Overview
- ZEC whipsawed from weekend highs near $723 to lows around $430–$450 before rebounding to roughly the low $500s.
- Arthur Hayes urged users to move ZEC off centralized exchanges into self-custody and to use shielded addresses, warning that CEXs compromise privacy.
- Roughly 4.5–5.0 million ZEC—about 27–30% of circulating supply—now sit in shielded pools, with growing activity in the Orchard pool.
- Zcash’s third halving is due this month, cutting the block subsidy from 3.125 to 1.5625 ZEC and reducing daily issuance to about 1,800 coins.
- Regulatory pressure is intensifying through EU AMLR work and FATF Travel Rule enforcement, and exchanges have weighed restrictions that could affect ZEC liquidity and listing status.