# ![@Matt_Hougan Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::17946674.png) @Matt_Hougan Matt Hougan

Matt Hougan posts on X about bitcoin, crypto, ethereum, solana the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::17946674/interactions)
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- [--] Week [-------] -46%
- [--] Month [---------] +180%
- [--] Months [---------] -15%
- [--] Year [----------] +1.30%

### Mentions: [--] [#](/creator/twitter::17946674/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::17946674/c:line/m:posts_active.svg)

- [--] Week [--] -12%
- [--] Month [---] +82%
- [--] Months [-----] +343%
- [--] Year [-----] +174%

### Followers: [------] [#](/creator/twitter::17946674/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::17946674/c:line/m:followers.svg)

- [--] Week [------] +0.86%
- [--] Month [------] +3.50%
- [--] Months [------] +14%
- [--] Year [------] +43%

### CreatorRank: [-------] [#](/creator/twitter::17946674/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::17946674/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  35.56% [finance](/list/finance)  34.81% [stocks](/list/stocks)  14.07% [exchanges](/list/exchanges)  3.7% [technology brands](/list/technology-brands)  3.7% [countries](/list/countries)  2.96% [automotive brands](/list/automotive-brands)  1.48% [financial services](/list/financial-services)  #827 [travel destinations](/list/travel-destinations)  0.74% [currencies](/list/currencies)  0.74%

**Social topic influence**
[bitcoin](/topic/bitcoin) 22.22%, [crypto](/topic/crypto) 8.15%, [ethereum](/topic/ethereum) 7.41%, [solana](/topic/solana) 5.19%, [stocks](/topic/stocks) 4.44%, [finance](/topic/finance) 4.44%, [money](/topic/money) 3.7%, [blackrock](/topic/blackrock) #250, [defi](/topic/defi) #400, [bullish](/topic/bullish) #913

**Top accounts mentioned or mentioned by**
[@matthougan](/creator/undefined) [@bitwiseinvest](/creator/undefined) [@adamlinksmith](/creator/undefined) [@scottmelker](/creator/undefined) [@solanafloor](/creator/undefined) [@bitcoinforcorps](/creator/undefined) [@mikeschiemer](/creator/undefined) [@milkroad](/creator/undefined) [@imcryptopus](/creator/undefined) [@solana](/creator/undefined) [@fintechtvglobal](/creator/undefined) [@bitgetsupport](/creator/undefined) [@gracybitget](/creator/undefined) [@aeontrux](/creator/undefined) [@thedacfp](/creator/undefined) [@ericbalchunas](/creator/undefined) [@martypartymusic](/creator/undefined) [@kevinwshpod](/creator/undefined) [@hhorsley](/creator/undefined) [@cooperwest](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Ethereum (ETH)](/topic/ethereum) [Solana (SOL)](/topic/solana) [BlackRock Inc (BLK)](/topic/blackrock) [Bitwise Bitcoin Strategy Optimum Roll ETF (BITC)](/topic/$bitc) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Morgan Stanley (MS)](/topic/morgan-stanley) [Bitcoin Cash (BCH)](/topic/bitcoin-cash) [Zcash (ZEC)](/topic/zcash) [BITMINE IMMERSION TECH (BMNR)](/topic/bitmine) [SharpLink Gaming (SBET)](/topic/sharplink)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Going to chop it up live with Caleb @Investopedia in about two minutes. Going to be fun Whats Next For Bitcoin After the Fall https://t.co/1pVQl84MDD Whats Next For Bitcoin After the Fall https://t.co/1pVQl84MDD"  
[X Link](https://x.com/Matt_Hougan/status/2010729276308643893)  2026-01-12T15:03Z 94.1K followers, 11.7K engagements


"Its incredibly anti-consumer. Shocking. if you care about "bailouts" for the nasty banks like many of you claim to do wrt SVB consider that surrendering to the bank lobby on stablecoin yield is to crystallize a $250 B/year quarter trillion ongoing bailout to the banks if you care about "bailouts" for the nasty banks like many of you claim to do wrt SVB consider that surrendering to the bank lobby on stablecoin yield is to crystallize a $250 B/year quarter trillion ongoing bailout to the banks"  
[X Link](https://x.com/Matt_Hougan/status/2011313990149030012)  2026-01-14T05:46Z 94.2K followers, 28.4K engagements


"Everyone saying we don't need to trade tokenized stocks 24/7 should remember they said the same thing about ETFs vs. mutual funds. Bogle: I saw an ad for the SPDR S&P [---] ETF that touted the ability to trade the S&P [---] throughout the day Who the hell wants to do that https://twitter.com/i/web/status/2016617005059842503 https://twitter.com/i/web/status/2016617005059842503"  
[X Link](https://x.com/Matt_Hougan/status/2016617005059842503)  2026-01-28T20:58Z 94.2K followers, 22.2K engagements


"Bitcoin allows self-custody through settlement. We don't talk about it much these days but I suspect it may end up mattering a lot"  
[X Link](https://x.com/Matt_Hougan/status/2016889233617932626)  2026-01-29T15:00Z 94.1K followers, 25.5K engagements


"Regarding Warsh: Contrary to today's media narrative the Fed Fund Futures market is pricing in a slightly higher probability of future rate cuts today vs. yesterday. Here is the daily change in rate cut probabilities by December. Trust the data not the media"  
[X Link](https://x.com/Matt_Hougan/status/2017231222636937679)  2026-01-30T13:39Z 94.4K followers, 14.6K engagements


