Bullish on HYPE and ZEC. Cautiously Optimistic on PUMP

I’ve been using Hyperliquid long before it went mainstream. I bought HYPE on day one of its TGE, though I ended up missing the airdrop. It’s easily one of the best-designed perps platforms out there generating over a billion dollars in revenue with just an 11-member team. I’ve been using it for over a year now and genuinely believe it will bring perpetuals into the mainstream. The HYPE token (native to HYPE EVM) also has consistent buy pressure from the Assistant Fund, which makes me incredibly bullish on its long-term value.

Another token to keep an eye on is ZEC (Zcash), which has nearly 10x’d over the past week, and I still think it has plenty of room to grow. It’s essentially encrypted Bitcoin, and Satoshi even mentioned the need for such a construct back in 2010. When you compare the capital parked in Swiss bank to Zcash’s market cap ($1T vs $8B), it feels like we’re still in the early days of replicating that privacy-first behavior on-chain.

Lastly, Pump.fun continues to pull in around $1M in daily fees, even in the current market with nearly all of that contributing to buy pressure on PUMP. I’m not necessarily bullish on PUMP’s long-term fundamentals or the quality of value it brings, I do think it holds a strong monopoly in the token launchpad space. Many of my smart friends have been accumulating PUMP ahead of what could be the next major leg up.