ZEC directional thesis
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.
“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.”38:17claim_id
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