ZEC Drops 7.35% Over 24 Hours Following Q4 Roadmap Release

On November 2, 2025, ZEC experienced a 7.35% decline over a 24-hour period, falling to $378.3. Despite this drop, ZEC posted impressive gains over the previous week (20.84%) and the past year (578.32%). These price changes coincided with a significant announcement from the

Foundation, which presented an extensive plan for the last quarter of 2025.

The Electric Coin Company (ECC), the main team behind Zcash (ZEC), has released its Q4 2025 roadmap, prioritizing improvements in privacy, user experience, and security across the Zcash platform. The roadmap highlights broader adoption of sapling addresses to strengthen transaction privacy and resolve certain usability challenges with hardware wallets like Keystone. It also details plans for temporary transparent address creation during swaps, regular rotation of transparent addresses, and adding Pay-to-Script-Hash (P2SH) multisig support for Keystone devices.

These enhancements are designed to improve user interactions while maintaining Zcash’s reputation as a pioneer in privacy-centric blockchain solutions. The roadmap further details a careful strategy for risk management and oversight of development funds. According to ECC, these initiatives are consistent with its overarching mission to provide “encrypted electronic cash” by advancing privacy and usability, while remaining responsive to market trends and community input.

A key component of the roadmap is the rollout of temporary transparent addresses for ZEC swaps, enabled by the NEAR Intents protocol. This feature generates a unique address for each transaction, minimizing links between different ZEC transactions and thereby strengthening user privacy. The introduction of transparent address rotation will also automatically create a new address after every transfer, further obscuring transaction histories for users.

The roadmap also underscores the significance of hardware wallet accessibility for ZEC holders, especially those using Keystone. ECC has launched a more efficient system for managing hardware wallet connections, allowing users to disconnect and reconnect their devices whenever needed. This update is intended to resolve usability concerns and deliver a smoother experience for Zashi wallet users.

Backtest Hypothesis

The newly released roadmap is expected to impact both the technical and behavioral trends among ZEC investors. With its focus on privacy and ease of use, these updates are likely to encourage broader adoption and increased activity on the Zcash network. A backtesting hypothesis has been put forward to analyze the potential effects of these changes.

The proposed strategy identifies days when ZEC’s daily return is at least 5%, indicating strong positive sentiment or major network events. Each such occurrence would be used as a potential entry point for backtesting. Exit criteria can be customized, allowing for different holding durations and risk management parameters like stop-loss or take-profit levels. The goal is to determine the average return after such events, the win rate, and the most effective holding period for ZEC under these circumstances.

This method offers a systematic way to assess how the market responds to Zcash’s technical progress and strategic plans. It provides valuable insights into the relationship between ZEC’s ecosystem updates and price action, helping to evaluate the success of Zcash’s long-term objectives in the competitive privacy coin sector.