bitwise

⚡ DeFi Future After Bitwise Report: Quiet Re-Rating Signals Structural Shift
On July 10, 2026, Bitwise published analysis suggesting DeFi may be quietly re-rating against Bitcoin. With total market cap at $2.28T, decentralized finance protocols are generating real revenue.
Unlike the 2021 DeFi summer driven by inflationary token rewards, today's protocols have sustainable fee models. Lending platforms, DEXs, and liquid staking generate genuine economic value.
Ethereum $ETH at $1,773 remains the primary DeFi settlement layer. The quiet outperformance of DeFi tokens relative to $BTC suggests the market is maturing.

📌 Key Takeaway:
Bitwise's DeFi re-rating thesis reflects a structural shift — protocol revenue, not hype, is now driving valuations.

#DeFi #Bitwise
#BinanceAlphaAlert

⚡ DeFi Quietly Re-Rating: Bitwise: DeFi Outperforming Bitcoin in Current Market
On July 10, 2026, asset manager Bitwise published analysis suggesting DeFi may be 'quietly re-rating' given its outperformance against Bitcoin. The observation comes as the total crypto market cap reaches $2.28T.
DeFi tokens have shown resilience during the downturn, holding up unusually well compared to previous cycles. This relative strength could signal a structural shift in how the market values decentralized finance.
With Ethereum $ETH at $1,773 (+1.84%) and total market volume at $63.69B, DeFi protocols continue generating real revenue and user activity.

📌 Key Takeaway:
DeFi's relative strength against Bitcoin suggests the market is beginning to price fundamentals over narratives — a mature market signal.

#DeFi #Bitwise
#BinanceAlphaAlert

🟠 Bitwise: CLARITY Act Passage Could Signal End of Crypto Bear Market

Bitwise is betting big on the CLARITY Act. They're calling its passage a potential bottom signal for the current crypto bear market, a key catalyst for Q3. The bill, however, faces hurdles, including ethics provisions and shielding for non-custodial developers, with prediction markets now giving it only a 40% chance of passing in 2026. If it passes, Bitwise sees it marking the bear market's end. If it fails, expect initial volatility, then a clearing of uncertainty under a pro-crypto SEC and CFTC. Stablecoin regulation, with GENIUS Act rules finalizing this quarter, is another major focus. Bitwise anticipates more large firms launching stablecoin projects, driving growth for chains like Ethereum and Solana. The firm also flagged the new Federal Reserve under Chair Kevin Warsh, whose rate decisions will shape sentiment across all risk assets. Finally, a quiet re-rating in DeFi is underway, with the sector outperforming Bitcoin despite the broader market slump, a trend Bitwise expects to continue and eventually catch the market's attention.

📊 Passage of the CLARITY Act could trigger a bullish short-term rally in BTC and ETH as regulatory uncertainty decreases. Failure might lead to a brief dip before the market refocuses on other macro and on-chain factors. Stablecoin developments and Fed policy will have a more sustained impact.

Will the CLARITY Act actually be the bottom signal Bitwise claims, or is this just wishful thinking? 👇

#bitwise #clarityact #stablecoins #defi #fed

$HYPE JUST JOINED THE BITWISE 10 CRYPTO INDEX ETF 🔥

Inclusion in the Bitwise 10 Index is a strong signal of growing institutional relevance. When an asset gets added to a structured index like this, it often triggers passive rebalancing flows from funds tracking the benchmark — a layer of consistent buy pressure that can quieten local selling.

The broader market is watching how the order book reacts at current levels. Are you treating this as confirmation of a structural shift or just another news event?

Not financial advice. Always manage your risk.

#HYPE #Bitwise #InstitutionalAdoption #CryptoIndex

🔥

$HYPE JOINS BITWISE 10 INDEX – INSTITUTIONAL FLOW INCOMING 🚀

This is the kind of signal that shifts the game for a mid-cap. Bitwise just added $HYPE to their Bitwise 10 Crypto Index ETF — the same fund that tracks the top institutional-grade assets in crypto. When an ETF rebalances like this, it forces billions in AUM to reallocate.

I’ve seen this pattern before: after the last Bitwise addition, the token saw a 40% volume spike within 48 hours. If $HYPE follows that script, the bid pressure alone could drive a strong trend shift.

Are you loading $HYPE ahead of the flows or waiting for confirmation?

Not financial advice. Always manage your risk.

#HYPE #Bitwise #CryptoIndex #InstitutionalFlow

💎

Bitwise: Bitcoin Bear Market Nearing the End, Multiple Bottom Signals Already Appearing

On July 10, the asset management firm Bitwise said in an analysis that the current Bitcoin bear market cycle differs fundamentally from previous ones. That is, even though the AI boom has siphoned off large amounts of capital and U.S. crypto legislation has been delayed repeatedly, the process of institutional adoption is moving forward steadily.

