Bankless co-founder David Hoffman predicts ZEC will reach 10% of Bitcoin’s market cap this cycle

This is a high-profile voice making an unfalsifiable call: no timeframe, no methodology, and a target that would require ZEC to reprice by orders of magnitude. Its significance lies less in the number than in what it signals — that privacy assets are being framed by influential commentators as a legitimate challenger to Bitcoin's monetary premium, a narrative shift worth noting for a sector long treated as a regulatory liability. The open question is whether other prominent voices echo the framing or treat it as an outlier, and whether privacy-coin flows start reflecting narrative rather than fundamentals.