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Bitwise CIO Matt Hougan calls crypto a 'contrarian bet'

Growing AI stocks and uncertainty around the Clarity Act have put crypto in a tough spot for institutional investors, Hougan said.

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theblock.coStai leggendo8 h fa

Bitwise CIO Matt Hougan calls crypto a 'contrarian bet'

Bitwise CIO: crypto shifted from momentum to contrarian bet as Nasdaq-100 up 43% YoY; investors reward fundamentals (Hyperliquid +72%) over macro. Clarity Act uncertainty (50-55% odds) limits institutional capital, making fundamentals-driven crypto a long-term allocation.

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cryptobriefing.com9 h fa

Bitwise CIO says crypto is becoming a contrarian bet as AI stocks dominate markets

Bitwise CIO Matt Hougan says crypto is becoming a contrarian bet as AI stocks dominate and Clarity Act uncertainty weighs.

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martedì 2 giugno 2026·cryptobriefing.com
Bitwise CIO says crypto is becoming a contrarian bet as AI stocks dominate markets
Bitwise CIO Matt Hougan says crypto is becoming a contrarian bet as AI stocks dominate and Clarity Act uncertainty weighs.
martedì 2 giugno 2026·theblock.co
Bitwise CIO Matt Hougan calls crypto a 'contrarian bet'
Growing AI stocks and uncertainty around the Clarity Act have put crypto in a tough spot for institutional investors, Hougan said.