In February, I noticed a clear shift in the market, the start of a new phase in the cycle, so I announced a Major Portfolio Update. I cut my underperforming altcoins. And while most investors were still holding bags from 2021, I rotated capital into HyperLiquid (HYPE). Here’s why and why it’s up 123% while the average altcoin is down 20%. 🧵 1) The Rotation Call In early February, the market started sending clear signals: Bitcoin dominance was climbing Liquidity was rotating into high-conviction plays Weak altcoins were bleeding despite bullish sentiment So, I sold laggards. I trimmed noise. And I moved into strength projects showing real adoption, volume, and product-market fit. That’s where HyperLiquid stood out. 2) Why HyperLiquid HyperLiquid wasn’t just another exchange token or speculative meme. It had revenue, users, and a working model that rewarded holders through built-in buy pressure. ...