Data: The four tokens configured earlier by Bankless co-founder have all surged by more than 100%
On September 24, on-chain analyst Ai Yi (@ai_9684xtpa) posted that when reviewing traders who performed exceptionally well in this round of market activity, Bankless co-founder David Hoffman was likely one of them. Hoffman sold out of ETH in May and then switched in June to allocate to VVV, NEAR, ZEC, HYPE, and LIT. Currently, all four of the assets he has disclosed for his positions have risen significantly, with LIT showing the highest increase at 293%. The specific entry costs and current performance are as follows:
NEAR: cost about $1.4, current upside about 223%;
ZEC: cost about $560, current upside about 173%;
HYPE: cost about $45, current upside about 106%;
LIT: cost about $1.35, current upside about 293%;
VVV: entry cost not disclosed.
This morning, Hoffman again expressed his optimism about ZEC and NEAR. He said, “ZEC in 2026 is what ETH was in 2021.” As long as ZEC’s narrative can convince at least some Bitcoin holders, its price could continue to rise. He also referred to NEAR as “the new consensus anchor for smart contracts,” believing that its buying pressure may mainly come from retail investors, but it also continues to trend upward.