Bitwise Chief Investment Officer Matt Hougan has picked his four must-own crypto assets for this cycle: Bitcoin, Ethereum, Solana, and Chainlink. With markets deep in bear territory and Bitcoin trading over 40% below its October 2025 all-time high, Hougan’s call carries weight. Bitwise manages over $15 billion in client assets and already consults with central banks on digital asset strategy.

Speaking on the When Shift Happens podcast, Hougan laid out specific reasoning for each pick rather than broad market hype.

Why Bitcoin Still Leads Hougan’s Crypto Picks

Hougan called Bitcoin the only clear winner in its category.