"What this means is either: i) The choice of the Fed Chair doesn't matter and markets are reacting to other data; ii) The Polymarket odds were wrong and real traders knew it would be Warsh all along; iii) All the candidates would have worked to cut rates. But the market thinks Warsh will be the most effective in convincing the rest of the Fed Board to go along with him. I suspect that third explanation is right. https://twitter.com/i/web/status/2017232950589550970 https://twitter.com/i/web/status/2017232950589550970"  
[X Link](https://x.com/Matt_Hougan/status/2017232950589550970)  2026-01-30T13:46Z 94.3K followers, [----] engagements


"Facts Data. Warsh is likely to be the most effective of the Federal Reserve Chair candidates at lowering rates. Bitwise CIO @Matt_Hougan: Kevin Warsh Fed pick is more dovish than media reports suggest. https://t.co/TrOJo3fOoX Bitwise CIO @Matt_Hougan: Kevin Warsh Fed pick is more dovish than media reports suggest. https://t.co/TrOJo3fOoX"  
[X Link](https://x.com/Matt_Hougan/status/2017665531818713584)  2026-01-31T18:25Z 94.3K followers, 24.4K engagements


"Last week we launched Vaults. This week we launched Model Portfolios. It's a good time to build. Were thrilled to announce that Bitwise has launched Model Portfolio Solutions for Digital Assets. These new model portfoliosnow available on multiple billion-dollar-plus advisory platformsgive financial advisors a thoughtfully designed framework to access diversified exposure https://t.co/bODZzwJ95G Were thrilled to announce that Bitwise has launched Model Portfolio Solutions for Digital Assets. These new model portfoliosnow available on multiple billion-dollar-plus advisory platformsgive"  
[X Link](https://x.com/Matt_Hougan/status/2018701584327221297)  2026-02-03T15:02Z 94.2K followers, 21.8K engagements


"This is true. Remarkable. TLDR: Kraken is a juggernaut and growing remarkably quickly at massive scale. Incredible TLDR: Kraken is a juggernaut and growing remarkably quickly at massive scale. Incredible"  
[X Link](https://x.com/Matt_Hougan/status/2018852038885728749)  2026-02-04T01:00Z 94.1K followers, 34.2K engagements


"The world's view of what crypto can do is evolving. A few years ago the only thing mainstream investors would consider was "digital gold." Now folks have accepted that it's "digital gold" + "stablecoins" + "tokenization." In a few years they'll realize it's "digital gold" + "stablecoins" + "tokenization" + "prediction markets" + "DeFi" + "digital identity" + "privacy" + "DePin" + "capital raising" + "decentralized AI" + more"  
[X Link](https://x.com/Matt_Hougan/status/1992409137695895636)  2025-11-23T01:45Z 94.8K followers, 100K engagements


"Morgan Stanley manages [--] ETFs but mostly under the Calvert/Parametric/Eaton Vance brands. These will be the 3rd and 4th ETFs to bear the "Morgan Stanley" brand. Pretty remarkable. MORGAN STANLEY FILES FOR BITCOIN SOLANA ETFS IN US MORGAN STANLEY FILES FOR BITCOIN SOLANA ETFS IN US"  
[X Link](https://x.com/Matt_Hougan/status/2008542347425149247)  2026-01-06T14:13Z 94.8K followers, 151.2K engagements


"When you're scared you lash out. Jamie Dimon told Coinbase's Brian Armstrong he is " full of s" in Davos. Other bank execs blew him off. Inside their high-stakes policy fight with big implications for the future of finance. W/ @dgtokar and @ginaheeb: https://t.co/KQ8AMLMnVE Jamie Dimon told Coinbase's Brian Armstrong he is " full of s" in Davos. Other bank execs blew him off. Inside their high-stakes policy fight with big implications for the future of finance. W/ @dgtokar and @ginaheeb: https://t.co/KQ8AMLMnVE"  
[X Link](https://x.com/Matt_Hougan/status/2017306575577485592)  2026-01-30T18:39Z 94.8K followers, 39.9K engagements


"This is actually the biggest mistake I see crypto-native people making about stablecoins -- underestimating the volume of future transactions. The number of transactions is going to 100X in the next [--] years. What happens when money moves 10x or 100x faster than it does today From @zcabrams CEO and cofounder of Bridge: It's not a stretch to imagine that in 5-10 years the majority of the payments could happen via stablecoins predominantly between non-human agents. https://t.co/Lfne8qeMQe What happens when money moves 10x or 100x faster than it does today From @zcabrams CEO and cofounder of"  
[X Link](https://x.com/Matt_Hougan/status/2018686779583279518)  2026-02-03T14:03Z 94.8K followers, 15.2K engagements


"In [----] bitcoin ETFs opened up crypto to professional investors. This is the next phase of institutional growth: Model Portfolios. Bitwises new ETF Model Portfolios make it easy for financial advisors to gain comprehensive exposure to the crypto market. Check it out at http://bitwiseinvestments.com/models Were thrilled to announce that Bitwise has launched Model Portfolio Solutions for Digital Assets. These new model portfoliosnow available on multiple billion-dollar-plus advisory platformsgive financial advisors a thoughtfully designed framework to access diversified exposure"  
[X Link](https://x.com/Matt_Hougan/status/2018698396425425008)  2026-02-03T14:49Z 94.8K followers, 14.9K engagements


"We really took the stablecoin interest debate to the extremes. Current talking points: Banks: If stablecoins pay interest we'll destroy the modern banking system Crypto: If stablecoins do not pay interest China will dominate the globe and the US will be a second-tier nation https://twitter.com/i/web/status/2018700977537257876 https://twitter.com/i/web/status/2018700977537257876"  
[X Link](https://x.com/Matt_Hougan/status/2018700977537257876)  2026-02-03T14:59Z 94.8K followers, 65.1K engagements


