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$ZEC is privacy + momentum. After a vertical run it is a crowded trade, not a cheap hedge. Respect both the trend and the wipeout. $DOGE is pure liquidity and social volume. Useful as meme-beta, poor as a thesis. $LINK is oracle infra priced like a risk asset. Real usage will not bid it if DeFi volume and $ETH beta roll over. They only correlate in one way markets.