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🔥 BITWISE CIO:
“Bitcoin can reach $1.4 MILLION in the next 10 years.”
“An easy 10× for crypto in 5–10 years —
possibly much sooner.”
Institutional conviction is getting louder.
#Bitcoin #BTC #Crypto #Bullish #Bitwise #CryptoNews #DigitalAssets #LongTerm
“Bitcoin can reach $1.4 MILLION in the next 10 years.”
“An easy 10× for crypto in 5–10 years —
possibly much sooner.”
Institutional conviction is getting louder.
#Bitcoin #BTC #Crypto #Bullish #Bitwise #CryptoNews #DigitalAssets #LongTerm
🐻 The "great institutional apathy"
Crypto capital outflows reached $4.000 billion in five weeks
The cooling of the ETP market
Asset management giants like #blackRock , #Fidelity , and #Bitwise face their fifth consecutive period of financial "bleeding". The narrative of institutional investors seems to have shifted from optimism to extreme caution.
Series Withdrawal: Crypto investment products recorded net outflows of $288 million last week. With this, the accumulated drain in just over a month rises to the worrying figure of $4.000 billion.
Apathy in Volume: Beyond the sales, what concerns analysts is the lack of interest. Trading volume fell to $17.000 billion, the lowest level since July 2025. James Butterfill (CoinShares) defines this phenomenon as a "growing apathy of the investor".
#bitcoin under pressure: #BTC lost $215 million in institutional flow, falling below $65,000. The most revealing: products betting against Bitcoin (Short-Bitcoin) received $5.5 million, the largest inflow of any category, signaling that institutions are positioning themselves to see even lower prices.
Geographic Divergence: While the U.S. led the outflows with $347 million, Europe and Canada showed selective resistance. Switzerland, Canada, and Germany absorbed net inflows, suggesting that investors outside the U.S. are taking advantage of the "drop" (buy the dip) in a more strategic way.
Ethereum and Altcoins in Red: ETH did not escape the trend with outflows of $36.5 million. Not even the marginal interest in XRP or Solana was enough to balance a week dominated by refunds in multi-asset products and Tron.
$BTC
$ETH
$SOL
Crypto capital outflows reached $4.000 billion in five weeks
The cooling of the ETP market
Asset management giants like #blackRock , #Fidelity , and #Bitwise face their fifth consecutive period of financial "bleeding". The narrative of institutional investors seems to have shifted from optimism to extreme caution.
Series Withdrawal: Crypto investment products recorded net outflows of $288 million last week. With this, the accumulated drain in just over a month rises to the worrying figure of $4.000 billion.
Apathy in Volume: Beyond the sales, what concerns analysts is the lack of interest. Trading volume fell to $17.000 billion, the lowest level since July 2025. James Butterfill (CoinShares) defines this phenomenon as a "growing apathy of the investor".
#bitcoin under pressure: #BTC lost $215 million in institutional flow, falling below $65,000. The most revealing: products betting against Bitcoin (Short-Bitcoin) received $5.5 million, the largest inflow of any category, signaling that institutions are positioning themselves to see even lower prices.
Geographic Divergence: While the U.S. led the outflows with $347 million, Europe and Canada showed selective resistance. Switzerland, Canada, and Germany absorbed net inflows, suggesting that investors outside the U.S. are taking advantage of the "drop" (buy the dip) in a more strategic way.
Ethereum and Altcoins in Red: ETH did not escape the trend with outflows of $36.5 million. Not even the marginal interest in XRP or Solana was enough to balance a week dominated by refunds in multi-asset products and Tron.
$BTC
$ETH
$SOL
📊 According to model #Bitwise Asset Management,
Bitcoin currently looks approximately ~40% "cheaper than normal".$BTC
The logic is simple:
If we compare the inflows of funds into spot ETFs on BTC since the beginning of 2024, historically the price should have been higher.
What this means:
• 📥 There is demand through funds
• 📉 But the spot price does not fully reflect it yet
• ⚖️ There is a distortion in the market between capital flows and asset valuation
Such discrepancies usually do not last long — the market either catches up to the model, or the model adjusts to a new reality.
The only question is who is "wrong" now — the price or the expectations. 👀
Bitcoin currently looks approximately ~40% "cheaper than normal".$BTC
The logic is simple:
If we compare the inflows of funds into spot ETFs on BTC since the beginning of 2024, historically the price should have been higher.