"Yes. And I think its almost over. BITWISE CIO MATT HOUGAN: "THIS IS NOT A BULL MARKET CORRECTION OR A DIP. IT IS A FULL-BORE 2022-LIKE LEONARDO-DICAPRIO-IN-THE-REVENANT-STYLE CRYPTO WINTER." BITWISE CIO MATT HOUGAN: "THIS IS NOT A BULL MARKET CORRECTION OR A DIP. IT IS A FULL-BORE 2022-LIKE LEONARDO-DICAPRIO-IN-THE-REVENANT-STYLE CRYPTO WINTER.""  
[X Link](https://x.com/Matt_Hougan/status/2018730688715829746)  2026-02-03T16:57Z 94.8K followers, 357.4K engagements


"So far in [----] Bitwise has: * Launched Vaults * Launched ETF Model Portfolios * Expanded Staking Business More to come. Bitwise to acquire crypto staking provider Chorus One: Bloomberg https://t.co/4xOfykwvbW Bitwise to acquire crypto staking provider Chorus One: Bloomberg https://t.co/4xOfykwvbW"  
[X Link](https://x.com/Matt_Hougan/status/2019087232364159220)  2026-02-04T16:34Z 94.9K followers, 19.6K engagements


"The relative returns of different monetary crypto assets since Jan. [--] [----] is remarkable: Bitcoin (BTC): -22% Bitcoin Cash (BCH): +23% Monero (XRM): +97% Zcash (ZEC): +347% Lots of confounding variables here including that BTC holders were sitting on the biggest cycle-to-date gains at the start of this period but still it's remarkable to see. https://twitter.com/i/web/status/2019415743947755966 https://twitter.com/i/web/status/2019415743947755966"  
[X Link](https://x.com/Matt_Hougan/status/2019415743947755966)  2026-02-05T14:20Z 94.9K followers, 21.6K engagements


"I visited a bunch of financial advisors this week and can confirm they're still generally bullish. Those who haven't invested yet see the pullback as an opportunity and those who bought earlier plan to hold. That said if there is one thing this pullback has taught us it's that ETF investors are not in charge. Crypto-native investors still dominate the market. We spent too much of the past year thinking about the marginal buyer (the ETF investor) and not about the marginal HODLr (the crypto native investor). The Bitcoin ETF holders are our only hope The Bitcoin ETF holders are our only hope"  
[X Link](https://x.com/Matt_Hougan/status/2019422629958918264)  2026-02-05T14:47Z 94.9K followers, 185.5K engagements


"More building. Bitwise's alpha portfolio management team is now providing an options-based income-generating solution to large spot holders with @krakenfx. In TradFi platforms evolved into gateways to professional strategies. Crypto hasn't had that. Until now. Introducing our first managed BTC income strategy managed by @BitwiseInvest and executed entirely within Kraken's qualified custody and OTC infra. https://t.co/CCoVMKW0GG In TradFi platforms evolved into gateways to professional strategies. Crypto hasn't had that. Until now. Introducing our first managed BTC income strategy managed by"  
[X Link](https://x.com/Matt_Hougan/status/2019447424834543780)  2026-02-05T16:26Z 94.9K followers, 19.1K engagements


"Bitwise Bitcoin Derivatives Market Update https://x.com/i/spaces/1PlKQObLqwZJE https://x.com/i/spaces/1PlKQObLqwZJE"  
[X Link](https://x.com/Matt_Hougan/status/2019500859256893698)  2026-02-05T19:58Z 94.9K followers, 20.8K engagements


"Last year Harvards endowment bought gold and bitcoin as a hedge against currency debasement. Now you can too in a single actively managed ETF. Excited to launch the Bitwise Proficio Currency Debasement ETF ($BPRO)"  
[X Link](https://x.com/Matt_Hougan/status/2014406351842377794)  2026-01-22T18:34Z 94.9K followers, 10.5K engagements


"Agree with this. Bitcoin is a superior technology to gold because it allows for self-custody through settlement. Ultimately bitcoin will be significantly bigger than gold. THE GOLDEN AGE The fiat crisis has begun. So what wins in the end: gold digital gold or some other kind of precious metal or cryptocurrency Only time will tell and different assets have different failure modes but here are some thoughts. (1) First: remember that Bitcoin's https://t.co/03JsYiJx0S THE GOLDEN AGE The fiat crisis has begun. So what wins in the end: gold digital gold or some other kind of precious metal or"  
[X Link](https://x.com/Matt_Hougan/status/2017233682097123513)  2026-01-30T13:49Z 94.9K followers, 21.4K engagements


"There is an absolutely massive disconnect between retail and professional sentiment in crypto right now. Retail sentiment is the worst it's been in years while professional investors are extraordinarily bullish. It's like living in two completely separate worlds"  
[X Link](https://x.com/anyuser/status/1887868981962527087)  2025-02-07T14:20Z 94.9K followers, 1M engagements


"Just did a meeting at a major wirehouse: They view the pullback as an opportunity not a threat. Nearly all of their clients have 0% exposure to crypto today. They want that to be 2%. Off to another meeting"  
[X Link](https://x.com/Matt_Hougan/status/2018723170325311988)  2026-02-03T16:28Z 94.9K followers, 274K engagements


"95% of the worlds largest investors have zero exposure to bitcoin but 95% of all bitcoin is already owned"  
[X Link](https://x.com/Matt_Hougan/status/1861169353129177452)  2024-11-25T22:05Z 94.9K followers, 446.9K engagements


