Overall I think they are pessimistic. in 10 years all cryptomarket marketcap only 3.5T. But they are extremely optimistic about Monero Not that I mind but still. $750 billions of Monero marketcap in 10 years time. Hmmm
I think they are understating the case, but what i find interesting is this -->
Privacy Policy / Terms of Use
The Satis Group LLC is affiliated as d/b/a with Corinthian Partners LLC (Member FINRA and SIPC), an asset management investment bank and broker dealer founded in 1996 by Richard Calabrese and Mitchell Manoff, formerly of
Lehman Brothers.© 2017-2018 Satis Group. All rights reserved.
They see value of crypto mainly in crypto money so is logical that their back grounding is from banking. Some figures are strange. They summed Monero marketcap wrong or they made mistake at price. I would not be surprised if they made so big mistake that actuall Monero prices are x10 times lower.
Yeeeaaahh, well, what i personally find very interesting in the report, is the
privacy factor they are taking into account!
---quote---
The largest upside we see in the entire cryptoasset market is in the Privacy sector. Although Privacy networks are newer entrants,we believe the network effects seen from the likes of BTC earlier on will be repeated within dominant coins here. Not only do these coins target the same large and lower velocity store of value market as BTC and Currencies, they present a much deeper value proposition within those markets. As we stated above, the largest drivers of adoption within these networks will be continued pressure from capital controls, currency devaluation, and broader global turmoil. The use cases within the Privacy markets are incredibly sticky and feed on adoption, especially when regulators and law enforcement are making efforts to increase forensic penetration into public networks like BTC. Privacy networks do lack liquidity when compared to more commonly used Currencies, but they excel in and push the extremes of each use case within Currency networks. Recently, we have already seen early signs of adoption by some of these cryptoassets; ransoms being posted to large corporations where even BTC could be tracked and was not the preferred method, money laundering, and asset shielding. Looking into the space, we believe the use cases that target the largest endmarkets will
primarily use XMR (~60%) and ZEC (~20%). Despite developers and executives associated with these projects declining to comment upon illegal use (to avoid legal ramifications), the largest opportunity within the Privacy networks will be unlawful activities. Considering the nature of the use cases,
the Privacy market user base will most likely rely on networks that have more active codebase development, more resistance to centralized control (possibly through mining), a growing ecosystem, and growing user base.
Not only is XMR far more active in codebase development (prior report,pg. 20) and resistant to centralized mining efforts, it is fungible. While ZEC has an easier time being traded in regulated markets (since it has privacy features by request, not by default), we believe this will be a setback to adoption by darker markets, which prefer networks that are fungible (where more addresses use privacy than those which do not, making it more difficult to track down/blacklist tainted addresses). Only ~5% of the ZEC network uses “shielded” (or private) addresses currently, with the rest of the addresses being used for transactions functionally and technically no different than BTC.
---unquote---
