I’ve been accumulating $ZEC for over 7 years, through bull markets, bear markets, delistings, and narrative shifts. I’m sitting on a position most people would already exit — and I’m still not selling.

Why? Because Zcash is not a short-term trade. It’s a long-duration asymmetric bet on financial privacy in a world moving toward surveillance, regulation, and programmable money. Privacy isn’t optional — it’s cyclical. When it’s ignored, it gets suppressed; when it’s needed, it reprices violently.

I finally wrote the thesis.

And once you understand it, selling early stops making sense.

PDF [Attached]

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