Hyperliquid, Venice & Zcash: The Next Crypto Leaders?

Milk Road Pro analysts discuss recent crypto movers Hyperliquid, Venice, and Zcash, questioning the sustainability of their rallies amid stagnant user metrics. Martin highlights Figure as a high-growth fintech, while Kyle prefers AI infrastructure over crypto. John sees strong long-term fundamentals in crypto despite bearish sentiment. - Hyperliquid surges on ETF launches and Coinbase partnership but lacks user growth. - Venice gains on privacy AI narrative with rising revenue but faces margin concerns. - Zcash pumps on privacy hype but analysts question real usage and value. - Martin plans to add to Figure, citing exceptional growth metrics (Rule of 140). - Kyle favors AI infrastructure (Nvidia) over crypto due to massive capital flows. - John sees regulatory clarity and stablecoin growth as bullish for crypto long-term. - Discussion of institutional adoption and privacy solutions for blockchains. - Analysts note capital rotating within crypto rather than net new inflows.