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Yuvi.
$ZEC的矛盾是隐私价值与合规可达性。FBI追踪近期大额失窃资金的路径，说明链上透明度和分析能力正在提高；隐私工具的需求可能因此上升，但交易所可得性也可能受限。若隐私需求转化为稳定使用、且主流渠道保持开放，逻辑更强；若下架与流动性收缩先发生，技术价值未必能转成价格支撑。
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