What this means:
• 📥 There is demand through funds
• 📉 But the spot price does not fully reflect it yet
• ⚖️ There is a distortion in the market between capital flows and asset valuation
Such discrepancies usually do not last long — the market either catches up to the model, or the model adjusts to a new reality.
The only question is who is "wrong" now — the price or the expectations. 👀
📉 Bitwise CIO: Has the bottom not yet arrived? In-depth analysis of Matt Hougan's latest prediction
Bitwise Chief Investment Officer Matt Hougan has put forward a sobering viewpoint: despite the recent volatility of Bitcoin, the current "major cycle bottom" may not have been reached yet.
Hougan's core points reviewed:
Lack of a "major washout": Despite the market falling about 50% from the peak in October 2025, Hougan believes the market has not yet experienced that kind of thorough liquidation of leverage, the "washout" moment. Continued macro pressure: Bitcoin is currently viewed more as a risk asset, directly influenced by fluctuations in the AI sector and macroeconomic policies, rather than a purely "safe-haven asset." 2026 bottoming theory: He anticipates that 2026 will be a year of "bottoming out" and recovery. Although there may be further risks of decline in the short term, this will lay the groundwork for the next round of institutional bull markets.
Long-term bullish logic remains unchanged:
Although facing a "winter" in the short term, Hougan emphasizes that with the continued penetration of spot ETFs and the advancement of related regulatory bills (such as the CLARITY Act), the long-term influx of institutional funds remains Bitcoin's strongest support.
How should investors respond?
He suggests that investors remain patient and compare the current phase to the bear markets of 2018 and 2022—looking at it from a long historical perspective, these "painful periods" are often the best accumulation zones.
💬 Do you think BTC will drop below the $60,000 mark? Is now a good time to buy the dip, or should we continue to wait? Share your thoughts in the comments!
#比特币 #Bitwise #加密货币 #BTC #币安广场
#Market Analysis
Bitwise Chief Investment Officer Matt Hougan has put forward a sobering viewpoint: despite the recent volatility of Bitcoin, the current "major cycle bottom" may not have been reached yet.
Hougan's core points reviewed:
Lack of a "major washout": Despite the market falling about 50% from the peak in October 2025, Hougan believes the market has not yet experienced that kind of thorough liquidation of leverage, the "washout" moment. Continued macro pressure: Bitcoin is currently viewed more as a risk asset, directly influenced by fluctuations in the AI sector and macroeconomic policies, rather than a purely "safe-haven asset." 2026 bottoming theory: He anticipates that 2026 will be a year of "bottoming out" and recovery. Although there may be further risks of decline in the short term, this will lay the groundwork for the next round of institutional bull markets.
Long-term bullish logic remains unchanged:
Although facing a "winter" in the short term, Hougan emphasizes that with the continued penetration of spot ETFs and the advancement of related regulatory bills (such as the CLARITY Act), the long-term influx of institutional funds remains Bitcoin's strongest support.
How should investors respond?
He suggests that investors remain patient and compare the current phase to the bear markets of 2018 and 2022—looking at it from a long historical perspective, these "painful periods" are often the best accumulation zones.
💬 Do you think BTC will drop below the $60,000 mark? Is now a good time to buy the dip, or should we continue to wait? Share your thoughts in the comments!
#比特币 #Bitwise #加密货币 #BTC #币安广场
#Market Analysis
📈 Crypto News 📰
Bitwise Files for US Election Prediction Market ETFs 🗳️📊
Bitwise Asset Management has reportedly filed for the launch of Exchange-Traded Funds (ETFs) focused on US election prediction markets. This innovative financial product aims to allow investors to hedge or speculate on election outcomes, leveraging real-time polling data and political analytics.
The proposed ETFs would provide a new way for investors to engage with political events, potentially adding a layer of financial hedging during election cycles. By tapping into prediction markets, Bitwise seeks to bring more transparency and liquidity to political betting, integrating it into mainstream investment portfolios. The move signals growing interest in political risk management tools amid a highly polarized electoral landscape.
🗳️ #ElectionMarkets #ETFs #Bitwise #PoliticalRisk #InvestSmart
Bitwise Files for US Election Prediction Market ETFs 🗳️📊
Bitwise Asset Management has reportedly filed for the launch of Exchange-Traded Funds (ETFs) focused on US election prediction markets. This innovative financial product aims to allow investors to hedge or speculate on election outcomes, leveraging real-time polling data and political analytics.