According to its investment strategist Juan Leon, Bitwise’s client base is becoming increasingly polarized. Investors who have held Bitcoin for more than two years view the current drop as an opportunity to buy more, while other large capital is waiting to enter until regulatory clarity is established.

He believes that unlike 2022, when the company’s clients were generally worried about whether “crypto can survive,” the question in 2026 has shifted to “when to enter, and how much to allocate.” The change in the nature of the conversation itself reflects the market’s maturation.

Leon emphasized that this round’s 50% decline can be described as Bitcoin’s “most mild structural bear market.” This contrasts sharply with historical drawdowns of 78% in 2022 and 84% in 2018, underscoring the long-term trend that “the bottom of each cycle keeps getting raised.”

At present, several bottoming signals in the crypto market have begun to show. These include technical indicators suggesting oversold conditions, roughly half of holders currently sitting on unrealized losses, long-term holders starting to accumulate again, and record outflows from June ETFs.

The analysis suggests that the pressure on the current crypto market comes more from the macro environment than from fundamentals. Persistent inflation has delayed rate-cut expectations, geopolitical conflicts have intensified uncertainty, and the AI boom has drawn off hundreds of billions of dollars in potential crypto capital.

However, Leon believes the future relationship between AI and crypto will be complementary. As agentic AI develops, demand for programmable money and machine-to-machine payments will make stablecoin infrastructure the key link connecting the two major areas.

Regarding the CLARITY Act, he expects that even if the legislation cannot pass before the August recess, its eventual implementation may still bring a shift in participation structure—“tens of trillions of dollars in new institutional capital,” as described.

Overall, these observations collectively indicate that the current crypto market is closer to the cycle’s clearing phase and the endgame period, rather than the beginning of a structural long-term downturn.

#Bitwise #市场观点

🟠 Bitwise: The passage of the CLARITY law may signal the end of the crypto bear market

Bitwise is making a big bet on the CLARITY law. They call its passage a potential signal of a bottom for the current crypto bear market, a key catalyst for Q3. However, the bill faces hurdles, including ethical provisions and protections for non-custodial developers, while prediction markets now give it only a 40% chance of passage in 2026. If it passes, Bitwise believes it will mark the end of the bear market. If it fails, expect initial volatility, followed by clarification of uncertainty under the guidance of the crypto SEC and CFTC. Regulation of stablecoins, with the completion of the GENIUS Act rules this quarter, is another key focus. Bitwise expects more major firms to launch stablecoin projects, boosting the growth of networks such as Ethereum and Solana. The firm also highlighted the newly formed Federal Reserve under the chairmanship of Kevin Warsh, whose rate decisions will shape sentiment across all risk assets. Finally, in DeFi there’s a quiet re-pricing, with the sector outperforming Bitcoin despite the overall market decline—a trend Bitwise believes will persist and ultimately draw broader market attention.

📊 The passage of the CLARITY law could trigger a short-term bullish rally in BTC and ETH as regulatory uncertainty eases. Failure could lead to a brief drop before the market refocuses on other macroeconomic and on-chain factors. The development of stablecoins and Fed policy will have a more sustained impact.

Will the CLARITY law truly be a bottom signal, as Bitwise claims, or is it just wishful thinking? 👇

#bitwise #clarityact #stablecoins #defi #fed

🚨 TODAY: Bitwise CIO Matt Hougan believes the recent volatility surrounding STRC is a sign of classic end-of-cycle market behavior not the beginning of a prolonged downturn. $BTC

According to Hougan, sharp price swings and heightened uncertainty have historically appeared near the final stages of market corrections. He suggests Bitcoin could be approaching its cycle bottom as selling pressure begins to ease.

Looking ahead, Hougan remains optimistic, stating that "we will enter a new bull market in the fall." While no forecast is guaranteed, his outlook reflects growing confidence that the next phase of the crypto cycle could be closer than many expect.

📈 If this view proves correct, the coming months could mark an important transition for Bitcoin and the broader digital asset market.

#BTC #BullMarket #Bitwise #Investing
#PhiladelphiaSemiconductorIndexFalls4%

📈 Bitwise’s XRP products have surpassed $200 million in net inflows this year. While the SEC continues its legal battle, institutional demand in the U.S. and Europe confirms that the token is no longer viewed as just a speculative asset, but as a regulated asset class.

If you're an #XRP holder and have not yet claimed your Flare (FLR) tokens, send "HOW" via direct message for a step-by-step guide on how to complete the claim process.

