Zama will become the HTTPS of blockchain, the dominant confidentiality protocol encrypting 95% of on-chain financial transactions. All revenue from the financial protocol layer (swaps, vaults, stablecoins, RWAs) will accrue to the Zama token, creating massive long-term value.
Zcash is a private store of value similar to Bitcoin, with a clear role as a confidential store of value. It could reach a $1 trillion market cap in the future. He personally holds Zcash and believes it has huge upside.