You are not crazy to be confused about the news of ZEC and Zcash today, what is happening is big.
What’s going on
Zcash
16.22%
right now it’s literally bisected, meaning it’s structurally bullish on a multi-year horizon, strategically negative in the short term. Both bulls and bears react to different layers of the same event.
Let’s break this down into facts without hopium or Twitter FUD.
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1. ZEC News Today: What Really Happened
No, Zcash did not “lose its entire dev team.” That title is misleading.
What happened:
- The main developers of ECC/Zcash are out of the non-profit + governance system of the foundation
- They created a new for-profit company whose sole mission is to send encrypted money quickly.
- It would mean less bureaucracy and fewer political choke points
The bottom line is that the Zcash protocol, chain, and funding mechanisms will continue to exist.
Basic cryptography, specs, and IP are not left in Zcash. This is closer to going out of business than to collapse.
This is very similar to Ethereum to ConsenSys or Bitcoin to Blockstream or Chaincode or Spiral.
That’s why people like Mert, Arjun Khemani (Naval Ravikant protégé), Chainyoda, etc., call it “OG-coded bullish.”
The confusion comes from people conflating “ECC org restructuring” with “abandonment of the Zcash protocol.” Those are not the same.
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2. Why Bulls Are Happy (and which bears are good)
Zcash’s fundamental case that it is still the best cryptocurrency is strong. This bull case, ironically, is that nonprofits are slow to develop consumer-grade financial products.
Zcash’s biggest failure historically wasn’t cryptography; it was:
- UX
- integration
- receipt of payments
- the ability to control
A lean, profit-aligned company can scale quickly, hire without profit margins and send wallets quickly.
Basically, this latest selloff was not an idea but leveraged long naked and stopped going down.
The real danger here is that crypto history is full of talented creators with good intentions, not finding product market equity. Execution failure is always a possibility.
So the bears are not saying that Zcash is dead (okay, some of them are!) but that this transition can easily go away, and that’s okay.
4. The Chart Tells You Something Important (different from the basics)
The ZEC chart shows three important things:
- This is no ordinary pullback: We are looking for a strong vertical decline, bollinger bands are broken, RSI is oversold intraday
- The long-term structure is still intact: Even after the nuke, ZEC has risen sharply from $18-$50 and above multi-month highs.
- Flexibility is the enemy (and your chance)which means we could see a sharp relief rally from here, or higher.
If you want the most important line from this article, it’s this: Does the new company do something real within 12-18 months?
Zcash has the most advanced zk technology, regulatory survival history, reliable cryptographers, and loyal supporters who don’t need to exit immediately. But if six months go by and there is no concrete coming out, you have to check again.
In the meantime, ask yourself honestly: “Do I believe cryptocurrency will be more or less valuable in 2030?”
If the answer is “more,” Zcash is among the top 10 cryptocurrencies by marketcap.
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Key Takeaways
- What’s happening with Zcash right now is a real bifurcation, meaning it’s structurally bullish on a multi-year horizon
- Ask yourself honestly: “Do I believe that cryptocurrency will be more or less valuable in 2030?”
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