2/3/26 - $zcsh - i own it again, smol size

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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

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