Bitwise is a trusted partner to investors, financial advisors, family offices, and institutions looking to understand and access crypto.
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Three months ago, prices, onchain activity, and ETF flows were all falling.
Then crypto had one of the best quarters in its history.
The Bitwise Crypto Market Review (Q4 2026) tells the story in 67 charts and tables.
bitwiseinvestments.com/crypt…
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The Bitwise Staking Report (Q4 2026) is live.
In our quarterly digest, we take a hard look at protocol metrics for @ethereum, @solana, @HyperliquidX, @Robinhoodcrypto, and @NEARProtocol.
TL;DR: Stake is up, costs are down, and rewards are down too.
Read the report: bitwiseinvestments.com/crypt…
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Bitwise retweeted
First they ignore you, then they laugh at you, then they fight at you, then they add you to their Long-Term Capital Markets Assumptions paper and predict you'll be the best-performing asset of the next decade.
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Bitwise retweeted
“I think we’ve effectively made recessions illegal post-2008.” 👀
@Bitwise CIO @Matt_Hougan joins @2084Richardson and @_dsencil on bailouts, NEAR’s 50x potential, and central banks buying Bitcoin.
🎙️ Watch the full conversation.
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Bitwise retweeted
Bitwise just launched the first US spot NEAR ETF and it pulled in $35M on day one.
Why NEAR? Matt Hougan says it checks every box: real current business, a long-term moonshot as the blockchain for AI, a dedicated community, and proven staying power through a full bull and bear cycle.
"If you're interested in the intersection of AI and crypto, there are only a handful of projects showing real traction. NEAR is the top of that stack."
FT @RasterlyRock @Matt_Hougan @BitcoinJesusETH @Nexo
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The next wave of finance is being built onchain.
Bitwise CTO @hongkim__ breaks down the token supercycle, growing institutional adoption, and why Solana is playing a key role in what's next.
“What’s different about this token supercycle is that we now have $300 billion of stablecoins sitting onchain.”
@hongkim__, CTO of @Bitwise on the convergence of traditional finance and onchain finance.
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What’s next for bitcoin?
@HHorsley and @JacobPPhillips break it down.
Two founders who build Bitcoin products, in the same room.
@JacobPPhillips and @HHorsley of @Bitwise on the dollar hedge, what holders want next, and who gets to define Bitcoin from here.
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For more charts and insights, read the Bitwise Crypto Market Review, Q4 2026:
bitwiseinvestments.com/crypt…
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Bitwise retweeted
Bitcoin fell 50%. Institutions didn't flinch.
Bitwise Head of Research Ryan Rasmussen:
"None of these institutions were selling their crypto positions, and many of them were adding to their crypto positions."
And one sovereign wealth fund "was actually selling their gold and FX reserves to fund their Bitcoin allocation."
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Bitwise retweeted
🔥 TODAY: Bitwise CIO Matt Hougan says that whether the economy faces rate hikes, inflation, recession or an AI boom, nearly every macro scenario ends with Bitcoin higher.
“All roads still lead to Bitcoin.”
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Bitwise retweeted
Bitcoin keeps getting redefined, cycle after cycle.
A preview of a conversation with @JacobPPhillips and @HHorsley of @Bitwise on what this one is actually about.
Full conversation drops tomorrow.
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Bitwise retweeted
There are a lot of different paths for the economy. All of them lead to bitcoin.
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There are three paths for AI and the economy. All of them lead to bitcoin.
Read @Matt_Hougan’s latest memo—"Choose Your Own (Macro) Adventure."
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"For bitcoin investors, what happens with AI doesn’t matter over the long term. As I see it, every path ultimately ends with bitcoin higher."
@Matt_Hougan's latest CIO memo:
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Read the full Weekly CIO Memo here:
experts.bitwiseinvestments.c…
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Bitwise retweeted
Study André’s tweets
Bitcoin ETPs have continued to attract more capital than gold ETPs this year.
But there is still significant potential from a rotation from global semiconductor ETFs to Bitcoin ETPs if the AI trade continues to consolidate (probably around ~$40B).
BTC vs Gold: BTC vs Semis:
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Bitwise Research analyst @cornMaxy is underfollowed.
Absolute banger of a thread on prediction markets.
Prediction markets have become one of finance’s fastest-growing corners.
See below for a Chart Storm🧵
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Bitwise retweeted
RWAs, Vaults, & The Pursuit of Onchain Yield
with @HHorsley @eastofthesuez @arno39 Patrick Yeo @mathy_research
DAS Asia 2026 Investor Stage
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For more charts and insights, read the Bitwise Crypto Market Review, Q4 2026:
bitwiseinvestments.com/crypt…
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