According to Matt Hougan, Chief Investment Officer at Bitwise, Bitcoin does not need to capture half of gold’s market value to reach a price of $1 million per coin. Instead, the key factor lies in the expansion of the broader global “store of value” market.

The Store-of-Value Market Is Expanding

Many investors assume that for Bitcoin to achieve a seven-figure price, it must directly rival gold and absorb a large portion of its existing market capitalization. Hougan believes this perspective overlooks an important dynamic: the store-of-value market itself is continuously growing.

Gold and other assets commonly used as stores of value have expanded significantly over the past two decades. In 2004, the global gold market was valued at roughly $2.5 trillion. Since then, it has grown at an average annual rate of around 13%, reaching approximately $38 trillion today.

Several structural factors have contributed to this expansion, including rising government debt levels, geopolitical uncertainty, accommodative monetary policies, and increasing concerns about long-term financial stability.

A $121 Trillion Market Within a Decade

If this growth trend continues, Hougan estimates that the total global store-of-value market could reach around $121 trillion within the next ten years.

Under such a scenario, Bitcoin would not need to dominate the market to reach $1 million per coin. Capturing just 17% of the global store-of-value market—roughly one-sixth of the total—could be sufficient to support that valuation.

This framework shifts the discussion away from direct competition with gold and instead highlights the overall expansion of wealth preservation assets worldwide.

Institutional Adoption Could Be a Major Catalyst

Institutional capital is expected to play a critical role in Bitcoin’s potential market share growth. Over the past several years, large financial institutions have gradually increased their exposure to digital assets.

Investment vehicles such as exchange-traded funds (ETFs), sovereign wealth funds, and professional asset managers allocating portions of diversified portfolios to Bitcoin could significantly accelerate adoption.

As these flows increase, Bitcoin’s role within the global financial system may continue to strengthen.

Hougan suggests that when these structural trends are considered, the idea of Bitcoin capturing a meaningful portion of the store-of-value market over the next decade does not appear unrealistic.

Bitcoin and Gold Are Currently Diverging

Despite frequent comparisons between Bitcoin and gold, the two assets have not moved in tandem in recent months.

Gold reached an all-time high of $5,600 per ounce in late January and currently remains only about 2.2% below that level. In contrast, Bitcoin is still trading roughly 44% below its peak recorded last October.

This divergence has fueled debate about whether Bitcoin truly behaves like a traditional safe-haven asset, despite its widely used “digital gold” narrative.

The Store-of-Value Narrative Remains Debated

Not all investors are convinced that Bitcoin can fully assume the role of a long-term store of value comparable to gold.

Billionaire investor Ray Dalio has previously expressed skepticism, arguing that gold remains a stronger safe-haven asset. One of his key points is that central banks continue to accumulate gold, while they have not shown the same level of demand for Bitcoin.

Dalio also suggests that Bitcoin’s market behavior often resembles that of technology stocks rather than a traditional defensive asset.

Similarly, some market research indicates that Bitcoin is not currently being priced as a hedge against macroeconomic risks such as inflation, sovereign debt concerns, or real interest rate fluctuations.

A Long-Term Scenario Still Under Discussion

The question of how large a share Bitcoin can ultimately capture within the global store-of-value market remains open. However, the continued expansion of that market combined with increasing institutional participation keeps the long-term bull case alive.

For this reason, some analysts believe that Bitcoin’s current valuation may still represent only an early phase in its long-term price discovery process, particularly if it continues to gain traction as a global wealth preservation asset.

You can also freely share your thoughts and comments about the topic in the comment section. Additionally, don’t forget to follow us on our Telegram, YouTube, and Twitter channels for the latest news and updates.

The post Bitwise CIO: “If This Happens, Bitcoin Could Reach $1 Million” appeared first on Coin Engineer.

Bitcoin’s Four-Year Cycle Is Changing

Speaking on the New Era Finance Podcast, Hougan said that many of Bitcoin’s past sharp declines were largely driven by market psychology. For years, investors have acted according to the expectation of a four-year market cycle, and Hougan believes this narrative has sometimes triggered chain reactions of selling. According to Hougan, large Bitcoin holders often sold their holdings when they believed the cycle was nearing its end, creating downward pressure on the market. He added that options strategies and fears about the cycle’s conclusion have also influenced investor behavior.

“The main reason Bitcoin dropped was that large investors sold due to the four-year cycle expectation.”

