Arthur Hayes Says Zcash Is His Largest Crypto Position Outside Bitcoin
Arthur Hayes has put Zcash at the center of his crypto thesis, saying in an interview with Unchained founder Laura Shin that ZEC is now “probably my largest position outside of Bitcoin.” The BitMEX co-founder framed the trade as a bet on rising demand for financial privacy as AI, Big Tech and governments make public-chain activity easier to analyze. Hayes said he views Zcash as the strongest privacy asset in crypto, while acknowledging that the debate between Zcash, Monero and other privacy coins remains unsettled. “I think Zcash is the best,” Hayes said. He added that he is “not a....
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Arthur Hayes, co-founder of BitMEX, has revealed that Zcash (ZEC) is now the second-largest liquid holding in his family office, Maelstrom, trailing only Bitcoin. According to his post on X, the shift follows a rapid run-up in ZEC’s market value that has moved the coin back into the conversation among big investors. Related Reading: Bitcoin […]
Arthur Hayes centers Bitcoin as the primary beneficiary of what he calls an inevitable ECB money-printing cycle triggered by France’s worsening funding position, capital flight, and political stalemate. In his Oct. 2, 2025 essay “Bastille Day,” Hayes argues that the developing fracture is not merely a euro story but a reserve-asset reshuffle that elevates BTC […]
Arthur Hayes says Maelstrom has sold its entire Zcash position after new disclosures around the Orchard Pool vulnerability sharpened the perceived risk around ZEC’s monetary integrity. The move effectively ends his recent “Holy Trinity” trade across ZEC, NEAR and HYPE, while leaving Worldcoin as the AI-linked bet he says the fund still holds. “The Holy Trinity is dead,” Hayes wrote on X. “Sadly due to the Orchard Pool exploit, I had to dump our entire ZEC bag.” Why Is Hayes Dumping Zcash Now? The post followed a detailed statement from Zooko Wilcox, Jason McGee and Taylor Hornby, who....
Bitmex co-founder and cryptocurrency investor Arthur Hayes has addressed the current state of the market with the effect the U.S. Federal Reserve’s upcoming tapering process may have. Hayes also links this with the Evergrande situation in China and advises cryptocurrency newcomers to hold on until new signals emerge next year. Arthur Hayes Analyzes the Current Market Situation Former Bitmex CEO and cryptocurrency investor Arthur Hayes issued his opinion on what cryptocurrency investors should do in the context of the current market. In his latest digest, titled “Circo....
Arthur Hayes thinks Zcash can move an order of magnitude faster than most investors expect—and he spelled out why in a Coin Bureau interview released on November 3. The former BitMEX CEO ties the new Zcash bull case to a three-part story that mixes technical maturation, visible shifts in on-chain behavior, and a looming supply inflection. “I think that 10% to 20% of the value of Bitcoin quite quickly is something that Zcash could achieve,” he said—an estimate that, at current Bitcoin prices, translates to roughly $10,000–$20,000 per ZEC. Why Zcash Could Skyrocket To $10,000-$20,000 For....