{"id":499595,"date":"2026-05-23T21:24:15","date_gmt":"2026-05-23T21:24:15","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/499595\/"},"modified":"2026-05-23T21:24:15","modified_gmt":"2026-05-23T21:24:15","slug":"crypto-trader-sees-hyperliquid-ai-tokens-leading-next-altcoin-rally","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/499595\/","title":{"rendered":"Crypto trader sees Hyperliquid, AI tokens leading next altcoin rally"},"content":{"rendered":"<p><strong>Latest developments:<\/strong> Hyperliquid is outperforming much of the crypto market as traders rotate back into higher-risk assets.<\/p>\n<ul class=\"unordered-list pl-6\">\n<li>Hyperliquid\u2019s HYPE token hit a new all-time high after two HYPE ETFs launched in the U.S.<\/li>\n<li>Van de Poppe said European traders have increasingly moved to Hyperliquid because perpetual futures trading remains difficult to access on many regulated venues in Europe.<\/li>\n<li>He argued Hyperliquid\u2019s push into tokenized stocks, commodities and pre-IPO assets is accelerating broader tokenization trends across crypto markets.<\/li>\n<li>Van de Poppe said HYPE could rise to $100 or more if crypto market appetite continues to strengthen.<\/li>\n<li>Van de Poppe joined Jennifer Sanasie on CoinDesk&#8217;s Markets Outlook.<\/li>\n<\/ul>\n<p><strong>What this means:<\/strong> Van de Poppe sees Hyperliquid as a short-term winner but Solana as the stronger long-term conviction bet.<\/p>\n<ul class=\"unordered-list pl-6\">\n<li>He said liquidity in crypto markets is concentrating around a small group of protocols generating strong user growth and revenue.<\/li>\n<li>Van de Poppe said Hyperliquid currently benefits from that concentration but warned competitors will eventually enter the market and pressure its dominance.<\/li>\n<li>He described Solana as successfully transitioning from a \u201cdegen\u201d ecosystem into a more institutional blockchain ecosystem.<\/li>\n<li>Van de Poppe said Solana\u2019s long-term positioning as infrastructure makes it more attractive than Hyperliquid over a multi-year horizon.<\/li>\n<\/ul>\n<p><strong>The AI trade:<\/strong> AI-linked crypto projects remain deeply undervalued relative to traditional AI companies, van de Poppe said.<\/p>\n<ul class=\"unordered-list pl-6\">\n<li>He pointed to NEAR and Bittensor as two of the strongest infrastructure plays tied to AI adoption in crypto.<\/li>\n<li>Van de Poppe argued valuations for private and public AI companies have become overheated, while crypto AI tokens have fallen sharply despite continued ecosystem growth.<\/li>\n<li>He said NEAR\u2019s projected revenue growth from roughly $10 million in 2025 to as much as $100 million this year supports a significantly higher valuation.<\/li>\n<li>Van de Poppe said Bittensor\u2019s ecosystem expansion and subnet structure could justify prices between $1,000 and $2,000 if adoption continues.<\/li>\n<\/ul>\n<p><strong>The privacy debate:<\/strong> Privacy remains one of crypto\u2019s biggest long-term themes, but fully anonymous systems face major regulatory risks.<\/p>\n<ul class=\"unordered-list pl-6\">\n<li>Van de Poppe said institutional and retail users both want more transactional privacy on blockchains.<\/li>\n<li>He argued governments are unlikely to support fully anonymous privacy coins over the long term because regulators want visibility into transactions.<\/li>\n<li>Van de Poppe said funds in Europe already face restrictions interacting with certain privacy-focused assets.<\/li>\n<li>He pointed to zero-knowledge proof systems and permissioned privacy models as more sustainable paths forward for institutional adoption.<\/li>\n<\/ul>\n<p><strong>Macro outlook:<\/strong> Van de Poppe said bond yields and central bank policy remain the biggest near-term macro drivers for crypto.<\/p>\n<ul class=\"unordered-list pl-6\">\n<li>He said Japanese bond yields are a key market signal and could heavily influence broader risk appetite.<\/li>\n<li>Falling yields could support equities and crypto markets, while persistent inflation could create headwinds.<\/li>\n<li>Van de Poppe said he does not expect aggressive rate cuts or renewed monetary easing from the Federal Reserve in the near term.<\/li>\n<li>He warned additional rate hikes would likely pressure crypto and broader risk assets.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"Latest developments: Hyperliquid is outperforming much of the crypto market as traders rotate back into higher-risk assets. Hyperliquid\u2019s&hellip;\n","protected":false},"author":2,"featured_media":499596,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[261],"tags":[291,1177,289,290,18,217237,19,17,217236,82],"class_list":["post-499595","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-altcoins","tag-artificial-intelligence","tag-artificialintelligence","tag-eire","tag-hyperliquid","tag-ie","tag-ireland","tag-media-network-interview","tag-technology"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/116626002157108949","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/499595","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=499595"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/499595\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/499596"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=499595"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=499595"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=499595"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}