I think the biggest unknown is whether privacy for crypto-currency really has a big potential market.

I think the upside for Monero may come more from its CPU-friendly hash and greater decentralization (compared to Bitcoin's trajectory) than for its privacy. In that case, Zcash seems to have the wrong philosophy about distribution and they have yet to announce their proof-of-work algorithm.

I view Zcash mostly has a technology incubator. Ditto Monero's privacy. The boots on the ground feature of Monero is its distribution and CPU hash.

You buy now preparing for the stampede into private assets coming next year.

The privacy feature may be a rationalization even if isn't really immune to the tax authorities. Remember the masses are very late to realize anything, so when they realize it is time to stampede, they will still be a long way from realizing which anonymity technologies are NSA-proof. And I am not about to scream from my rooftop in a futile attempt to inform them.