ZEC directional thesis
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.
“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.”45:41claim_id
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