Privacy is the move

The market is dramatically underestimating the value of privacy cryptocurrencies.

Bitcoin is an open public ledger that is under surveillance. It is studied by government agencies, companies, and entities with their own agendas and purposes.

The knowledge that your funds are under surveillance will be constantly present.

The market hasn’t realized the lack of privacy in bitcoin. Instead it ignores the lack of privacy and tries to procrastinate the inevitability of problems that will rise in attempting to create a whole economy under a public ledger.

Once the market wakes up, privacy focused cryptocurrencies will benefit greatly.

In the beginning it will be more hype and less use, but that will shift as privacy cryptocurrencies benefit from hype and harness that hype appropriately.

As the cryptocurrency market matures the need for privacy will become more obvious.

There will be a few instances that will create a shift in the narrative and stress the need for privacy.

This will likely be government censorship of addresses, tracking transactions that lead to harm, or blatant forms of crypto censorship. It will be something that presents the problem of having a public ledger.

We are beginning to see the slow movement towards privacy.

Grin, a privacy cryptocurrency, received a lot of hype and investment interest by the big whigs of the space.

Zcash, a privacy cryptocurrency, continues to dominate the privacy space and is heavily praised for it’s expertise.

The privacy issue is so important that we have seen bitcoin maximalists that would otherwise never touch “shitcoins” show their interest in Grin.

This trend will continue as maximalists are discouraged by the moves of companies like Coinbase in implementing state of the art chain analysis systems for tracking and studying blockchains.

The Inevitability

Every company that wants to better understand crypto markets will move towards analyzing and tracking blockchains.

The blockchain will be analyzed to get the maximum amount of value.

These moves will further conflict with the ethos of the cryptocurrency community and make them want to rebel.

The rebellion will take place in buying and supporting privacy projects, companies and services.

The Opportunity

The opportunity is immense. Both for the investor and for privacy projects.

The top privacy projects are not even in the top 10.

Monero, the largest by market capitalization, comes in at 13 with $800 million.

Zcash, the second largest, comes in at 20 with $300 million.

The likelihood that these two projects will stick around in the next few years is highly likely. At their current valuations they are steals, but not as interesting as the other privacy projects that are significantly lower than these two.

The majority of privacy projects currently hover around $20–30 million.

These would need a 10x to move up to the level of bear market Zcash.

The privacy crypto sector in size is currently pathetic, but it won’t always be pathetic.

The immense opportunity is with these smaller privacy cryptocurrencies and future projects that will come in the next few years.

Privacy projects will be playing a significantly larger role. Their privacy will be the basis for a new sector that will blossom in crypto. Exchanges, wallets, and services that use the privacy features of these assets to provide the security and comfort users demand.

The way that privacy projects handle this large role will separate the winners.

The winners that will 100x and acquire their spot in the top 10.