Headline: Trader says Hyperliquid and AI tokens could spark the next altcoin rally — Solana is the top long-term pick Cryptocurrency markets are showing renewed appetite for risk, and trader van de Poppe believes that shift could fuel an altcoin rebound led by Hyperliquid and AI-linked projects — with Solana as his preferred long-term conviction. Hyperliquid in the lead Van de Poppe noted that Hyperliquid is currently outperforming much of the market as capital rotates back into higher-risk assets. He sees the token as a short-term winner in the current risk-on environment, attracting traders hunting for outsized moves. Solana for the long game While bullish on Hyperliquid’s near-term prospects, van de Poppe says Solana represents the stronger long-term bet. He frames Solana as a higher-conviction play due to its ecosystem, developer activity and positioning in the smart-contract landscape. The AI trade remains underpriced According to van de Poppe, crypto projects tied to artificial intelligence are still materially undervalued compared with traditional AI companies. He argues that this valuation gap presents opportunity as investors begin to factor AI narratives into token markets. Privacy is a core theme, but regulated limits exist Van de Poppe also highlighted privacy as one of crypto’s most important long-term narratives. However, he cautioned that fully anonymous systems face significant regulatory headwinds, making compliance and surveillance-resilient designs a central challenge for the space. Macro risks to watch On the macro front, van de Poppe sees bond yields and central bank policy as the biggest near-term drivers for crypto. Changes in yields and monetary stance can quickly shift risk appetite and liquidity, influencing whether capital continues to flow into risk-on altcoins. Bottom line Expect short-term rotation into higher-risk names like Hyperliquid and AI tokens, but keep an eye on macro conditions and regulatory risks — and consider Solana for a longer-term exposure to the next altcycle. Read more AI-generated news on: undefined/news