Privacy coins are the most interesting asset for the next 6 months

I've been thinking a lot about this

#1 – Crypto is not fungible – governments are already primed to create a scoring system for crypto. Monero heads have been yelling about this for ages & they are right. https://x.com/BowTiedMara/status/1956142553226477768

#2 – Institutionalists market crypto as easier to track than money. https://x.com/AfterEarnings/status/1959003072069607701

The people with on chain wealth like the guy who market sold 8 billion in bitcoin recently don't like crypto being co-opted by existing systems of power.

They will look for solutions to protect their wealth. They had the conviction to buy into bitcoin when everyone said it would fail.

#3 – As wealth moves on chain there are an unlimited number of memecoins and VC infrastructure dumpfests to dillute the wealth affect of those markets. You can't buy 10 years of fair coin distribution from a VC.

#4 – Zcash probably has the most bullish chart of all time when it comes to shielded coins. This means 3.7 million of existing holder coins live in pools that aren't going to exchanges. It is growing while not being supported by ledger.

This is a huge amount of community buy in – events like this show the underlying demand before price appreciation. https://x.com/ZBitUSD/status/1958889737529565391

#5 – Privacy coins are drastically under represented in the market. Zcash pumped by 20%+ from a Gainzy shill. Monero and Zcash together are less then Uniswap, Polkadot or AVAX.

#6 – Zcash has major tech coming online with Tachyon – the most serious scaling project since Solana. And is connecting to the rest of crypto on chain to bring privacy to cross chain swaps. It has invented the privacy tech the rest of the crypto ecosystem uses and Sean Bowe is probably the greatest cryptographer of our time.

#7 – Monero suffers from sub par tech – but still has seen appreciation in the middle of an altcoin bear market and being delisted from most major exchanges. They have proven that the value prop of private money can't be destroyed with centralized censorship.