AllianceDAO Co-founder: ZEC Could Become a BTC Hedge Asset, Aggressive Expectations May Reach 20% of BTC Market Cap

Odaily Planet Daily News: AllianceDAO co-founder Wang Qiao posted on platform X, stating that Zcash could potentially become a hedging asset for some Bitcoin holders. A more conservative target is for ZEC's market cap to reach approximately 3% to 5% of Bitcoin's, meaning BTC holders would rebalance some of their positions into ZEC for risk hedging. A more aggressive expectation suggests that ZEC's market cap relative to BTC could reach 15% to 20%, similar to silver's market positioning relative to gold.

Additionally, Wang Qiao's analysis also presents an extreme "flippening" scenario: if Bitcoin encounters a major systemic risk event—such as risks related to Michael Saylor or black swan factors like quantum computing threats—ZEC could have the potential to significantly increase its market share. However, this scenario is described as a low-probability event.