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Zcash (ZEC) is a privacy-focused cryptocurrency that uses zero-knowledge proofs to enable optional shielded transactions.
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Zcash's NU7 upgrade, live on testnet since Oct. 4, will leave ZEC in the legacy Sprout pool unspendable if it reaches mainnet on its Nov. 5 target. Holders' real cutoff is a block height that developers plan to set at an Oct. 20 review.
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4 publishersReality
Pretty Good Policy for Zcash has registered Divij Pandya as its sole Washington lobbyist on a $750,000 first-year budget. The move takes Zcash's policy work out of developer lab ZODL and puts it in a separate group that looks to Zcash Community Grants for its money.
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3 publishersReality
Grayscale's ZCSH, the first US spot Zcash ETF, lost $93.56 million to outflows in one week, leaving $212.56 million of net inflows since its August launch. Its assets fell further, to about $751 million from a September peak as high as $979 million, with ZEC's price accounting for much of the drop.
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3 publishersReality
Chainalysis tied the $387 million Bitget hack to North Korea-linked hackers, saying it pushed their 2026 crypto theft past $1 billion. Its AI cut more than 20 hours of tracing to minutes, while the bill falls on a Bitget user fund the exchange puts above $464 million.
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3 publishersReality
Zcash's NU7 upgrade goes to testnet on Oct. 6, cutting target block time from 75 to 25 seconds with daily ZEC issuance held roughly flat. Nothing changes this month on the chain carrying real ZEC, so the token's October price trades on a test result and a scheduling call.
Reality
Bitcoin ETFs took in $6.34 billion in the third quarter as the coin rose nearly 43%, about $3.1 billion of it in a nine-day September streak. The money is real, but its late arrival leaves open whether it drove the rally or chased it.
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12 publishersReality
Hester Peirce used her penultimate week as an SEC commissioner to urge replacing bulk KYC collection with zero-knowledge proofs of eligibility. She filed no proposal and spoke for herself, so the collection rules she criticized stay as written.
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3 publishersReality
Suspected North Korean hackers have moved $3.8 million of Bitget's $387.5 million into Zcash's shielded pool, about 1% of the haul. About $24 million of stolen ZEC remains in transparent addresses that exchanges and police can still freeze.
Reality
Grayscale's Zcash ETF recorded a $30.25 million net outflow on Sept. 30, leaving cumulative net inflows near $268 million. With ZEC 21% below its late-September peak, the next flow prints will show whether the fund's buyers stay with the coin after its run.
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Bitget CEO Gracy Chen expects to recover little of the $388 million stolen from the exchange, citing Bybit's 3.5% freeze rate. On that benchmark about $13.6 million is frozen within a year and roughly $374 million stays with whoever carries the loss.
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Crypto hacks drained $766.49 million in September, a 2026 monthly record, and $387.5 million came from one breach of Bitget's hot wallets. After the money returned from the Liquid Network exploit, that one exchange accounts for about 80% of what stayed stolen.
Reality
Wallets tied to the $387.5 million Bitget hack moved 2,746 ZEC, about $3.9 million, into Zcash's Ironwood shielded pool on September 30. The deposit is about 1% of the theft, and across every route tracked so far roughly 13 dollars have gone dark for each dollar frozen.
Reality
US spot Bitcoin ETFs have taken in about $3.1 billion over nine trading days, lifting their year-to-date net inflows to roughly $1 billion. Ether and Zcash funds slipped into small outflows after week-long inflow runs, in sums too small to show money leaving altcoins for Bitcoin.
Reality
Alloc Init published a 56-page design for Zcash-style private Bitcoin transfers that needs no change to Bitcoin's consensus rules. Deposits and withdrawals await a second paper, so who holds the pooled BTC is still an open question.
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3 publishersReality
Alloc Init's Shielded Bitcoin paper claims Zcash-style private transfers on Bitcoin with no soft fork or consensus change. Moving coins into and out of the pool still depends on witness encryption the authors have not finished.
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Maxime Desalle gave back a Zcash grant and published the case against the Dev Fund. Paradigm's Matt Huang defended it, and the only dated decisions in the record belong to the November 5 NU7 upgrade.
Reality
Grayscale will cut ZCSH's NAV per share to a third on Sept. 30. The coin behind the fund went from about $42 a year ago to an intraday $1,521 on Friday, and by one analysis $100 million of the fund's inflow came from a unit of its parent.
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5 publishersReality
The undrawn $31 million of Fortitude's enlarged facility is to be taken in ZEC, putting part of the cost of capital on the same price as the revenue, ahead of a planned Nasdaq listing. The original line cost 11 percent.
Reality
The fund charges 2.5% a year on about $100,000 of day-one assets held with BitGo, four weeks after Grayscale's US Zcash ETF began trading on NYSE Arca. The European money has not shown up yet.
Reality
Zcash's lockbox holds 63,962 coins taken at 12% of every block subsidy, about $95 million when the argument went public. The dollar figure moves with the coin, and the 2028 sunset is what investors are fighting over.
Reality
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