Low-Cap Privacy Play: Why Capital is Rotating From ZEC and DASH Into COTI
Capital is rotating from large privacy coins like ZEC and DASH into the low-cap project COTI, driven by its focus on programmable privacy.Summary
Investor interest in privacy coins is shifting from large-cap names like Zcash (ZEC) and mid-cap Dash (DASH) toward low-cap projects, specifically Coti (COTI). COTI is a privacy-focused blockchain platform utilizing Garbled Circuits for programmable privacy, which CEO Shahaf Bar-Geffen argues is essential infrastructure for future on-chain value across DeFi, RWAs, and AI agents. This focus, coupled with its integration across over 70 networks, has convinced investors, leading to a recent surge where COTI outperformed other privacy coins, rising over 54% in 24 hours and increasing its market cap significantly in November, though it remains much smaller than ZEC or DASH. On-chain data supports this optimism, showing daily active addresses hitting a six-month high (over 650) and consistent growth in total accounts and daily transactions. While technical analysis suggests potential for further price increases toward $0.08, this capital rotation into low-cap assets could also signal that larger privacy coins are perceived as fully valued, representing a speculative phase in the market cycle.
(Source：BeInCrypto)