Zcash is underrated

It holds a singular place in crypto and big players are starting to see it. As a bet that internet native money grows, AI becomes more powerful and Bitcoin institutional capture becomes a problem.

Solana, BNB & XRP hold a collective $300 billion market cap. These are utility tokens without a monetary premium. Money is defined by small attack surfaces and fair distribution (lack of privacy in bitcoin is a huge attack surface).

A viable private internet native money that is a clear winner is worth more than these three combined.

#1 - The viable hedge against bitcoin. A great thesis from Messari - 

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Internet native cryptographically private money is *the only* hedge against government totalitarianism

#2 - Fair PoW distribution is valuable - only 5 coins have this distribution. Bitcoin, Zcash, Litecoin, Monero, Dogecoin. The difference between money & utility tokens are distribution methods. 8 years of fair distribution is something you can't buy from a VC.

#3 - It is crypto's best bet that AI will make privacy valuable.

#4 - It's a hedge against Bitcoin's upgrade path in regards to quantum. There is no plan for Satoshi's coins, either these will be dumped on the market or the bitcoin social contract will be broken.

#5 - Zcash founders like Zooko were working on private money before Satoshi. This story is starting to be told by genzcash on X etc. Zcash has moral authority other coins don't have.

#6 - Monero has bad tech and it's been exposed. Between the FCMP++ contributor / Cake Wallet VP who sells Monero tracing services and the leaked video of chainalysis tracing Monero, the narrative that mixers on a transparent chain can work has been destroyed by anyone paying attention.