Privacy Tokens Outperform in Q4 as Zcash Shielding Surges Up

Privacy tokens lead Q4 rally as Zcash soars and shielded-address use spikes

  • Privacy-focused cryptocurrencies outperformed the wider market in the fourth quarter.
  • ZCash rallied from about $50 in mid-September to near $700 by mid-November.
  • Use of shielded addresses for Zcash rose sharply during the rally.
  • The Currencies subsector fell less than other crypto segments, helped by privacy token gains.

Grayscale reported that privacy-focused tokens led an unexpected investment trend in the fourth quarter, as market losses and infrastructure stress hit the broader digital-asset sector. The report noted rising demand for confidentiality-focused blockchains and said this shift reflected "more defensive positioning within crypto markets." (Grayscale).

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Zcash saw a sharp price move, climbing from about $50 in mid-September to roughly $700 by mid-November, according to CoinMarketCap data. That rally tracked a large increase in the coin’s use of shielded addresses, which hide transaction details such as sender, recipient and amount.

Other privacy-preserving coins also outperformed peers during the period. Long-standing projects such as Monero and Dash recorded relative gains, underscoring renewed investor interest in transaction confidentiality.

In Grayscale’s sector framework, privacy tokens sit in the Currencies subsector, defined as assets used primarily as mediums of exchange or stores of value. The subsector fell more than 15% in the quarter but still outpaced segments like financials, smart contract platforms, consumer and culture, and Artificial Intelligence.

Historically, defensive flows favored Bitcoin, viewed by some as a digital store of value. That pattern weakened in the quarter as correlations with equities shifted and structural stress included an Oct. 10 marketwide liquidation analysts described as "controlled deleveraging."

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Definitions:

  • Shielded addresses: transaction types that conceal sender, recipient and amount on a blockchain.
  • Currencies subsector: group of tokens primarily used for payments or value storage.

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