# Dumped ETH for 5 alts: LIT, ZEC, HYPE beat Ether

By @TrustlessState on X · https://f.xyz/t/3e512a43-6c1b-4e44-9eb9-41c4f008f1eb

> Money pulled out of ETH will grow faster in VVV, NEAR, ZEC, HYPE and LIT than it would have sitting in ETH.

**Result:** If held over the last 3 months (Jul 24, 2026 – Oct 23, 2026): +59.4%. Over the same days: BTC +25.5%, ETH +27.7%.

## What it holds

- **First wave buys** (40%, +114.4% over 3 months): VVV (Venice) +115.6%, NEAR (NEAR Protocol) +162.0%, ZEC (Zcash) +144.1%, HYPE (Hyperliquid) +36.0%
- **The big LIT bet** (36%, +67.2% over 3 months): LIT (Lighter) +67.2%
- **Leaving ETH behind** (24%, −27.7% over 3 months): against ETH (Ethereum) −27.7%

## The plan behind it

David Hoffman sold all his ETH and moved the money into five coins he thinks have more room to grow. This portfolio copies his split: about half in his first four picks and nearly half in LIT, the coin he bought slowly over time. It also bets against ETH, because his real point is that these coins beat ETH, not just that crypto goes up. If ETH falls behind his picks, both parts make money.

> After selling $ETH, I immediately took ~50% of the capital to VVV, NEAR, ZEC, HYPE
> 
> I left the rest as capital to DCA into something not already up multiples (other than NEAR, which was ~1.40 at the time.
> 
> I've finished buying $LIT with that remaining 50%
> — @TrustlessState on X: https://x.com/TrustlessState/status/2062122936790581520

**What would prove it wrong:** ETH beats this group of five coins for several months, or Hoffman starts buying ETH again.

## FAQ

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Stocks (Tesla, Apple, Nvidia), crypto (Bitcoin, Ethereum, Solana), pre-IPO companies (OpenAI, Anthropic), indices (Nasdaq 100, S&P 500), commodities (gold, silver, oil, copper) and currencies (EUR/USD, USD/JPY). One theory can mix them, and bet for or against any of them.

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On each check it reads the last two days of news on its biggest holdings and says whether the idea still holds. It can make one small change at a time: trim or drop one holding by up to 5 points. On autopilot the change waits 10 minutes so the owner can skip it; otherwise it asks first.

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### What do the 3-month numbers mean?

What $100 would have done holding this mix over the last 3 months, at real prices. It is a what-if, not a record: past or simulated results are no promise of future ones, and nothing here is investment advice.

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