ZEC directional thesis
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.
“I have obviously not sold a single coin from average entry at like $3.90, and I'm obviously up a lot on Zcash”31:41claim_id
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