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巨然
先算笔账：拟议Zcash ETF费率0.25%，每万元对应25元费用，但提交S-1不等于获批。Gemini联合创始人Cameron主张无需重做治理，隐私才是核心，并呼吁终止ZCG。
我赞同聚焦隐私，但撤掉资助机制不等于提效。少折腾是稳，如果开发支持因此断档，那就是拿核心使命冒险。
我会先看资助职责怎么接，不把机构表态直接当利好，稳阵点。
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