伊朗战争期间隐私币脱钩,Zcash 击败比特币 46%
Burns Brief
美伊停火导致石油价格回落,欧洲股市录得四年多来最大单日涨幅,加密货币也加入了救援浪潮,市场情绪正在转为积极,交易员和分析师指出未来几个交易日可能出现后续势头。观察 $BTC $XMR 的反应 - 高于或低于关键水平的决定性走势将确认下一个趋势。
The US-Iran ceasefire made oil retreat, European equities posted their largest single-day gain in more than four years, and crypto joined the relief wave alongside everything else. During the relief, traders rotated sharply into privacy-adjacent names, pushing Zcash up roughly 59.6% over seven days and Dash up about 47.3% over the same window. CoinGecko's privacy coin category climbed 10.2% over 24 hours as of press time, while the broader privacy cohort averaged 21.5% gains, comfortably outpacing Bitcoin . The move is split unevenly across the category, providing information beyond the headline numbers. Two forces unevenly applied Two distinct forces drove the outperformance, and the first was straightforward: when risk appetite recovers sharply, traders reach for smaller, more volatile assets that carry more upside in a rising tide. The second force was selective, favoring names with a legible narrative beyond macro relief. Monero supplies the clearest evidence against the simple “geopolitics made people want privacy” reading. Over the same seven days that Zcash gained 46.6% against Bitcoin and Dash gained roughly 40.4%, XMR/BTC fell by about 2.3%. A horizontal bar chart shows ZEC/BTC gaining 46.6% and DASH/BTC gaining 40.4% against Bitcoin over seven days, while XMR/BTC lost 2.3%. Given technical complexity and market cap, a uniform ideological bid for financial anonymity would have put Monero in the move. The uneven movement points to traders choosing names based on squeeze potential and narrative legibility, treating privacy as a trading cluster. For Zcash, that second narrative was already in place well before the ceasefire . Grayscale filed an amended S-3/A on Apr. 2 describing a path to list the Grayscale Zcash Trust on NYSE Arca under the ticker ZCSH. This concrete institutional access signal keeps regulated capital's options open. Foundry announced in March a plan to launch an institutional-grade Zcash mining pool in April 2026, explicitly framing Zcash as
Key Takeaways
- The US-Iran ceasefire made oil retreat, European equities posted their largest single-day gain in more than four years, and crypto joined the relief wave alongside everything else
- During the relief, traders rotated sharply into privacy-adjacent names, pushing Zcash up roughly 59
- 2% over 24 hours as of press time, while the broader privacy cohort averaged 21
- The move is split unevenly across the category, providing information beyond the headline numbers
- The second force was selective, favoring names with a legible narrative beyond macro relief