Privacy Coins Surge 213% Since Bitcoin's Peak, Leaving Rest of Crypto Behind — BigGo Finance
Privacy-focused cryptocurrencies have surged 213% since Bitcoin's peak, outperforming the broader crypto market. Zcash (ZEC) led with a 2,496% gain, now at 62% of the sector's value. Monero (XMR), Dash (DASH), and Horizen (ZEN) also showed strong performance. The sector's market cap grew to $33.6 billion, with half of that growth in the past 30 days, according to Glassnode.
How this was made
The 30-second read
Why it matters
Sector rotation into privacy assets suggests selective capital allocation within crypto, but regulatory risk remains a key headwind.
Market read
Privacy‑coin surge creates trading opportunities in ZEC, XMR, DASH, and ZEN, while highlighting sector divergence.
What to watch
Liquidity constraints and high futures open interest increase downside risk.
Background
Glassnode on‑chain data shows privacy coins outperforming the broader crypto market since Bitcoin's 2025 peak.
Ticker impact
Zcash surged 2,496% over the past year and attracted $34.4M ETF inflows, driving the privacy coin rally.
Potential for further short-term gains; watch for volatility spikes.
Institutional ETF inflows and mining power growth support price, but $2.3B futures open interest adds downside risk.
Monero doubled in value over the past year and broke out above $600, contributing to sector outperformance.
Likely to stay above $600 in the near term if inflows persist.
Price breakout aligns with sector strength; regulatory risk remains.
Market effects
Privacy‑coin rally may lift related blockchain infrastructure and custodial services.
Global, with strongest interest in jurisdictions tolerant of privacy tech.
Highlights divergence between privacy coins and broader crypto market.
Counterpoint
Regulatory crackdown could sharply reverse the privacy‑coin rally.
Key entities
- Analytics FirmGlassnode
Provider of on‑chain data underpinning the sector analysis.
- Asset ManagerGrayscale
Launched a Zcash ETF, driving institutional inflows.
