What Top Crypto Analysts Are Backing This Cycle

Some of the biggest names in crypto have become increasingly vocal over the last week — but what are they actually backing for this cycle?

In today's Crypto News Today Deep Dive, we examine the latest views from Tom Lee, Arthur Hayes, Raoul Pal, Michaël van de Poppe and Bitwise CIO Matt Hougan . Rather than giving you our own prediction, we're looking strictly at their arguments, their positioning and where their conviction appears to overlap .

Tom Lee continues to make an enormous bet on Ethereum . Arthur Hayes is heavily positioned around Bitcoin, Ethereum and higher-risk DeFi plays. Michaël van de Poppe is watching for a potential Ethereum and altcoin rotation . Matt Hougan believes projects generating genuine revenue — including Hyperliquid — could become increasingly important. And Raoul Pal's latest argument centres on the global liquidity conditions that could drive the entire market.

Important: None of the predictions, price targets or cryptocurrency selections discussed in this episode represent the views or recommendations of Crypto News Today. We are reporting and analysing the publicly stated views of the individuals featured.

These notes come from the official Crypto News Today feed; they are not a transcript. Official-feed provenance does not independently verify every factual claim. No separate source links were supplied with this edition.