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Grayscale: Zcash Is Wildly Undervalued Compared To Bitcoin (Full Logic Explained)

August 27, 2026, 2:58 PM
Grayscale: Zcash Is Wildly Undervalued Compared To Bitcoin (Full Logic Explained)
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AI Surveillance Sparked This Rally

Zach Pandl joins us for an investing masterclass on how to allocate to privacy in the age of AI. He breaks down how Grayscale converted its nine-year-old Zcash trust into an ETF, following the same playbook that took its Bitcoin trust public, and explains why rising AI-powered surveillance is the real catalyst driving renewed interest in financial privacy.

He also details the Ironwood upgrade's quantum resistance improvements, his ZEC targets, and why he's so bullish on the future of privacy related tokens.

Zach Pandl is the Head of Research at Grayscale, a leading digital assets asset manager known for pioneering trust-to-ETF conversions across Bitcoin, Ethereum, and now Zcash.

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