Zcash (ZEC), babban cryptocurrency mai kula da sirri, ya ga karuwa mai ban mamaki a wannan shekara—ya karu da fiye da kashi 1,200% tun farkon shekara, wanda ya zarce manyan tsabar kudi. Sabanin haka, Cardano (ADA) ya bi hanya mabanbanta, inda ya ragu da kusan kashi 66% a wannan lokacin. Bambancin ya yi girma har Zcash ya dan wuce Cardano a darajar kasuwa, ya zama na 11 mafi girma a ranar 10 ga Mayu. Wannan juyi ya sa akalla wani masanin kasuwa ya nuna cewa ZEC na iya karshe ya wuce ADA a wannan matsayi mai muhimmanci.
Dalilin da Yasa Zcash ke Jan Hankalin Masu Zuba Jari
Masanin kasuwa Alex Carchidi ya bayyana dalilai da dama a wani sabon rahoto, yana nuna babban tara a matsayin wani muhimmin yanayi. Misali, Multicoin Capital ta bayyana a farkon Mayu cewa tana gina babban matsayi a Zcash tun daga Fabrairu. Kuma ba kamfani daya ba ne—Cypherpunk Technologies ma ta kara da alamun Zcash 295,000, wanda shine kusan kashi 1.7% na jimillar rarraba tsabar kudin.
Carchidi ya lura cewa amfani da sirrin hanyar sadarwa yana karuwa tare da farashin. Kusan kashi 30% na rarraba Zcash yanzu ana rike a adiresoshin da aka rufe. Wadannan adiresoshi suna amfani da boye-boye na musamman don boye bayanan ma'amala, suna kare sirrin mai amfani—abin da manyan blockchains na jama'a ba sa bayarwa haka. Muhimmin abu, wannan rabo ya kusan ninka sau hudu a cikin shekaru biyu da suka gabata, yanayin da Carchidi ya ce yana nuna karfi cewa karbuwa da amfani suna karuwa tare da karfin kasuwa na ZEC.
Cardano Ba ta da Hanya Bayyananna ga Fitarwa
A lokaci guda, masanin ya yi jayayya cewa kwatanta da Cardano ya bambanta a kusan kowane fanni sai dai darajar kasuwa. Carchidi ya nuna cewa Cardano an gina ta a matsayin blockchain na kwangila mai hankali, wanda aka tsara don yin gasa a kudi na decentralized (DeFi), amma karfin ta ya kasance mai iyaka. Tun daga ranar 12 ga Mayu, Cardano ta samu kusan dala miliyan 137 kawai a jimillar darajar da aka kulle (TVL), wanda ya sanya ta a matsayi na 26 a tsakanin dukkan blockchains. Wannan adadi kuma ya nuna raguwa mai muhimmanci daga kusan dala miliyan 410 shekara daya da ta gabata.
Carchidi yana ganin Cardano a matsayin wadda ta makale a cikin abin da ya kira "kwari mai ban tsoro." Yana jayayya cewa tana da jinkiri da tsada don yin gasa sosai da manyan hanyoyi masu sauri kamar Solana (SOL). A lokaci guda, ko da yake Cardano ta fi Ethereum (ETH) rahusa—blockchain da aka fara kirkira don kayar da ita—har yanzu tana da jinkiri kadan kuma ba ta da girman tsarin muhalli irin nata.
Daga wannan hangen nesa, masanin yana ganin halayen kasuwa yana nuna fadada bambanci a labaran da masu zuba jari suka yi imani da su. A cewar Carchidi, jarin hukumomi yakan fifita labaran da ke tsayawa a kan bincike. Ya ce Zcash tana da irin wannan labari, yayin da labarin Cardano ya kasance "jira lokaci mafi kyau" na shekaru da dama da suka gabata—ba tare da isasshen haske kan yadda wadannan lokuta masu kyau za su zo daga abin da masu haɓakawa ke ginawa a yanzu ba.
Me Zai Iya Kara Girman ADA?
