XMR
Closed the long XMR short ZEC pair after a 5-sigma spike, still likes XMR long-term
Bullish on Monero and Zcash as privacy money to hide capital from government overreach
With Zcash broken by the exploit, Monero is the clean privacy-coin beneficiary with air to 400
Monero outruns Zcash as the privacy and quantum-resistance trade; long XMR vs short ZEC.
Privacy coin adoption accelerates and survives regulatory attacks while Bitcoin's leverage-driven thesis weakens.
Rotate Zcash gains into Monero, the lagging coin that privacy users actually use
Better privacy but no moneyness: Monero gets delisted, can't be sold to boomers like Zcash can
Privacy coins are a structural hedge to rising wealth seizure; Monero undervalued at ~$7.7B
Capital flight from G10 turning into China drives crypto and privacy coins on a 3-5 year horizon
Monero has juice where Zcash doesn't, primed candle on highest volume since February
Monero is the only crypto trading well; long privacy coins after every hack as a repeatable edge
Monero looks like the most attractive crypto long on the weekly while alts broadly look terrible