Overview
- Jan van Eck told CNBC the firm could walk away if Bitcoin’s core thesis proves broken, citing encryption strength and privacy as central concerns.
- VanEck oversees more than $1.2 billion in BTC through its spot ETF, making its public stance consequential for institutional flows.
- The CEO said some long‑time Bitcoin holders are examining Zcash for stronger privacy; ZEC has rallied, and OKX will resume ZEC/USDT spot trading on Nov. 24 at 12:00 UTC.
- Experts diverge on timelines: Vitalik Buterin and Scott Aaronson warn of a potential pre‑2028 quantum break, while Adam Back projects meaningful risk in 20–40 years.
- Zcash developers say a “quantum recoverability” path is largely built to allow a pause‑and‑upgrade, as Bitcoin advocates push back on claims of a broader shift to privacy coins.