Grayscale Points to Zcash Among Six Privacy Coins to Watch

TheNewsCrypto2025-12-30 tarihinde yayınlandı2025-12-30 tarihinde güncellendi

Özet

Grayscale's Q4 2025 report highlights six top-performing privacy-focused cryptocurrencies: Zcash, Monero, Dash, Decred, Basic Attention Token, and Beldex. Zcash led not only the privacy segment but the entire Top 20 assets tracked. The Shield Pool, a core privacy feature of Zcash, reached a record high with over 5 million ZEC (30% of supply) locked, indicating strong holder confidence despite price volatility. ZEC’s price rebounded over 70% in December, reinforcing its privacy value proposition. Institutional interest is shifting toward privacy assets amid growing data breach scandals. Grayscale forecasts continued growth in 2026, driven by integration with DeFi and Web3 applications.

Grayscale has identified six privacy-focused cryptocurrencies as standout performers in its Q4 2025 report. The investment firm, one of the largest cryptocurrency asset managers globally, highlighted Zcash, Monero, Dash, Decred, Basic Attention Token, and Beldex as leading assets during the quarter.

Zcash led not only the privacy segment but the entire Top 20 universe tracked by Grayscale. The quarter was characterized as a consolidation phase following strong growth periods, yet privacy coins outperformed most other categories during this timeframe.

Zcash Shield Pool activity reaches record levels

Data from zkp.baby shows the amount of ZEC locked in the Shield Pool surpassed 5 million tokens, accounting for approximately 30% of circulating supply. This marks a new all-time high for the privacy feature.

The Shield Pool functions as a core component of Zcash’s architecture. Users convert ZEC from transparent addresses to shielded addresses through this mechanism, providing enhanced privacy for transactions.

The amount of ZEC in Shield Pools remained around 4.8 million throughout November. This stability persisted while ZEC’s price declined by nearly 60% at one point. The data suggests holders maintained positions through volatility rather than selling during downturns.

December brought a price rebound exceeding 70% for Zcash. Shield Pools simultaneously set new all-time highs. These developments appear to have reinforced investor confidence in the asset’s privacy value proposition.

Arthur Hayes, former CEO of BitMEX and prominent cryptocurrency investor, issued a bullish outlook on ZEC. “The tears of the bears shall be my sustenance. ZEC first stop $1,000,” Hayes stated.

Institutional focus shifts toward privacy assets

Grayscale’s Q4 report emphasized that institutional interest is shifting toward assets offering stronger privacy features. This trend intensifies as data breach scandals continue surfacing across technology platforms and traditional finance systems.

The investment firm reported that privacy-related tokens dominated the Top 20 performer list during Q4 2025. The six highlighted coins each delivered returns that exceeded most other cryptocurrency categories during the consolidation period.

Grayscale forecasts continued growth for the privacy coin segment throughout 2026. Integration with decentralized finance protocols and Web3 applications is expected to drive this expansion as developers build privacy features into mainstream blockchain applications.

İlgili Sorular

QWhich six privacy-focused cryptocurrencies did Grayscale highlight in its Q4 2025 report?

AGrayscale highlighted Zcash, Monero, Dash, Decred, Basic Attention Token, and Beldex.

QWhat was the new all-time high for the Zcash Shield Pool, as mentioned in the article?

AThe amount of ZEC locked in the Shield Pool surpassed 5 million tokens, accounting for approximately 30% of the circulating supply.

QHow did Zcash's price perform in December, according to the report?

AZcash's price rebounded by over 70% in December.

QWhat reason does Grayscale give for the growing institutional interest in privacy assets?

AInstitutional interest is shifting toward privacy assets due to intensifying data breach scandals across technology platforms and traditional finance systems.

QWhat is Arthur Hayes' bullish price prediction for ZEC, as quoted in the article?

AArthur Hayes stated, 'ZEC first stop $1,000.'

İlgili Okumalar

Within Strategy's Framework, STRC's Dividend Yield Remains at 12% as Share Price Stays Below Par Value