The proposed ETFs would provide a new way for investors to engage with political events, potentially adding a layer of financial hedging during election cycles. By tapping into prediction markets, Bitwise seeks to bring more transparency and liquidity to political betting, integrating it into mainstream investment portfolios. The move signals growing interest in political risk management tools amid a highly polarized electoral landscape.
🗳️ #ElectionMarkets #ETFs #Bitwise #PoliticalRisk #InvestSmart
📈 Solana ETFs Attract Inflows Amid Broader Outflows
While spot ETFs tied to Bitcoin and Ethereum saw notable net outflows this week, Solana-linked ETFs recorded fresh inflows — showing selective investor interest despite overall market weakness.
• 💰 Solana spot ETFs added around $2.4 million in new capital in a single day.
• 🏦 The inflows were largely driven by products from Bitwise, signaling institutional positioning.
• 🔄 Analysts see this as capital rotation into alternative Layer-1 assets, even as major crypto funds face selling pressure.
This trend highlights continued confidence in Solana’s ecosystem while broader crypto sentiment remains cautious.
#Solana #CryptoETF #Layer1 #Bitcoin #Ethereum #Bitwise #InstitutionalInvestors
$BTC
$ETH
$XRP
While spot ETFs tied to Bitcoin and Ethereum saw notable net outflows this week, Solana-linked ETFs recorded fresh inflows — showing selective investor interest despite overall market weakness.
• 💰 Solana spot ETFs added around $2.4 million in new capital in a single day.
• 🏦 The inflows were largely driven by products from Bitwise, signaling institutional positioning.
• 🔄 Analysts see this as capital rotation into alternative Layer-1 assets, even as major crypto funds face selling pressure.
This trend highlights continued confidence in Solana’s ecosystem while broader crypto sentiment remains cautious.
#Solana #CryptoETF #Layer1 #Bitcoin #Ethereum #Bitwise #InstitutionalInvestors
$BTC
$ETH
$XRP
🚨 $ETH at risk? Bitwise warns: $1,500 possible!
📉 current price:
$1,975 (February 20, 2026)
📊 trading in the last 24 hours:
low $1,950 | high $2,010
🔹 reason: Bitwise analysis indicates the possibility of Ethereum dropping to $1,500 if selling pressures continue.
🔍 quick technical analysis:
current support: $1,950 – $1,900
important short-term support: $1,850
first resistance: $2,000
strong resistance: $2,100
RSI on the 4-hour frame: close to the oversold area → potential technical rebound
💡 smart reading:
while the market is affected by the recent correction, this drop may represent an accumulation opportunity for long-term investors, especially with the institutional strength of ETH and the growing infrastructure.
⚠️ note:
markets are highly volatile, always do your own research before making any decisions.
💬 my question:
Do you see ETH ready to rebound soon at $1,950–$1,900?
Or will the drop continue until the next scenario becomes clear?
🟢 potential rebound soon
🔴 continued drop towards $1,500
#Ethereum #CryptoAnalysis #Bitwise #BinanceSquare #defi
📉 current price:
$1,975 (February 20, 2026)
📊 trading in the last 24 hours:
low $1,950 | high $2,010
🔹 reason: Bitwise analysis indicates the possibility of Ethereum dropping to $1,500 if selling pressures continue.
🔍 quick technical analysis:
current support: $1,950 – $1,900
important short-term support: $1,850
first resistance: $2,000
strong resistance: $2,100
RSI on the 4-hour frame: close to the oversold area → potential technical rebound
💡 smart reading:
while the market is affected by the recent correction, this drop may represent an accumulation opportunity for long-term investors, especially with the institutional strength of ETH and the growing infrastructure.
⚠️ note:
markets are highly volatile, always do your own research before making any decisions.
💬 my question:
Do you see ETH ready to rebound soon at $1,950–$1,900?
Or will the drop continue until the next scenario becomes clear?
🟢 potential rebound soon
🔴 continued drop towards $1,500
#Ethereum #CryptoAnalysis #Bitwise #BinanceSquare #defi
📈 Crypto News 📰
Bitwise Files for US Election Prediction Market ETFs 🗳️📊
Bitwise Asset Management has reportedly filed for the launch of Exchange-Traded Funds (ETFs) focused on US election prediction markets. This innovative financial product aims to allow investors to hedge or speculate on election outcomes, leveraging real-time polling data and political analytics.
