Grayscale's Silbert Shares Rare Agreement With Binance CEO on 'Missing Link in Crypto'

Grayscale's Silbert Shares Rare Agreement With Binance CEO on 'Missing Link in Crypto'

Source: UToday

Published:16:12 UTC

BTC Price:$68935

#PrivacyCoins #ZEC #TAO

Analysis

Price Impact

High

Two highly influential figures, binance founder cz and grayscale ceo barry silbert, have publicly agreed that privacy is the 'missing link' and biggest hurdle for crypto payments and broader adoption. silbert calls privacy coins an 'asymmetric bet' with potential for significant growth (500x for zec/tao), suggesting 5-10% of bitcoin's supply could be redirected to them. this consensus could lead to increased focus and investment in privacy-focused assets.

Trustworthiness

High

The statements are direct quotes and public posts from changpeng zhao (founder of binance) and barry silbert (ceo of digital currency group and grayscale investments), two of the most recognized and influential leaders in the cryptocurrency industry.

Price Direction

Bullish

The strong endorsement and 'asymmetric bet' narrative from barry silbert, coupled with cz's agreement on privacy as a critical growth factor, are highly bullish for privacy-focused cryptocurrencies like zcash (zec) and bittensor (tao). the potential for significant capital reallocation from bitcoin to these assets, as envisioned by silbert, could drive substantial price appreciation over time.

Time Effect

Long

Silbert explicitly refers to the redirection of bitcoin supply to privacy coins happening 'in the next few years.' the development of compliant privacy solutions and the shift in market perception and investment will be a gradual, multi-year process rather than an immediate event.

Original Article:

Article Content:

Cover image via www.youtube.com Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available. Read U.TODAY on Google News "Privacy gap": What's missing in crypto payments? Binance founder answers Barry Silbert’s "asymmetric bet" on privacy Advertisement As “crypto winter” continues to reign over the digital assets market this February, the industry’s greatest mind, this time in the person of Binance founder Changpeng “CZ” Zhao, is busy figuring out what is still missing in the space of cryptocurrencies and how it could be built. For Zhao, it is privacy, and not just in the broader digital assets environment, but in crypto payments and their adoption. Interestingly, the same opinion was expressed by Barry Silbert , CEO of Digital Currency Group and chairman of Grayscale Investments. "Privacy gap": What's missing in crypto payments? Binance founder answers In his latest X post on Feb. 15, Binance founder Changpeng Zhao, better known online as CZ, once again stated that the privacy gap is the biggest hurdle for crypto right now, a stance he and Chamath Palihapitiya made public in one of their recent podcasts. To help others understand his opinion, Zhao offered those following him and the crypto public in general to imagine a company paying employees in crypto on-chain. With the current state of crypto, you can see how much everyone in the company would be paid by simply clicking their address, says CZ. It is hard not to agree here, especially from the management point of view, as most executives try to hide employees’ salaries not only from outsiders, but also within the company. Should private crypto payments be made fully compliant and at the same time shielded, a term Zcash made popular again in 2025, there would not be such a problem. HOT Stories Morning Crypto Report: Ripple CEO Says 'Not True' to Theranos Founder Elizabeth Holmes, Shiba Inu (SHIB) Sees 71% Increase in Trading Activity After New 'Easter Egg' Appears, Tom Lee Reveals 'Crypto Winter' Prediction for 2026 Crypto Market Review: XRP Consolidates Amid Low Volatility, DOGE Struggles at $0.10, Is Shiba Inu (SHIB) Testing Key Support? This https://t.co/U3V8Oau9wc?from=article-links Advertisement — Barry Silbert (@BarrySilbert) February 15, 2026 Silbert is of the same opinion, as he expressed by quote-tweeting Zhao’s post with the laconic yet eloquent caption, “This.” Barry Silbert’s "asymmetric bet" on privacy "This" is by no means the only thing Silbert has to say on the matter, as earlier this week he made it clear that he is confident in the potential of privacy-focused cryptocurrencies, naming them the next big asymmetric bet in the market, similar to the one he and his company made at the dawn of Bitcoin. According to the estimates Silbert provided, 5-10% of Bitcoin’s supply could be redirected to privacy coins in the next few years. He stresses that if the U.S. dollar does not collapse, Bitcoin will not grow 500 times, but Zcash (ZEC) could achieve such growth, as could Bittensor (TAO). Advertisement You Might Also Like Sun, 02/15/2026 - 11:08 Schiff Claims Bitcoin Is Only 'Threat' to Its Own Buyers By Alex Dovbnya Silbert remains optimistic about Bitcoin , but acknowledges that the idea of it as “anonymous money” is no longer relevant in the era of analytics companies such as Chainalysis and Elliptic. So, while often divided, it seems that crypto industry giants have reached a rare agreement on what is missing in the space right now, and it is not AI — at least not directly — or institutional presence. It is the very thing this market was built on, among other principles: privacy. #Changpeng Zhao #Privacy Coin News #Privacy Coins