Crypto Trader Highlights Hyperliquid and AI Tokens in Altcoin Outlook

Crypto trader Michael van de Poppe said Hyperliquid’s recent price gains and renewed interest in AI-focused tokens signal a wider return of risk appetite in altcoins. 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.

Van de Poppe said Hyperliquid’s push into tokenized stocks, commodities and pre-IPO assets is accelerating broader tokenization trends. He added that HYPE could rise to $100 or more if crypto market appetite continues to strengthen. Van de Poppe described Hyperliquid as a short-term winner but said Solana remains his stronger long-term conviction bet.

He noted that liquidity in crypto markets is concentrating around a small group of protocols generating strong user growth and revenue.

Van de Poppe said AI-linked crypto projects remain deeply undervalued relative to traditional AI companies. He pointed to NEAR and Bittensor as two of the strongest infrastructure plays tied to AI adoption in crypto. Van de Poppe said NEAR’s projected revenue growth from roughly $10 million in 2025 to as much as $100 million this year supports a higher valuation.

He added that 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 that governments are unlikely to support fully anonymous privacy coins over the long term because regulators want visibility into transactions.

Van de Poppe said bond yields and central bank policy remain the biggest near-term macro drivers for crypto. He noted that Japanese bond yields are a key market signal and could heavily influence broader risk appetite. Van de Poppe said he does not expect aggressive rate cuts or renewed monetary easing from the Federal Reserve in the near term.