「巨鲸追踪」做多SK海力士ADR上市行情失利，交易员「yixie」暂亏180万美元

What happened

Multicoin Capital managing partner Tushar Jain said on a podcast that the crypto market has hit bottom, is clearing negative sentiment, and showing signs of a reversal, while he remains bullish on Solana and Hyperliquid.

Confirmed

Global impact / market context

If the market truly is turning, investors could see stronger demand for platforms like Solana that support spot trading and tokenized securities, and for Hyperliquid’s on‑chain derivatives, potentially boosting their prices and usage.

Analyst inference

Jain’s view comes after recent hacks and other negative news failed to trigger mass sell‑offs, while user adoption and price‑fundamental gaps suggest a shift in sentiment across the broader crypto sector.

Analyst inference

What to watch

1. Solana’s on‑chain activity and new spot‑trading or tokenized‑security products, which could drive network fees and token demand if the market rally materialises. Proposed
2. Hyperliquid’s volume and user growth in its derivatives platform, as higher trading activity would increase fee revenue and reinforce its market position. Proposed
3. Zcash’s price and market‑cap movement after Multicoin increased its stake, since a rise could signal broader confidence in privacy‑focused assets. Proposed

Affected assets

• SOL — Solana

Evidence

• theblockbeats.info