According to @milesdeutscher, Nic Carter highlights a sooner-than-expected quantum threat to Bitcoin (BTC). source: https://twitter.com/milesdeutscher/status/1993974587936395644 https://x.com/nic_carter/status/1993753509372866587 He expects the quantum-security narrative to take off and has invested in Naoris Protocol as his current quantum-infra exposure. source: https://twitter.com/milesdeutscher/status/1993974587936395644 He also notes Zcash (ZEC) is more quantum-proof than BTC, though not fully. source: https://twitter.com/milesdeutscher/status/1993974587936395644

According to Eric Balchunas, Zcash (ZEC) carries third-party candidate dynamics and backing it instead of consolidating into the main asset could split the vote and bring major consequences for BTC at a crucial time, signaling a preference for capital concentration in Bitcoin over dispersion to privacy coins (source: Eric Balchunas on X on Nov 22, 2025). For traders, this frames fragmentation risk as a near-term headwind to Bitcoin momentum and suggests prioritizing BTC exposure over ZEC during key market inflection points identified by the author (source: Eric Balchunas on X on Nov 22, 2025).

According to @Flavio_leMec, the legality of on-chain privacy is in focus for builders and traders alike, raising immediate compliance and liquidity questions for privacy tools and tokens, including ZEC and XMR, and for exchanges serving U.S., EU, and UK users, source: @Flavio_leMec tweet on Nov 20, 2025. In the U.S., the Treasury’s OFAC sanctioned Tornado Cash, making interactions with listed mixer addresses sanctionable for U.S. persons and heightening compliance risk for platforms, source: U.S. Treasury OFAC press release, Aug 8, 2022. The U.S. Department of Justice charged Tornado Cash founders with money laundering and sanctions violations, signaling criminal exposure for facilitation of illicit flows, source: U.S. Department of Justice press release, Aug 23, 2023. In the EU, the Transfer of Funds Regulation extends the Travel Rule to crypto-asset service providers, requiring originator and beneficiary data on transfers and pressuring venues to restrict assets and tools that cannot support compliance, source: European Parliament press release on tracing crypto transfers, April 20, 2023. In the UK, the FCA Travel Rule statement requires firms to collect and share beneficiary and originator data when sending or receiving crypto, similarly constraining privacy coins without selective disclosure, source: UK Financial Conduct Authority statement, Aug 17, 2023. FinCEN proposed designating convertible virtual currency mixing as a primary money laundering concern, increasing bank and exchange scrutiny on privacy tooling and flows, source: U.S. FinCEN notice of proposed rulemaking, Oct 19, 2023. Compliance-compatible privacy exists: Zcash supports viewing keys and selective disclosure that enable audits and reporting without public data leakage, which reduces delisting risk versus opaque mixers, source: Electric Coin Company Zcash documentation on viewing keys, official docs accessed 2024. OFAC’s sanctions compliance guidance for the virtual currency industry outlines screening, blocking, and reporting controls that privacy-focused services must integrate to operate lawfully, source: U.S. Treasury OFAC Sanctions Compliance Guidance for the Virtual Currency Industry, Oct 2021. Market outcomes illustrate the trading impact: Binance announced the delisting of XMR in February 2024 amid heightened compliance focus, which reduced centralized venue liquidity for Monero, source: Binance Announcement, Feb 6, 2024. OKX also removed multiple privacy coins in early 2024, reinforcing the pattern of reduced listings and market depth for assets lacking selective disclosure, source: OKX Support Notice, Dec 27, 2023 and Jan 2024 update. Dutch authorities secured a conviction related to Tornado Cash operations in 2024, underscoring European enforcement posture toward opaque mixers and further elevating compliance risk premiums, source: District Court of ’s-Hertogenbosch judgment reported by the Netherlands Public Prosecution Service, May 2024. Taken together, on-chain privacy is possible without breaking the law when protocols implement sanctions screening, selective disclosure, and Travel Rule data transmission, but opaque mixing tools face sustained enforcement and delisting risk that can fragment liquidity and widen spreads for related tokens, source: OFAC 2021 guidance; EU TFR 2023; FCA 2023; FinCEN 2023.

According to @santimentfeed, the total crypto market cap fell 13.5% over the past week, with Bitcoin (BTC) threatening to drop below 90K for the first time in 7 months, signaling broad-based pressure on large caps. According to @santimentfeed, pockets of relative strength included Zcash (ZEC) up 7%, Monero (XMR) up 5%, and Aster up 10%, while most large coins inflicted major trader pain.

