Delphi Digital: Zcash Is Becoming Bitcoin's Privacy and Quantum-Resistant Complement!

Delphi Digital has released a comprehensive report repositioning Zcash (ZEC) not as a Bitcoin rival but as its privacy and quantum-resistance layer — a framing that gains traction as Bitcoin becomes increasingly absorbed by traditional finance, where native privacy is absent by design.

The most concrete signal in the report is a sharp rise in shielded pool usage: the share of ZEC supply held in Zcash's shielded pool has climbed from roughly 11% in early 2025 to approximately 30%, a near-tripling that points to genuine, growing demand for on-chain privacy rather than speculative positioning.

On the technical roadmap, Zcash is targeting protocol-level post-quantum privacy through the Tachyon upgrade by late 2026, with quantum-recoverable wallet integration advancing through the same year and long-term post-quantum soundness work continuing beyond that. If the timeline holds, Zcash would…