Bitwise News - Koin Bülteni

Bitwise Portfolio Shakeup: Two Major Altcoins Dropped, Replaced by These Assets

Fatih TAŞDEMİR — Thu, 09 Jul 2026 10:30:08 +0000

Bitwise has updated its Bitwise 10 Crypto Index ETF (BITW) portfolio—the world’s largest crypto index fund—adding Hyperliquid (HYPE) and Stellar (XLM) while parting ways with Polkadot (DOT) and Avalanche (AVAX).

Bitwise, one of the leading asset management firms in the cryptocurrency market, announced the rebalancing operation for its flagship Bitwise 10 Crypto Index ETF (BITW). This update, based on market capitalization and asset weight optimization, led to strategic shifts within the fund’s composition.

Standing out as the fund’s new star, Hyperliquid (HYPE) was included in the list following its massive performance in the first half of 2026. Gaining 165% in value since the beginning of the year, HYPE proved its worth by generating $1.34 trillion in trading volume and $320 million in revenue. Following these strong metrics, the asset secured a weighting of approximately 0.95% within the fund.

HYPE and XLM Era in Bitwise Portfolio

As part of the restructuring, Stellar (XLM) was also added to the list, while Polkadot (DOT) and Avalanche (AVAX) were excluded. Looking at the current portfolio allocation, Bitcoin maintains the lion’s share at 77.54%, followed by Ethereum at 13.04%. XRP and Solana (SOL) hold positions with 4.21% and 2.78% shares, respectively, while the newly added HYPE found its place in the index at a price level of $67.00.

In the lower tiers of the fund, projects such as Cardano (ADA), Stellar (XLM), Chainlink (LINK), Litecoin (LTC), and Sui (SUI) are featured. Notably, Sui (SUI) managed to keep its spot in the index despite being at the bottom of the list with a 0.17% share. This move by Bitwise is closely watched by institutional investors, as it directly reflects shifts in market liquidity and performance.

Bitwise Portfolio Shakeup: Two Major Altcoins Dropped, Replaced by These Assets isimli makale Fatih TAŞDEMİR tarafından hazırlanmış ve koinbulteni.comda yayınlanmıştır.

Bitwise CIO Declares ‘End of Cycle’ for Bitcoin: Points to That Date for New Bull Season

Fatih TAŞDEMİR — Thu, 02 Jul 2026 15:00:19 +0000

Bitwise Chief Investment Officer Matt Hougan argued that the recent declines in Bitcoin (BTC) price and the selling pressure on Strategy company’s shares signal the end of the market cycle, asserting that a new bull season is around the corner.

As uncertainty continues in cryptocurrency markets, Bitwise Chief Investment Officer (CIO) Matt Hougan made promising statements regarding Bitcoin (BTC). Hougan stated that the sharp sell-off in Strategy company’s preferred shares under the ticker STRC is a classic indicator that the market bottom is approaching. Emphasizing that such “end-of-cycle” dynamics are painful but necessary, the expert noted that investors should keep an eye on the autumn months.

At the end of June, the Bitcoin price fell below the $60,000 level, testing its lowest points of 2024. According to Hougan, one of the primary reasons for this drop was the turbulence in STRC shares, which Strategy used to finance its Bitcoin purchases. Initially valued at $100, these shares fell to around $75 amid market distrust. However, Strategy’s announcement that it could sell Bitcoin if necessary for dividend payments and its presentation of a new framework somewhat eased liquidity fears in the market.

Institutional Demand and the New Bull Season

Hougan predicts that Strategy will no longer be the only dominant buyer in the market, as institutional giants take over the baton. The interest of major banks like Morgan Stanley and Wells Fargo in Bitcoin ETFs, along with Texas’ strategic reserve plans, are among the strongest signals of this new era. Despite the harsh market conditions dominated by red tones in visuals, the expert believes that the more than $50 billion in cash flowing into ETFs since 2024 will keep the market resilient.

Andre Dragosch, Bitwise’s Head of Research for Europe, shared a similar view, stating that July could be a turning point for the transition from a bear market to a bull regime. Dragosch predicts that the market will bottom out earlier than general expectations, likely before October. Hougan, tracking the fear and greed index and open interest data, reminds that the real rally will begin once the “weak hands” in the market are flushed out.