According to Kashif Raza, the post raises whether a Bitcoin privacy upgrade could overlap with Zcash’s value proposition for traders. Source: X post by Kashif Raza on Nov 16, 2025. Bitcoin currently has no activated protocol change that provides Zcash-like fully private on-chain transfers; Taproot (BIPs 340–342) improves script and key-path spending efficiency but does not hide sender identities or transaction amounts. Source: Bitcoin Core documentation and BIPs 340–342. Silent Payments is a Bitcoin proposal intended to enhance receiver privacy by enabling address reuse resistance without revealing links on-chain, but it remains a Draft BIP and is not activated on the Bitcoin network. Source: Bitcoin BIPs repository, BIP-352 Silent Payments. Zcash provides optional shielded transactions using zk-SNARKs through the Orchard pool and unified addresses, enabling transfer privacy for amounts and participants while preserving supply auditability. Source: Electric Coin Company technical documentation and Zcash Protocol Specification. Because no Bitcoin soft fork delivering Zcash-level on-chain privacy is currently activated, ZEC’s differentiated privacy utility remains intact at this time for market positioning. Source: Bitcoin BIPs repository status and Bitcoin Core release notes. For trading, monitor BIP status changes and Bitcoin-Dev mailing list discussions for any consensus progress on privacy features, alongside Zcash network updates from Electric Coin Company and Zcash Foundation that could affect ZEC/BTC relative performance and liquidity. Source: Bitcoin-Dev mailing list, Bitcoin BIPs repository, Electric Coin Company updates, and Zcash Foundation communications.

According to @RhythmicAnalyst, traders are debating whether Zcash (ZEC) could flip Bitcoin (BTC) by market capitalization. Historical rankings show BTC’s market value and exchange liquidity dwarf ZEC’s by orders of magnitude, reducing flippening odds without a structural shift, per CoinMarketCap historical data and Kaiko order-book liquidity datasets. For trading signals, monitor the ZEC/BTC ratio, spot depth, and derivatives open interest on major venues such as Binance and OKX, per exchange futures dashboards and Kaiko liquidity reports. Also track on-chain activity and security—active addresses, transaction volume, fees, and hash rate—for both networks, per Glassnode (BTC) analytics and Electric Coin Company and Zcash explorer statistics. Current readings in the cited sources do not indicate ZEC approaching BTC on these metrics, while BTC remains the primary liquidity and pricing benchmark, per the CME CF Bitcoin Reference Rate and Bitwise crypto index methodology.

According to @CryptoMichNL, privacy is a leading market narrative, with ZEC and DASH showing strong recent returns and momentum that traders are tracking for opportunities, source: @CryptoMichNL on X, Nov 13, 2025. The same source highlights a discussion with @F_ZK_Now on privacy and Midnight, a protocol within the ADA ecosystem, underscoring ADA-linked privacy developments for traders to monitor, source: @CryptoMichNL on X, Nov 13, 2025; video link youtu.be/lGSuOeVmKUE.

According to @Trader_XO, Zcash (ZEC) currently presents strong conditions for short setups alongside favorable zones to long for mean-reversion trades, source: @Trader_XO on X, Nov 11, 2025. The trader urges focusing on the market in front of participants and treating ZEC as a two-way trading instrument rather than dismissing the asset, source: @Trader_XO on X, Nov 11, 2025. He also states that Monero (XMR) offers stronger privacy than Zcash, a consideration that could influence allocation within privacy coins, source: @Trader_XO on X, Nov 11, 2025.

According to @KookCapitalLLC, Zcash (ZEC) is not private and wrapped versions on other networks such as Solana (SOL) are also not private, guiding privacy-coin traders away from ZEC and SOL-based wraps, source: @KookCapitalLLC. According to @KookCapitalLLC, the strategy is to own Monero (XMR) as the sector’s king and trade the derivatives for exposure and volatility, source: @KookCapitalLLC. According to @KookCapitalLLC, Monero is the only real privacy coin among major crypto assets, source: @KookCapitalLLC.

According to @boldleonidas, he publicly states he turned $700k into over $20m on Zcash (ZEC), implying roughly a 28x return, and says he bought the bottom when interest was low; he adds it is his biggest trade this year aside from $TRUMP (source: X post by @boldleonidas, Nov 8, 2025). He says his new video addresses whether ZEC has topped, how he built conviction, and how he executed the trade (source: X post by @boldleonidas, Nov 8, 2025). He also says he is eyeing the next generational trade, indicating the video outlines forward-looking criteria he monitors for large asymmetry setups (source: X post by @boldleonidas, Nov 8, 2025).

According to BitMEX Research, Zcash (ZEC) has rallied recently. According to BitMEX Research, the all-time high in BTC terms was about 3,300 BTC per ZEC, which is roughly $340,000,000 per coin at today’s BTC price, highlighting a large gap from current market levels according to BitMEX Research.

