Here's a play that might interest fellow liquidity shock enjoyers.
Take a look at the chart in the following post. It's the transparent Zcash (ZEC) supply, the part of the supply that's visible and tradable on exchanges. Since April, it's fallen off a cliff. Over 1.6 million ZEC (more than 10% of the total supply) has vanished from the transparent pool.
Why? Everyone on Solana Twitter is rotating into self-custodied ZEC using the Zashi app. These swaps are happening in massive 1 BTC increments. That's millions notional per day and the coins get taken off exchanges, into shielded addresses or self-custody. Only about ~$700k worth of ZEC is mined daily, so the buy pressure is absolutely dwarfing new issuance. You can verify whale swaps here:
https://explorer.near-intents.org/?toTokenId=nep141%3Azec.omft.near&minUsdPrice=10000
The supply float is evaporating while paper trading (like with BTC futures and ETFs) continues suppressing price. It's like everyone suddenly decided to take physical silver off COMEX. Same 21M cap and halving schedule as Bitcoin, but the actual liquid supply is collapsing.
See where this is going? Zcash is the next GME.