Bitwise, crypto asset manager, confirms its bullish outlook for 2026, relying on four pillars: Bitcoin, Ethereum, XRP and Uniswap. Between technological innovations, institutional adoption and regulatory clarifications, here is why these assets could dominate the market, and how investors can prepare starting today.

The bullish vision of Bitwise: BTC, ETH, XRP and UNI in the front line

Bitwise, under the leadership of Matt Hougan, maintains an optimistic outlook for the crypto market in 2026, betting on four key assets.

Bitcoin (BTC): the essential store of value

Bitcoin remains the cornerstone of Bitwise’s strategy, with institutional adoption reinforced by ETFs. Despite a recent drop to $82,000, analysts anticipate a recovery by December, driven by a possible Fed rate cut and increased demand from regulated funds. Matt Hougan emphasizes that BTC, as a safe-haven asset, enjoys lasting confidence, even in times of volatility.

Ethereum (ETH): the Fusaka revolution

Ethereum is preparing for the Fusaka upgrade in December 2025, which will introduce minimum fees for Layer 2 data. This innovation could multiply blockchain revenues by 5 to 10 times, according to Hougan. Bitwise sees this upgrade as a major catalyst for ETH’s value, enhancing its utility and attractiveness to institutional investors.

XRP: the regulatory and technological bet

XRP explores staking and benefits from a clearer regulatory context, especially after the SEC lawsuits were dropped. Bitwise considers XRP an undervalued asset, ready to rebound with the adoption of cross-border payments and potential regulatory clarification in the United States.

Uniswap (UNI): the “fee switch” as a catalyst

Uniswap could activate the “fee switch” by the end of 2025, redistributing 16% of trading fees to UNI holders. This measure, combined with increasing exchange volume on Arbitrum, could strengthen Uniswap’s position as a DeFi leader. Matt Hougan believes this innovation could transform UNI into a passive income-generating asset, attracting more institutional investors.

December: a pivotal month for the crypto market

December is traditionally a volatile month for bitcoin and the entire crypto market. Recent massive liquidations have created a favorable ground for a technical recovery, especially if the Fed cuts rates. Here are the price projections for December 2025:

• Bitcoin (BTC): $96,000 – $100,000 (post-liquidation recovery, anticipation of a Fed pivot);
• Ethereum (ETH): $3,980 – $4,500 (Fusaka effect, institutional demand);
• XRP: $2.02 – $3.25 (speculation on ETFs and staking);
• Uniswap (UNI): $10.66 – $12.11 (activation of the “fee switch”, DeFi volume).

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Despite Bitwise’s bullish outlook, some macroeconomic factors must be monitored, particularly Fed interest rates. If Jerome Powell’s institution maintains the status quo, it would prolong downward pressure on the crypto market. Additionally, Bitcoin and Ethereum ETF flows will also be key indicators, as well as the evolution of trade tensions between the United States and China.

Crypto: how to position yourself on BTC, ETH, XRP and UNI?

For retail investors

A balanced allocation is recommended: 50-60% in bitcoin for stability, and 10-15% in ETH, XRP and UNI to capitalize on their respective catalysts. Dollar-Cost Averaging (DCA) helps smooth risks, while corrections offer buying opportunities, as illustrated by Hunter Horsley.

However, volatility remains high, especially for altcoins. Diversification outside crypto (gold, stocks) is advised to balance the portfolio. Investors should also watch for cascading liquidations, common during macroeconomic stress periods.

Bitwise bets on a winning quartet for 2026: Bitcoin, Ethereum, XRP and Uniswap. Between technological innovations and institutional adoption, these assets could redefine the market. Which strategies will you adopt to benefit?