Ansem says that if quantum risk materializes,ZEC could approach BTC Bitcoin’s valuation; pure Meme surpassing Bitcoin is extremely unlikely
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AT A GLANCE
Ansem said that if quantum risk becomes a substantive threat to Bitcoin,ZEC its valuation could approach Bitcoin’s, but pure Meme coins surpassing Bitcoin is extremely unlikely.
Article
Ansem: If quantum risk materializes, it will drive ZEC closer to BTC, while pure Meme surpassing Bitcoin is “extremely unlikely”
BlockBeats reports,October 9, crypto KOL Ansem stated during a conversation between Market Bubble and Banks that as AI continues to expand and intelligence becomes commoditized, culture, attention, and collective belief will become more valuable. If quantum risk becomes a substantive threat to Bitcoin, Zcash (ZEC) could, by virtue of its privacy attributes and the narrative of being a “better store of value,” have a path to a valuation approaching Bitcoin’s. He personally holds some ZEC spot, but is not actively long.
Ansem also said that KOL Murad’s broad judgment about the premium commanded by culture and belief assets is correct, but it is “extremely, extremely unlikely” that pure Meme coins will surpass Bitcoin in market capitalization. In his view, when the future contains vast amounts of AI Agent and an oversupply of intelligence, what will truly command a premium will be individuals, culture, and assets that people genuinely believe in.
Original link https://m.theblockbeats.info/flash/370933
Key points
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BlockBeats reported that October 9, Ansem expressed related views during a conversation between Market Bubble and Banks.
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Ansem stated that if quantum risk becomes a substantive threat to Bitcoin, Zcash (ZEC) could, by virtue of its privacy attributes and the narrative of being a “better store of value,” have a path to a valuation approaching Bitcoin’s.
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Ansem said he holds some ZEC spot, but is not actively long.
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Ansem believes Murad’s broad judgment about the premium commanded by culture and belief assets is correct.
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Ansem believes it is “extremely, extremely unlikely” that pure Meme coins will surpass Bitcoin in market capitalization.
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Ansem stated that when the future contains vast amounts of AI Agent and an oversupply of intelligence, individuals, culture, and assets that people genuinely believe in will command a premium.
AI-assisted interpretation
The following is analysis, separate from reported facts. Verify important claims independently.
This is a set of conditional market views: Ansem posits that if quantum risk genuinely threatens Bitcoin,ZEC could receive a higher valuation because of its privacy attributes and store-of-value narrative. At the same time, he is not optimistic that pure Meme coins will exceed Bitcoin in market capitalization. The original text does not state that these scenarios have occurred.
Why it matters to readers
These views concern how the market might revalue Bitcoin,ZEC and Meme coins, but their premises are that quantum risk becomes a substantive threat and that the market accepts the corresponding narrative.
Beginners should treat this content as a personal opinion, not as a realized price forecast or investment advice; holding ZEC does not mean that the author is actively bullish either.
Risks and unknowns
The original text provides no evidence that quantum risk has already become a substantive threat to Bitcoin.
The original text does not provide ZEC price, fund flow, on-chain usage, or market valuation data.
ZEC Whether it can achieve a valuation approaching Bitcoin’s cannot be confirmed from the original text.
AI Whether expansion will make culture, attention, and collective belief more valuable is a predictive view.
It remains uncertain whether pure meme coins will surpass Bitcoin in future market capitalization.
The report is BlockBeats' paraphrase of the discussion and does not provide the complete discussion transcript.
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quantum risk
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