Kozzo32 retweeted
“If just 1% of the global stock market went into $ZEC, we’re talking $50,000 $ZEC . I’m with it. I’m ready for it.”
- Frank Chaparro
Frank Chaparro says zcash:native has massive upside because it is already surging before institutional capital markets even arrive:
“If just 1% of the global stock market went into zcash:native, we’re talking $50,000 zcash:native . I’m with it. I’m ready for it.”
“In all seriousness, if this does become another alternative to Bitcoin, what you have right now is Zcash at its current price, what is it, a $20 billion dollar market cap? Something like that, yeah. And it doesn’t have any of the defined infrastructure from a capital markets perspective as Bitcoin does.”
“So there’s so much room to grow in terms of financial advisors and IRAs and the like. It’s growing without a lot of that infrastructure. It wasn’t even part of the zeitgeist until really like Q2, Q3.”
“We have an ETF, which is great, but I think there’s just one and there’s not a lot of products around it. So as that builds out, you’ve got a more interesting story.”
Kozzo32 retweeted
Frank Chaparro says zcash:native has massive upside because it is already surging before institutional capital markets even arrive:
“If just 1% of the global stock market went into zcash:native, we’re talking $50,000 zcash:native . I’m with it. I’m ready for it.”
“In all seriousness, if this does become another alternative to Bitcoin, what you have right now is Zcash at its current price, what is it, a $20 billion dollar market cap? Something like that, yeah. And it doesn’t have any of the defined infrastructure from a capital markets perspective as Bitcoin does.”
“So there’s so much room to grow in terms of financial advisors and IRAs and the like. It’s growing without a lot of that infrastructure. It wasn’t even part of the zeitgeist until really like Q2, Q3.”
“We have an ETF, which is great, but I think there’s just one and there’s not a lot of products around it. So as that builds out, you’ve got a more interesting story.”
Kozzo32 retweeted
the greatest crypto thesis/narrative, and the reason why BTC is at a 1.5tn market cap, is the SoV thesis
there has never realistically been anything close to BTC, but now in the current environment that thesis for BTC is legitimately challenged due to quantum/ai etc
there is quite a clear front-runner right now as the challenger, ZEC (actively solving for and made strides wrt privacy+quantum), which is still just 1.5% of the total mkt cap of BTC
in the land of "big coins" (ignore memecoins/lowcaps etc as those always have different r/r profiles), over the course of the upcoming crypto cycle, i really don't see why you would own anything else, because there is literally nothing else that can challenge that narrative...like the SoV narrative is the ultimate king of everything, and we have a unique situation where there are very legitimate reasons why ZEC can challenge BTC imo
for a bit more context, i faded the entire ZEC move for the best part of a year and just labelled it as a scam/KOL thing in my head, but also never really bothered to look into it much coz i wasn't actively trading or investing - probably one of my biggest regrets coz it's one of those things once u spend a bit of time trying to "get it", you really "get it"
without question, the "thesis" has certainly become much stronger, because what was once prophecies of hacks and exploits due to advances in ai/quantum and general technology, has now become a complete and total reality
recent price action and outperformance also shows you what the market is beginning to appreciate
i often ask myself the question "where do i safely keep my cash?" and for a long time BTC was the answer, but that changed in the past couple of years
anyway this is EXACTLY the type of tweet to cause a local top so i'm sorry about that, but for me this isn't like a quick scalp or a 2-3 week trade, i think this is one i'm gonna wanna hold as the cycle progresses, while trying to rotate more profits into it
if ur hating on it, which a lot of CT does, my only advice is to be honest and ask urself if u actually ever spent some good time trying to think things through and understand it, and if u have then fair enough, but if u haven't then i suggest u do, coz that's what changed it for me
cheers
Kozzo32 retweeted
Many forget what it's possible for coins to do.
ETH ath was over >0.15 btc with 90m supply, almost 90% of btc marketcap.
XRP once traded at 50% of btc mcap
People's targets for $ZEC are too low because deep down they believe a pump of that scale is no longer possible.
A mind that has been corroded by years of rugs and trenches can't comprehend how ZEC reaches >10% of btc.
They can no longer believe, and instead spazz out over a potential dip to $900, when bitcoin used to swing +/-20% intraday regularly.
Someone said zcash is a test to see if you would've actually had the guts to hold bitcoin through the volatility. And it's clear that most of CT is failing the test.
