Zcash and Hyperliquid could face less selling pressure because they have newer, stronger narratives than NEAR and fewer holders waiting to sell at breakeven. Their appeal this cycle rests on narrative and hype; they look like this cycle's Ether and Solana. x.com  x.com  x.com 

ICE and trade[XYZ]'s planned 24/7 US perps venue could widen Hyperliquid's buyer pool. It needs CFTC approval; ICE is investing in trade[XYZ], and Druckenmiller is also joining. Per the FT, his spokesperson confirmed his post was authentic. Druckenmiller and Elon green-lighting HYPE signals TradFi allocators. Crypto natives remain underallocated due to short time horizons; HYPE is the first investable altcoin in history not reliant on belief in a monetary premium. x.com  x.com  x.com  x.com 

Hyperliquid, Zcash and NEAR would likely drop 20-30% first if bitcoin falls, and bitcoin has 10-20% downside potential. All three are strong coins, but fundamentals do not matter in that kind of sell-off. Arthur Hayes, who called them a holy trinity, picks real projects, but his timing is the issue: his last big Zcash call came near a top. x.com 

Bitcoin and Hyperliquid are worth steadily accumulating through a long, boring summer before bitcoin eventually reaches a new all-time high. Sentiment is at all-time lows and most participants have left, much like summer 2023, when bitcoin bottomed near $14,000 and then rose 2.5x by fall almost unnoticed. Unlike 2023, stocks are at all-time highs and many new technologies are absorbing money and attention, so the recovery may take a while. Patience and discipline should win over the medium term. … Show more

The current crypto-market shock was needed to form a bottom. Bitcoin will not fall below $60,000 again. x.com 

Binance's spot listing of Hyperliquid's HYPE token is likely its short-term top. Per @coinbureau, HYPE surged near $95 on the announcement. @Kaffchad argues Binance only validates existing volume and retail will chase well past $95; the reply is that this marks the short-term top. x.com  x.com 

Hyperliquid and Zcash are among the altcoins decoupling from bitcoin as crypto matures, so they no longer need bitcoin rising to do well. Privacy and AI coins in particular could fly even if bitcoin falls. x.com 

Bitcoin gains a major legitimacy signal from ICE's involvement in a Hyperliquid futures venture, giving prospective buyers cover to invest. Per @standuquesne, trade.xyz is partnering with ICE to bring 24/7 perpetual futures on Hyperliquid to the US. Despite nonstop bad headlines keeping price near $80k, crypto fundamentals are improving; bitcoin may need only time, even if it chops or dips to $76k first. x.com  x.com 

Zcash is hot because shills realized a year ago it has the perfect setup for them to size in, control the narrative and pump it. That setup combines a sweet-spot market cap, centralized-exchange integrations, a long dormant history and a simple 'bitcoin but private' thesis. x.com 

Bitcoin, gold and Zcash should keep moving up because Bessent has telegraphed financial repression and will keep upping the ante. He said "I am the house now," so selling bitcoin is a bet that he simply gives up. With a cycle bottom in, early dips are some of the best opportunities looking 18 months ahead, and panic selling the first shakeout during the disbelief phase is the worst move. x.com