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ZEC and XMR: Could they replace ETH, maybe BTC?

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This is just an idea, very speculative one at that...seeing the ample discounts in and , I started thinking that maybe, fundamental risks and technical challenges in the roadmap, and the scaling war could benefit these two coins in particular.
I'm putting them both as a highly speculative long idea here, you could accumulate gradually over time and hold, or watch them carefully, specially once tops at 6900 or up to $9750 this year, before starting a bear market that can last 2 years, possibly. An alternative is a tight stop long, risking this to be the bottom, but you shouldn't risk more than 1% on it. I'd risk even smaller if going long. Buying a 1-2% allocation on each wouldn't kill anyone.

What is the general concensus here? I'll be doing more research on this subject, I think we might be on to something.
A few positives and negatives:

Negatives first:

ZEC so anon that supply numbers could be fake?
The BCN code they used to fork XMR off could be suspect, maybe there is a problem with ring signatures?
Inflation in ZEC?
Developers aren't anonymous, unlike Satoshi...
ZEC has institutional backing

Positives:

ZEC has ZK Snarks and finite supply of 21 million coins
Both are black market friendly/money laundering galore -for now?-
XMR community and development teams are solid.
ZEC development team is really solid.
ZEC has institutional backing
ETH killers, potentially both...POS is a big risk, unknown outcome.
BTC killers? Store of wealth could be fulfilled by ZEC easily, but inflation is a bit steep now. XMR, similar situation. Asic miners I think are a big problem in BTC, centralization risk when you can't compete freely on hashpower. Although this could change with new companies entering the space in Japan for example.
Dash sucks.
ETC sucks.
LTC sucks.

Feedback welcome,
Best of luck.

Ivan Labrie.

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Interesting, after getting washed out, appears to have bottomed, there seems to be a flock to privacy focused coins...maybe big players fearing regulations.

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I sold, will buy back on dips.

In ZEC atm.

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I still can't believe I screwed up and did 2 XMRBTC charts...oh well, the write up was more important...Even more now, it's clear big players are in these waters.