Cypherpunk CIO Argues Zcash Is Mispriced

Cypherpunk Technologies CIO Will McEvoy wrote in a Twitter thread Tuesday that Zcash is undervalued because markets lack a coherent framework to price privacy, citing a $263 price and $4.4 billion market capitalization at the time. He modeled ZEC price scenarios versus Bitcoin, gold, offshore wealth, stablecoins, and Monero, arguing AI-driven surveillance will increase demand for private digital cash. At press time ZEC traded at $244.77.
Scoring Rationale
Offers concrete valuation scenarios and AI-privacy framing, but relies on a single commentator's thread without empirical support.
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