Zcash: Late Bull Privacy Bet, Execute by Q1 or Miss the Q2+ Rotation ?

Late-Bull Privacy Play Requiring Catalyst Execution Before 6-Month Window Closes

Cycle reality: 18 months post-halving (April 2024), late bull, rotation opens Q2 2026 (6-9 months); BTC.D 57.4%, Altseason Index 43; ZEC +568% yearly but -92% from ATH = classic late-bull compression (Source: CoinGecko, Oct 21, 2025)

Base target: $350-450 (6-9 months, 50%) IF survives to rotation AND privacy adoption >30% by Q1 2026

Rotation target: $650-850 (9-15 months, 25%) IF BTC.D <52% by Q2 2026 AND shielded tx >40%

Risk control: Exit immediately on Binance monitoring tag / Top risks: delisting (35%), rotation miss (30%), adoption failure (25%)