According to the source, Bittensor (TAO) and Zcash (ZEC) led an altcoin rebound while BNB’s rally cooled, signaling shifting momentum within major altcoins (source: X post dated Oct 20, 2025 linking to the headline).

According to @MilkRoadDaily, the past 24 hours saw broad crypto declines with 13 of 14 listed assets down, led by Litecoin (LTC) at -25.62% and Dogecoin (DOGE) at -22.91%, while Zcash (ZEC) was the only gainer at +15.57% (source: @MilkRoadDaily). According to @MilkRoadDaily, Bitcoin (BTC) fell -7.57% and Ethereum (ETH) dropped -11.55%, with ETH underperforming BTC by 3.98 percentage points (source: @MilkRoadDaily). According to @MilkRoadDaily, the median decline among the losers was -16.71% and the mean decline was -15.56% based on the reported returns (source: @MilkRoadDaily). According to @MilkRoadDaily, additional notable moves included Solana (SOL) -16.71%, XRP -12.14%, BNB -10.98%, Tron (TRX) -4.86%, Cardano (ADA) -18.58%, Chainlink (LINK) -19.42%, SUI -21.64%, Avalanche (AVAX) -19.63%, and Hyperliquid -10.64% (source: @MilkRoadDaily).

According to Fox News, officials report that anti-ICE activists assisted a migrant child rapist in evading arrest in Colorado. This incident has heightened concerns about regulatory risks and law enforcement scrutiny, particularly for privacy-focused cryptocurrencies like Monero (XMR) and Zcash (ZEC), which are often discussed in relation to illicit activity and anonymity. Crypto traders should monitor regulatory news closely, as increased government attention may result in tighter KYC/AML enforcement, potentially impacting trading volumes and privacy coin prices. Source: Fox News (@FoxNews, June 21, 2025).

According to Fox News, the Nashville mayor has reaffirmed support for the public release of ICE agents' personal information, despite warnings from officials that such actions endanger those agents. For cryptocurrency traders, this event highlights heightened risks around political instability and digital privacy, which can drive volatility in privacy-focused crypto assets such as Monero (XMR) and Zcash (ZEC). Increased attention to cybersecurity and doxing incidents may also influence trading strategies and increase demand for security tokens and privacy coins. Source: Fox News.

According to Fox News, the Florida Attorney General has issued a subpoena to a Chinese company over concerns that their medical devices may be compromised and capable of transmitting private user data (Fox News, June 18, 2025). This development could lead to heightened regulatory scrutiny on cross-border technology and medical device firms, impacting investor sentiment in tech and AI-related stocks. The crypto market is likely to see increased interest in privacy-focused tokens such as Monero (XMR) and Zcash (ZEC), as traders anticipate a shift toward decentralized solutions for data privacy. Market participants should monitor regulatory updates and privacy token price action for potential trading opportunities.

According to Fox News, the Department of Homeland Security (DHS) released a video showing agents arresting a suspect allegedly involved in assaulting a border patrol officer (source: Fox News, June 12, 2025). While the incident itself is not directly tied to cryptocurrency, historical data shows that heightened border security events and law enforcement actions can lead to shifts in investor sentiment, especially regarding privacy coins and cross-border transaction cryptocurrencies. Traders should monitor for increased volatility in privacy-focused tokens such as Monero (XMR) and Zcash (ZEC), as publicized enforcement actions often spur discussions on regulatory scrutiny and potential impacts on crypto adoption (source: Cointelegraph industry reports).

According to @Crypt0Kirito, discussions around Remilio PFP, Palantir surveillance, and beta blocker technologies are raising concerns among crypto traders about privacy and data security in blockchain projects (source: Twitter, June 4, 2025). The mention of Palantir, known for its advanced surveillance analytics, has increased attention on decentralized privacy coins and projects that offer anonymity solutions. Traders are closely monitoring market movements in privacy-focused tokens such as Monero (XMR) and Zcash (ZEC), as heightened awareness of surveillance risks could drive demand and volatility in these assets. The conversation underscores an emerging narrative where investor sentiment shifts toward privacy and anti-surveillance tools, directly affecting trading strategies and token valuations in the crypto market.

According to Omkar Godbole (@godbole17), assets that enhance or ensure privacy are expected to become the real store of value over the next decade. For crypto traders, this highlights a potential long-term bullish trend for privacy coins such as Monero (XMR), Zcash (ZEC), and other blockchain solutions prioritizing encryption and anonymity. As regulatory scrutiny increases globally, demand for privacy-preserving technologies may offer significant upside, but also introduces compliance risks. Traders should monitor evolving regulations and adoption trends, as these factors will directly impact liquidity and price action in privacy coin markets. Source: Omkar Godbole, Twitter, May 21, 2025.