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
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.
Markets
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
Captured at 03:15 AR on Saturday, November 7, 2026: crypto over the previous 24 hours, US markets at their last close. Sources: CoinPaprika, Farside Investors, DefiLlama, Deribit, alternative.me, Cboe, ECB via Frankfurter.
Today's agenda
No major releases scheduled today.
Topic of the day
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.
Yesterday's quick takes
- US Cuts MEXC OffThe US Treasury's Financial Crimes Enforcement Network has issued a final order to cut off MEXC Global from the US financial system, citing alleged links to sanctions evasion by Iran, North Korea, and Russia, with at least $16 billion in illicit flows. This move is part of Operation Economic Outcast and will bar US financial institutions from transferring funds to or from MEXC.
- US Rule to Allow Crypto in 401(k)sA final US Department of Labor rule to ease alternative assets, including cryptocurrency, into 401(k) retirement plans has arrived at the White House for review. The rule would give plan fiduciaries a legal safe harbor if they follow a documented process when adding private assets to a 401(k) menu.
- TRON wallets lose $4M USDTA network of 365 TRON addresses has been linked to at least $4 million in USDT thefts. The investigation by Bitquery found that 89 addresses lost only TRX, while 43 collector wallets were linked to a common wallet used to pay transaction fees. This highlights the risk of zero-click iOS exploits for crypto investors, particularly those using TRON wallets.
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.