
Bitwise CIO revises outlook after CLARITY vote
Bitwise CIO Matt Hougan says the CLARITY setback may not end crypto’s rally, citing Bitcoin gains, Wall Street adoption and agency rulemaking.

Bitwise CIO Matt Hougan says the CLARITY setback may not end crypto’s rally, citing Bitcoin gains, Wall Street adoption and agency rulemaking.

Bitcoin's resilience to large sales indicates strong market demand, reducing fears of forced liquidation and signaling institutional maturity.

Bitwise CIO Matt Hougan has boiled the whole crypto market down to three stories, i.e., bitcoin, zcash and tokenization. Three Stories, One Portfolio Matt Hougan isn’t typically one to pick individual assets, as the Bitwise chief investment officer spends most of his airtime on structure, be it exchange-traded funds (ETFs), financial advisors, or regulation. However, […]
Gold and Bitcoin ETFs drew a record $7 billion as Matt Hougan warns 60/40 portfolios are fully exposed to fiat risk.

Bitwise CIO Matt Hougan said Treasury Secretary Scott Bessent's recent actions provide an additional macro catalyst.

Bitwise Chief Investment Officer Matt Hougan finds crypto’s bullish case easier to make in 2026 than during earlier cycles. His outlook reflects structural changes he believes have made optimism easier to sustain. Five Factors Reshape the Crypto Bull Case Five structural factors now give crypto investors more fundamental reasons to support a bullish outlook than […]

Bitwise CIO Matt Hougan doesn't think Washington's crypto-friendly turn is the moment that completely unlocks Wall Street. In an interview with CryptoSlate, he described the real barrier as something far less dramatic than a single landmark bill. The “brutal real answer” is that it comes down to a million small steps, and some of them […]

Tokenizing traditional assets could significantly expand blockchain's role in finance, potentially reshaping global markets and regulatory landscapes.

Bitwise CIO Matt Hougan says investors underestimate tokenization, crypto native platforms, and future blockchain transaction growth.

Bitcoin breaks $66,000 as SEC rules and Treasury shifts trigger an institutional reversal, making Bitwise CIO Matt Hougan "extremely bullish" on crypto.

Bitwise CIO Matt Hougan said investors may be underestimating blockchain transaction activity by 10 to 100 times as tokenized markets expand.

Bitwise CIO Matt Hougan said crypto is becoming increasingly revenue driven as projects including Hyperliquid, Uniswap and Aave direct revenue toward token buybacks and burns.

Bitwise CIO Matt Hougan says revenue-linked token buybacks could lift crypto valuations, as DeFi protocols expand fee-funded burns.

Bitwise’s Matt Hougan expects revenue-capture mechanisms to spread across DeFi applications and layer-1 networks over the next 12 to 24 months.
Bitwise CIO Matt Hougan says bitcoin may be nearing the bottom of this crypto winter.
Bitwise CIO Matt Hougan expects Bitcoin to end the year “significantly higher,” arguing that bad news is no longer moving the market, ETF flows are positive, and long-term holders are buying.


The CLARITY Act’s delay until September could briefly pressure crypto prices before removing a major source of uncertainty, according to Bitwise CIO Matt Hougan. What happened Senate leaders have postponed consideration of the CLARITY Act until September, ending efforts to…

Matt Hougan said the bill's failure could unsettle markets briefly, but clearer odds may remove uncertainty and support a fall rally.

Bitwise CIO Matt Hougan said crypto will continue advancing even if the Clarity Act misses its Senate deadline before the August recess.