The analyst expects Bitcoin (BTC) to reprise its role as sector leader, having risen 27% from its June 30 bear market bottom to $78,558 as of September 14. Zcash (ZEC) is highlighted for its optional transaction privacy and the launch of Grayscale's Zcash ETF on August 25. Hyperliquid (HYPE), a decentralized exchange for perpetual futures, has seen its price surge over 200% this year, with 99% of transaction fees used for token buybacks.