Carchidi ya ba da shawarar cewa yiwuwar amincewa da wani asusun musayar Cardano (ETF) a rabin na biyu na 2026 na iya zama mafi bayyananniyar dalili na kusa don rike. Ko da haka, yana shakkar cewa masu zuba jari za su yi sha'awar rike Cardano ta hanyar ETF idan babu wani karfi na zuba jari da ke tallafawa sayayya a farashin yanzu.
A karshe, kammalawar Carchidi a bayyane take. Yana jayayya cewa, ganin rashin bayyanannun abubuwan motsa jiki da rashin tabbas game da abin da zai haifar da farfadowa, yana iya zama ma'ana a sayar da Cardano. Zcash, a gefe guda, na iya zama mai jan hankali idan fayil din yana bukatar bayyana ga tsabar sirri ko wuraren ajiya masu karancin yawa. A lokacin rubutawa, ZEC yana ciniki a kusan dala 545, bayan ya samu karin kashi 63% a cikin makonni biyu kacal. A wannan lokacin, ADA ya karu da kashi 9%, yana ciniki a kusan dala 0.27. Hoton da aka kirkira da OpenArt, jadawali daga TradingView.com.
Tambayoyin da Aka Yi Yawa
Ga jerin tambayoyin da ake yi yawa game da karuwar Zcash na 1200 na baya-bayan nan da hasashen masanin cewa ZEC na iya wuce Cardano a girma
Tambayoyi na Matakin Farko
Tambaya: Menene Zcash?
Amsa: Zcash wani cryptocurrency ne da ke mai da hankali kan sirri. Ba kamar Bitcoin ba inda duk ma'amaloli ke bayyane, Zcash yana ba ka damar rufe ma'amaloli don adadin, mai aikawa da mai karba su kasance a boye.
Tambaya: Me yasa Zcash ya karu da kashi 1200?
Amsa: Karuwar ta fi yawa saboda hasashe. Sha'awar tsabar sirri, sabon gyaran fasaha, da kuma babban jeri na musayar duk sun faru a lokaci guda, suna haifar da karuwar farashi mai yawa.
Tambaya: Menene ma'anar wuce Cardano a girma?
Amsa: Yana nufin cewa wani masani ya yi imani cewa karuwar kashi na farashin Zcash zai fi na Cardano girma. Ba yana nufin ZEC zai fi daraja kowace tsabar ba—kawai yana iya karuwa da sauri.
Tambaya: Shin ya yi latti don siyan Zcash bayan irin wannan babban karuwa?
Amsa: Mai yiwuwa. Karuwar kashi 1200 sau da yawa yana nufin wasu da suka sayi da wuri yanzu suna sayarwa don riba. Yana da hadari sosai don siya bayan babban karuwa. Yi bincikenka da kanka tukuna.
Tambayoyi na Matsakaicin Mataki
Tambaya: Yaya Zcash ya bambanta da sauran tsabar sirri kamar Monero?
Amsa: Babban bambanci shine zabi. Zcash yana ba ka damar zabi tsakanin ma'amaloli na bayyane da rufe. Monero yana sanya duk ma'amaloli a boye ta hanyar tsoho. Zcash kuma yana amfani da wata fasahar sirri daban da ake kira zkSNARKs.
Tambaya: Menene hasashen masanin ya dogara a kai?
Amsa: Masanin mai yiwuwa ya nuna sabon gyaran hanyar sadarwa na Zcash, karuwar sha'awar tsarin mulki ga ma'amaloli na sirri, da kuma karancin darajar kasuwa na ZEC idan aka kwatanta da Cardano, wanda ke nufin yana da sarari don girma a kashi.
Tambaya: Shin Zcash zai iya wuce darajar kasuwa ta Cardano?
Amsa: Ba mai yiwuwa ba a darajar dala. Cardano babban aiki ne mai girman tsarin muhalli. Hasashen yana game da yawan girma, ba girman duka ba. ZEC na iya tashi da kashi 200 yayin da ADA ya tashi da kashi 50, amma ADA zai fi daraja gaba daya.