Hyperliquid, Venice & Zcash: The Next Crypto Leaders?

Summary

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.