According to @ki_young_ju, Zcash investors are positioning for a shift of illicit and gray-area funds from BTC and stablecoins into privacy coins as AML rules tighten (source: Ki Young Ju on X, Oct 5, 2025). For traders, this suggests monitoring ZEC/BTC performance, privacy coin spot volumes, and market reaction to AML enforcement headlines for potential relative strength in ZEC versus BTC and stablecoins (source: Ki Young Ju on X, Oct 5, 2025). The source frames this as an investor bet rather than confirmed flows, underscoring the need for cautious position sizing amid regulatory sensitivity around privacy assets (source: Ki Young Ju on X, Oct 5, 2025).