The privacy coin leader ZEC has started to drop—this is actually a good thing! Its recent strong rally was driven by two factors: a return to the crypto-punk spirit and capital clustering in an environment of extreme uncertainty. Its drop indirectly indicates that the market's main logic is shifting, and valuation recovery will become the primary narrative for the foreseeable future. Hurry up and add to your positions in oversold blue-chip assets and start building positions in wrongly punished Alpha assets!