Happy Tuesday!

Ethereum and Solana are the usual altcoin picks, but Bitwise’s Matt Hougan says if you want to find the real winner, you have to look elsewhere.

Bitcoin has experienced an unusual pattern recently: as soon as the NY trading session starts, it dumps — why?

Plus, an actively managed fund, BNDS targets undervalued corporate bonds and preferred securities, using credit selection protocols to exploit mispricings that passive strategies often miss. To evaluate BNDS for a falling-rate cycle, visit Infrastructure Capital’s official fund profile page.

TOP STORY

Ethereum Or Solana? The Real Winner Is One You’re Ignoring, Bitwise's Matt Hougan Says

Matt Hougan, Chief Investment Officer at Bitwise Asset Management, said in a Monday note that long-term investors should focus on the broader cryptocurrency market rather than choosing between chains like Ethereum or Solana.

Hougan said he remains skeptical of claims that any single network — Ethereum, Solana or Bitcoin — will dominate the future of blockchain adoption. 

He noted that even after eight years in the industry and daily discussions with founders, VCs, and researchers, he still “cannot tell you with confidence which chain will win.”

SPONSORED CONTENT

With December Rate Cut Odds Rising, Investors May Be Even Hungrier For The Infrastructure Capital Bond Income ETF

With the Federal Reserve signaling a potential rate cut, income dynamics across the market are shifting quickly. As risk-free yields decline, investors seeking stronger cash flows may gravitate toward the Infrastructure Capital Bond Income ETF (ARCA: BNDS). 

An actively managed fund, BNDS targets undervalued corporate bonds and preferred securities, using credit selection protocols to exploit mispricings that passive strategies often miss. Supported by Jay Hatfield’s deep cross-sector expertise, BNDS is positioned to navigate a non-ergodic credit environment where volatility and path dependence can reshape returns. To evaluate BNDS for a falling-rate cycle, visit Infrastructure Capital’s official fund profile page.

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QUICK N DIRTY

Bitcoin, Ethereum, Dogecoin, XRP are rallying again in anticipation of tomorrow’s expected rate cut: here’s what’s driving markets today.

Bitcoin has received a historic regulatory green light — will that help BTC get off the $90,000 mark?

Shiba Inu has gained 7% in a week, but bulls should not get too confident: there is still some danger ahead.

FINTECH FOCUS

Why Does Bitcoin Keep Dumping As Soon As The US Trading Session Starts?

Bitcoin has dropped 11.5% over the past month amid weakening ETF inflows and slowing corporate accumulation, but a repeated intraday pattern may be the real culprit.

According to a detailed analysis by market commentator Bull Theory, Bitcoin has consistently seen sharp selloffs exactly at the U.S. market open, often erasing hours of gains within minutes.

This behavior has been observed since early November and was also present in Q2 and Q3. Market commentators, including ZeroHedge, suggest that high-frequency trading giant Jane Street might be driving this pattern.

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