Gradual Release: Zcash's growth potential depends on the re-pricing of financial privacy in an AI-driven world

Odaily · 2026-03-30T16:08:44+00:00

Grayscale analysts point out that the development of AI monitoring and on-chain transparency could make privacy a core function of finance, and the current market pricing for this trend is undervalued. Zcash achieves private transactions through zero-knowledge proof technology, and demand is emerging. Although ZEC's market share is less than 0.3%, if market expectations change, there could be significant upside potential, but it also faces regulatory and technical risks.

Odaily

2026-03-30 16:08:44

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Odaily Planet Daily News: Grayscale analyst Michael Zhao said in a report that the development of AI monitoring and on-chain transparency could drive privacy from a niche demand toward a core financial function, while the crypto market currently is pricing this possibility too low.

The report notes that Zcash uses zero-knowledge proof technology to conceal transaction details; its shielded transactions currently account for the majority of on-chain activity, indicating that privacy demand already exists in practice. ZEC currently makes up only about 0.3% of the $1.6 trillion crypto sector, and Grayscale believes this reflects market expectations that privacy features will remain on the margins. If those expectations change, upside potential could be significant.

By the end of 2025, ZEC had risen to nearly $700, then pulled back by more than 60%. The report also flags long-term risks such as regulatory uncertainty, execution risk for network upgrades, and quantum computing. As of the time of writing, ZEC is up 5% over the past 24 hours, trading at about $224.80.

ZEC2.93%

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