#XRP #Bitwise #ETF $XRP

Bitwise's $XRP ETF is quietly becoming a Wall Street success story. Out of 151 trading days since launch, the fund logged inflows on 149 — amassing $476M in net investment against just $302M in outflows. That consistency is rare even among $BTC and $ETH ETFs.

The divergence between steady institutional buying and $XRP 's slide to $1.15 is striking. While retail stays cautious, large players keep accumulating. This pattern historically precedes significant recoveries as patient capital positions ahead of catalysts.

The broader crypto ETF landscape is maturing fast. $XRP 's utility narrative around cross-border settlements gains traction with institutional allocators. Regulatory clarity has unlocked demand that sat on sidelines for years.

Is this sustained ETF inflow the quiet accumulation before $XRP 's next breakout, or will price action test even institutional conviction? Drop your take below. #XRP #Bitwise #ETFFlows #Crypto

Bitwise launches a model crypto portfolio in retail app

- Bitwise teams up with Parrot to roll out a model crypto portfolio on the retail app.
- The Parrot app boasts over $200 million in assets on the platform.
- Goal: to expand crypto investment demand beyond just buying and selling individual tokens.
- This move allows retail investors to access a more diverse range of crypto investment strategies.

#BinanceSquare #CryptoNews #Bitwise #Parrot #CryptoPortfolio

$btc $eth

vlikevn Titanbot

Source: CryptoSlate

Latest:

Bitwise CIO Matt Hougan believes the next Bitcoin bull market could look very different.

Instead of explosive, volatility-driven rallies, institutional adoption, stablecoins, and real-world asset tokenization may support a steadier and more sustainable uptrend.

The market is evolving, and so is the way capital flows into crypto. 🚀

#Bitwise

#Bitwise Doesn't Seem Interested in Waiting Around.
While the market keeps debating whether $HYPE has already made its move, Bitwise appears to be quietly building an even bigger position.
A few hours ago, the firm picked up another 77,097 HYPE, spending roughly $5.18 million through FalconX. On its own, that's a sizeable buy. But what really stands out is the bigger picture.
After this latest purchase, Bitwise now holds about 428,490 HYPE, a position currently worth around $32.18 million.
What's interesting is that they're buying while others are doing the opposite. Some large holders have been trimming positions, taking profits, or creating uncertainty around the token. Bitwise, meanwhile, keeps showing up as a buyer.
For now, one thing seems pretty clear: Bitwise is putting real money behind its conviction, and it keeps adding to the bet.

**🚨 MARKET ALERT: Bitcoin Faces Potential 20% Downside**
Research head at Bitwise Europe, André Dragosch, has issued a cautious outlook for Bitcoin, suggesting the asset could face further downward pressure in the near term.
**Key Insights from the BTC Prague Conference:**
* **"Max Pain" Scenario:** Dragosch highlighted that Bitcoin could see an additional **20% decline** from current levels, identifying the long-term holder cost basis of approximately **$48,000** as the potential "max pain" bottom.
* **Structural Supports:** Analysts are closely watching several critical levels currently sitting below the spot price:
* **200-week Moving Average:** ~$61,000
* **Realized Price:** ~$56,000
* **Long-Term Holder Cost Basis:** ~$48,000
* **Institutional Selling Pressure:** The recent pullback has been largely attributed to a net outflow of roughly **$2 billion** from Exchange-Traded Products (ETPs) weekly, representing about 50,000 BTC hitting the market.
* **Broader Consensus:** Galaxy Research’s Alex Thorn echoed these sentiments, noting that Bitcoin has not yet reached a definitive cycle bottom. Galaxy’s baseline projection anticipates a potential floor between **$40,000 and $46,000** extending into Q4 2026.
While Bitwise’s "cycle bottom probability model" has begun to trend slightly upward, indicators remain well below the extremes typically associated with previous cycle bottoms. Market participants are now looking toward the potential passage of the CLARITY Act as a primary catalyst to shift sentiment and spark the next wave of momentum. 📉⚖️
#Bitcoin #BTC #MarketAnalysis #Bitwise #CryptoNews #TradingUpdate $ESPORTS
$VELVET
$AT

💰 Bitwise scooped up another 126,971 ETH for about $207 million.

📊 The company's total balance has surged to 5.54 million ETH, which is 4.59% of the entire Ethereum supply.

🎯 To hit their target of 5% market share, Bitwise needs to stack roughly 490,000 ETH.

#Bitwise #Ethereum #ETH

Bitwise CEO: Crypto investors need to keep a long-term perspective and not get rattled by short-term market fluctuations.

On June 8, Bitwise CEO Hunter Horsley stated that participants in the crypto space should maintain a long-range outlook. Unless you're day trading, there's no need for investors to get overly fixated on weekly headlines or monthly price swings.

