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.@naval’s right to frame zec as insurance against bitcoin.
if bitcoin ends up fully surveilled via etfs and custodians, this is the insurance against insurance.
but the lore even runs deeper:
>born in 2016 as a bitcoin fork with zk-snarks bolted on
>famous powers of tau ceremony where devs burned secret keys to prevent backdoors
>2017: ripped to $876 in the ico mania, then nuked under $50 as privacy coins got delisted
>edward snowden called it “the most interesting bitcoin alternative”
>spent years in the wilderness with <20% of supply in shielded addresses, critics calling it a prolonged beta
>mid 2024: all-time low at $17
>now 2025: record shielded txs, zashi wallet enabling cross-chain payments, zsas coming, and for the first time in 8 years, zec/btc breaking trend
zec has always been the cypherpunks hedge.
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