Barry Silbert Sees Capital Flows Shift from Bitcoin to Privacy Assets

NFTRegretDiary · 2026-03-19T09:10:06+00:00

Barry Silbert predicts a shift in Bitcoin investments towards privacy coins like Zcash, projecting a 5-10% transition. He emphasizes the long-term value of projects with high growth potential and criticizes Bitcoin's privacy claims, noting that Grayscale's strategy improves access to investments in the privacy asset segment.

NFTRegretDiary

2026-03-19 09:10:06

Abstract generation in progress

As long as Bitcoin remains the foundation of a crypto portfolio, an investment trend is beginning to emerge, according to analysis from Digital Currency Group (DCG) founder Barry Silbert. He predicts that about 5% to 10% of Bitcoin investments will shift to privacy coins like Zcash in the coming years. Silbert shared this observation at Bitcoin Investor Week in New York, reflecting the continuously evolving market dynamics.

Prediction of Capital Shift and Focus on Transformative Projects

Barry Silbert not only maintains confidence in Bitcoin—with current prices reaching $70.16K and a market cap of $1.403 trillion—but also emphasizes the tremendous potential of projects with significant growth prospects. In this context, he expresses a particular preference for assets with potential returns of 100 to 1,000 times. Two projects that received special attention are Zcash and Bittenser, each with the potential for up to 500x appreciation. While Zcash (ZEC) is currently trading at around $242.68 with a 24-hour decrease of 12.38%, DCG’s founder sees long-term value far beyond the current market conditions.

Bitcoin Privacy Weaknesses and the Advantages of Privacy-Specific Assets

Barry Silbert questions the initial narrative that describes Bitcoin as “anonymous money.” In today’s era, with blockchain analysis firms like Chainalysis and Elliptic, Bitcoin’s transparency has become a dominant feature rather than privacy. This observation leads Silbert to doubt Bitcoin’s ability to add privacy features in the future. This fundamental difference is why privacy-specific coins like Zcash offer a different value proposition and are attractive to some investors.

Grayscale’s Commercial Strategy and Investment Access Opportunities

Another interesting aspect is Grayscale’s strategy, a subsidiary of DCG, which has launched a trust fund for Zcash and is developing it into an ETF. This move provides broader access for institutional and retail investors to privacy assets without technical complexity. It also indicates Barry Silbert and DCG’s confidence in the long-term growth of the privacy segment within the crypto ecosystem.

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