Looking at the recent movements of whales, I think this wave of ZEC might really have a chance.

Someone has been touting that ZEC could rise to 10,000 U per coin, and I’ve adjusted my confidence level accordingly. The highest it reached was only 750 U, then it fell back to three or four hundred. Recently, after a period of dormancy, I noticed big players quietly accumulating or transferring to cold wallets. This signal is worth paying attention to.

I’ve always adhered to a principle: don’t listen to what whales say, watch what whales are doing. As Buffett said — buy where no one is paying attention, sell where everyone is loud. Remember the incident with Chen Zhi and Qian Zhi Min, who held a total of 240,000 BTC? At that point, ZEC skyrocketed to 750. That was definitely a bustling stage. Now, with the market entering winter, everyone is shouting that a bear market is coming, which has led to a scene of no one paying attention. From this perspective, ZEC indeed has a big turnaround potential.

Why are privacy coins a necessity? The reason is simple. Decentralization has a clear advantage: no regulatory restrictions, transparent on-chain data. But the problem is — many people actually want data privacy. That’s the true value of privacy coins.

My judgment is: privacy coins are definitely a necessity, and the more the cryptocurrency ecosystem develops, the more prominent the importance of privacy coins becomes. Especially for those with assets, regardless of the source of their money, privacy protection is needed.

As the leader in privacy, XMR has excellent technology, but taking privacy to such an absolute level is too extreme. The result is — any country might ignore it or treat it coldly. But if you make privacy too "absolute," it can easily become a target for crackdown by various countries. From this logic, ZEC might instead have the chance to become a new leader.

Why not DASH? DASH’s ambition isn’t in privacy itself, but in privacy payments as an application scenario. Payments are the future, and this track’s potential far exceeds that of pure privacy concepts. DASH won’t abandon its core focus on payments to pursue privacy alone, which limits its development direction. In comparison, ZEC has the chance to become an absolute leader; reaching 10,000 U is just a matter of time.

DASH’s prospects are actually even more aggressive because payments are a real necessity — any fund flow requires privacy protection. If ZEC hits 10,000 U, DASH could at least reach 1,000 U. The privacy track is truly full of opportunities.

But the problem is: the volatility of privacy coins is also fierce. A change in regulatory sentiment could cause a 90% crash directly. Those without strong psychological resilience should probably stay away from the privacy coin concept.