2025-12-28 12:22:55

Complex things tend to be quickly monetized, but simple principles can lead to more stable profits.

Recently, friends who are watching the market should have noticed—ZEC (Zcash) has been on a wild ride. In less than two months, it skyrocketed over 10 times, from the bottom all the way up to $560. The entire privacy coin sector has also started to move, with old-school privacy coins like DASH and Monero catching up. What’s behind this surge?

Honestly, this isn’t happening out of nowhere. There are several solid logical supports behind it.

First, the channels for institutional entry have opened. A leading Grayscale fund reactivated its Zcash trust product (ZCSH) in early October, providing a compliant pathway for large institutions to enter. The data is quite straightforward—within just a month, the fund’s assets jumped from $42 million to $136 million, a 228% increase. With institutional money flowing in, the market naturally moves.

Second, there is pressure on the supply side. ZEC is scheduled for its third halving in November 2025, which will cut mining rewards in half, significantly reducing new coin issuance. This scarcity story has been validated many times in the crypto space, and the market is buying into this logic.

Additionally, key figures are boosting confidence. Well-known investors like Naval Ravikant and Hayes have publicly endorsed privacy coins; Hayes even openly set a target price of $10,000. Meanwhile, the Ethereum Foundation has also aligned with this trend, establishing a dedicated privacy technology team and making privacy a core strategic focus. These signals together create a strong resonance of expectations.

On-chain data also confirms real capital flows. The balance in ZEC’s shielded pools has already surpassed 500, indicating genuine usage, not just hype. Demand is real, not just air.

ZEC2.63%

DASH-2.88%

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Degen4Breakfast

· 6h ago

Grayscale opening + halving expectations + big V backing, this combination is indeed lethal. But to be honest, I prefer projects that quietly make big money; the hype around ZEC is too intense and might actually be a bit dangerous. --- $560 is a bit outrageous. The data from the blacklisted pool is real, but does institutional entry necessarily mean good news? History will tell us the answer. --- I’m not really convinced by Naval and Hayes’ calls. The privacy coin story has been around for so many years and remains niche. How big is the actual demand? --- The halving logic has been validated too many times; every time it rises. But what happens afterward? Could this time be just the same old routine? --- The 500 data from the blacklisted pool definitely boosts the scene. It’s not purely hype, but do I believe it can push the price to $10,000? I remain skeptical. --- Opening the institutional channel is definitely good news; there’s no denying that. But risks are also coming—regulatory compliance now means compliance out. --- The simple logic of steady profits hits the mark. Too many people are fooled by complicated stories; in reality, it’s just halving + institutions + popularity—nothing mysterious.

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SmartContractPhobia

· 6h ago

Institutions' recent entry is really aggressive; Grayscale has increased by 228% in a month. This data says everything. But to be honest, I'm still a bit cautious about privacy coins, worried that a policy change could turn things dark overnight.

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GasFeeLady

· 6h ago

ngl the shielded pool hitting 500 is the real tell here... everyone's chasing 10x moves but those hodling for the halving actually get it

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AirdropHermit

· 6h ago

Grayscale's move is indeed aggressive; institutional funds have increased by 228% once they entered. I'm a bit heartbroken watching this ZEC drama... Halving + endorsement by big V + privacy demand, a three-pronged approach that truly pays off.

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mev_me_maybe

· 7h ago

The 228% growth data from Grayscale immediately indicates that institutions are疯狂吸筹. The story of privacy coins is far from over. --- The halving logic has been proven repeatedly; someone always profits, and someone always gets caught. The key is when you get on board. --- Naval and Hayes, these big V influencers supporting privacy coins, is not a coincidence; there must be利益驱动 behind it, but that doesn't stop me from跟风. --- Breaking through 500 in the shield pool really shows there is demand, but we also need to beware that this might be the last疯狂. --- The most关键 point is institutional compliance entry. Previously, retail investors were playing with privacy coins; now, big money is really coming in. --- Hayes loudly喊出目标价为一万美元, but I only believe half of it; greed容易翻车. --- The signal of the Ethereum Foundation establishing a privacy technology team is quite猛;生态级别的支持 is different. --- Simple halving stories are the most赚钱; complex交易对冲反而亏得多. --- ZEC's rapid surge this time is too fast; short-term risks are definitely high, but in the long run, privacy coins still have room for想象空间.

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