Bitwise CIO Matt Hougan has described SEC Chair Atkins' recent Project Crypto speech as a "roadmap for investing over the next five years." Hougan identified three key opportunities highlighted in the speech: Ethereum and other Layer 1 blockchains, super-apps such as Coinbase, and decentralized finance (DeFi) protocols. He emphasized that these opportunities are "not priced in," suggesting potential for significant market impact.