Matt Hougan de Bitwise prédit que le prochain bull market crypto proviendra de la convergence entre finance traditionnelle et onchain. Il cite Hyperliquid, plateforme crypto s'étendant aux actifs traditionnels, et Robinhood, courtier lançant sa propre blockchain pour actifs tokenisés, comme exemples clés de cette mutation.
Bitwise CIO Matt Hougan argues the next crypto bull market will be driven by institutional finance, stablecoins, tokenization, and real financial activity on blockchain rails, rather than speculation. This comes as crypto majors are flat, BTC ETFs see inflows, and SEC warns on DeFi, while bridge exploits highlight security risks.
Bitwise CIO Matt Hougan predicts Bitcoin is showing signs of bottoming, with the next crypto bull market to be driven by TradFi integrations like Hyperliquid and Robinhood. This convergence is expected to lift major cryptocurrencies and crypto equities, supported by re-accelerating apparent demand for BTC.
Bitwise yatırım yöneticisi Matt Hougan, Bitcoin fiyatında dip seviyesinin ilk işaretlerinin görüldüğünü ve yeni boğa sezonunun kripto ile geleneksel finansın birleşmesi, varlıkların tokenize edilmesi ve gerçek kullanım senaryoları üzerinden şekilleneceğini belirtti.
Malgré une baisse de 36 % du marché crypto au premier semestre 2026, un rapport Bitwise révèle que 10 applications majeures ont cumulé 5,9 milliards de dollars de frais sur 12 mois. Les actions des sociétés crypto ont augmenté, tandis que les volumes de trading et la TVL en DeFi ont diminué, soulignant une économie on-chain active malgré le bear market.
Over 24 proposed prediction market ETFs from issuers like Roundhill and Bitwise remain stalled by the SEC, which is scrutinizing fund mechanics and investor disclosures. These ETFs aim to track outcomes of elections, cryptocurrency prices, and commodity values, but regulatory uncertainty delays their market entry.
Decentralized finance (DeFi) tokens have shown unusual resilience against Bitcoin's decline in June, with Bitwise suggesting a market re-rating of the sector. Despite a 22% drop in Bitcoin, DeFi tokens tracked by Bitwise fell only 4%. This stability is attributed to institutional adoption, improving token economics, and real institutions building on protocols like Morpho and Jupiter.
Yatırım şirketi Bitwise, kripto para endeks ETF'inde (BITW) Hyperliquid (HYPE) ve Stellar'ı (XLM) portföye eklerken Polkadot (DOT) ve Avalanche'ı (AVAX) çıkardı. HYPE, fonun en büyük beşinci pozisyonu oldu.
Bitwise Asset Management is integrating its crypto model portfolios into Parrot Finance's retail investing app. This partnership aims to test if professional crypto allocation frameworks can reach retail investors through automated software, moving beyond traditional advisor dashboards.
Bitwise CEO'su Hunter Horsley, kripto para piyasasının 90'lardaki internet furyasına benzediğini belirterek, şu an bir geçiş dönemi yaşandığını ve az sayıda projenin öne çıkacağını söyledi.
Bitwise Asset Management is integrating its crypto model portfolios into Parrot Finance's retail investing app, aiming to bring professional allocation frameworks to individual investors through automated software. The partnership allows Parrot clients access to diversified crypto exposure, thematic strategies, and systematic rebalancing, testing a shift from advisor-focused products to a consumer-facing interface.
Bitcoin shows deep value metrics below 1.0, but subdued investor participation and competition for liquidity from major IPOs raise concerns. Despite the Fed holding rates, future hikes loom, creating market uncertainty.
Bitwise's HYPE ETF (BHYP) now has options trading on the NYSE, creating a regulated link between US equity markets and the 24/7 Hyperliquid crypto exchange. This connects ETF shares, US options, HYPE spot/perpetual futures, and Hyperliquid's on-chain economy, allowing for new risk management and trading strategies.
André Dragosch, responsable de la recherche chez Bitwise, craint une dernière baisse du Bitcoin jusqu'à 48 000 dollars, un scénario qu'il nomme "douleur maximale". Cette chute pourrait être déclenchée par des sorties massives de capitaux des produits négociés en bourse.
Les conseillers financiers américains, gérant 175 000 milliards de dollars, s'intéressent moins au Bitcoin et davantage aux stablecoins et à la tokenisation, selon Matt Hougan de Bitwise. Un cadre légal clarifié favorise cet intérêt.
Financial advisors are showing more interest in stablecoins and tokenization than Bitcoin, potentially signaling a new crypto bull market driven by institutional investors and real-world applications.
Financial advisers are showing more interest in stablecoins and tokenization than Bitcoin, potentially signaling a shift in crypto investment strategies. This trend could drive a new bull market, according to Bitwise investment chief Matt Hougan.
Bitwise suggests Bitcoin's recent price drop reflects a broader 'risk-off' market adjustment, acting as a 'canary in the macro coal mine' before traditional assets like the Nasdaq and KOSPI. Despite expanding global liquidity, BTC has repriced significantly, indicating it may be further along in its adjustment than equities. On-chain data shows stablecoin reserves remain high, signaling potential buying power on the sidelines.
Bitwise CEO Hunter Horsley, kripto para yatırımcılarının kısa vadeli haberlere odaklanmak yerine uzun vadeli ilerlemeye odaklanmasını tavsiye etti.
Bitwise Baş Yatırım Yöneticisi Matt Hougan, yapay zeka rallisi nedeniyle kripto para yatırımlarının şu anda 'karşıt yatırım' olarak görüldüğünü belirtti. Bu durumun kriptonun sonu anlamına gelmediğini, sadece yatırım stratejilerinde bir değişim olduğunu vurguladı.
Bitwise Baş Yatırım Yöneticisi Matt Hougan, yapay zeka rallisi nedeniyle kripto para yatırımlarının şu anda "karşıt yatırım" olarak görüldüğünü belirtti. Hougan, bu durumun kriptonun sonu anlamına gelmediğini, sadece yatırım stratejilerinde bir değişim olduğunu ifade etti.
Institutional investors are shifting focus from crypto to AI stocks, turning digital assets into a "contrarian bet." Bitwise CIO Matt Hougan notes that while AI captures attention, crypto's shift to fundamentals signals a potential end to its bear market.
Bitwise suggests Bitcoin's undervaluation may increase as sovereign debt concerns grow. A valuation model estimates a fair value of $224,000 if Bitcoin gains traction as a hedge against macroeconomic risks and sovereign default.
Crypto asset manager Grayscale may launch its Hyperliquid token ETF (HYPG) in the US this week, according to analyst James Seyffart. The ETF's fee of 0.29% undercuts rivals, and the token has seen significant trading volume and price appreciation.