Michael Saylor, Executive Chairman of Strategy (MSTR), confirmed that the dividend rate for its STRC perpetual preferred shares will remain at 12.00% through August 2026. The rate has increased from 9% at its July 2025 launch to the current high via a "ratchet" mechanism, which permanently raises the rate by 0.5% whenever the share price falls below $95. This mechanism is intended to push the price back toward its $100 par value and support Strategy's "at-the-market" (ATM) program for issuing new shares to fund Bitcoin purchases. However, the mechanism has not worked as intended. STRC shares closed at $89.46 on July 31, remaining about 10-11% below par value despite the record-high dividend. Competition from rival Strive's higher-yielding SATA securities has pressured demand. The persistent discount has forced Strategy to suspend new STRC issuances via its ATM program, limiting this funding channel for Bitcoin acquisitions. STRC's struggles reflect Bitcoin's own volatility, as the preferred shares historically move in tandem. Analysts have warned the ratchet structure carries long-term, one-way risk. A law firm is investigating Strategy's ability to maintain dividend payments if Bitcoin's price stays low. Retail investors own roughly 83% of outstanding STRC shares, a group seen as prone to panic selling during downturns. In response, Strategy has established financial reserves, including a liquidity cushion covering about 26 months of dividend/interest obligations, and a $2 billion share buyback program alongside a Bitcoin monetization framework, though the company emphasized it is not obligated to sell any Bitcoin.

cryptonews.ru5 dk önce

Within Strategy's Framework, STRC's Dividend Yield Remains at 12% as Share Price Stays Below Par Value

cryptonews.ru5 dk önce

Analyst: Bitcoin's Price Will Drop to $60k in August, Then Rebound to $70k

Financial analyst Andrey Poroshin has provided a new forecast for Bitcoin's price dynamics in August. Poroshin, an analyst at the Bitbanker exchange, expects the cryptocurrency market to experience a downturn this month, with prices retesting the $60,000 level due to a lack of supportive macroeconomic catalysts. He noted that the recent US Federal Reserve decision to hold interest rates did not significantly impact the market, while inflation remains above the 2% target. Poroshin stated that Bitcoin is ending July under pressure from moderate volatility and a lack of new macroeconomic stimuli, leading to continued market caution. According to his base scenario, Bitcoin will drop to a range of $60,000 to $62,000 before recovering to $70,000. He pointed out that even $70,000 remains below the cost of mining in the US, which has prompted some miners to shift towards AI data center operations. Poroshin cited the winding down of BitMEX's operations as a potential catalyst for a price rebound, suggesting the exit of weaker players often coincides with market reversals and reduced short-term selling pressure. He believes Bitcoin is currently less susceptible to geopolitical shocks, such as the Iran-US conflict, and does not expect significant market changes in August related to the pending CLARITY Act. Looking ahead, Poroshin forecasts that September will bring more active price fluctuations driven by potential Fed rate decisions and possible discussions or approval of the CLARITY Act.

cryptonews.ru5 dk önce

Analyst: Bitcoin's Price Will Drop to $60k in August, Then Rebound to $70k

cryptonews.ru5 dk önce

In Jinjiang, Fujian, a Storage Super Unicorn Lies Quiet

In Fujian's Jinjiang, a city known for sportswear, lies a quiet semiconductor giant: Fujian Jinhua Integrated Circuit Co. (JHICC). Once a promising domestic DRAM manufacturer alongside Yangtze Memory and ChangXin Memory Technologies (CXMT), its journey was derailed in 2018 when the U.S. placed it on an Entity List and filed criminal charges for alleged trade secret theft. This halted production for years. A turning point came in February 2024 when a U.S. federal court found JHICC not guilty. However, it had lost crucial time. While CXMT soared to become a top-valued A-share company in 2024, JHICC, with an estimated valuation of 80 billion RMB, was just restarting. Its current output is primarily customized DDR4 chips, not the advanced DDR5/HBM demanded for AI, but it still benefits from the broader memory chip upcycle. JHICC's story is tied to Chen Zhengkun, a veteran engineer who left Micron to lead the venture. Founded in 2016 with state-backed funding, JHICC partnered with Taiwan's UMC to develop DRAM technology. Rapid progress was cut short by the U.S. actions, which Micron initiated, partly due to its heavy reliance on the Chinese market. Post-sanctions, Chen's team worked to rebuild the production line with reduced reliance on U.S. technology. According to its records, JHICC achieved small-scale production and revenue growth under immense pressure. It now focuses on the stable "niche" DRAM market (e.g., TVs, routers) with a monthly capacity of ~40,000 wafers, aiming for 60,000 by 2026. It holds over 1,000 patents but remains on the Entity List. For Jinjiang, investing in JHICC was a bold industrial leap. The local government provided unwavering financial and logistical support during the crisis, helping the company survive. JHICC has become the anchor for a growing local semiconductor cluster. Though its scale lags behind domestic peers, JHICC's persistence symbolizes a hard-won foothold in a global market long dominated by Samsung, SK Hynix, and Micron. Having missed one boom, it seeks a place in the new AI-driven memory supercycle.

marsbit2 saat önce

In Jinjiang, Fujian, a Storage Super Unicorn Lies Quiet

marsbit2 saat önce

İşlemler

Spot
活动图片