Altseason - Consensus 2018 conf, comparison to 2017, ZEC

Observations
- ZCash was added to Circle Crypto investment app - Circle, ZCash and coindesk - consensus organizer are big in portfolios of VC fund DGC ,
- 14th-16th of May Consensus 2018 conference will take place in NY - the biggest blockchain conference in this year
- in 2017 on 22th-24th of May Consensus 2017 took place - highlighted on chart to compare
- in 2017 before we had very big bull run and after the other one, on many of midcaps (not BTC, ETH etc.)
- ZCash aswell as NEM are sponsors of conference both in 2017 and 2018 - Cryptocurrencies who were sponsors had great bull run
- eg Bitshares was not sponsor as it is completely decentralised in its structure, but was strong project with low-mid cap in 2017 and pumped aswell

Conclusions
- here in 2018 we had small bull run before conference as of yet, the prices are cheaper, so media & VC investors are creating more comfortable conditions (social sentiment and price levels), for new investors before major PnD
- I suspect ZCash will be pumped and then dumped 20-30 days after conference,
- expecting pump of DGC portfolio coins
- expecting pump of projects who are sponsors and speakers at conference
- expecting biggest pump of strong projects with mid-low market caps

Here is crypto portfolio of VC fund Digital Currency Group :
-Basecoin
-Bitcoin Cash (BCH)
-Bitcoin Gold (BTG)
-Blockstack
-Civic (CVC)
-Colu (CLN)
-Decentraland (MANA)
-Ethereum Classic (ETC)
-Filecoin
-Hedera Hashgraph
-Livepeer
-Unikoin Gold (UKG)
-ZCash (ZEC)
-ZenCash (ZEN)

Here are list of some sponsors/speakers at conference:
1)NEM
2)PILLAR
3)QTUM
4)RIPPLE
5)VECHAIN
6)ICON
7)LISK
8)NEBULAS
9)POLYMATH
10)DASH
11)AION
12)QLC
... and more (coindesk source)

My personal picks are:
- SophiaTX (SPHTX) - mid cap, the only SAP connecting blockchain on DPOS (apart from SAP) - 50x
- Autonio (NIO) - low cap, working alpha, strong partnership with Bitshares, trading bot fist to have AI with ML and market maker 35000 tx/day, and dex exchange - 50x
- NapoleonX (NPX) - low cap, working alpha, decentralized asset fund driven by algo bots - dividends for token holders - 50x
- Bitshares (BTS) - beside high cap, it has the strongest growing community and this is true blockchain usability unlike other speculative hype cryptocurrency and first to be on DPOS (best consensus protocol). - 10x
- EOS - hyped to be competitor of Ethereum - 5x

Trade active

Comment:

- ZEC is endorsed both by crypto and financial industry.
- ZCash investment Trust of Grayscale - first NY investment platform, is bigger then their ETH fund and growing
- Grayscale predicting ZEC to rise to 62k $ till 2025
- 30 of June network update
- Supply reaction to recent Gemini listing - looking for accumulation zone

Trade active:

ZEC confirmation