"http://x.com/i/article/2018687577104994305 http://x.com/i/article/2018687577104994305"  
[X Link](https://x.com/Matt_Hougan/status/2018695396386570257)  2026-02-03T14:37Z 94.9K followers, 155.7K engagements


"Crypto is narrative-driven. Right now people are wondering what new narratives will lead us into the next bull market. Some are even wondering if there are any new narratives. From where I sit http://x.com/i/article/2019836146021507072 http://x.com/i/article/2019836146021507072"  
[X Link](https://x.com/Matt_Hougan/status/2019863748476019037)  2026-02-06T20:00Z 94.9K followers, 110.9K engagements


"Real-world enough for you https://t.co/2DFkSLoGai https://t.co/2DFkSLoGai"  
[X Link](https://x.com/Matt_Hougan/status/2021326804745609306)  2026-02-10T20:53Z 94.9K followers, 99.2K engagements


"Great piece. So many people I respect highlighted this article. https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"  
[X Link](https://x.com/Matt_Hougan/status/2021420022493753674)  2026-02-11T03:04Z 94.9K followers, 191.9K engagements


""I can't tell you if it happens in [--] days or [--] months" said Martin Small CFO of BlackRock. That's [--] months at the outside. If you're wondering what narratives will lead us out of the bear market this is one of them. Bullish L1s and quite bullish DeFi imo. https://twitter.com/i/web/status/2021586927695098323 https://twitter.com/i/web/status/2021586927695098323"  
[X Link](https://x.com/Matt_Hougan/status/2021586927695098323)  2026-02-11T14:07Z 94.9K followers, 130.6K engagements


"As I was saying . people significantly underestimate how bullish tokenization is for DeFi. "I can't tell you if it happens in [--] days or [--] months" said Martin Small CFO of BlackRock. That's [--] months at the outside. If you're wondering what narratives will lead us out of the bear market this is one of them. Bullish L1s and quite bullish DeFi imo. https://t.co/Z40c22ZLGY "I can't tell you if it happens in [--] days or [--] months" said Martin Small CFO of BlackRock. That's [--] months at the outside. If you're wondering what narratives will lead us out of the bear market this is one of them."  
[X Link](https://x.com/Matt_Hougan/status/2021600153283514495)  2026-02-11T15:00Z 94.9K followers, 90.1K engagements


"This is true. The crypto narrative of this summer: Agents More announcements like this coming. The crypto narrative of this summer: Agents More announcements like this coming"  
[X Link](https://x.com/Matt_Hougan/status/2021962146050191820)  2026-02-12T14:58Z 94.9K followers, 22.4K engagements


"Its still early but if you squint you can start to see the kind of things that will lead us out of the bear market: * The rise of agentic finance (see: Coinbase) * The rise of institutional DeFi (see: BlackRock/Uniswap) * Progress on quantum risk * Tokenization accelerating It takes a lot of positive data points to find a bottom and theres every chance there is another leg lower. But were at least starting to put a few points on the board. https://twitter.com/i/web/status/2021964550757593334 https://twitter.com/i/web/status/2021964550757593334"  
[X Link](https://x.com/Matt_Hougan/status/2021964550757593334)  2026-02-12T15:08Z 94.9K followers, 46.7K engagements


"Instead of just complaining about the scale of crypto 's lobbying effort in the [----] elections it would be nice if @nytimes would also mention the results so far: Lower costs and better security for investors thanks to ETPs; Significant growth in stablecoins providing a new source for Treasury demand that is lowering government borrowing costs; The most successful IPO (Circle) in ten-plus years reinvigoarting public markets; Large banks after years of stagnation investing heavily jn new technology that will lower costs and accelerate economic growth; No FTX-style scandals. Yes the crypto"  
[X Link](https://x.com/Matt_Hougan/status/1942912709076332867)  2025-07-09T11:44Z 78.4K followers, 17.5K engagements


"Here's the thing about tokenization: Skeptics say full tokenization of the equity and bond markets will take [--] years and they're probably right. But the market is so big that it doesn't matter. Stocks are a $117 trillion market. Bonds are a $140 trillion market. If we get to 5% penetration in the next handful of years you're talking about $13 trillion moving over blockchain-based rails. Thinking in absolutes will cause you to miss enormous opportunities"  
[X Link](https://x.com/Matt_Hougan/status/1942966686350512590)  2025-07-09T15:18Z 81.7K followers, 67.2K engagements


"@paul78767602 Ethereum is definitely the leader in tokenization and a core part of any tokenization portfolio"  
[X Link](https://x.com/Matt_Hougan/status/1942973982082224201)  2025-07-09T15:47Z 78.3K followers, [----] engagements


"Megatrend. Accelerating. Companies are buying bitcoin Q2 [----] edition https://t.co/0UxrlIZQvb Companies are buying bitcoin Q2 [----] edition https://t.co/0UxrlIZQvb"  
[X Link](https://x.com/Matt_Hougan/status/1943039115823567060)  2025-07-09T20:06Z 78.9K followers, 22.5K engagements


"One of these things is not like the others. h/t @xbtogroup"  
[X Link](https://x.com/Matt_Hougan/status/1943268026981257507)  2025-07-10T11:16Z 78.5K followers, 17.2K engagements


"Half of all US debt has accumulated in the last [--] years"  
[X Link](https://x.com/Matt_Hougan/status/1943650982488903891)  2025-07-11T12:38Z 78.5K followers, 12.2K engagements


