While most altcoins are selling off, ZEC is ripping — up +750% vs BTC as the privacy trade gains momentum.
Meanwhile, a single semis supplier still owns 100% of the EUV market—the choke point for every advanced chip made today.
Source: Naval
Key Report Insights:
ZEC Leads: +750% vs BTC since Sept, reflexive privacy bid
HBM Bottleneck: ASML = sole EUV supplier, pure memory leverage
Copper Breakout: New highs signal global growth rotation
DAT Compression: mNAVs <1, momentum only in BMNR + MSTR
OpenAI IPO Torque: MSFT + SoftBank = cleanest equity proxies
Stay to the end for our portfolio update (+41% vs BTC since July 2025).
 | A guest post by
|