Horsley pointed out that constantly tracking short-term market changes often distracts investors from the core value. Real investment success requires focusing on the fundamentals and long-term growth potential of projects, rather than being thrown off by short-term noise.

As investors, the focus should currently be on two key dimensions: market fundamentals and an annual time frame, as these core factors are crucial in determining whether a project can succeed in the long run.

Specifically, investors need to dive deep into user adoption rates, the market fit of on-chain technology, the level of integration among large enterprises and institutions in the crypto space, as well as core factors like team quality and execution capabilities.

While the development process is bound to have its ups and downs, the substantial progress made in fundamentals from 2022 to 2026 is undeniable.

Investors must realize that the crypto space is a long-game play; as long as you stay the course in the right direction, the results will naturally follow. After all, those stories of "overnight success" often come with ten or even twenty years of hard work behind them.

#Bitwise #投资策略

#BitwisePurchases$20MHYPE

#BitwisePurchases$20MHYPE

Bitwise's reported $20 million purchase of HYPE is attracting significant attention across the crypto market. Institutional interest in emerging digital assets often serves as a signal that professional investors are actively exploring opportunities beyond Bitcoin and Ethereum. This move could boost visibility for HYPE while encouraging traders to monitor its ecosystem, adoption metrics, and long-term utility. However, market participants should remember that institutional purchases do not guarantee future price performance. As the crypto landscape continues to evolve, strategic allocations by major asset managers remain an important indicator of changing market trends and investor confidence.

#HYPE #Bitwise #CryptoNews #Cryptocurrency #Blockchain #Altcoins #DeFi #CryptoMarket #Web3

Bitwise CIO just said the Clarity Act doesn't matter anymore. This is one of the most important reframes in crypto right now and almost nobody is processing it correctly.
For two years the entire industry treated the Clarity Act like a make or break moment.
Pass it and crypto wins. Fail it and crypto stalls.
Matt Hougan just flipped that script entirely.
His argument is simple and devastatingly correct.
The real enemy was never the absence of a bill. It was the presence of regulatory uncertainty. The fear that any crypto project could wake up one morning to an SEC lawsuit. That any institution touching digital assets was one enforcement action away from a headline disaster.
That uncertainty is gone.
The SEC put crypto in its official 5 year strategic plan. The agency that spent years suing the industry just called blockchain technology a potential revolution for American financial infrastructure. In writing. Officially.
Schwab launched 24/7 Bitcoin futures. Senators are pushing to eliminate the 1,250% bank risk weight on crypto holdings. BlackRock runs a Bitcoin ETF.
The regulatory posture has fundamentally shifted whether Congress passes a bill or not.
JPMorgan just warned the Clarity Act window is narrowing. And Hougan is saying it does not matter.
They are both right.
The bill would have been a ceiling removed. The current environment is already a door opened.
Builders are building. Institutions are entering. Infrastructure is being laid.
The permission slip arrived. It just did not come in the form anyone expected.
#Crypto #ClarityAct #Bitcoin #Regulation #Bitwise

Have you ever imagined that digital assets could become a "worker" intelligently generating stable returns for you while you watch your portfolio grow? 💡

Bitwise has made a significant move in this direction by acquiring Superstate's Crypto Carry fund. This isn't just a regular acquisition; it's a strong signal of the maturation of decentralized finance (DeFi) tools and their trend towards high professionalism.

Here's what makes this news a key milestone:

• Smart Strategy: The fund relies on a "Cash-and-Carry" strategy to generate returns from price differentials, providing the necessary balance in a volatile market.

• Accelerated Growth: The volume of tokenized active strategy funds has jumped from $449 million last year to over $1.38 billion currently.

• Integration with DeFi: The tokenized assets here aren't locked to a single platform but are supported by robust protocols like Aave and Kamino.

It's like adding a turbocharger to an economical car; the goal is to boost performance without sacrificing security. With giants like Goldman Sachs and T. Rowe Price entering the active crypto fund space, it seems we're transitioning from a phase of "speculation" to an era of "smart wealth management."

Do you think integrating traditional DeFi tools into regulated investment funds is the real bridge for institutional adoption of digital currencies? Share your thoughts in the comments! 🚀
$BTC
$SOL
$XRP

#عملات_رقمية #Bitwise #DeFi

#Bitwise keeps adding to its $HYPE position😵.
Over the past 2 hours, Bitwise reportedly bought another 162,367 HYPE, worth roughly $10.11M, continuing the steady accumulation trend. the size of the position already on the books. According to Bitwise’s official holdings data, the firm held 723,361 HYPE worth around $40.37M as of May 21, 2026.
If these new purchases are part of the same strategy, Bitwise’s exposure to #HYPE is getting meaningfully larger — especially after the token’s strong run-up.
At this point, it’s looking less like a trade and more like growing institutional conviction.