Gold’s Rally and the “Digital Gold” Debate

During a period when Bitcoin experienced declines, Gold reached record highs. This caused some investors to question the “digital gold” narrative often associated with Bitcoin. However, Hougan argued that the reason is relatively simple. Since 2022, central banks have been purchasing large amounts of physical gold. Following the Russia‑Ukraine War, the freezing of certain countries’ assets led many governments to reconsider their reserve strategies. As a result, gold has been strongly supported by state-level buyers, while Bitcoin still reacts more sensitively to the psychological cycles of retail and institutional investors. Hougan also pointed out that gold’s roughly $30 trillion market value is not negative for Bitcoin. Instead, it demonstrates how large the store-of-value market can be.

Institutional Investors Could Reshape the Next Bull Market

Hougan reminded listeners that previous crypto bull markets were largely driven by aggressive retail buying. However, he believes institutional investors will play a much more decisive role in the next cycle. Institutional investors typically accumulate assets gradually each quarter, which could lead to a more stable market environment.

“Compared to previous bull markets, we may see a market that is less volatile, rising more gradually, and perhaps a bit more ‘boring.’”

Hougan’s “Mount Rushmore” of Crypto Projects

According to Hougan, the crypto market is no longer just about Bitcoin. Institutional interest is increasingly concentrated in a few major blockchain projects, which he described as the “Mount Rushmore of crypto.”

The projects he highlighted include:

• Ethereum
• Solana
• Chainlink

Hougan particularly emphasized Chainlink, noting that it provides critical infrastructure by connecting blockchains with real-world data. According to him, if Chainlink were a traditional technology company, it would likely be considered one of the most attractive investments in the tech sector.

Overall Assessment

According to Matt Hougan, the recent downturn in the crypto market is driven more by investor psychology and cycle expectations than by macroeconomic developments alone. The widely discussed four-year cycle narrative has influenced selling decisions among some large investors, creating short-term pressure on prices. However, the growing presence of institutional capital suggests that the crypto market could become more stable and mature over time. Hougan’s focus on infrastructure projects like Chainlink also highlights that institutional interest is expanding beyond Bitcoin into other parts of the blockchain ecosystem.

Also, you can freely share your thoughts and comments about the topic in the comment section. Additionally, please follow us on our Telegram, YouTube and Twitter channels for the latest news and updates.

The post Bitwise CIO Shares His Favorite Altcoin! appeared first on Coin Engineer.

“An Expected Entry Opportunity for Institutions”

According to Hougan, many institutional investors who missed the rally in 2024 and 2025 are now treating the current pullback as a strategic entry point. Large funds and asset management firms see price corrections as opportunities within the context of long-term portfolio planning. While retail investors tend to panic and sell during sharp declines, Hougan noted that institutions approach the process with far greater discipline and patience. This difference in approach, he said, plays a key role in shaping market dynamics.

“Investment decisions at institutions don’t move at Twitter speed, they move at institutional speed,” Hougan remarked, adding that it can take an average of eight meetings for large funds to decide on allocating capital to a particular asset. During this process, risk committees, compliance teams, and boards conduct detailed analyses. He stressed that institutions typically approach the market with a 5–10 year perspective and view short-term volatility not as a threat, but as a tool for strategic positioning. As a result, sharp corrections often turn into planned buying periods for the institutional side.

Hougan also predicts that Bitcoin ETFs could reach $1 trillion in assets under management in the long term. He stated that institutions currently represent the “marginal buyer” in the market and argued that it is becoming increasingly difficult for prices to fall significantly below current levels. Institutional capital entering through ETF channels could create structural support for Bitcoin’s price, which is considered an important indicator for long-term investors.

“Maximum Bullish” on Tokenization and Stablecoins

Beyond Bitcoin, Hougan also addressed other areas of the crypto market, highlighting that institutional investors are extremely positive about tokenization and stablecoin technologies. In his view, the future of finance is not solely about price movements; representing assets on blockchain networks and utilizing digital dollar-like stablecoin solutions have the potential to fundamentally transform global financial infrastructure. Growing institutional interest in these areas signals that the crypto sector is evolving from a purely speculative market into a structural layer of financial technology.

Hougan underscored that moves by major financial institutions are sending strong signals. Strategic initiatives by giants like BlackRock in decentralized finance protocols and plans to tokenize ETF products are accelerating the integration between traditional finance and blockchain technology. This process could lay the groundwork for broader institutional adoption of crypto assets in the coming years.

