# The crypto market is seeking a floor at $76,000, while analysts evaluate whether Zcash (ZEC) is emerging as the definitive standard for privacy-compliant

Morning Brief · Morning Brief · Published November 7, 2026 · By [Anthony Asuaje](https://walkeranthony.com/about/), Walker Strategies
Canonical URL: https://walkeranthony.com/brief/2026-11-07/

BTC seeks support at $75k as the Fed keeps rates steady. Today, we analyze why Zcash (ZEC) stands out as the definitive choice for compliant institutional privacy.

## Crypto, last 24 hours

- Bitcoin: $75,931 (+0.8%)
- Ethereum: $2,246 (+1.2%)
- Solana: $90.21 (+0.9%)
- XRP: $1.16 (−2.0%)
- BNB: $694.85 (+1.0%)
- ETH/BTC: 0.0296 (+0.4%)
- Crypto market cap: $2.67T (+0.6%)
- Bitcoin dominance: 57.2%

## Flows & liquidity

- Bitcoin ETFs, net flow: −$411.9M · Fri, Nov 6
- Ether ETFs, net flow: −$93.3M · Fri, Nov 6
- Stablecoin supply: $293.7B (−$6B) · 7-day change

## Derivatives & sentiment

- BTC funding, annualized: 1.8% (−9.0 pp) · 24h average
- BTC implied vol (DVOL): 39.1 (−0.4)
- Fear & Greed: 25 (−3) · Extreme Fear

## US macro, last close

- S&P 500: 7,377 (+0.3%) · Fri, Nov 6
- Nasdaq 100: 26,990 (+1.3%) · Fri, Nov 6
- US 10Y yield: 4.86% (+2 bps) · Fri, Nov 6
- Dollar index (DXY): 102.06 (+0.47%) · ECB rates · Fri, Nov 6

Thesis of the Day: Is Zcash the Chosen One for Institutional Privacy? The regulatory debate has taken an unexpected turn this month. While transparent blockchains face friction regarding traceability, and privacy-focused tokens lacking audit options are encountering systemic blocks, Zcash (ZEC) has returned to the center of the institutional conversation. The Compliance Factor: Unlike networks with uncompromising, default privacy, Zcash’s architecture allows for the use of both "shielded" and transparent addresses. This provides financial entities with the technical capability to conduct selective audits and comply with anti-money laundering (AML/KYC) regulations, all without sacrificing the confidentiality of corporate transactions. Investment Implication: If private equity funds and regulated custodians adopt this hybrid architecture as the standard for protecting arbitrage and treasury operations, ZEC could decouple from other mid-cap altcoins. Keep a close watch on capital flows into the shielded pools. 

Risk Radar and Catalysts (Coming Days) November 10: Reports on the liquidation of leveraged positions on exchanges following weekend volatility. November 11 (High Priority): Announcements regarding global strategy indices and index rebalancing decisions (such as those from MSCI), which could introduce additional volatility to corporate treasury assets. Key levels to monitor for ZEC: Firm resistance at $62.50; technical support at $54.00. 

The Bottom Line Market Bias: Neutral, with a defensive tilt in the short term. Key Takeaway: The narrative of "compliant privacy" for institutions is the only altcoin vertical showing buying resilience this weekend. Prioritize spot positions with strict risk management. 

Originally published at walkeranthony.com.

![In 2025, it was trading at $40; the concerning part is that, in just two years, there are already too many "whales" who haven't taken any profits.](/img/foto-5.webp)

In 2025, it was trading at $40; the concerning part is that, in just two years, there are already too many "whales" who haven't taken any profits.

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Educational and informational content only. I am not a licensed financial advisor and nothing here is investment advice. Do your own research before making any decision.