"Yesterday was the 2nd biggest net flow day for bitcoin ETFs in history. 11/7/24: $1.37 billion 7/10/25: $1.18 billion 11/11/24: $1.11 billion 1/17/25: $1.07 billion 3/12/24: $1.05 billion 11/24/24: $1.00 billion 1/6/25: $977 million 4/22/25: $937 million 5/23/25: $935 million 4/23/25: $917 million We continue to believe [----] flows will exceed [----] flows by a significant amount. h/t @FarsideUK for the data"  
[X Link](https://x.com/Matt_Hougan/status/1943670230510670094)  2025-07-11T13:54Z 78.9K followers, 29.7K engagements


"The big impact of "Crypto Week" legislation will be reduced risk and downside volatility in the crypto market. FTX Luna Celsius and other scandals happened in large part because we refused to provide reasonable regulations. IMO 70%+ drawdowns are a thing of the past"  
[X Link](https://x.com/Matt_Hougan/status/1944710388462829852)  2025-07-14T10:47Z 80.1K followers, 27.1K engagements


"We're [--] trading days into the half and ETH ETFs have already picked up $2.3 billion in flows. This prediction was way out-of-consensus [--] days ago. Now it looks bearish 🤣. Flows into Ethereum ETFs are going to accelerate significantly in H2. The combination of stablecoins & stocks moving over Ethereum is an easy-to-grasp narrative for traditional investors. ETH ETFs did $1.17. billion in flows in June. They could do $10b in H2. Flows into Ethereum ETFs are going to accelerate significantly in H2. The combination of stablecoins & stocks moving over Ethereum is an easy-to-grasp narrative for"  
[X Link](https://x.com/Matt_Hougan/status/1945854677356081164)  2025-07-17T14:34Z 79K followers, 32.5K engagements


"Bitcoin will never. work . survive a bear market . scale to handle global demand . survive a government crackdown . recover from Mt. Gox . surpass $1. . surpass $1000 . surpass $100000 . get a spot ETF . be owned by institutional investors . be held by corporations . be held by governments Keep doubting"  
[X Link](https://x.com/Matt_Hougan/status/1945861080577912862)  2025-07-17T15:00Z 80.1K followers, 10.7K engagements


"Stablecoins are one of the only policy issues that unites Democrats and Republicans. @jesseahamilton Just a massive amount of support with over [---] GOP and [---] Dems voting in favor of this https://t.co/dCSUFYVKFp @jesseahamilton Just a massive amount of support with over [---] GOP and [---] Dems voting in favor of this https://t.co/dCSUFYVKFp"  
[X Link](https://x.com/Matt_Hougan/status/1945936216798409062)  2025-07-17T19:58Z 79K followers, 10.4K engagements


"People are going to ask if today's legislative gains will be reversed by future Administrations. The answer is "no" as I wrote about in this week's Bitwise CIO Memo. You can't put the genie back in the bottle"  
[X Link](https://x.com/Matt_Hougan/status/1945937234403672231)  2025-07-17T20:02Z 83K followers, 36.5K engagements


"The CLARITY Act and generic listing standards for crypto ETPs will create an "on-the-run / off-the-run" valuation element in crypto. You can already see it happening if you look at the YTD heatmap (below h/t @tradingview) with the majors dramatically outperforming the minors"  
[X Link](https://x.com/Matt_Hougan/status/1946169041430982948)  2025-07-18T11:23Z 84.8K followers, 40.2K engagements


"@EBlockchainCon Can't wait to get back to Barcelona this fall"  
[X Link](https://x.com/Matt_Hougan/status/1946205687509291063)  2025-07-18T13:49Z 79K followers, [---] engagements


"Great piece from @nic__carter on stablecoins and the spurious comparisons to the free banking era. Love this point: "As for the consumer benefit of private versus public money one only has to consider what happened after the free banking episode in the U.S. Monetary issuance was centralized in the hands of the state which promptly inflated away everyones savings during the Civil War. Curiously the central bankers touting the benefits of public money omit that part of the story." @Matt_Hougan I agree https://t.co/dpXb9bQgEU @Matt_Hougan I agree https://t.co/dpXb9bQgEU"  
[X Link](https://x.com/Matt_Hougan/status/1946275240822087707)  2025-07-18T18:25Z 81.5K followers, 14.6K engagements


"5/ Until recently Ethereum hasnt benefited from the same trend. ETH ETPs launched in July [----] but the initial response was tepid. Through May [--] [----] Ethereum ETPs had purchased just 660K ETH (on $2.5 billion in inflows). Meanwhile there were no major Ethereum Treasury Companies to speak of"  
[X Link](https://x.com/Matt_Hougan/status/1947754607679045897)  2025-07-22T20:24Z 81.5K followers, 23.6K engagements


"6/ The Ethereum network produced a net 543K new ETH over this time period basically matching demand No wonder ETH's price drifted sideways (and down)"  
[X Link](https://x.com/Matt_Hougan/status/1947754609067335695)  2025-07-22T20:24Z 82.1K followers, 21.7K engagements


"7/ But something changed in mid-May. Since May [--] spot Ethereum ETPs have been on a tear pulling in more than $5 billion. Corporations have also gotten into the game with firms like Bitmine and SharpLink announcing Ethereum treasury strategies"  
[X Link](https://x.com/Matt_Hougan/status/1947754610447331785)  2025-07-22T20:24Z 82.1K followers, 21.8K engagements


"11/ With surging interest in stablecoins and tokenization we expect strong ETH ETP inflows for a long time to come"  
[X Link](https://x.com/Matt_Hougan/status/1947754617304961444)  2025-07-22T20:24Z 81.7K followers, 17.8K engagements