A “Steve Jobs Moment” for Ethereum

Hougan described Ethereum’s recent shift toward a renewed Layer-1 focused vision with a striking analogy, comparing it to a “Steve Jobs returning to Apple” moment. He suggested that Ethereum’s strategic refocusing could allow it to take on a leadership role in exiting the bear market. Innovative developments on the Ethereum network and increasing institutional use cases are cited as key factors supporting ETH’s long-term potential. Matt Hougan’s remarks indicate that the current market correction is being viewed by institutional investors as an opportunity rather than a crisis. Long-term growth expectations for Bitcoin ETFs and rising institutional interest in tokenization point to a structurally strengthening crypto market. Although short-term volatility may persist, the preparation of institutional capital to take positions is once again fueling discussions about whether a market bottom is forming.

You can also freely share your thoughts and comments about the topic in the comment section. Additionally, don’t forget to follow us on our Telegram, YouTube, and Twitter channels for the latest news and updates.

The post Bitcoin and Altcoin Assessment from Bitwise! appeared first on Coin Engineer.

Bitcoin Still at the Top

Matt Hougan describes Bitcoin as the clear winner in the digital store-of-value category. In his view, Bitcoin remains unrivaled in the digital gold narrative and is set to maintain its leadership in this space over the long term. Factors such as its limited supply, global recognition, and growing institutional adoption distinguish Bitcoin from other cryptocurrencies.

Hougan stated:

“I am fully confident that Bitcoin will win the digital gold and store-of-value category. I believe this race is largely over, and Bitcoin has won.”

He notes that Bitcoin is now on the radar not only of individual investors but also of institutional funds and potential sovereign reserves. Spot Bitcoin ETFs and rising institutional adoption strengthen BTC’s role in the financial system. Hougan emphasizes that, with institutional interest and potential government purchases, Bitcoin is expected to remain the strongest cryptocurrency over the long term. One of Hougan’s most notable assessments involves possible government purchases. The Bitwise CIO estimates a 10–25% probability of the U.S. government actively buying Bitcoin. If realized, this scenario could push Bitcoin’s price above $500,000. Hougan believes markets are largely overlooking this potential. Discussions Bitwise has had with central banks and sovereign wealth funds suggest that some countries may have already begun acquiring Bitcoin.

Ethereum and Solana: Smart Contract Competition

Regarding smart contract platforms, Hougan argues that investing in multiple strong projects is a healthier strategy than focusing on a single winner. He identifies Ethereum and Solana as the two leading ecosystems, both demonstrating strong growth potential through developer activity, user numbers, and application diversity. Ethereum retains a leadership position in terms of institutional adoption and the DeFi ecosystem, while Solana continues to attract users with high transaction speeds and low costs. Hougan believes that this competitive dynamic will ultimately drive long-term sector growth. Therefore, he suggests a diversified approach within the smart contract platform category is more balanced and strategic than focusing on a single project.

Surprise Pick: Chainlink

One of Hougan’s most interesting picks is Chainlink. He expects oracle infrastructure to become increasingly critical as stablecoins and real-world asset tokenization grow, with Chainlink positioned as the strongest player in this space. Hougan highlights that tokenization opportunities are not limited to stablecoins; the tokenization of global equities, bonds, and real estate represents a massive market potential.

“Tokenization is a multi-trillion-dollar opportunity. For this system to work, you need oracle infrastructure, and Chainlink could dominate this field,” he said.

Bitwise’s launch of a Chainlink ETF in early 2026 is also seen as a potential catalyst for LINK. Matt Hougan’s four crypto picks for 2026 provide key signals from a corporate investor perspective. While Bitcoin continues to assert its dominance, Ethereum and Solana remain strong in the smart contract ecosystem. Chainlink emerges as a potential surprise star, driven by tokenization and infrastructure growth. During this bearish market phase, institutional strategies continue to offer critical guidance for investors.

You can freely share your thoughts and comments about the topic in the comment section. Additionally, please don’t forget to follow us on our Telegram, YouTube and Twitter channels for the latest news and updates instantly.

The post Bitwise’s 2026 Favorites Announced: 4 Cryptos Stand Out appeared first on Coin Engineer.

Crypto Markets Move on Narratives

Bitwise CIO Hougan emphasizes that crypto markets have historically been driven less by single catalysts and more by overlapping narratives that gain momentum simultaneously. Major bull runs, in his view, rarely emerge from one isolated trend. Instead, they are fueled by several themes reinforcing each other at the same time. Contrary to claims that the market lacks fresh ideas, Hougan believes a strong structural foundation is already in place.