The proposed ETFs would provide a new way for investors to engage with political events, potentially adding a layer of financial hedging during election cycles. By tapping into prediction markets, Bitwise seeks to bring more transparency and liquidity to political betting, integrating it into mainstream investment portfolios. The move signals growing interest in political risk management tools amid a highly polarized electoral landscape.
🗳️ #ElectionMarkets #ETFs #Bitwise #PoliticalRisk #InvestSmart
Bitwise Files for US Election Prediction Market ETFs 🗳️📊
Bitwise Asset Management has reportedly filed for the launch of Exchange-Traded Funds (ETFs) focused on US election prediction markets. This innovative financial product aims to allow investors to hedge or speculate on election outcomes, leveraging real-time polling data and political analytics.
The proposed ETFs would provide a new way for investors to engage with political events, potentially adding a layer of financial hedging during election cycles. By tapping into prediction markets, Bitwise seeks to bring more transparency and liquidity to political betting, integrating it into mainstream investment portfolios. The move signals growing interest in political risk management tools amid a highly polarized electoral landscape.
🗳️ #ElectionMarkets #ETFs #Bitwise #PoliticalRisk #InvestSmart
🚨 BITWISE CIO: "LOTS OF GOOD NEWS NOT BEING PRICED IN" 🚨
While retail panics, institutional voices stay calm.
🗣️ Matt Hougan, Bitwise CIO:
"I expect the recovery from this bear market to be rounded, not V-shaped."
"There is actually a lot of very good news in crypto that is not being recognized by the market. It'll get there over time."
📊 What's Being Ignored:
✅ Institutional adoption (Harvard/Dartmouth adding exposure)
✅ Regulatory clarity advancing
✅ Building continuing despite prices
💎 The Lesson:
Markets are forward-looking. By the time "good news" is obvious, prices have already moved.
👇 Your take:
Accumulating while others ignore the good news?
#Bitwise #MattHougan #MarketRecovery #InstitutionalAdoption #BinanceSquareActions
While retail panics, institutional voices stay calm.
🗣️ Matt Hougan, Bitwise CIO:
"I expect the recovery from this bear market to be rounded, not V-shaped."
"There is actually a lot of very good news in crypto that is not being recognized by the market. It'll get there over time."
📊 What's Being Ignored:
✅ Institutional adoption (Harvard/Dartmouth adding exposure)
✅ Regulatory clarity advancing
✅ Building continuing despite prices
💎 The Lesson:
Markets are forward-looking. By the time "good news" is obvious, prices have already moved.
👇 Your take:
Accumulating while others ignore the good news?
#Bitwise #MattHougan #MarketRecovery #InstitutionalAdoption #BinanceSquareActions
It feels like someone took the “election-night group chat” and tried to list it on the stock exchange.
Bitwise just filed paperwork for six “PredictionShares” ETFs that would trade on NYSE Arca—not to own companies, but to own a single outcome: Dem/Rep wins the House (Nov 3, 2026), Senate (Nov 3, 2026), or President (Nov 7, 2028).
What makes it wild is how blunt the payoff is: these funds are built around event contracts with a binary settlement—they typically land at $1.00 if your outcome happens, $0.00 if it doesn’t, and the filing repeatedly warns the fund can lose substantially all its value if the result goes the other way.
They also commit to putting at least 80% of assets into derivatives tied to that one outcome—and the contract price itself usually floats between $0 and $1 until the market snaps to the final result.
And the backdrop matters: the U.S. is in a real tug-of-war over who even gets to police prediction markets—Nevada just sued to block Kalshi, while the CFTC argues it has exclusive jurisdiction over event contracts.
Takeaway: this is probability turned into an ETF—clean to trade, brutal in risk, and built to swing hard when the outcome becomes “known.”
#Bitwise #PredictionMarkets #ElectionETFs #EventContracts #MacroTrading
Bitwise just filed paperwork for six “PredictionShares” ETFs that would trade on NYSE Arca—not to own companies, but to own a single outcome: Dem/Rep wins the House (Nov 3, 2026), Senate (Nov 3, 2026), or President (Nov 7, 2028).
