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Bankless co-founder David Hoffman liquidated his entire ETH position on May 21 and redistributed into VVV, NEAR, ZEC, Hyperliquid (HYPE) and LIT, with all five outperforming ETH over the same window and LIT leading at a 272% gain. BlockBeats benchmarked his disclosed entries — NEAR near $1.40, HYPE near $45, ZEC near $560, LIT near $1.35, with VVV undisclosed — against HTX quotes, a reminder that capital rotation out of ETH beta into thinner alt liquidity can amplify percentage moves in both directions. The read to confirm is whether this is idiosyncratic single-portfolio performance or a broader ETH-to-alt rotation; watch the ETH/BTC ratio and altcoin volume share rather than one investor's mark-to-market.
As a Crypto signal, watch whether it changes price action, volatility, or flows around ETH, ZEC, NEAR.
Original Source: 토큰포스트
This page is market information analysis, not investment advice.
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