#2 - Matt Hougan: The Everything Season?

Welcome to the second episode of the Verified Podcast by Bitcoin Suisse. This time, we are joined by Matt Hougan, Chief Investment Officer at Bitwise. Matt leads the charge at Bitwise, a company at the forefront of managing cryptocurrency assets. With a rich background of 15 years in finance, particularly in ETFs, Matt brings a wealth of knowledge about both traditional finance and the cryptocurrency markets.
In our discussion, we delve into the rapid growth of Bitcoin ETFs and the bright prospects for digital assets in the institutional arena. Matt highlights the similarities between the early challenges faced by ETFs and cryptocurrencies, noting how both have significantly influenced the finance sector despite initial skepticism.
We also explore the success of BTC Spot ETFs, the growing interest in Ethereum ETFs, and the implications of institutional investments in the cryptocurrency market. Matt predicts ‘The Everything Season’, driven by new investments from institutional players and the existing wealth within the crypto community.
Furthermore, we touch on the latest Ethereum upgrade, the concept of decentralized physical infrastructure (DePIN), Matt's predictions for Bitcoin's price and the adoption of crypto-native applications.
Tune in to gain valuable insights into the future of finance and cryptocurrencies from one of the industry's leading experts.
01:51 Matts 15 years of ETF experience
02:45 Early ETF reluctance and parallels
04:04 Why crypto is an even better opportunity than ETFs
04:44 How Bitcoin ETFs have exceeded expectations
11:40 Moving consensus on optimal BTC allocations
14:46 Will pension funds be next?
17:00 Will ETFs soften BTC volatility?
20:25 How much Bitcoin belongs in a well-diversified modern portfolio?
23:53 If Institutions invest more in Bitcoin, what do they invest less in?
26:21 Modern ways for portfolio construction?
29:45 Intricacies of an Ethereum ETF
35:14 Ethereum, the app store
40:14 Winners and Losers
43:39 Patient transition
45:45 Gotta Catch ’Em All
48:25 On the value of negative screens
49:15 TradFi x DeFi
54:21 The everything season
56:27 Matt's hot takes for 2024
57:11 Bitcoin will punch above a hundred thousand dollars
01:00:07 Disclaimer
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[@joebudi5136]

First time watcher. Hello to all from puerto rico! XRP, XLM, XDC, CSPR, QNT, FLR, BTC, LFG!

[@neofutsmPe]

Great podcast, ep1 and this. 👏

[@anuzis]

Catching this episode a few months later after Ethereum ETF approved. Still a really great discussion. Appreciate you guys having this interview and making these talks available!

[@bullishx.r.p.blacc23merriw53]

THANK YALL

[@0xrealtalkpodcast]

👏🏼👏🏼👏🏼

[@hauraw1313]

Missing the little story about Bitcoin SV being the actual real Bitcoin per the white paper and how it now transacts over 1 million transactions per second on its way to over 9 million transactions per second by the time paranoid launches in December. Technology will win out in the end in the best technology is obviously Bitcoin SV with all the power of Bitcoin with millions of transactions per second and smart contracts wrapped in

[@CryptoJoe1283]

Bitcoin? Shitcoin.

[@guomenemzuous8035]

Win ! ETF is not the original digital asset! And it done not make cents to start out to start creating fake assets etf’s! So the etf’s markets is the new derivatives market and you guys are screwing the new financial markets! ETF’s is the worst thing , when you can buy crypto now!