I am currently basically full port my perps book. Uh, probably 75% of my perps book is long Zcash from $3.90. And this thing to me is part of the triple stack of alts right now that look unbelievably good.”

evidence attachedpaste author pricesource span38:17
Notthreadguy
Notthreadguyother/ May 20
person
->

ZECThreadGuy holds a large Zcash long from ~$3.90, up 200%+, and refuses to sell, framing it as a once-a-year privacy-coin reprice as flows consolidate into a few alts.

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
ThreadGuy holds a large Zcash long from ~$3.90, up 200%+, and refuses to sell, framing it as a once-a-year privacy-coin reprice as flows consolidate into a few alts.
$672.82
-24.84%
SourceNvidia Earnings TODAY!! Crypto is RIPPING..!? War is OVER!!!! (i think)

“I have obviously not sold a single coin from average entry at like $3.90, and I'm obviously up a lot on Zcash”

evidence attachedpaste author pricesource span31:41
Notthreadguy
Notthreadguyother/ May 21
person
->

ZECThreadGuy is long Zcash on a multi-year resistance breakout, comparing it to gold's decade-long base that ran 170% once it cleared, and refuses to sell.

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
ThreadGuy is long Zcash on a multi-year resistance breakout, comparing it to gold's decade-long base that ran 170% once it cleared, and refuses to sell.
$667.02
-24.19%
SourceWar is OVER! Hyperliquid ALL TIME HIGHS... STOCKS ARE RIPPING! I LOVE MY LIFE!!!!!

“I'm in Zcash, as you know, traded my, I mean, at this point, my P&L, all of it's fucking public.”

evidence attachedpaste author pricesource span21:50
Notthreadguy
Notthreadguyother/ May 22
person
->

ZECThreadGuy's core conviction position is long Zcash as a leader he expects to outperform if crypto moves, with a defined add-at-560 and cut-below-500 plan. He is in size from a 390 entry and stands by the trade.

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
ThreadGuy's core conviction position is long Zcash as a leader he expects to outperform if crypto moves, with a defined add-at-560 and cut-below-500 plan. He is in size from a 390 entry and stands by the trade.
$606.39
-16.61%
SourceStocks UP, Crypto DOWN! How To Trade Every BLACK SWAN Event... Everyone Is Getting RICH?

“if crypto is going to make a move, there's a couple leaders I think they're really going to outperform, and the, the RR is still worth it for me. So I actually might become a bidder again in this chart.”

evidence attachedpaste author pricesource span14:15
Notthreadguy
Notthreadguyother/ May 26
person
->

ZECThreadGuy is long Zcash and holding through drawdown, comfortable with the chart but acknowledging it is the nicest house in a violent neighborhood. He says he may capitulate on a time-rug but is currently sticking to his plan.

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
ThreadGuy is long Zcash and holding through drawdown, comfortable with the chart but acknowledging it is the nicest house in a violent neighborhood. He says he may capitulate on a time-rug but is currently sticking to his plan.
$584.47
-13.48%
SourceStocks ATH!? Crypto is STILL Dying?? Anthropic Signs The Pope..? $900 Micron!

“I am getting brutally attacked on this position, but thankfully I'm comfortable. I would argue this, this chart actually looks pretty good.”

evidence attachedpaste author pricesource span34:39
Notthreadguy
Notthreadguyother/ May 27
person
->

ZECThreadGuy is holding ZEC through a brutal drawdown and refusing to sell, calling the weekly structure a monster after a bear-trap retest of ATH. His view is hold and stay long.

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
ThreadGuy is holding ZEC through a brutal drawdown and refusing to sell, calling the weekly structure a monster after a bear-trap retest of ATH. His view is hold and stay long.
$553.79
-8.69%
SourceDefi is DEAD. Stocks Are MEH. Meta is BACK!? Vance Dropping Out!?? WTF! | Interviewing Nic Carter

“This is one of the nastier bear traps I think I've seen in a chart in a while. I mean, this, I don't really know who, who made it out of this thing alive.”

evidence attachedpaste author pricesource span38:58
Notthreadguy
Notthreadguyother/ May 28
person
->

ZECDespite booking his trade today, ThreadGuy explicitly maintains ZEC will get flows and make a new all-time high, and says he re-enters on a reclaim above $640-650. His forward view is still long, just waiting for confirmation.