What makes it wild is how blunt the payoff is: these funds are built around event contracts with a binary settlement—they typically land at $1.00 if your outcome happens, $0.00 if it doesn’t, and the filing repeatedly warns the fund can lose substantially all its value if the result goes the other way.
They also commit to putting at least 80% of assets into derivatives tied to that one outcome—and the contract price itself usually floats between $0 and $1 until the market snaps to the final result.
And the backdrop matters: the U.S. is in a real tug-of-war over who even gets to police prediction markets—Nevada just sued to block Kalshi, while the CFTC argues it has exclusive jurisdiction over event contracts.
Takeaway: this is probability turned into an ETF—clean to trade, brutal in risk, and built to swing hard when the outcome becomes “known.”
#Bitwise #PredictionMarkets #ElectionETFs #EventContracts #MacroTrading
CryptoLearn_24:
“Trading politics just got literal! 🏛️ These ETFs are basically betting on history—enter smart or get burned. Who’s taking a side? 🔥 #ElectionETFs”
🚀 Will DeFi Become the Core Engine of the Crypto Market Recovery? Matt Hougan's 2026 Outlook
Bitwise Chief Investment Officer Matt Hougan recently pointed out that the crypto market is bidding farewell to the 'speculation era' and transitioning to a 'fundamentals-driven' recovery. He believes that the rise of decentralized finance (DeFi) will be the key driving force leading the bull market in 2026.
Why DeFi?
Real Revenue Potential: Hougan emphasized that leading projects like Uniswap and Aave have already proven the success of their business models. These protocols generate hundreds of millions of dollars in annual revenue and their trading volumes can compete with top centralized exchanges (CEX).
RWA (Real World Asset Tokenization): As more traditional financial assets enter the blockchain, DeFi is becoming the underlying support for financial infrastructure.
Institutional Involvement: Unlike previous retail-driven recoveries, this round is accompanied by sustained capital inflows from ETFs, which have built a solid bottom for the market.
Changes in Cycle Logic: Hougan believes that the impact of the halving effect is weakening, while macroeconomic policy and regulatory clarity in the United States will become more important variables.
Summary:
2026 will be a 'constructive' year. The market focus will shift from 'speculative concepts' to 'data-driven insights,' and tokens that can generate real value and revenue will stand out.
📊 Do you think DeFi will return to its peak in the next bull market? Feel free to share your thoughts in the comments!
#币安 #DeFi #Bitwise #MattHougan #加密市场
Bitwise Chief Investment Officer Matt Hougan recently pointed out that the crypto market is bidding farewell to the 'speculation era' and transitioning to a 'fundamentals-driven' recovery. He believes that the rise of decentralized finance (DeFi) will be the key driving force leading the bull market in 2026.
Why DeFi?
Real Revenue Potential: Hougan emphasized that leading projects like Uniswap and Aave have already proven the success of their business models. These protocols generate hundreds of millions of dollars in annual revenue and their trading volumes can compete with top centralized exchanges (CEX).
RWA (Real World Asset Tokenization): As more traditional financial assets enter the blockchain, DeFi is becoming the underlying support for financial infrastructure.
Institutional Involvement: Unlike previous retail-driven recoveries, this round is accompanied by sustained capital inflows from ETFs, which have built a solid bottom for the market.
Changes in Cycle Logic: Hougan believes that the impact of the halving effect is weakening, while macroeconomic policy and regulatory clarity in the United States will become more important variables.
Summary:
2026 will be a 'constructive' year. The market focus will shift from 'speculative concepts' to 'data-driven insights,' and tokens that can generate real value and revenue will stand out.
📊 Do you think DeFi will return to its peak in the next bull market? Feel free to share your thoughts in the comments!
#币安 #DeFi #Bitwise #MattHougan #加密市场
#BREAKING : 🇺🇸🔮 According to crypto reporter Eleanor Terrett, asset manager Bitwise has filed for a prediction market ETF, following Roundhill. The proposed product aims to track contracts related to the 2028 U.S. presidential election and the upcoming Congressional midterm elections for the House and Senate. Additionally, Bitwise is launching a new platform called PredictionShares, which will provide exposure to prediction markets. #etf #Bitwise
👀 HERE : $KITE | $FIGHT $FOGO
👀 HERE : $KITE | $FIGHT $FOGO
The end of winter?
