Cypherpunk Holdings has doubled down on its privacy thesis, purchasing $29 million worth of Zcash (ZEC). Their goal is to corner 5% of the total circulating supply.
This is a classic "Supply Shock" play. Zcash has a fixed supply cap of 21 million. If a single entity holds 5-10%, exchange liquidity will dry up, leading to explosive upward volatility.
This is a bold contrarian move given that privacy coins face delisting threats from CEXs like Binance. Cypherpunk Holdings is betting that privacy will become a premium feature in a world of CBDC surveillance.
Watch for global CBDC rollouts or new EU privacy regulations. If ZEC pumps, it signals a market-wide rotation into "anti-surveillance" assets.
Cornering the supply of a "hated" asset is often how institutional whales generate massive returns.
Do you own any Privacy Coins?
#Zcash #ZEC #Privacy #SupplyShock
