What Top Crypto Analysts Are Backing This Cycle | ETH, HYPE, LINK & More

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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.

In this episode:

• Why Tom Lee remains so bullish on Ethereum
• What Arthur Hayes is actually holding
• Raoul Pal's latest global liquidity thesis
• Why Michaël van de Poppe is watching ETH against Bitcoin
• Matt Hougan's case for Hyperliquid and revenue-producing crypto
• Where the analysts' views overlap
• Why Ethereum keeps appearing across multiple cycle theses
• The risks of blindly following even the biggest names in crypto

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.

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Not financial advice. Crypto trading involves risk of loss. Always do your own research before investing.

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