Bitcoin, Ethereum, XRP, UNI… The winning quartet according to Bitwise

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

Bitwise's bullish view: 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 bedrock 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 cut in Fed rates and increased demand from regulated funds. Matt Hougan highlights 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 update in December 2025, which will introduce minimum fees for Layer 2 data. This innovation could increase blockchain revenue by 5 to 10 times, according to Hougan. Bitwise sees this update as a major catalyst for ETH's value, boosting its usefulness and attractiveness to institutional investors.

XRP: the regulatory and technological bet

XRP explores staking and benefits from a clearer regulatory environment, especially after the SEC charges were dropped. Bitwise views XRP as an undervalued asset, poised to rebound with the adoption of cross-border payments and possible 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 the growth in trading volume on Arbitrum, could strengthen Uniswap's position as a leader in DeFi. 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. The recent sell-offs have created fertile ground for a technical recovery, especially if the Fed cuts rates. So here are the price projections for December 2025:

• Bitcoin (BTC): $96,000 – $100,000 (post-liquidation recovery, waiting for 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 “fee switch”, DeFi volume).

Despite Bitwise’s bullish outlookcertain macroeconomic factors should be monitored, notably the Fed's interest rates. If Jerome Powell's institute maintains the status quo, this would prolong the bearish pressure on the crypto market. Additionally, Bitcoin and Ethereum ETF flows will also be a key indicator, as will developments in US-China trade tensions.

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

For individual 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 out risks, while corrections offer buying opportunities, as illustrated by Hunter Horsley.

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

Bitwise is banking on a winning quartet for 2026: Bitcoin, Ethereum, XRP and Uniswap. Between technological innovations and institutional adoption, these assets could redefine the market. What strategies will you adopt to take advantage of it?