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Crypto Long & Short: Zcash and the case for privacy in the age of AI
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Key facts
- ORE's weekly protocol revenue has rebounded from a $319,000 low in early April to $818,000 last week, and the token has followed, up from about $39 to $111 over the same span
- Meanwhile, ZEC's price rose roughly 2,300% between September 2025 and September 2026
- Grayscale launched a spot Zcash investment product on the NYSE in August 2026, and it attracted nearly $1 billion in assets in over a month
- And because the blockchain never forgets, this cuts backward in time too: a transaction from 2019 can be unmasked by software that didn’t exist until 2026
Summary
This is your institutional newsletter, Crypto Long & Short. Michael Zhao of Grayscale Research on the privacy problem AI created for public blockchains, and how Zcash addresses it. “ORE Weekly Revenue Picks Up as Price Responds” in Chart of the Week. By Michael Zhao, Grayscale Research.