Bitwise CIO Matt Hougan identifies key assets for crypto bull market

Bitwise Chief Investment Officer Matt Hougan identified key assets for the current cryptocurrency bull cycle during an appearance on the New Era Finance Podcast. Hougan maintained that his previously identified quartet of Bitcoin (BTC), Ethereum (ETH), Solana (SOL), and Chainlink (LINK) remains essential for a broad crypto portfolio.

Hougan noted that Hyperliquid (HYPE) has emerged as a strong candidate to join this core group. He also highlighted Zcash (ZEC) for its focus on privacy and Venice for its representation of the artificial intelligence theme. Regarding Chainlink, Hougan expressed continued optimism, citing strong core protocol operations as a potential driver for the LINK token.

Addressing the broader market, Hougan discussed the evolution of token economics. He suggested that as regulatory pressures ease, projects may adopt more efficient models, such as revenue sharing, token buybacks, and more transparent unlocking processes to avoid the historical harms caused by high-volume token unlocks. He concluded by describing Bitcoin as ‘digital gold’ and one of the best risk-adjusted investment vehicles in the sector.