With all due respect to Frank, this article does not claim to be objective. It is an article written by someone who has invested in Zcash and believes it has "enormous potential". This is neither good nor bad; it is simply a fact that the article is written in this style.
See nostr:nprofile1qqsxd7rasz53jav2vjlq6twg5wj68lgvm0t4lj79skkka9jju8qfv3cpzpmhxue69uhnzdps9enrw73wd9hszxthwden5te0v9j82mr59ccnsurvw4ejuum0vd5kzmqr63y6e's https://frankbraun.org/zecbag
But no, not really. I also hold Monero only for small purchases, where it does not matter. Bitcoin is the ngu tech
Discussion
There's no objective investment thesis by definition.