Craig Salm 2.2 1 idea

Grayscale is converting its Zcash Trust into an ETP and highlights the growing institutional need for "privacy" (e.g., supply chain payments not being visible to competitors). Privacy coins were previously shunned due to regulatory fear. Grayscale's move signals a shift where "privacy" is rebranded as "commercial confidentiality," making ZEC investable for institutions again. LONG ZEC as a contrarian play against the "surveillance chain" narrative. Delisting by centralized exchanges due to AML concerns.