Bitwise CIO Declares ‘End of Cycle’ for Bitcoin: Points to That Date for New Bull Season isimli makale Fatih TAŞDEMİR tarafından hazırlanmış ve koinbulteni.comda yayınlanmıştır.

Bitwise Executive Predicts $1 Million for Bitcoin: Why the Next Bull Run Will Be Different

Fatih TAŞDEMİR — Thu, 18 Jun 2026 08:30:12 +0000

Bitwise Chief Investment Officer Matt Hougan predicts that the anticipated new bull season in the cryptocurrency market will be slower and less volatile compared to the past.

Matt Hougan, Chief Investment Officer at Bitwise and a veteran figure in the cryptocurrency world, shared significant insights regarding the market’s future. According to Hougan, the shift in investor focus from purely digital assets toward tangible application areas such as artificial intelligence and tokenization could extend the market’s recovery period longer than expected.

Stating that investor interest has shifted toward the recently surging artificial intelligence trend, Hougan noted that this could reduce volatility in the crypto market. Although the Bitcoin (BTC) price is currently hovering about 50% below its record high, he emphasized that institutional investor interest in the sector is higher than ever. While Hougan says we must wait to see how the four-year cycles play out, he maintains his belief that the Bitcoin (BTC) price will surpass the $1 million level within the next 10 years.

Long-Term $1 Million Prediction for Bitcoin

Despite the general market downturn, stablecoins and tokenization projects—known as the digitization of assets—continue to stand out. It is estimated that stablecoins, which have reached a total market value of $322 billion, could grow to a size of $4 trillion by 2030. Hougan expressed that it is natural for investors to turn to more “tangible” assets during bear markets and that this could affect the recovery speed of assets like Bitcoin (BTC).

Hougan, the Bitwise executive featured in the image, aligns with the views of Bitcoin (BTC) maximalists, arguing that this shift in traditional finance’s focus has contributed to the market decline. However, he also points out that this could lead to healthier growth in the long run. We are entering an era where investors place more importance on projects with real-world applications rather than just speculative assets.

Bitwise Executive Predicts $1 Million for Bitcoin: Why the Next Bull Run Will Be Different isimli makale Fatih TAŞDEMİR tarafından hazırlanmış ve koinbulteni.comda yayınlanmıştır.

Where is the Bitcoin Bottom? According to Top Executive, That Is Not the Right Question; the Target is Different

Fatih TAŞDEMİR — Tue, 16 Jun 2026 11:00:15 +0000

Bitwise Chief Investment Officer Matt Hougan stated that debates over whether the Bitcoin (BTC) price has bottomed out are a misplaced focus for long-term investors, emphasizing that the real issue is that the cycle peak has not yet been reached.

While discussions continue in cryptocurrency markets regarding the level at which Bitcoin (BTC) will hit its bottom, a different perspective has emerged from Matt Hougan, one of the industry’s leading figures. Bitwise CIO Hougan pointed out that major financial institutions have found common ground despite their varying price predictions. According to Hougan, the market’s long-term dynamics present a much stronger picture than short-term price movements.

Galaxy Digital predicts that the floor price for Bitcoin could be between $30,000 and $54,000 after examining 13 different data points, including miner pressure and market sentiment. Meanwhile, NYDIG argues that institutional demand has altered the market structure and that the bottom may have already been reached without a traditional capitulation process. The fact that institutional interest in the Bitcoin supply continues to accumulate in layers is among the factors supporting these forecasts.

$100,000 Prediction from a Major Bank

Standard Chartered recently updated its outlook, claiming that the $59,000 level was the bottom and that the Bitcoin price will reach $100,000 by the end of the year. The bank anticipates that the upward trend will gain momentum as macroeconomic conditions improve and ETF selling pressure subsides.

Hougan stated that, beyond all these varying forecasts, the truly important factors are Bitcoin‘s long-term drivers. He noted that elements such as rising government debt, the search for a hedge against inflation, and declining trust in centralized institutions continue to support the market. According to Hougan, the current market setup is progressing on a much firmer foundation than in previous periods.

Where is the Bitcoin Bottom? According to Top Executive, That Is Not the Right Question; the Target is Different isimli makale Fatih TAŞDEMİR tarafından hazırlanmış ve koinbulteni.comda yayınlanmıştır.