I believe there remains a massive market cap opportunity for a simple store of value privacy coin whether that be ZCash or Monero or, at this point probably most likely, something new. I am still surprised ZCash never caught on more than it did. My takeaway is that privacy as a priority is more stated than revealed.

payments (except btc) and privacy lagged behind defi, alt L1s, and nfts last cycle. i think that is starting to change now with cbdcs launching and btc still not scaling. bch and ltc pumping might be signaling this shift

zec still has the strongest cryptography and now is bridging to other ecos. i wouldnt count it out