Ansem: If quantum risk materializes, it will push ZEC close to BTC, and pure Meme surpassing Bitcoin is "extremely unlikely"
October 9: Crypto KOL Ansem stated in a conversation between Market Bubble and Banks that as AI continues to expand and intelligence becomes commoditized, culture, attention, and collective belief will become more valuable. If quantum risk becomes a substantial threat to Bitcoin, Zcash (ZEC) has a path to achieve a valuation close to Bitcoin by leveraging its privacy attributes and the "better store of value" narrative. I personally hold some ZEC spot, but I am not actively long.
Ansem also said that Meme coin KOL Murad's general direction regarding the premium on culture and belief assets is correct, but it is "very, very unlikely" for pure Meme coins to surpass Bitcoin in market cap. In his view, when there is a massive number of AI Agents in the future and an oversupply of intelligence, what will truly command a premium will be individuals, culture, and assets that people genuinely believe in.