"Crypto Without Privacy Isn't Crypto" - The Zcash Bull Case | Tushar Jain & Mert Mumtaz

Zcash is having its first real narrative moment in years. David sits down with Multicoin Capital co-founder Tushar Jain and Mert Mumtaz to unpack why privacy may be crypto’s missing store-of-value primitive, why Zcash is being framed as “private Bitcoin,” how institutional adoption could normalize shielded money, what AI and onchain surveillance change about the privacy debate, and why quantum risk could become a real catalyst.---📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium---BANKLESS SPONSOR TOOLS:🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast🟦 COINBASE ONE | MEMBER MONTHhttps://bankless.cc/coinbase-one🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDEhttps://app.okx.com/join/USBANKLESS🦊 METAMASK | DOWNLOAD NOWhttps://go.metamask.io/BL-Pod-Download🌐BRIX | EMERGING MARKET YIELDhttps://bankless.cc/brix💰NEXO | Get your 30-day access to Wealth Club Premierhttps://bankless.cc/nexo---TIMESTAMPS0:00 Why Multicoin Got Interested in Zcash5:22 Mert’s Path from Solana to Zcash9:57 Why Zcash, Why Now?17:01 The Institutional Path for Private Money22:03 Zcash as a Private Store of Value25:27 Fungibility, Tainted Coins, and Financial History27:26 The Bear Case: Does Anyone Really Care About Privacy?34:43 Onchain Surveillance and Government Power39:13 Zcash Tokenomics and the Forgotten Coin Thesis44:58 The Last PVE in Crypto50:17 Zcash and the Quantum Threat59:14 Shielded Pool Growth and Upcoming Catalysts---RESOURCESTushar Jainhttps://x.com/tushar_jainMert Mumtazhttps://x.com/mert---Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures