An funding thesis used to require a deck. Then it required a thread. On Wednesday, crypto dealer Ansem (@blknoiz06) compressed his total 2026 view into two TradingView screenshots: ETH breaking down by the $1,600 shelf it has defended since 2022, and ZEC breaking apart by $700 towards one thing north of $7,000. The market is already voting with him on a minimum of one of many two.
Crypto dealer Ansem (@blknoiz06) printed his 2026 crypto funding thesis on Wednesday within the easiest format accessible: two weekly TradingView charts, a horizontal line on every, and arrows pointing in reverse instructions. Ethereum heads down by long-term assist. Zcash heads up by long-term resistance. The X put up drew 185,800 views inside 24 hours.
On the left panel, ETH is proven at $2,112 with a hand-drawn arrow piercing the horizontal degree round $1,600 that has framed each main Ethereum consolidation since 2022. On the correct, ZEC sits close to $580 on a Bitfinex weekly, with an arrow rising from the $700 breakout zone towards $7,000-plus. The asymmetry is the message.
Ansem’s 2026 crypto funding thesis, supply: X
The commerce is already in movement. On the time of writing, ETH was altering palms round $2,180, holding its $2,120 support zone for now, whereas ZEC printed $632 on Kraken — up practically 12% on the day. The catalyst was the U.S. Securities and Change Fee’s closure of its Zcash Basis investigation with out enforcement motion, ending a subpoena that had hung over the undertaking since August 2023. ZEC futures open curiosity climbed 35% over the week. Zcash is in a bull market of its personal proper now. For crypto buyers asking what crypto to purchase now, Zcash seems to be the clearest reply.
Zcash is up 18% in a single day, Supply: BNC
Ansem has been telegraphing either side of the commerce for months. He has argued ETH’s thesis “has been weakening constantly for years,” citing Solana’s retail dominance, Hyperliquid’s perpetual-futures lead, and the Aave/KelpDAO rsETH exploit as proof the community’s institutional moat is now not self-evident. His ZEC framing was sharper: “What you’re discounting right here is that $ZEC has gone by 10 years of accumulation, by probably the most long-term aligned folks in crypto.”
That cohort isn’t small. Tyler Winklevoss’s Cypherpunk Applied sciences has collected 295,000 ZEC — 1.78% of circulating provide — towards a acknowledged $9,700 goal. Multicoin Capital disclosed a place constructed since February. Naval Ravikant has voiced public assist. ZEC is up roughly 1,200% year-to-date and ranks 11th by market capitalization, with a roughly $10 billion valuation. The case for taking the privacy-coin trade seriously is now not fringe.
The thesis has detractors. Ethereum bulls have pointed to increasing international liquidity, the CLARITY Act, and ETH holding long-term trendline assist as causes the brief name is untimely. The chart will settle the argument.
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