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
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
Clause de non-responsabilité
Les informations et publications ne sont pas destinées à être, et ne constituent pas, des conseils ou recommandations financiers, d'investissement, de trading ou autres fournis ou approuvés par TradingView. Pour en savoir plus, consultez les Conditions d'utilisation.
Clause de non-responsabilité
Les informations et publications ne sont pas destinées à être, et ne constituent pas, des conseils ou recommandations financiers, d'investissement, de trading ou autres fournis ou approuvés par TradingView. Pour en savoir plus, consultez les Conditions d'utilisation.
