BlockBeats news, September 24: On-chain analyst Aunt Ai (@ai_9684xtpa) posted that if reviewing traders with standout performances in this market cycle, Bankless co-founder David Hoffman might be one of them. Hoffman liquidated ETH in May and shifted to allocating VVV, NEAR, ZEC, HYPE, and LIT in June. Currently, the four disclosed positions have all surged significantly, with LIT posting the highest gain at 293%. The specific entry costs and current profit performances are as follows:
NEAR: entry cost about $1.4, current gain about 223%;
ZEC: entry cost about $560, current gain about 173%;
HYPE: entry cost about $45, current gain about 106%;
LIT: entry cost about $1.35, current gain about 293%;
VVV: entry cost not disclosed.
Hoffman expressed bullishness on ZEC and NEAR again this morning. He said, "ZEC in 2026 is ETH in 2021," and as long as ZEC's narrative can convince some Bitcoin holders, its price may continue to rise; at the same time, he called NEAR "the new consensus anchor for smart contracts," believing its buying pressure may mainly come from retail investors, but it also shows an upward trend.

