AllianceDAO联创：ZEC或成BTC对冲资产，激进预期或达BTC市值20%

Odaily Planet Daily News: AllianceDAO co-founder Wang Qiao posted on platform X, stating that Zcash is expected to become a hedging asset for some Bitcoin holders. A relatively conservative target is for ZEC's market cap to reach approximately 3% to 5% of Bitcoin's, meaning BTC holders would rebalance a portion of their positions into ZEC for risk hedging. A more aggressive outlook suggests 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 outlines 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 potentially see a further significant increase in market share. However, this scenario is described as a low-probability event.