Grayscale 提交首个隐私币现货 ETF 申请，Multicoin Capital 披露已建仓 ZEC
ChainCatcher 消息，Grayscale 已提交 Zcash 现货 ETF 申请，将现有 Zcash 信托转换为现货产品，成为首个寻求在美国上市的隐私币 ETF。同时，Multicoin Capital 披露自 2 月起已持续建仓 ZEC，联合创始人 Tushar Jain 将投资逻辑与美国拟议的财富税立法挂钩，认为政府扩大对私人金融持仓的监控将推动对数学层面屏蔽监管的资产的结构性需求。
不过该申请也引发机构托管难题：Zcash 约 30% 的供应量位于屏蔽地址池中，为历史最高，但 ETF 托管几乎必须使用透明地址池以满足审计与余额证明要求。此前，SEC 于 2026 年 1 月结束对 Zcash 的长期审查且未采取执法行动，大幅降低了监管不确定性。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
Related Flash News
Odaily•3h agoGrayscale applied for the first Zcash spot ETF
Odaily•3h agoBinance adjusts multi-contract leverage and margin levels
ChainCatcher•4h agoNEAR Intents expands cross-chain exchange capabilities, supporting the direct exchange of over 100 tokens for Zcash
Odaily•2d agoAn account shorted 28 altcoins and CL crude oil, with a total profit of $86.36 million but a current floating loss of $4.06 million
ChainCatcher•3d agoData: ZEC has stood back above $600, and the largest beneficiary trader Loracle has a long profit of more than $7.7 million
ChainCatcher•3d agoZcash CEO: Launch a quantum recoverable wallet within a month, achieve full quantum protection by 2027
TechFlow•5d agoThe Zcash Foundation takes over the management of three core community assets
TechFlow•5d agoHyperLiquid whale Loracle.hl currently has a floating profit of more than $8.55 million, with a cumulative profit of about $36 million
ChainCatcher•5d agoArthur Hayes: ZEC price target is 10% of BTC price
ChainCatcher•6d agoMulticoin Capital has opened a large position in Zcash since February, believing that the demand for privacy assets will accelerate