Pioneer of the cryptocurrency business and Gemini co-founder, Tyler Winklevoss, has publicly endorsed estimates suggesting that Zcash may attain $9,700 if it captures simply 1% of world offshore wealth. Winklevoss Capital has already packed 303,000 ZEC into the general public firm Cypherpunk Applied sciences (CYPH).
However there’s a catch: whereas X is crammed with moonshot projections, the privateness coin remains to be buying and selling 22% beneath its peak from six months in the past.
Inside thesis for ZEC coin to seize 0.5% of Gold’s market cap
The newest wave of dialogue was triggered by a put up from Cypherpunk CIO Will McEvoy. His mannequin is straightforward: Zcash at present is a tiny asset in comparison with giants like Gold or BTC. In keeping with his calculations, if the coin captures simply 1% of the offshore wealth market or 10% of Bitcoin’s market share, the value of ZEC routinely strikes into the zone above $9,700.
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Nevertheless, present numbers look much more grounded. Regardless of a robust 70% rally over the previous week, ZEC remains to be buying and selling 22% beneath its six-month excessive of $735. The hole between the “$10,000 forecast” and the present worth means that the market nonetheless views these charts extra as idea than an inevitable future.
Nonetheless, Winklevoss Capital executed a chic technique by reorganizing Leap Therapeutics into Cypherpunk Applied sciences, successfully turning CYPH right into a authorized Zcash treasury instantly on the US inventory market. The construction now holds 303,906 ZEC on its stability sheet, whereas the typical buy worth stands at $332.83, already producing a 69% revenue on the time of writing.
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Curiosity in privacy-focused property is being fueled by extra than simply Winklevoss tweets. In keeping with Santiment information, blockchain transparency in 2026 has grow to be poisonous for giant capital.
Towards the backdrop of tightening KYC guidelines and widespread adoption of AI-powered surveillance instruments, Zcash, with its mathematically confirmed privateness protections, is turning into a scarce asset. However there’s one other facet to this story: when figures on the dimensions of the Winklevoss twins start publicly amplifying curiosity in an asset they already collected for hundreds of thousands of {dollars}, it’s at all times a motive for wholesome skepticism.
What we’re witnessing is an try to show Zcash into the “new Bitcoin”, and Cypherpunk into the “new Technique”. The basic demand for privateness within the AI period is clearly there, however for that “critical upside” thesis to materialize, the business must consider in these numbers way over it presently believes within the worth of Zcash on the display.