Bitwise bets on DeFi as the engine that will pull crypto out of the pit in 2026
From speculation to real income
While the price of #bitcoin laterally moves, the tectonic plates of Decentralized Finance DeFi are shifting. Matt Hougan, CIO of #Bitwise , and #MichaelSaylor , from #strategy , agree on an optimistic diagnosis: we are in a "soft winter" where the fundamentals are maturing faster than ever.
DeFi as Real Business: Hougan highlights that protocols like Uniswap often surpass giants like Coinbase in volume, while Aave generates annual revenues above $100 million. The narrative has changed: they are no longer promises, they are companies with users and cash flows.
The Tokenomics Revolution: The major historical problem of DeFi (governance tokens without economic value) may be coming to an end. Aave Labs' proposal to redirect all revenues to the DAO Treasury marks a turning point, allowing the value of the protocol to be transferred directly to token holders.
The Wall Street Seal of Approval: The influx of institutional capital is no longer just towards Bitcoin. Recent investments of #blackRock in Uniswap and Apollo in Morpho demonstrate that large funds are looking for "real yield" within the DeFi infrastructure.
Saylor's Optimism: The top Bitcoin evangelist claims that this winter will be shorter and less severe. What’s the reason? Banking and financial backing is infinitely greater than in previous cycles (2018 or 2022).
Although DeFi tokens have suffered declines of up to 50% annually, Hougan warns that bear markets often "hide the good news". The combination of improvements in token economics, massive usage, and institutional investment suggests that DeFi will be the leader of the next bull cycle.
$AAVE
$UNI
$BTC
Bitwise bets on DeFi as the engine that will pull crypto out of the pit in 2026
From speculation to real income
While the price of #bitcoin laterally moves, the tectonic plates of Decentralized Finance DeFi are shifting. Matt Hougan, CIO of #Bitwise , and #MichaelSaylor , from #strategy , agree on an optimistic diagnosis: we are in a "soft winter" where the fundamentals are maturing faster than ever.
DeFi as Real Business: Hougan highlights that protocols like Uniswap often surpass giants like Coinbase in volume, while Aave generates annual revenues above $100 million. The narrative has changed: they are no longer promises, they are companies with users and cash flows.
The Tokenomics Revolution: The major historical problem of DeFi (governance tokens without economic value) may be coming to an end. Aave Labs' proposal to redirect all revenues to the DAO Treasury marks a turning point, allowing the value of the protocol to be transferred directly to token holders.
The Wall Street Seal of Approval: The influx of institutional capital is no longer just towards Bitcoin. Recent investments of #blackRock in Uniswap and Apollo in Morpho demonstrate that large funds are looking for "real yield" within the DeFi infrastructure.
Saylor's Optimism: The top Bitcoin evangelist claims that this winter will be shorter and less severe. What’s the reason? Banking and financial backing is infinitely greater than in previous cycles (2018 or 2022).
Although DeFi tokens have suffered declines of up to 50% annually, Hougan warns that bear markets often "hide the good news". The combination of improvements in token economics, massive usage, and institutional investment suggests that DeFi will be the leader of the next bull cycle.
$AAVE
$UNI
$BTC
🚀 Is DeFi going to be the savior that ends the bear market? Bitwise's Chief Investment Officer speaks out
Bitwise CIO Matt Hougan believes that crypto investors are tired of empty promises; what everyone wants to see now are real users, actual revenue, and core value. And this is precisely the strength of the DeFi sector.💎
Current situation: The 'awkward' governance tokens
For a long time, many DeFi protocols have deliberately stripped tokens of their revenue rights due to regulatory pressure (especially the SEC's Howey test). This has resulted in rapid development of the protocols themselves, but governance tokens like UNI have become 'shells' lacking economic support, with performance that is underwhelming.
Turning point: Aave Will Win proposal 🧊
Hougan pointed out that the 'Aave Will Win' framework recently proposed by Aave Labs is becoming a game changer for the industry:
✅ Full revenue goes to DAO: All product revenues under the brand will be directly injected into the DAO treasury owned by token holders.
✅ Enhanced asset attributes: AAVE will transform from a mere 'governance token' into a core economic asset of the ecosystem.
✅ Model output: If Aave successfully runs through, other top DeFi protocols are sure to follow suit.
