Privacy Coins Outperform as Grayscale Sees Q4 Shift Gainers.

Privacy Coins Rally Led by Zcash as Bitcoin Stagnates in Q4 2025

  • Privacy-focused cryptocurrencies outperformed major tokens during the fourth quarter, led by strong gains in ZCash.
  • Grayscale Research says regulatory clarity and integration with traditional finance increased demand for on-chain privacy.
  • Several privacy-linked projects, including Monero, Decred, Dash, Basic Attention Token, and Beldex, posted gains despite wider market weakness.

Grayscale Research reported that privacy-focused digital assets outperformed larger tokens in the fourth quarter as public blockchains moved closer to integration with traditional finance. The firm linked the shift to increasing regulatory clarity and published these findings in its 2026 outlook, according to a report.

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Zcash led the sector’s gains. Its price reached about $535 and was up nearly 800% for the year, though still roughly 83% below its all-time high of $3,191 from nine years earlier. Retail sentiment indicators showed bullish interest and elevated chatter for Zcash, while sentiment for Bitcoin and Ethereum remained bearish.

Grayscale highlighted growing demand for privacy features on public networks. “Privacy is a normal part of the financial system,” the firm wrote in its 2026 outlook. Most blockchains are transparent by default, the report said, and deeper institutional adoption will likely require stronger privacy infrastructure.

Zcash uses optional “shielded” transactions to hide transaction details when users choose that mode. Definition: shielded transactions are transactions that conceal sender, recipient, or amount on the public ledger to protect user privacy.

Other privacy-linked projects also gained ground. Monero benefited from use of stealth addresses and confidential transactions. Decred attracted interest for its governance model and CoinShuffle++ privacy feature. Dash saw daily transactions more than double, supported by its optional PrivateSend function. Basic Attention Token gained from the Brave Browser ecosystem surpassing 100 million monthly users. Beldex advanced after expanding its privacy products and integrating with LayerZero for cross-chain interoperability.

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At the same time, returns across major digital-asset segments were negative as Bitcoin and Ethereum declined, weighing on overall crypto-market performance.

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