Outside of ZK, I only hold three major positions ETH, BTC, and ZEC in that order. These aren’t just assets. They’re civilizational primitives that will outlive every narrative shift in crypto.
BTC → Sovereignty
$BTC is the only asset with:
A leaderless origin story
A cult-level global constituency
A network strong enough to rival nation-states
It’s the closest humanity has to a neutral, permissionless reserve asset. That’s why BTC remains the base layer of the Internet’s monetary system.
ETH → Programmability
Ethereum transformed crypto from money to mechanism. It automated trust, eliminated human bottlenecks, and became the execution layer for the Internet of Value.
$ETH isn’t “digital oil.” It behaves like programmable digital gold a bearer asset with the strongest onchain ownership guarantees.
The market still undervalues that. I hold more ETH than BTC for a reason.
ZEC → Privacy
The missing pillar has always been privacy the third essential property of digital money.
Zcash is the only major asset offering mathematically perfect privacy, built by the pioneers whose work ignited the entire ZK revolution (Sonic, Halo, etc.).
As Naval said: “Bitcoin is insurance against fiat. Zcash is insurance against Bitcoin.”
If ZEC becomes the monetary standard for private money, it triggers a self-reinforcing movement a memetic flywheel powerful enough to push privacy forward even against political resistance.
Privacy isn’t priced in.
That’s why its upside remains the most asymmetric bet in crypto potentially the last 100x–1000x category left.
Sovereignty. Programmability. Privacy.
BTC, ETH, $ZEC - The three pillars of digital gold and the foundations of digital freedom.
#TrumpTariffs #BinanceAlphaAlert
