2/3/26 :: VROCKSTAR :: 
ZCSH
i own it again, smol size
OTC:ZCSH/BINANCE:ZECUSDT/0.08196783
- see above in tradingview, it's a 0.77x of nav which means 23% disc
- SoV (store of value) is strongest PMF (product market fit) in the whole space
- bitcoin is king, but IF IF IF there is another interesting #2 and has enough of a rally cry behind it in the current cycle that's zec
- so... keeping it small
- but augments my exposure to the space closer to lows with ISM inflecting and this cap is small enough (zec is sub $5bn cap and you get more than 20% off which is sub $4bn buy)... makes sense.
V
ZCSHi own it again, smol size
OTC:ZCSH/BINANCE:ZECUSDT/0.08196783
- see above in tradingview, it's a 0.77x of nav which means 23% disc
- SoV (store of value) is strongest PMF (product market fit) in the whole space
- bitcoin is king, but IF IF IF there is another interesting #2 and has enough of a rally cry behind it in the current cycle that's zec
- so... keeping it small
- but augments my exposure to the space closer to lows with ISM inflecting and this cap is small enough (zec is sub $5bn cap and you get more than 20% off which is sub $4bn buy)... makes sense.
V
免责声明
这些信息和出版物并非旨在提供，也不构成TradingView提供或认可的任何形式的财务、投资、交易或其他类型的建议或推荐。请阅读使用条款了解更多信息。