ZEC directional thesis
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.
“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%.”46:54claim_id
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