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
Despite booking his trade today, ThreadGuy explicitly maintains ZEC will get flows and make a new all-time high, and says he re-enters on a reclaim above $640-650. His forward view is still long, just waiting for confirmation.
$553.23
-8.59%
SourceI SOLD ZEC. War Is ALMOST Over!? Stock Market ATH #893 - Trump's Pumping DELL, TWO Interviews Today!!!

“I think there's going to be a couple alts that really matter. That are going to catch flows in this narrative, one of them being Zcash. It has the quantum, it has the better Bitcoin, it sort of has every reason to get flows.”

evidence attachedpaste author pricesource span21:02
Notthreadguy
Notthreadguyother/ Jun 1
person
->

ZECThreadGuy holds a long in Zcash and has bids to add, framing it as privacy-arena 'rope insurance' even while admitting it is not the strongest coin.

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
ThreadGuy holds a long in Zcash and has bids to add, framing it as privacy-arena 'rope insurance' even while admitting it is not the strongest coin.
$560.83
-9.83%
SourceStocks ATH!! Saylor SOLD Bitcoin..!? Anthropic IPO Is Here!!!! HYPE to $100!?

“Third on the list is Zcash... I have a long open from $5.45 just because I closed the huge position... and then I'm down to add like $6.41.”

evidence attachedpaste author pricesource span35:52
Notthreadguy
Notthreadguyother/ Jun 3
person
->

ZECTulip King turned bearish on Zcash after the Orchard-pool exploit: a ZK-circuit double-spend bug let the privacy pool mint unprovable, artificial supply, and the team's centralized soft-fork-then-hard-fork response exposed how non-decentralized the chain really is. A former ZEC bull ("in love before the fuckery today"), the unprovable-inflation risk plus the centralization broke his conviction.

directional thesisSHORTpublishedothernot a verified trade
ZZEZECSHORT
Tulip King turned bearish on Zcash after the Orchard-pool exploit: a ZK-circuit double-spend bug let the privacy pool mint unprovable, artificial supply, and the team's centralized soft-fork-then-hard-fork response exposed how non-decentralized the chain really is. A former ZEC bull ("in love before the fuckery today"), the unprovable-inflation risk plus the centralization broke his conviction.
$631.61
+19.94%
SourceLIVE: Stocks DUMPING... BTC is 65K!? Pokemon Is EXPLODING!!!!! WTF IS GOING ON

“I was very, very in love with Zcash before kind of all of the fuckery today.”

evidence attachedpaste author pricesource span142:12
Notthreadguy
Notthreadguyother/ Jun 3
person
->

ZECThreadGuy is net long Zcash as a sizable position and as a short-BTC pair, though he expresses very shaky conviction and readiness to cut. The held direction is still long.

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
ThreadGuy is net long Zcash as a sizable position and as a short-BTC pair, though he expresses very shaky conviction and readiness to cut. The held direction is still long.
$605.80
-16.53%
SourceLIVE: Stocks DUMPING... BTC is 65K!? Pokemon Is EXPLODING!!!!! WTF IS GOING ON

“we're trading fucking... And Zcash pair trade short BTC.”

evidence attachedpaste author pricesource span12:18
Notthreadguy
Notthreadguyother/ Jun 4
person
->

ZECAfter the counterfeiting exploit disclosure, ThreadGuy says Zcash is fried for a long time, that the only trade is short, and that longs are off the menu.

directional thesisSHORTpublishedothernot a verified trade
ZZEZECSHORT
After the counterfeiting exploit disclosure, ThreadGuy says Zcash is fried for a long time, that the only trade is short, and that longs are off the menu.
$513.34
+1.49%
SourceBitcoin To ZERO!!! Quantum IPO Is CRAZY! Can Trump Save Us?! SpaceX! AAAAAAA

“Zcash, what's happening? Zcash. Oh, fuck. Yeah, I told you I'm out of this thing. I'm out. I don't like what's happening. I don't like about the the hack, the double spend. I'm out of this thing, man. I'm fucking tulip short. I'm out of this thing. I fucking ran for the hills on this.”

evidence attachedpaste author pricesource span87:46
Notthreadguy
Notthreadguyother/ Jun 8
person
->

ZECBuy event-driven special situations where the market can't price chaos fast; Zcash exploit short was the template.

directional thesisSHORTpublishedothernot a verified trade
ZZEZECSHORT
Buy event-driven special situations where the market can't price chaos fast; Zcash exploit short was the template.
$423.64
-19.37%
SourceJensen Is PUMPING All Over!!! Trump Wants To END The War!? Trading NBA Finals, World Cup, F1...

