$ZEC printed $1.2k, smoked every major on the board, and the privacy rerate is still early. there are the names that catch the overflow: > $XMR: the lagging beta to $ZEC’s privacy rerate. mandatory privacy, but worse access/liquidity after years of delistings. THORChain native swaps + FCMP++ could be the next catalysts. > $ZCAT: Ansem backed Sol expression of the $ZEC trade, paired directly with $ZEC and using tax to buy + airdrop $ZEC to holders. > $ARX: Privacy 2.0 beta to $ZEC, confidential compute on Sol for private transfers, dark pools + AI. > $NEAR: the execution rail behind shielded $ZEC via Intents, with $1.9B+ $ZEC already routed and ~50% of app fees flowing to protocol revenue / $NEAR buybacks. > $FOLD: confidential compute/coordination on Ethereum with FHE + ZK, Vitalik publicly endorsed Interfold and even bought the first auction. > $ZECAT: first native memecoin on Zcash L1 via @SHLDdotfun, basically the high-beta bet on $ZEC + shielded DeFi. if privacy stays bid, $ZEC keeps the throne and and these tail it. simple as that.