Bitwise’s Matt Hougan and Ryan Rasmussen lay out ten bold crypto calls for 2026: from Bitcoin smashing through its classic four-year cycle to $1 million price targets, ETFs gobbling up over 100% of new BTC/ETH/SOL supply, and BTC volatility finally trailing mega-cap tech like Nvidia. They also see crypto equities outpacing traditional equities, prediction markets topping 2024 election highs, stablecoins stirring currency stress in emerging economies, and on-chain vaults (aka ETFs 2.0) doubling assets under management.
Plus: the Clarity Act could spark fresh all-time highs for ETH and SOL, Ivy League endowments will likely dive into digital assets, and we’ll witness the launch of over 100 new crypto ETPs. They even throw in a bonus take on Bitcoin’s waning correlation with equities and ponder how a massive cross-generational wealth transfer might shake up the space.
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