Crypto trader sees Hyperliquid, AI tokens leading next altcoin rally

Original author：Crypto World Daily

Original source：https://www.youtube.com/embed/ExjJdxxml68

Hyperliquid’s surge and renewed interest in AI-focused crypto projects are signaling a broader return of risk appetite in altcoins, says Michael van de Poppe. Latest developments: Hyperliquid is outperforming much of the crypto market as traders rotate back into higher-risk assets. What this means: Van de Poppe sees Hyperliquid as a short-term winner but Solana as the stronger long-term conviction bet. The AI trade: AI-linked crypto projects remain deeply undervalued relative to traditional AI companies, van de Poppe said. The privacy debate: Privacy remains one of crypto’s biggest long-term themes, but fully anonymous systems face major regulatory risks. Macro outlook: Van de Poppe said bond yields and central bank policy remain the biggest near-term macro drivers for crypto. Hyperliquid’s HYPE token hit a new all-time high after two HYPE ETFs launched in the U.S.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.He argued Hyperliquid’s push into tokenized stocks, commodities and pre-IPO assets is accelerating broader tokenization trends across crypto markets.Van de Poppe said HYPE could rise to $100 or more if crypto market appetite continues to strengthen.Van de Poppe joined Jennifer Sanasie on CoinDesk's Markets Outlook. He said liquidity in crypto markets is concentrating around a small group of protocols generating strong user growth and revenue.Van de Poppe said Hyperliquid currently benefits from that concentration but warned competitors will eventually enter the market and pressure its dominance.He described Solana as successfully transitioning from a “degen” ecosystem into a more institutional blockchain ecosystem.Van de Poppe said Solana’s long-term positioning as infrastructure makes it more attractive than Hyperliquid over a multi-year horizon. He pointed to NEAR and Bittensor as two of the strongest infrastructure plays tied to AI adoption in crypto.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.He said NEAR’s projected revenue growth from roughly $10 million in 2025 to as much as $100 million this year supports a significantly higher valuation.Van de Poppe said Bittensor’s ecosystem expansion and subnet structure could justify prices between $1,000 and $2,000 if adoption continues. Van de Poppe said institutional and retail users both want more transactional privacy on blockchains.He argued governments are unlikely to support fully anonymous privacy coins over the long term because regulators want visibility into transactions.Van de Poppe said funds in Europe already face restrictions interacting with certain privacy-focused assets.He pointed to zero-knowledge proof systems and permissioned privacy models as more sustainable paths forward for institutional adoption. He said Japanese bond yields are a key market signal and could heavily influence broader risk appetite.Falling yields could support equities and crypto markets, while persistent inflation could create headwinds.Van de Poppe said he does not expect aggressive rate cuts or renewed monetary easing from the Federal Reserve in the near term.He warned additional rate hikes would likely pressure crypto and broader risk assets. https://www.coindesk.com/markets/2026/05/23/crypto-trader-sees-hyperliquid-ai-tokens-leading-next-altcoin-rally #crypto #bitcoin #ethereum #cryptocurrency #news #blockchain #litecoin #cryptonews #cryptonewstoday #cryptoworld #cryptonewstoday ***NOT FINANCIAL, LEGAL, OR TAX ADVICE! JUST OPINION! I AM NOT AN EXPERT! I DO NOT GUARANTEE A PARTICULAR OUTCOME I HAVE NO INSIDE KNOWLEDGE! YOU NEED TO DO YOUR OWN RESEARCH AND MAKE YOUR OWN DECISIONS! THIS IS JUST ENTERTAINMENT! This information is what was found publicly on the internet. This information could’ve been doctored or misrepresented by the internet. All information is meant for public awareness and is public domain. This information is not intended to slander harm or defame any of the actors involved but to show what was said through their social media accounts. Please take this information and do your own research. bitcoin, blockchain, crypto, cryptocurrency, altcoin, investment, ethereum, bitcoin crash, xrp, cardano, ripple