“that was a special situations, event-driven, rare spot that the market doesn't know how to price chaos fast, and you could walk out with a bag.”

evidence attachedpaste author pricesource span10:56
Notthreadguy
Notthreadguyother/ Jun 9
person
->

ZECAs cameras and surveillance blanket everything, the need for truly private money explodes, and that demand has no ceiling.

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
As cameras and surveillance blanket everything, the need for truly private money explodes, and that demand has no ceiling.
$445.03
+13.63%
SourceStocks Just NUKED! Mythos (WORLD ENDING AI) Just Launched.. SpaceX IPO Is ALMOST HERE! Is It Over For Crypto?

“you see criminals... going in Atom 22 No jumper talking about they can't even commit crimes anymore because the surveillance is so bad. You think to yourself, oh my God, we are going to need private money”

evidence attachedpaste author pricesource span42:44
Ansem
Ansemother/ May 7
person
->

ZECZcash is the best trade in crypto right now, quantum-resistant and private where Bitcoin isn't, still dirt cheap at a $9B value with real momentum behind it.

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
Zcash is the best trade in crypto right now, quantum-resistant and private where Bitcoin isn't, still dirt cheap at a $9B value with real momentum behind it.
$554.86
-8.86%
SourceWe need to talk...

“one of the ways that I think Zcash is a good trade right now, it's quantum resistant, it's also private. And a lot— another issue that Bitcoin has had... it's so institutionalized now. Um, it's attached to Saylor.”

evidence attachedpaste author pricesource span59:52
Ansem
Ansemother/ May 14
person
->

ZECZcash is Swiss banking in your pocket, the private and quantum-resistant answer to Bitcoin, and at a tiny 7 billion cap it has tons of room to run to new highs.

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
Zcash is Swiss banking in your pocket, the private and quantum-resistant answer to Bitcoin, and at a tiny 7 billion cap it has tons of room to run to new highs.
$552.75
-8.51%
SourceSo I Talked to FaZe Rain...

“Zcash is essentially like Swiss banking for those people in your pocket... Private money on-chain.”

evidence attachedpaste author pricesource span85:22
Ansem
Ansemother/ May 21
person
->

ZECZcash has tons of room to run, a tiny ten billion cap private Bitcoin play that could grow to several percent of Bitcoin's whole market.

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
Zcash has tons of room to run, a tiny ten billion cap private Bitcoin play that could grow to several percent of Bitcoin's whole market.
$670.98
-24.63%
SourceI'm Sick of Talking About This...

“I've talked about this narrative a ton— private Bitcoin, quantum resistant. Bitcoin as a complement to Bitcoin. Um, and it's super small, so like at around right around 10, 10 billion market cap, just has a lot of room, I think, to grow. I think you can target on like the high side 10% of Bitcoin's market cap, um, and maybe on like the lower side 3 to 5%.”

evidence attachedpaste author pricesource span46:54
Ansem
Ansemother/ Jun 4
person
->

ZECZcash is one of only three tokens actually working in this market, a high-conviction long that helped drive a 115% month while everything else crashed.

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
Zcash is one of only three tokens actually working in this market, a high-conviction long that helped drive a 115% month while everything else crashed.
$523.12
-3.33%
SourceLet's Talk About View Botting

“you said you own no Bitcoin or Solana, but rather we're positioned in hype. Zcash and VV, the only fucking 3 tokens that seem to be doing anything in this market, the only 3 tokens that aren't crashing”

evidence attachedpaste author pricesource span39:31
Ansem
Ansemother/ Jun 11
person
->

ZECZcash grinds sideways for a while but comes out stronger, because fixing the exploit they found will harden the network.

directional thesisLONGpublishedothernot a verified trade
ZZEZECLONG
Zcash grinds sideways for a while but comes out stronger, because fixing the exploit they found will harden the network.
$436.79
+15.77%
SourceNo more drama...

“Zcash after the exploit, I actually think like technicals-wise, I do think there's levels it needs to reclaim before it starts trending again.”

evidence attachedpaste author pricesource span102:05
JSON
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        "relativePct": null,
        "method": "PASTE_AUTHOR_PRICE"
      }
    }
  ],
  "nextCursor": null
}

AISO tracks public statements, not verified portfolio positions. This is not financial advice.