Zcash's NU7 upgrade, live on testnet since Oct. 4, will leave ZEC in the legacy Sprout pool unspendable if it reaches mainnet on its Nov. 5 target. Holders' real cutoff is a block height that developers plan to set at an Oct. 20 review.
Perspective Coverage
5 publishers
- Builder
- Builder 37%
- Operator
- Operator 37%
- Investor
- Investor 26%
Reality
- Evidence76
- Adoption25
- Hype gap+5
- Incentives
- Not scored
- Confidence72
Grayscale's ZCSH, the first US spot Zcash ETF, lost $93.56 million to outflows in one week, leaving $212.56 million of net inflows since its August launch. Its assets fell further, to about $751 million from a September peak as high as $979 million, with ZEC's price accounting for much of the drop.
Perspective Coverage
3 publishers
- Builder
- Builder 7%
- Operator
- Operator 20%
- Investor
- Investor 73%
Reality
- Evidence68
- Adoption55
- Hype gap+15
- Incentives60
- Confidence65
Zcash tests 25-second blocks on Oct. 6 ahead of an Oct. 20 mainnet call
Zcash's NU7 upgrade goes to testnet on Oct. 6, cutting target block time from 75 to 25 seconds with daily ZEC issuance held roughly flat. Nothing changes this month on the chain carrying real ZEC, so the token's October price trades on a test result and a scheduling call.
Reality
- Evidence55
- Adoption
- Not scored
- Hype gap0
- Incentives
- Not scored
- Confidence50
Bitcoin privacy without a fork hinges on encryption Alloc Init has not finished
Alloc Init's Shielded Bitcoin paper claims Zcash-style private transfers on Bitcoin with no soft fork or consensus change. Moving coins into and out of the pool still depends on witness encryption the authors have not finished.
Reality
- Evidence35
- Adoption0
- Hype gap+45
- Incentives50
- Confidence40
Zcash Foundation disowns ZRC-20 the day after a sponsored post announced it
ZRC-20 needs no consensus change, so the Foundation's denial is a reputational act with no on-chain effect, and it lands while Grayscale's ZCSH ETF has pulled more than $500m into ZEC in two weeks.
Reality
- Evidence42
- Adoption20
- Hype gap+45
- Incentives78
- Confidence45