glassnode:隐私赛道成年度最大赢家,ZEC领涨带动板块市值升至336亿美元
Odaily News: glassnode posted on the X platform that while Bitcoin remains 36% below its October 2025 high, most crypto market sectors remain at low levels, but the privacy sector has become the only one to outperform its previous market peak, rising 213% since October 6, 2025.
Data shows that all top ten sectors have risen over the past 30 days, with the privacy sector gaining 90%. Currently, the total market cap of privacy crypto assets ranked in the top 200 has risen to approximately $33.6 billion, a significant increase from $7.1 billion a year ago, with nearly half of that growth coming in the past 30 days. Among them, Zcash (ZEC) has jumped from 82nd to 7th in market cap ranking, accumulating a 2,496% gain over the past year; Monero (XMR) has also doubled in price during the same period.
Although ZEC accounts for about 62% of the privacy sector's market cap and its strong performance has driven sector gains, the privacy sector's rise is not a single-asset story. All eight privacy assets with at least one year of history have risen. Excluding ZEC, the weighted portfolio of privacy assets is still up 85% over the past year, and 56% above Bitcoin's October 2025 high.
Among the top 25 assets by market cap, only ZEC, HYPE, XMR, and WBT are currently above their October 6, 2025 levels, with two of those slots occupied by privacy assets. Data shows that 91.5% of the top 200 crypto assets by market cap have risen in the past 30 days, but only 25 assets have risen over the past year, indicating that the recent rebound has broad market support, while strong performance over the past year has been highly concentrated in the privacy sector.
