金色财经|Sep 24, 2026 03:04
**[Bankless Co-Founder: ZEC in 2026 is like ETH in 2021]**
According to a report by Jinse Finance, Bankless co-founder David Hoffman wrote that ZEC has created a sufficiently convincing Schelling point for "Bitcoin buyers." There is $1.7 trillion worth of BTC out there, and it only takes a small number of Bitcoin believers to recognize ZEC as reasonable—whether due to its intrinsic advantages (privacy, quantum resistance) or simply as a hedge for their BTC holdings—for it to be enough.
This is why ZEC keeps rising. An asset with a $26 billion market cap is still just a drop in the ocean compared to the $1.7 trillion scale. As long as ZEC can convince even a small fraction of Bitcoin believers that they should hold "a little bit" of ZEC—"just in case"—that’s sufficient. And "just in case" is precisely the same argument Bitcoin believers use to persuade the rest of the world to hold BTC.
How many dollars ZEC rises by doesn’t matter. What matters is ZEC’s scale relative to BTC, because the driving force behind ZEC buying is Bitcoin’s wealth.
Correct me if I’m wrong, but from what I see, there are almost no capital allocators in the market who would skip over BTC, ETH, and all other crypto assets to buy ZEC purely because of its intrinsic advantages.
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