Crypto dealer Axel Bitblaze has laid out a contemporary market thesis constructed on a video from analyst Taiki Maeda, arguing that property like Hyperliquid (HYPE), Lighter (LIT), and Zcash (ZEC) are already buying and selling like winners of the following cycle whereas most buyers are ready for a fourth-quarter backside.
He says that markets have a tendency to maneuver earlier than the gang agrees a backside has shaped, so the higher window to place may very well be mid-to-late Q3 and never at any time when issues look protected.
The Case for HYPE, LIT, and ZEC
On July 15, Maeda shared a video on his X account during which he stated that crypto was bottoming and that he could be longing HYPE, LIT, and ZEC.
His take was expanded on by Bitblaze in a July 16 submit, who famous that Hyperliquid has purchased again about 3.4% of the circulating HYPE provide this 12 months, permitting the token to carry out nicely whilst sector mainstays comparable to Bitcoin (BTC) struggled.
“If BTC volatility causes one other $HYPE dip with out altering its fundamentals… that may very well be an accumulation alternative,” wrote the analyst.
Lighter’s LIT token was offered as a higher-risk different, with Bitblaze crediting its reported partnership with Robinhood for giving the decentralized perpetual trade entry to a a lot wider viewers. He additionally famous that buybacks have eliminated greater than 6% of LIT’s circulating provide, serving to to push it to an all-time excessive on the second-to-last day of 2025, when many altcoins have been dropping floor.
In the meantime, ZEC carries probably the most warning. In his market replace video, Maeda stated he bought the privateness coin after the invention of a vulnerability in its Orchard shielded pool that might have allowed dangerous actors to create limitless quantities of pretend ZEC, triggering a 60% collapse. He did, nevertheless, purchase many of the ZEC again after reassessing the challenge’s outlook, with the Ironwood improve set for July 28 anticipated to introduce stronger quantum resistance and use formal verification to scale back the danger of hidden bugs.
That replace, in line with Bitblaze, may assist push up the asset’s value. Recall that final week, Zcash founder Zooko Wilcox stated that they have been near producing a mathematical proof that Ironwood’s new shielded swimming pools don’t have any undetectable counterfeiting bugs, taking ZEC’s value previous $500.
The token is buying and selling at about 0.8% of Bitcoin’s market cap, and per Maeda’s mannequin, it may go anyplace between $650 and $700 if that ratio climbs again to 1%.
Merchants Urged To not Await Bitcoin
Bitblaze stated that crypto has been in a bear market because the euphoria skilled in mid-2025 when ETH was closing in on $5,000. Now, persons are ready for the underside, which, in line with him, has been penciled in for This fall 2026.
However he believes the market tends to “front-run what everybody expects,” that means it’s higher for merchants to start out positioning themselves between August and September “earlier than the restoration turns into apparent.”
“Don’t look ahead to Bitcoin and your entire market to look excellent,” the analyst suggested. “The following winner normally begins separating from the market earlier than everybody accepts that the underside is forming.”
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