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和绅
$ZEC 灰度ZCSH ETF是这波行情的唯一发动机，但它两周净流出1.05亿美元，首次出现周度净流出
这只基金914亿资产里，70%是币价上涨带来的账面增值，只有约2.71亿是真金白银的净流入
更狠的是：ZEC价格上涨期间，链上屏蔽池供应量只增长了14%——需求是金融化的（ETF套利），不是功能化的（真的有人用隐私）
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