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小周同学「亏损中」
$ZEC 观察：Bankless狂吹ZEC，宏大叙事实为画饼
Bankless联合创始人David Hoffman极度看多ZEC，扬言本轮周期要达到BTC市值的10%，下一轮干到25%。
算笔实在账：BTC当前市值约1.6万亿美元。ZEC目前市值约220亿
若要达到10%（约1600亿），需再涨近7倍，若达25%（约4000亿），需暴涨近18倍。
这完全是脱离基本面的情绪喊单
ZEC近期借着抗量子升级和隐私叙事局部走强，但KOL抛出如此极端的预期，本质是在利用影响力制造FOMO。
在当前宏观流动性极度紧缩、大盘缩量横盘的恶劣环境下，根本不存在支撑其走出现实7到18倍扩张的资金活水
宏大叙事往往是掩护获利盘派发的烟雾弹，需警惕高位情绪炒作后的剧烈回撤。
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