ZEC directional thesis
Hoffman sold his CryptoPunk to rotate into Zcash, wrote the bull thesis article, and is TWAPing his real capital in, citing a robust investment case and an eventual ETF/asset-manager handoff to boomers.
“the investment case for Zcash is like robust and thorough... The Zcash story is a really good story and I'm compelled by the story.”85:45claim_id
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