Seeing a lot of people not getting what’s going on with $ZEC This isn’t a pure meme pump like PEPE/SHIB, it’s closer to $XRP putting on 150B mcap in ~2 months but better, infinitely better 🧵
Hate it or love it XRP also had massive accumulation phase with only crazy die hard believers left It also had large latent demand waiting for legal clarity from Gensler days Plus, as part of goodalexanders theory it being liquid and less chainanalyzed was also huge
So, when it got clarity and trump made crypto a priority all that latent demand unleashed + a stubborn supply resulted in a rally very few coins can pull off
With ZEC it’s very similar in that people have written off privacy coins because of previous admins and in general not worrying about US being too authoritarian so whatever it’s not urgent to invest in privacy tech And Zec has been around for almost a decade too
So, you get this powerful combo of latent demand + die hard supporters holding supply That results in the most insane rallies you can imagine, and why I really don’t think Zec is remotely close to being finished…. Zec has 3 extra advantages over XRP
1) Bigger latent demand / legitimacy 2) Longevity; supply is POW dist 3) Lower starting mcap
1) the latent demand for Zec is larger imo than XRP, XRP had giga cornered retail and some folks looking for *liquid* ways to move funds semi-discreetly
Zec will eat the second use case of XRP as Zec appreciates because it’s a 10x improvement over using any other “privacy” tech, which is a gigantic TAM + it will corner retail, rich plp, and crypto plp as the west starts to realize what comes after Trump
2) ripple owning 50% of the supply is bullish short term for the pump it had, but sucks long term as the execs and ripple will continue to sell And with stable coins eating XRPs “use case” and Zec eating its real use case, and its 130B rn… there’s no benefit to it rising
Whereas ZEC has POW distribution which is not only optically better but also better if you want to be a global SOV And ZEC actually benefits its holders as mcap rises because privacy anonymity set increases with it There’s reason for it to increase and be a SOV — not for XRP
3) this thing has been universally hated and under the radar to the point it’s STILL only 9.5B mcap Despite having the first team on earth to figure out how to use ZK proofs in a blockchain + its founder LOOKED UP to by SATOSHI
Which is why I think it can be a bigger pump than XRP 20x that, from here. $10,000 per $ZEC
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