Blockchain Revenue and the Rise of AiFi

The first major pillar is blockchain-generated revenue. Even at current adoption levels, leading networks produce billions of dollars annually, a figure that could scale significantly as usage expands. The second theme is AiFi — the convergence of artificial intelligence and decentralized finance. Hougan expects AI-driven agents to increasingly transact natively using crypto assets, stablecoins, and DeFi protocols rather than relying on traditional banking infrastructure.

Eroding Fiat Trust and Institutional Capital

A third narrative centers on the gradual erosion of confidence in fiat currencies. As trust in government-issued money weakens over time, demand for scarce, non-sovereign assets such as Bitcoin is likely to grow. The fourth theme is institutional adoption. Hougan frames this not as a cyclical trend, but as a decade-long shift involving trillions of dollars entering the crypto space incrementally.

Regulation, Stablecoins, and Tokenization

The fifth pillar is regulatory progress. Clearer frameworks are emerging globally, yet Hougan argues their full impact has not been reflected in market behavior or capital allocation. The sixth narrative is a stablecoin supercycle. Despite rapid growth, global payment systems built on stablecoins remain in an early phase, leaving substantial room for expansion.

Tokenization of real-world assets represents the seventh theme. Equities, bonds, and real estate have only begun migrating on-chain, suggesting long-term growth potential. The eighth narrative focuses on a DeFi revival, supported by improved token economics and clearer regulatory boundaries. The ninth and final pillar is renewed leadership momentum within the Ethereum ecosystem, which Hougan views as approaching a critical inflection point.

A Constructive Long-Term Outlook

Hougan is careful to acknowledge that not every narrative will succeed and that volatility remains unavoidable. However, when viewed collectively, these nine forces point to a strong structural backdrop. Revenue growth, institutional participation, evolving infrastructure, and expanding real-world use cases together form a compelling case for a sustained crypto bull market, potentially benefiting Bitcoin, Ethereum, stablecoins, and DeFi protocols over the coming years.

Also, in the comment section, you can freely share your comments and opinions about the topic. Additionally, don’t forget to follow us on Telegram, YouTube and Twitter for the latest news and updates.

The post Bitwise Reveals: 9 Trend That Will Stand Out in a Bull Market! appeared first on Coin Engineer.

Why the Clarity Act Matters

The Clarity Act passed the U.S. House of Representatives in July 2025 with bipartisan backing. However, as of January 2026, the bill is still under review in the Senate. The Senate Banking, Housing, and Urban Affairs Committee is leading the process, while the Senate Agriculture Committee is responsible for provisions related to the Commodity Futures Trading Commission (CFTC).

Although multiple hearings have taken place and draft frameworks around crypto market structure have been released, progress has been slow. Disagreements over investor protections, regulatory jurisdiction, and the division of authority between agencies have prevented alignment between the Senate’s drafts and the version approved by the House.

The Risk of a “Show Me” Era

Hougan warns that without the Clarity Act, today’s relatively constructive regulatory environment lacks durability. A future change in political leadership could easily reverse the current stance toward crypto.

In this scenario, the industry would enter what Hougan describes as a “show me” period—a phase where crypto can no longer rely on regulatory optimism and must instead prove its value through real-world adoption. Stablecoins, tokenized securities, and blockchain-based financial infrastructure would be expected to demonstrate tangible, large-scale utility to justify continued investor confidence.

Lessons from Uber and Airbnb

Hougan draws parallels to the early years of companies like Uber and Airbnb, which operated for years in regulatory gray zones. Their widespread adoption eventually forced policymakers to adapt. Crypto, he argues, may have to follow a similar path if legislative clarity fails.

However, the outcome is far from guaranteed. If crypto remains perceived as peripheral to the financial system after several years, a shift in political sentiment could result in significantly tighter restrictions. In such an environment, markets are unlikely to reward narratives without concrete usage data.

A Very Different Outcome If the Bill Passes

Should the Clarity Act pass in a form broadly acceptable to the industry, Hougan believes the market response could be immediate and forceful. Clear rules around stablecoins, tokenization, and broader crypto applications would likely unlock institutional participation and trigger a strong rally driven by regulatory certainty.

Rising Tensions Within the Industry

As the debate continues, internal fractures have become more visible. Citron Research has accused Coinbase CEO Brian Armstrong of opposing the Clarity Act to protect existing stablecoin revenue models. These claims followed Coinbase’s decision on January 14 to withdraw support for the bill, citing concerns around tokenized equities, DeFi privacy, stablecoin rewards, and expanding SEC authority.

