Unchained
Laura Shin
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Why Bitwise's CIO Says the Blue Wave Won't Derail Crypto's Bull Market
Bitwise CIO Matt Hougan says crypto bottomed in June, argues the blue wave may not matter, and lays out the math behind Bitcoin at $1.6 million. ======================================================== Thank you to our sponsor! Put your crypto to work with Nexo: earn daily interest or borrow funds against your assets on one platform trusted by more than 10 million clients. Find out more at https://unchainedcrypto.com/go/nexo-podcast-sn. Geo-restrictions, eligibility and terms apply. ======================================================== Crypto just absorbed the biggest hack in its history, a $6.3 billion theft from Binance, plus a Democratic sweep of Congress that dims the odds for the Clarity Act. Bitcoin barely flinched. Matt Hougan, Chief Investment Officer of Bitwise, tells Laura Shin why he thinks the market bottomed in June and why bad news has stopped mattering. He lays out three AI scenarios he says all end well for Bitcoin, why institutions aren't asking about hacks, and why the average Bitwise client only allocates after eight meetings. They also cover the quantum threat to Satoshi's coins, why a few dozen public companies opted out of tokenized trading, Hyperliquid as the Amazon of finance, and whether to own Bitcoin or Zcash. Hougan closes with the store-of-value math behind Bitwise's call for a $1.6 million Bitcoin by 2036, a forecast more bullish than JPMorgan's. Host: Laura Shin, Host / Unchained Guest: Matt Hougan - Chief Investment Officer of Bitwise Timestamps 🎬 00:00 Intro 📈 00:56 Why Matt thinks crypto bottomed in June and bad news stopped mattering 🤖 02:53 Why Matt says every AI scenario, boom or bust, ends well for Bitcoin 💰 10:14 Nexo: Generate daily interest on your crypto or borrow funds against your assets at https://unchainedcrypto.com/go/nexo-podcast-yt 🏛️ 10:31 What the Democratic blue wave means for crypto and why DeFi is most at risk 🔐 17:18 Why institutions aren't worried about hacks, and Bitwise's 'rule of 8' ⚛️ 24:07 Quantum: why Satoshi's coins are the risk that keeps Matt up at night 📊 27:04 Why companies are opting out of tokenized stocks, and NYSE's Avalanche pick 🛒 35:44 How Hyperliquid echoes Amazon, and the risk of a US-only money internet 🚀 42:14 The store-of-value math behind Bitwise's $1.6 million Bitcoin call 🛡️ 49:00 Bitcoin or Zcash? Why Matt would own both, plus which tokenomics work Learn more about your ad choices. Visit megaphone.fm/adchoices
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