"14/ ETH is of course different from BTC. It's price is not set purely by supply and demand and it doesnt share BTCs capped long-term issuance. But right now that doesn't matter"  
[X Link](https://x.com/Matt_Hougan/status/1947754621482532991)  2025-07-22T20:24Z 81.9K followers, 39.5K engagements


"15/ In the short term the price of everything is set by supply and demand. And for the time being there is significantly more demand for ETH than there is new supply. I suspect we go higher"  
[X Link](https://x.com/Matt_Hougan/status/1947754623059546367)  2025-07-22T20:24Z 83.1K followers, 21.8K engagements


"16/ To read my original analysis of ETH's supply and demand outlook sign up to receive the Bitwise CIO Memo at www.bitwiseinvestments/ciomemo"  
[X Link](https://x.com/Matt_Hougan/status/1947754624397578287)  2025-07-22T20:24Z 83K followers, 21K engagements


"@Stromens No and I address that in the thread. ETH is not BTC. I don't actually think they compete (and I'm a huge bitcoin bull). In this thread I'm just looking to explain what's happening in the market with ETH"  
[X Link](https://x.com/Matt_Hougan/status/1947755314641613021)  2025-07-22T20:27Z 81.4K followers, 11.6K engagements


"These articles make sad. People are trapped in the current financial system and can't imagine a better future. Our financial system is actually not that great. Banks pay an average of 0.01% interest on checking accounts. Checks clear in five days. Stocks settle T+1 and not on weekends. Our government backstops a handful of banks with implicit guarantees and bails them out periodically with taxpayer money. Meanwhile the value of the US dollar has fallen 85% in my lifetime. We can do better We can live in a world where payments are instant fees are basically zero and the government wont inflate"  
[X Link](https://x.com/Matt_Hougan/status/1948037341332832481)  2025-07-23T15:07Z 83K followers, 91.3K engagements


"I'd love for the values of delayed settlement to be unbundled from the actual settlement. We'd gain efficiency (saving costs) and create new applications we're not even thinking of today. I agree that there are benefits to delays. I'd just prefer them unbundled elective and priced separately"  
[X Link](https://x.com/Matt_Hougan/status/1948060272243155300)  2025-07-23T16:38Z 81.2K followers, [---] engagements


"I mostly agree Mike. And history suggests hard currencies also increase short-term economic volatility making recessions worse and boom times boomier which is also a risk. I'm not a hard money absolutist. The problem is that things historically don't stop at 2% inflation. Instead governments end up discovering the "easy button" of money-printing and increased debt and things end poorly with massively negative effects. It's hard to look at our debt or $2tr annual budget deficit (during a time of relative peace and economic growth) and not worry we're easing toward that path. IMO one of the"  
[X Link](https://x.com/Matt_Hougan/status/1948062849839878290)  2025-07-23T16:49Z 80.9K followers, [----] engagements


"Really enjoyed this one. Recommended Had an AWESOME discussion with @Matt_Hougan CIO of Bitwise on this week's @defidecodedpod We cover: Wall Street's embrace of crypto How DATs are good for ETFs Regulatory tailwinds Crypto IPO szn Market reflexivity and feedback loops Check it out 👇 Had an AWESOME discussion with @Matt_Hougan CIO of Bitwise on this week's @defidecodedpod We cover: Wall Street's embrace of crypto How DATs are good for ETFs Regulatory tailwinds Crypto IPO szn Market reflexivity and feedback loops Check it out 👇"  
[X Link](https://x.com/Matt_Hougan/status/1948440294308917267)  2025-07-24T17:49Z 81.9K followers, [----] engagements


"Anyone who thinks we're at peak Treasury company is wrong. 🔥 NOW: MicroStrategy increases offering to $2 billionquadrupling its initial $500 million targetto finance additional Bitcoin purchases. https://t.co/rA2o2XbN0w 🔥 NOW: MicroStrategy increases offering to $2 billionquadrupling its initial $500 million targetto finance additional Bitcoin purchases. https://t.co/rA2o2XbN0w"  
[X Link](https://x.com/Matt_Hougan/status/1948450388438557175)  2025-07-24T18:29Z 82K followers, 54.2K engagements


"That sounds you hear is the best talent on Wall Street coming into crypto. After [--] years at BlackRock and helping to lead its digital asset strategy Im beginning a new chapter: Ive joined @SharpLinkGaming as Co-CEO. Heres why. At BlackRock I helped launch: - IBIT worlds largest Bitcoin ETP - ETHA worlds largest Ethereum ETP - BUIDL After [--] years at BlackRock and helping to lead its digital asset strategy Im beginning a new chapter: Ive joined @SharpLinkGaming as Co-CEO. Heres why. At BlackRock I helped launch: - IBIT worlds largest Bitcoin ETP - ETHA worlds largest Ethereum ETP - BUIDL"  
[X Link](https://x.com/Matt_Hougan/status/1948740977272795440)  2025-07-25T13:43Z 82.1K followers, 27.4K engagements


"So @ricedelman says 10%-40% and @RayDalio says 15% and you're still at zero"  
[X Link](https://x.com/Matt_Hougan/status/1950179385052471690)  2025-07-29T12:59Z 82.1K followers, 41.9K engagements


"Another lesson from the chart: The "price" of goods subject to hedonic adjustments have fallen sharply while the price of most other goods have risen at multiples of CPI. One of the reasons inflation "feels" worse than it appears in CPI is that hedonic adjustments don't change how much you pay. TV's aren't actually 98% cheaper; they cost the same dollar amount as they did in [----] they're just 1000X better. BLS adopted hedonic adjustments in [----] and they nibble about 0.6% off CPI each year"  
[X Link](https://x.com/Matt_Hougan/status/1950183855333212443)  2025-07-29T13:17Z 82K followers, [---] engagements


