David Hoffman

Strategy (MSTR) is a neo-bank where Bitcoin serves as collateral, paying yields that banks should but don't; he holds a very small position and likes the thesis as long as risk is managed, and could see owning more.

Zcash is encrypted Bitcoin, private money that can be sold to institutional investors via products like Bitwise and Grayscale. It has a strong narrative as a handshake with the powers that be, unlike Monero which is a check on power. The crypto community is aligned around it, and it benefits from being a simple, dependency-free asset.