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Unpacking Hyperliquid's ATH with Michaël van de Poppe.

In today's Markets Outlook, Michaël van de Poppe, Founder and CIO of MN Capital and MN Fund, joins CoinDesk's Jennifer Sanasie to share why Hyperliquid is hitting new all-time highs. He makes the case for NEAR and Bittensor as undervalued AI crypto plays compared to overhyped tech IPOs, and explains why he's steering clear of privacy coins like Zcash. Plus, his key macro signals to watch over the next four to six weeks.

Timecodes:

00:00 - What Michaël Is Watching in the Markets?

01:47 - Why European Traders Are Flocking to Hyperliquid

02:59 - HYPE Price Target & HYPE vs. Solana

05:09 - Responding to CME, ICE Regulatory Scrutiny of HYPE

07:27 - Are Altcoins Dead?

08:59 - The Case for NEAR Over AI IPOs

10:43 - Why Bittensor Could Reach $1,000-$2,000

12:48 - Privacy and Zcash

16:33 - Macro Outlook: Yields, the Fed, and What's Next

This episode was hosted by Jennifer Sanasie.