"Here's what we wrote in June [----]. One year in we're at $9.5 billion. Right on target"  
[X Link](https://x.com/Matt_Hougan/status/1950193443482816636)  2025-07-29T13:55Z 82K followers, 18.2K engagements


"🤣 on the image. That's me every Sunday. Incredible to see some of the ground we've covered over the past two years. If you're not signed up for my CIO memo would love to have you join the list This week the 100th CIO Memo from @Matt_Hougan dropped. Here are some of the top columns and most prophetic takes over the past few years. A 🧵 https://t.co/rMNq0eOep7 This week the 100th CIO Memo from @Matt_Hougan dropped. Here are some of the top columns and most prophetic takes over the past few years. A 🧵 https://t.co/rMNq0eOep7"  
[X Link](https://x.com/Matt_Hougan/status/1950571413531668761)  2025-07-30T14:57Z 82.8K followers, 37.2K engagements


"Great write-up on the macro implications of stablecoins this morning from the incredibly useful @FRNT_Financial newsletter (a daily must-read btw). Both the ECB and China are worried that the growth of US dollar stablecoins will extend dollar dominance. Stablecoins are a critical part of our economic future. What does this mean 1) Stablecoin growth will extend for years; 2) Stablecoins will have broad bi-partisan support from legislators for years"  
[X Link](https://x.com/Matt_Hougan/status/1950575960581087620)  2025-07-30T15:15Z 82.1K followers, 11.9K engagements


"Q4 [----] ETFapalooza. If the rule is finalized as-is the SEC pseudo outsourced the decision making for which digital assets will be allowed in an ETF wrapper. The CFTC is the primary decider of what asset can have futures contracts & having futures is the primary requirement of this rule proposal https://t.co/D8CEdwW5ir If the rule is finalized as-is the SEC pseudo outsourced the decision making for which digital assets will be allowed in an ETF wrapper. The CFTC is the primary decider of what asset can have futures contracts & having futures is the primary requirement of this rule proposal"  
[X Link](https://x.com/Matt_Hougan/status/1950864665845653859)  2025-07-31T10:22Z 83K followers, 14.9K engagements


"I've been spending a lot of time reviewing Wall Street's forecasts for long-term asset returns. It's pretty shocking tbh"  
[X Link](https://x.com/Matt_Hougan/status/1950909910662725670)  2025-07-31T13:22Z 85.1K followers, 57.6K engagements


"2/ People talk about the 60-40 portfolio being "dead." I think the common assumption is it's "dead" because returns from bonds are unlikely to match the returns we enjoyed from 1980-2020 when interest rates fell from 20% to 0% boosting bond prices"  
[X Link](https://x.com/Matt_Hougan/status/1950909911983853782)  2025-07-31T13:22Z 82.1K followers, [----] engagements


"3/ I looked at the long-term capital market assumptions of JPMorgan PIMCO BlackRock and Vanguard. They are indeed relatively bearish on bonds forecasting long-term returns of 4.80% on average"  
[X Link](https://x.com/Matt_Hougan/status/1950909913330307149)  2025-07-31T13:22Z 82.9K followers, [----] engagements


"4/ But on a risk-adjusted basis they're actually more bearish on stocks. Here are the average forecasts: * US Stocks: 6.25% annual returns 16.32% volatility * US Bonds: 4.80% annual returns 5.21% volatility That's a lot more risk for very little extra return on stocks"  
[X Link](https://x.com/Matt_Hougan/status/1950909914919874917)  2025-07-31T13:22Z 82.9K followers, [----] engagements


"JPMorgan: PIMCO: BlackRock: Vanguard: https://corporate.vanguard.com/content/corporatesite/us/en/corp/vemo/vemo-return-forecasts.html https://www.blackrock.com/ca/institutional/en/insights/charts/capital-market-assumptions https://www.pimco.com/us/en/insights/pimcos-capital-market-assumptions-september-2024 https://am.jpmorgan.com/us/en/asset-management/institutional/insights/portfolio-insights/ltcma/ https://corporate.vanguard.com/content/corporatesite/us/en/corp/vemo/vemo-return-forecasts.html https://www.blackrock.com/ca/institutional/en/insights/charts/capital-market-assumptions"  
[X Link](https://x.com/Matt_Hougan/status/1950909917809811891)  2025-07-31T13:22Z 82.9K followers, [----] engagements


"The probability of a 25bps rate cut in September just went from 37.7% to 81.9% according to the CME FedWatch tool (which is awesome btw)"  
[X Link](https://x.com/Matt_Hougan/status/1951284608936317402)  2025-08-01T14:11Z 83K followers, 68.4K engagements


"Ethereum ETFs pulled in $5.4 billion in July. When you consider Ethereum is 20% the size of Bitcoin the scale of those flows really hits home. Imagine if bitcoin ETFs did $27 billion in a month"  
[X Link](https://x.com/Matt_Hougan/status/1952448184933843205)  2025-08-04T19:14Z 83K followers, 101.1K engagements


"@tomlombardi Yep that's a fair point. As mentioned I think the premise under which it's interesting is one where regulatory relief allows a reset of tokenomics"  
[X Link](https://x.com/Matt_Hougan/status/1952554746952249411)  2025-08-05T02:18Z 82.7K followers, [---] engagements


