Trending topics
#
Bonk Eco continues to show strength amid $USELESS rally
#
Pump.fun to raise $1B token sale, traders speculating on airdrop
#
Boop.Fun leading the way with a new launchpad on Solana.
Applying the Murad framework to ZEC:
1. Coin has a Cult-like Community:✅
Yes, the privacy bros are cultish.
2. Coin New to this Cycle:🟨
I think ZEC is new to the scene for many given its lack of relevance since 2017.
3. Coin represents a New Category / New Theme:✅
The privacy meta is here, and it's here to stay. Consider the threshold effect of money. When Bitcoin was $10k, we were all so collectively poor that privacy didn't matter. Now that Bitcoin is $100k+, we're all so collectively rich that privacy matters a lot. Expect this to only accelerate as crypto wealth in aggregate keeps growing.
4. Coin is the Category / Theme Leader:🟨
ZEC is clearly the leader of mindshare in the privacy theme, but not the market leader. Part of the beauty of this trade is that you can expect this to flip as more privacy compounds in the shielded pool.
5. Coins that are difficult to value:✅
Nobody knows what Bitcoin is worth, let alone private Bitcoin.
6. Coin Makes Retail Rich (gradually, on a journey):✅
Ask any ZEC holder how long it's taken to get here.
7. Coin lens itself to extensive Social Media posts, Photos, Videos, etc:🟨
Mert is crushing it, but it's hard to say how long this'll last. However, I remain confident that Orwellian governments will keep highlighting the importance of privacy.
8. Coin hasn't explored the $1B -> $100B "space" (aka Parabola hasn't happend yet):✅
I'd say we're early/pre parabola.
9. Coin has a Large Total Addressable Market (TAM):✅
Lots of global wealth wants to be private, trillions.
10. Coin has a Narrative that will appeal to retail (aka incredible Memetics that inspire):✅...

Top
Ranking
Favorites