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Raoul Pal just revealed he bought $ZEC during the recent market dip, and his reasoning is seriously compelling.
He sees Zcash as a privacy-focused version of Bitcoin, calling it "Bitcoin with privacy." In a world where store of value assets are dominated by one king, he believes there's now room for a second.
Here's the key takeaway: Raoul mentioned discussing this with Barry Silbert, and the math is simple but powerful. If Zcash captures even 5-10% of Bitcoin's market cap, the upside is massive. He said, "Suppose it can take 10% of Bitcoin, 5% of Bitcoin... that's great, given the economic value it provides."
His core thesis? Privacy has real, tangible value in today's world. And he believes more people will come to understand that over time.
The full podcast drops this Thursday on Real Vision. This is one to watch closely.
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