[Bankless Ventures Partner: ZEC in 2026 is Similar to ETH in 2021, Absorbing Buy Orders from Some Bitcoin Holders] Odaily Planet Daily News – David Hoffman, founding partner of Bankless Ventures, stated in an article that the crypto market occasionally sees a single asset becoming the focal point for Bitcoin holders transferring funds. A similar situation occurred with ETH in 2021, and ZEC in 2026 is now emerging as a new consensus allocation target for some Bitcoin funds. Hoffman noted that ZEC's market cap has risen from approximately $200 million to around $26 billion, but it remains relatively small compared to Bitcoin's market cap of about $1.7 trillion. Convincing even a small portion of Bitcoin holders to allocate a fraction of their holdings to ZEC could potentially create sustained buy pressure. Additionally, he believes that NEAR is absorbing the relatively weaker 'smart contract buy orders' in 2026.