Taken together, these developments highlight that the Clarity Act is more than a regulatory proposal—it represents a defining moment for the trajectory of the U.S. crypto market.

You can also freely share your thoughts and comments about the topic in the comment section. Additionally, don’t forget to follow us on our Telegram, YouTube and Twitter channels for the latest news and updates.

The post What Happens If the Clarity Act Fails? appeared first on Coin Engineer.

“Chainlink Is One of the Least Understood and Most Important Projects”

In his commentary, Hougan described Chainlink as one of the most undervalued cryptocurrencies, stating:

“I think Chainlink is one of the least understood, most important, and probably most undervalued projects in crypto.”

According to Hougan, investors largely overlook Chainlink’s critical and central role within the crypto infrastructure. LINK goes far beyond being just another altcoin; it stands out as a core layer that enables blockchains to function securely and reliably. The Bitwise CIO emphasized that, independent of price action, Chainlink provides indispensable infrastructure for the operation of the crypto market.

The Backbone of Crypto Infrastructure: Chainlink

Hougan highlighted that Chainlink enables otherwise isolated blockchain systems to securely interact with real-world data, financial markets, and other blockchains. According to him, Chainlink plays a vital role in areas such as:

• Price feeds for stablecoins
• Proof of Reserve (PoR) systems
• Cross-chain transfers
• Tokenization projects
• Regulatory compliance and payment infrastructure

He noted that tokenized stocks and bonds, in particular, rely on Chainlink infrastructure for regulatory compliance and payment mechanisms, reinforcing LINK’s long-term strategic importance.

Strong Institutional Adoption

Hougan also stated that DeFi applications, prediction markets, and on-chain derivatives products are heavily dependent on Chainlink technology. Moreover, the use of Chainlink infrastructure by global financial institutions such as SWIFT, DTCC, JPMorgan, Visa, Mastercard, and Fidelity clearly demonstrates the level of institutional adoption the project has achieved.

Matt Hougan’s remarks once again bring Chainlink to the forefront not merely as an altcoin, but as a foundational pillar of the crypto financial infrastructure. According to analysts, regardless of short-term price movements, LINK may continue to increase its strategic importance over the long term alongside the growth of the broader crypto ecosystem.

You can also freely share your thoughts and comments about the topic in the comment section. Additionally, don’t forget to follow us on our Telegram, YouTube, and Twitter channels for the latest news and updates.

The post This Altcoin Is in the Spotlight After Bitwise’s Statement! appeared first on Coin Engineer.

Parallels Between Gold and Bitcoin’s Parabolic Moves

Hougan pointed out a strong parallel between Bitcoin’s price dynamics and the gold market trend observed in 2025. Both assets’ prices are primarily driven by supply–demand dynamics, with demand surges having a notable impact. Gold’s approximate 65% rise in 2025 was largely driven by heavy central bank purchases. Bitcoin today is experiencing price dynamics almost identical to the supply and demand pressures that influenced gold, providing investors a key reference for understanding potential parabolic moves in Bitcoin.

After the U.S. froze Russian Treasury holdings in 2022, central bank gold purchases surged from around 500 tons to 1,000 tons annually, maintaining a high level since. Hougan explained that although this strong demand initially didn’t immediately affect prices, over time, as existing holders sold less and their reserves depleted, gold experienced its parabolic momentum in 2025. Early-year demand increases were offset by sales from existing holders, delaying the price surge.

Similar Dynamics in Bitcoin and Spot ETFs

Hougan notes that the same mechanism applies to Bitcoin and spot ETFs. Since the launch of Bitcoin spot ETFs in January 2024, ETF purchases have exceeded 100% of newly minted BTC supply. However, a parabolic price jump has not yet occurred because current Bitcoin holders continue to sell. Hougan suggests that if ETF demand remains persistent, these sellers’ “ammunition” will eventually deplete, leading to a reduced supply and rapid price increases.

“Sustained long-term ETF demand is critical for a parabolic rise in Bitcoin. Once current holders stop selling, supply will tighten, and prices could surge quickly.” – Matt Hougan, Bitwise CIO

Assessment

Hougan’s analysis provides investors with key insights into Bitcoin’s potential future price action. The supply–demand dynamics observed in the gold market are mirrored by persistent spot ETF demand in Bitcoin. If ETF purchases continue and existing holders reduce selling, Bitcoin could experience a massive rally, reinforcing the importance of monitoring both market demand and holder behavior for predicting short- to medium-term price trends.

