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Mert argues that the recent Zcash situation wasn’t an unknown exploit, but a known ZK trade-off that was misframed and amplified by timing and narrative pressure. According to him: “Known ZK trade-off, not an exploit. Not vibe-coded with AI. A world-class auditor explicitly hired to find bugs identified one. Similar considerations exist in Bitcoin and Monero.” He also highlights a critical timing issue: “The network upgrade temporarily locked Binance deposits during one of the sharpest market selloffs since April 2025. While the broader market was dumping, Zcash couldn’t move with it. When it finally unlocked, it was the only major asset still showing strength, which fueled panic, confusion, and overreaction. That wave of hysteria then kept accelerating itself.” His core point is that this was less about a new vulnerability and more about structure + timing + narrative distortion colliding at the worst possible moment. #NFPBlowout172K #BTCETFOutflowRecord #ZECOrchardInfiniteMint