- ZC is framed as an early bet on privacy infrastructure on Ethereum, a theme the author expects to remain dominant in crypto.
- After falling from roughly $44M to $2.2M, ZC offers a 95% drawdown entry; prior mindshare could support a reflexive recovery, with a return to its high implying about 20x.
- The thesis depends on the anonymous team continuing to ship and accelerating product fees; the author cites recent updates, positive developer feedback, zero dev-wallet sales, and token burns.
- The author is long and may add lower, while acknowledging anonymous developers, unaudited contracts, centralized upgrade controls, and limited history.
Investment pitches
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