Also, you can freely share your thoughts and comments about the topic in the comment section. Additionally, please follow us on our Telegram, YouTube and Twitter channels for the latest news and updates.

The post Conditions Needed for a Massive Bitcoin Rally! appeared first on Coin Engineer.

Why the CLARITY Act Matters

Introduced in May 2025 with bipartisan backing in the U.S. House of Representatives, the CLARITY Act aims to clearly define how digital assets should be regulated. Its primary objective is to resolve the long-running ambiguity around whether certain crypto assets fall under securities law or should be treated as commodities.

Under the proposed framework, assets categorized as digital commodities would largely fall under the oversight of the Commodity Futures Trading Commission (CFTC), covering spot markets, exchanges, brokers, and dealers. The Securities and Exchange Commission (SEC), meanwhile, would retain authority over securities-related activities and specific primary-market fundraising mechanisms. For market participants, this clearer division of responsibilities could significantly reduce compliance risk and unlock sidelined capital.

Market Sentiment Turns Constructive

Hougan has compared the CLARITY Act to a signal that could determine whether the crypto market remains stuck in winter or transitions into a new growth phase. In his view, passage and enactment of the bill could pave the way for fresh all-time highs across major digital assets. Failure, on the other hand, could prolong the current period of caution.

Market-based probability indicators suggest growing optimism, with traders increasingly pricing in the likelihood that the legislation will be signed into law within the year.

Is Bitcoin’s Four-Year Cycle Ending?

Beyond regulation, Hougan also questions whether Bitcoin’s historically referenced four-year cycle still applies. He argues that the halving’s impact has diminished as new supply growth has become relatively insignificant compared to overall market size.

Instead, structural forces such as institutional adoption, regulatory progress, and long-term infrastructure development are now playing a larger role in shaping Bitcoin’s trajectory. For the first time, Hougan suggests, Bitcoin’s fundamentals appear to be leading price rather than reacting to it.

A Structural Shift for Crypto Markets

When viewed together, potential regulatory clarity and evolving Bitcoin market dynamics point toward a transition away from short-term cyclical behavior. If realized, this shift could mark the beginning of a more mature phase for crypto—one defined by long-term trends, deeper institutional participation, and greater predictability within the global financial system.

This content is not investment advice.

Also, you can freely share your thoughts and comments about the topic in the comment section. Additionally, please follow us on our Telegram, YouTube and Twitter channels for the latest news and updates.

The post Hougan: “The CLARITY Act Could End the Crypto Winter” appeared first on Coin Engineer.

Ethereum (ETH) Starts 2026 Strong

According to Hougan, Ethereum delivered a strong performance in 2025. After dropping to around $1,500 earlier in the year, ETH rebounded sharply, gaining more than threefold and restoring investor confidence. The Bitwise CIO stated:

“ETH’s recovery has rebuilt the confidence of cautious institutional investors. However, uncertainty remains the biggest obstacle to further upside.”

For Ethereum to reach new ATH levels in the coming period, regulatory clarity in the U.S. is crucial. Hougan emphasized that the passage of the Clarity Act would provide long-term stability and confidence for ETH investors.

Solana (SOL): Uncertainty Could Turn Into Opportunity

The outlook for Solana is more complex. Hougan noted that SOL continues to grow both technologically and within its ecosystem. However, he stressed that regulatory clarity is still required for the price to reach new ATH levels.

“Regulations could open the door for SOL to reach new all-time highs and increase institutional investor interest,” Hougan said.

The CIO also pointed out that passing the Clarity Act would not only benefit Ethereum and Solana but would also bring long-term stability to the entire blockchain-based financial system. According to Hougan, implementation of the law would demonstrate the importance the U.S. places on digital assets while creating a safer investment environment for investors.

What Should Investors Watch?

Hougan advised Ethereum and Solana investors to closely follow regulatory developments coming from the United States. Such news could directly impact the market value of both ETH and SOL and potentially trigger new ATHs in 2026. In conclusion, the Bitwise CIO underlined that the main risk for Ethereum and Solana is uncertainty. If U.S. regulations become clearer, 2026 could be a historic breakout year for both altcoins.

You can also freely share your thoughts and comments about the topic in the comment section. Additionally, don’t forget to follow us on our Telegram, YouTube, and Twitter channels for the latest news and updates.

The post Bitwise CIO Reveals: Watch These Two Altcoins! appeared first on Coin Engineer.