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The crazy thing about the whole privacy-focused narrative for coins like ZEC, RAIL, or NEAR is that most people are just talking about them as speculative assets, without realizing that being good for privacy and having a rising price are two completely different things.
Objectively speaking, XMR is the gold standard here. It is the undisputed leader for anyone who genuinely wants to hide the origin of their funds. But that strength is also its biggest weakness — it is delisted from major exchanges, and using it outside of a few niche wallets is still clunky.
So, if we are looking at this from an investment angle, you have to ask yourself a real question. Are you buying these assets purely for speculation? Are you buying them because you truly value privacy? Or are you trying to do both at the same time?
I can criticize someone for buying ZEC all day long, but if their thesis is just speculation, I cannot really argue with that. Even if it feels like a pretend game.
In the end, I think most of these privacy tokens will slowly fade as the market moves on to the next growth narrative. Right now, it feels more like a gold rush than a long-term trend.
For me? I would rather put my money into XMR and not look back for 5+ years. The technology is genuinely solid, and it does not need to be a momentum trade at all.
Something to think about.
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