Arthur Hayes Sees 20x Upside For NEAR, 5x For Zcash Within One Year

Arthur Hayes said NEAR and Zcash form the core of his privacy trade, arguing that crypto markets are beginning to reprice assets tied to private value transfer, AI-era sovereignty and real protocol economics. In an interview with The Rollup, the Maelstrom CIO said NEAR could offer “20x potential,” while Zcash may have “5x potential” over the next year, framing both assets as part of a broader reaction to “big tech, big government” and AI-driven surveillance. Hayes’ thesis starts with a macro shi