CFB Talks Digital Assets Episode 41: Matt Hougan on Bitcoin’s New Bull, Strategic Reserves, and 60/30/10 portfolios
We're delighted to welcome one of the most esteemed and authoritative institutional crypto practitioners back to the CFB Talks Digital Assets podcast - Matthew Hougan, Chief Investment Officer of Bitwise Asset Management.
As well as informed insights on recent market volatility, we're fortunate to get Matt's take on critical regulatory and political developments impacting the space so far this year.
Just a few of many highlights
- Signs of exponential growth in the Bitwise VettaFi advisor survey:
- Allocations doubled to an all-time high of 22% in 2024; a rate equivalent to growth over the previous six years combined
- How existing investors are moving beyond Bitcoin and Ethereum to explore 'the crypto sleeve' - diversified crypto portfolios; and why that trend is set to prevail.
- Also, why '60/30/10' is optimal
- Why markets are still over-discounting the significance of Washington’s proposed Bitcoin Strategic Reserve
- Despite the SEC’s Ripple retreat, how Solana (SOL) is likely still in pole position to be the next crypto approved for spot ETFs