2月12日消息，数字货币集团（DCG）创始人 Barry Silbert 在纽约举行的比特币投资者周大会上表示，未来几年内，约5%–10%的比特币资金可能流向以 Zcash 为代表的隐私加密资产赛道。他认为，比特币仍是核心资产，但在隐私与高倍增长潜力方面，隐私币可能具备更强的“非对称回报”特征。
Barry Silbert 指出，随着链上分析工具不断成熟，比特币早期“匿名现金”的叙事已被削弱，交易可被追踪已成为现实。他强调，除非美元体系发生结构性崩塌，否则比特币难以再现数百倍的增长空间，而专注于隐私保护与新型加密技术的项目，反而可能出现500倍甚至更高的潜在回报。他特别提到 Zcash 与 Bittensor，认为这类资产更适合承担高风险、高回报的战略配置角色。
在隐私区块链方面，Cardano 创始人 Charles Hoskinson 也释放出重要信号。他在香港共识大会上宣布，隐私链 Midnight 将于 2026 年 3 月最后一周上线主网。该网络主打“选择性披露”机制，信息默认加密，但在合规或必要场景下可被授权访问。Hoskinson 还透露，Google 与 Telegram 将作为早期合作方参与网络运营。
与此同时，DCG 旗下 Grayscale 早已布局隐私赛道。其 Zcash 信托产品自 2017 年推出，并正在申请转型为 ETF。Silbert 表示，他如今更愿意将这一领域称为“金融隐私”，并认为隐私技术在合规与个人数据保护之间，将成为下一阶段的关键议题。
在量子计算风险层面，Silbert 认为比特币短期内不会受到实质威胁，但隐私链在加密算法上的升级能力，或可成为对冲潜在技术冲击的补充路径。
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Articoli correlati
Bitcoin Undervalued vs Gold: Analyst Signals Rally Ahead
Bitcoin (CRYPTO: BTC) is widely cited as undervalued when measured against traditional stores of value like gold and the broad money supply, according to Samson Mow, the chief executive of Bitcoin technology firm Jan3. In a Saturday post on X, Mow argued that BTC sits roughly 24% to 66% below its tr
CryptoBreaking18m fa
Bitcoin Treasury Firm ProCap Adds $31 Million in BTC as Stock Buybacks Grow
ProCap Financial, led by Anthony Pompliano, acquired $31 million in Bitcoin and raised $2.2 million through share buybacks to close the gap between its market cap and net asset value, as shares of BRR increased by 7% in one day.
Decrypt33m fa
Bitcoin Holds $66,000 as Market Braces for March Rebound
Tom Lee predicts a March rebound for crypto and US stocks as Bitcoin stabilizes at $66K amid geopolitical tensions. Despite market volatility and rising oil prices, he expects economic growth to support recovery in risk assets.
CryptoBreaking39m fa
Michael Saylor Buys 3,015 BTC as War Fears Shake Markets
_Michael Saylor’s Strategy buys 3,015 BTC for $204M, extending its streak to 10 weeks as Bitcoin holds above $65K amid U.S.-Iran tensions._
Michael Saylor Buys 3,015 BTC as War Fears Shake Markets, as Strategy added more Bitcoin while global tensions weighed on risk assets.
The purchase came a
LiveBTCNews43m fa
Crypto Market Slides as Bitcoin Falls on War Tensions
Key Insights
Bitcoin dropped to $63,000 as U.S.-Iran strikes triggered rapid risk-off flows across digital asset markets within hours of confirmation.
The total crypto market cap fell to $2.21 trillion, reflecting a 5.49% daily contraction amid heightened volatility and reduced
CryptoFrontNews1h fa
