ZEC directional thesis
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.
“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”11:27claim_id
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