Milk Road(@milkroaddaily):Mert: 10% of Bitcoin's market cap is a 'conservative' $ZEC target. "Zcash is smaller than Dogecoin. Smaller than Tron, smaller than pretty much anything in the top 10." Yet it solves a problem nobody else has solved with mathematical guarantees. "Why would you not want your Bitcoin to be private? What do you gain by simply not having the option to shield your funds?" "It's strictly inferior technologically speaking." Once it hits 10%, the momentum question becomes obvious. FT @KevinWSHPod @mert @helius.

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Milk Road@milkroaddaily

2026.07.24 11:34

Mert: 10% of Bitcoin's market cap is a 'conservative' $ZEC target. "Zcash is smaller than Dogecoin. Smaller than Tron, smaller than pretty much anything in the top 10." Yet it solves a problem nobody else has solved with mathematical guarantees. "Why would you not want your Bitcoin to be private? What do you gain by simply not having the option to shield your funds?" "It's strictly inferior technologically speaking." Once it hits 10%, the momentum question becomes obvious. FT @KevinWSHPod @mert @helius.