Bitwise CIO analyzes Project Crypto: One layer public chain, super applications, and DeFi will become investment focuses

According to a report by Golden Finance, Matt Hougan, Chief Investment Officer of Bitwise, has published an analysis article titled "Cryptocurrency Projects: Three Investments May Benefit from the New Policy Shift of the US Securities and Exchange Commission" regarding the US SEC Project Crypto. The article points out that there are three main investment opportunities in the current blockchain finance field: The first opportunity is a layer of blockchain assets. He suggested adopting an index based investment approach and laying out a portfolio of mainstream public chain assets including Ethereum, Solana, Cardano, XRP, Avalanche, etc. The second opportunity is the super application platform. Hougan believes that platforms like Coinbase and Robinhood have the potential to develop into comprehensive financial service providers, with one of them potentially becoming the world's first financial service company to surpass a market value of $1 trillion. The third opportunity is decentralized finance (DeFi) applications. Hougan said that with the integration of traditional finance and the cryptocurrency market, DeFi applications are expected to have greater development space.