Hougan firmly believes that this strengthening of token economics will reverse the downturn in the altcoin market and become the core engine of the next bull market.📈
What does everyone think? Can DeFi tokens bring everyone back to 'break even' this time? Or is regulatory pressure still an insurmountable obstacle? Feel free to discuss in the comments!👇
#DeFi #Aave #加密货币 #Bitwise #山寨币
Bitwise CIO Matt Hougan believes that crypto investors are tired of empty promises; what everyone wants to see now are real users, actual revenue, and core value. And this is precisely the strength of the DeFi sector.💎
Current situation: The 'awkward' governance tokens
For a long time, many DeFi protocols have deliberately stripped tokens of their revenue rights due to regulatory pressure (especially the SEC's Howey test). This has resulted in rapid development of the protocols themselves, but governance tokens like UNI have become 'shells' lacking economic support, with performance that is underwhelming.
Turning point: Aave Will Win proposal 🧊
Hougan pointed out that the 'Aave Will Win' framework recently proposed by Aave Labs is becoming a game changer for the industry:
✅ Full revenue goes to DAO: All product revenues under the brand will be directly injected into the DAO treasury owned by token holders.
✅ Enhanced asset attributes: AAVE will transform from a mere 'governance token' into a core economic asset of the ecosystem.
✅ Model output: If Aave successfully runs through, other top DeFi protocols are sure to follow suit.
Hougan firmly believes that this strengthening of token economics will reverse the downturn in the altcoin market and become the core engine of the next bull market.📈
What does everyone think? Can DeFi tokens bring everyone back to 'break even' this time? Or is regulatory pressure still an insurmountable obstacle? Feel free to discuss in the comments!👇
#DeFi #Aave #加密货币 #Bitwise #山寨币
🚀 Bitwise Chief Investment Officer: 2026 will be a record year for Ethereum and Solana!
Bitwise Chief Investment Officer Matt Hougan made extremely optimistic predictions about the future of the cryptocurrency market during a live broadcast. He believes we are on the verge of breaking the traditional bull and bear cycle law.
Key points from Matt Hougan:
✅ Breaking the four-year cycle: Bitcoin will no longer repeat the traditional pattern of "plummeting after halving." With the push from institutional demand and ETFs, BTC's volatility may be lower than that of tech stocks like Nvidia in the future. ✅ Regulatory dividends released: With the passage of regulatory transparency bills like the CLARITY Act, large capital entry will no longer be obstructed. ✅ Explosion of ETH and SOL: Hougan predicts that if the laws pass smoothly, Ethereum and Solana will reach historical highs. As the core carriers of the stablecoin and asset tokenization trend, these two major public chains will be the biggest beneficiaries. ✅ ETF explosion: It is expected that the U.S. will launch more than 100 cryptocurrency-related ETFs. The throughput of institutional funds will far exceed the new supply of BTC, ETH, and SOL.
Hougan firmly believes that by 2026, the performance of crypto-related assets will outperform the overall tech stocks.
📈 Who do you think will reach a new high first, Solana or Ethereum? Share your thoughts in the comments! 👇
#Bitwise #加密货币2026 #以太坊 #Solana #比特币
Bitwise Chief Investment Officer Matt Hougan made extremely optimistic predictions about the future of the cryptocurrency market during a live broadcast. He believes we are on the verge of breaking the traditional bull and bear cycle law.
Key points from Matt Hougan:
✅ Breaking the four-year cycle: Bitcoin will no longer repeat the traditional pattern of "plummeting after halving." With the push from institutional demand and ETFs, BTC's volatility may be lower than that of tech stocks like Nvidia in the future. ✅ Regulatory dividends released: With the passage of regulatory transparency bills like the CLARITY Act, large capital entry will no longer be obstructed. ✅ Explosion of ETH and SOL: Hougan predicts that if the laws pass smoothly, Ethereum and Solana will reach historical highs. As the core carriers of the stablecoin and asset tokenization trend, these two major public chains will be the biggest beneficiaries. ✅ ETF explosion: It is expected that the U.S. will launch more than 100 cryptocurrency-related ETFs. The throughput of institutional funds will far exceed the new supply of BTC, ETH, and SOL.
Hougan firmly believes that by 2026, the performance of crypto-related assets will outperform the overall tech stocks.
📈 Who do you think will reach a new high first, Solana or Ethereum? Share your thoughts in the comments! 👇
#Bitwise #加密货币2026 #以太坊 #Solana #比特币
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