Grayscale Research Predicts Zcash (ZEC) Price Can Rally to $8,100 by 2030

Grayscale has filed to convert its Zcash Trust into a spot exchange-traded product, a shift occurring amid volatile price action for ZEC. The token surged roughly 66% to around $841 before profit-taking pressure reversed some gains. Grayscale intends to deploy trust revenues toward supporting the Zcash ecosystem.

In research accompanying the conversion filing, Grayscale analysts argue Zcash remains undervalued relative to its privacy-focused utility, positioning it as a potential challenger to Bitcoin's dominance as concerns around AI-driven surveillance intensify. Despite year-to-date gains exceeding 300%, Zcash still represents a fraction of Bitcoin's market standing.

• Grayscale's Trust conversion to spot ETF structure reflects institutional appetite for Zcash exposure; ecosystem funding support signals longer-term commitment beyond simple product mechanics.
• Grayscale's valuation thesis hinges on privacy as a differentiator amid surveillance expansion, though execution and adoption remain uncertain versus established narratives.
• ZEC's recent volatility and modest market share relative to Bitcoin underscore the gap between research optimism and current market positioning.