According to CoinMeta, Bankless Ventures partner David Hoffman stated that in 2026, ZEC is taking on some Bitcoin funds, similar to what happened with ETH in 2021. The market value of ZEC has risen from about $200 million to around $26 billion, which is still smaller compared to Bitcoin's market value of $1.7 trillion. A small number of Bitcoin holders' allocations can form a sustained buying force. In addition, NEAR is taking on the relatively weaker buying demand for smart contracts in 2026.