2月12日消息，数字货币集团（DCG）创始人 Barry Silbert 在纽约举行的比特币投资者周大会上表示，未来几年内，约5%–10%的比特币资金可能流向以 Zcash 为代表的隐私加密资产赛道。他认为，比特币仍是核心资产，但在隐私与高倍增长潜力方面，隐私币可能具备更强的“非对称回报”特征。
Barry Silbert 指出，随着链上分析工具不断成熟，比特币早期“匿名现金”的叙事已被削弱，交易可被追踪已成为现实。他强调，除非美元体系发生结构性崩塌，否则比特币难以再现数百倍的增长空间，而专注于隐私保护与新型加密技术的项目，反而可能出现500倍甚至更高的潜在回报。他特别提到 Zcash 与 Bittensor，认为这类资产更适合承担高风险、高回报的战略配置角色。
在隐私区块链方面，Cardano 创始人 Charles Hoskinson 也释放出重要信号。他在香港共识大会上宣布，隐私链 Midnight 将于 2026 年 3 月最后一周上线主网。该网络主打“选择性披露”机制，信息默认加密，但在合规或必要场景下可被授权访问。Hoskinson 还透露，Google 与 Telegram 将作为早期合作方参与网络运营。
与此同时，DCG 旗下 Grayscale 早已布局隐私赛道。其 Zcash 信托产品自 2017 年推出，并正在申请转型为 ETF。Silbert 表示，他如今更愿意将这一领域称为“金融隐私”，并认为隐私技术在合规与个人数据保护之间，将成为下一阶段的关键议题。
在量子计算风险层面，Silbert 认为比特币短期内不会受到实质威胁，但隐私链在加密算法上的升级能力，或可成为对冲潜在技术冲击的补充路径。
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