"This is about the government getting out of the way and letting people make their own decisions. The previous Department of Labor effectively banned bitcoin from 401(k)s in March [----] "protecting" us from its volatility. Bitcoin was trading at $40k at the time. We're at $116k now. Thanks I guess. BREAKING: PRESIDENT TRUMP TO SIGN AN EXECUTIVE ORDER TO ALLOW 401K's TO INVEST IN #BITCOIN ABSOLUTELY MASSIVE 🔥 https://t.co/Y0bwcIXaRG BREAKING: PRESIDENT TRUMP TO SIGN AN EXECUTIVE ORDER TO ALLOW 401K's TO INVEST IN #BITCOIN ABSOLUTELY MASSIVE 🔥 https://t.co/Y0bwcIXaRG"  
[X Link](https://x.com/Matt_Hougan/status/1953467073478205847)  2025-08-07T14:43Z 83.8K followers, 21.3K engagements


"Everything finance is going to be crypto. 👀 https://t.co/y3DNg07vml 👀 https://t.co/y3DNg07vml"  
[X Link](https://x.com/Matt_Hougan/status/1955986971194732834)  2025-08-14T13:36Z 83.3K followers, 30.3K engagements


"Project Crypto is the most important market upgrade in decades. Ill be on @MorningsMaria tomorrow at 8:30 a.m. ET to discuss Project Crypto. Hope youll tune in Ill be on @MorningsMaria tomorrow at 8:30 a.m. ET to discuss Project Crypto. Hope youll tune in"  
[X Link](https://x.com/Matt_Hougan/status/1956098932368662988)  2025-08-14T21:01Z 83.3K followers, 23.2K engagements


"Big banks are asking the government for protection from competition. Absurd. Instead of complaining you should try to compete. This was no loophole and you know it. [---] Democrats and Republicans in the House and Senate rejected your unrestrained effort to avoid competition. So did one President. It's time to move on. This was no loophole and you know it. [---] Democrats and Republicans in the House and Senate rejected your unrestrained effort to avoid competition. So did one President. It's time to move on"  
[X Link](https://x.com/Matt_Hougan/status/1956347236172152926)  2025-08-15T13:28Z 83.4K followers, 30.3K engagements


"BITWISE RESEARCH HIRING CONTEST Bitwise Research is looking to add a full-time Crypto Research Analyst. Your job: Help us build incredible presentations for conferences events and meetings with professional investors. Youll be developing the materials used to onboard billions of TradFi dollars into crypto. Crypto isnt a typical market so were not running a typical hiring process. Instead were looking for "proof of work:" Whoever can build the best presentation on Bitcoin Treasury Companies gets the job. How to Apply Create a 10-20 slide presentation deck on the outlook for Bitcoin Treasury"  
[X Link](https://x.com/Matt_Hougan/status/1957894315801473374)  2025-08-19T19:55Z 84.4K followers, 75.1K engagements


"You missed: Failed to imagine that a decentralized project which drew power from people and not centralized institutions could succeed at scale"  
[X Link](https://x.com/Matt_Hougan/status/1957907585396285930)  2025-08-19T20:48Z 84.2K followers, 59.2K engagements


""Bitcoin is a credible store of value." -- Allianz. 👀 Every week a new worldwide institution (school / bank / asset manager) is waking up on Bitcoin. A new asset class with structural advantages: Bitcoins deflationary design decentralised governance and low correlation to traditional markets have made it an attractive hedge and Every week a new worldwide institution (school / bank / asset manager) is waking up on Bitcoin. A new asset class with structural advantages: Bitcoins deflationary design decentralised governance and low correlation to traditional markets have made it an attractive"  
[X Link](https://x.com/Matt_Hougan/status/1958525046546141259)  2025-08-21T13:42Z 83.8K followers, 20.4K engagements


"Big TradFi vs. Crypto Native spread on rate cut expectations right now. Chance of a rate cut: CME Futures (TradFi): 71.5% Polymarket (Crypto): 59% Fascinating. Since the election I have put way more emphasis on polymarket then any other tool. I remain in the camp that September rate cuts arent coming. Polymarket odds have now dropped to 56% of a rate cut in September. CME fed watch tool is not an accurate source as @CalebFranzen https://t.co/sbMOBCMIJw Since the election I have put way more emphasis on polymarket then any other tool. I remain in the camp that September rate cuts arent coming."  
[X Link](https://x.com/Matt_Hougan/status/1958868726335352994)  2025-08-22T12:27Z 84.2K followers, 14.2K engagements


"👀 As ETH hits a new ATH reminder that it holds the record for the fastest major asset to reach $500B market value (established in 2021). https://t.co/L3aoi2LGaJ As ETH hits a new ATH reminder that it holds the record for the fastest major asset to reach $500B market value (established in 2021). https://t.co/L3aoi2LGaJ"  
[X Link](https://x.com/Matt_Hougan/status/1958998360515596450)  2025-08-22T21:03Z 84.3K followers, 18.7K engagements


"Hedonic regression and substitution cut about 1.1% per year off CPI starting in [----]. Over [--] years that understates cumulative inflation by + [--] percentage points. https://t.co/DQnwwn3rgx https://t.co/DQnwwn3rgx"  
[X Link](https://x.com/Matt_Hougan/status/1960043597727949260)  2025-08-25T18:16Z 84.4K followers, 18.5K engagements


"I think JPMorgan Chase is confused. Can someone tell them that the 0% interest rule is only for stablecoins not bank accounts The banks are trying to stop America citizens from getting yield on their savings. They want to keep it for themselves. Absolutely outrageous rent-seeking. Stablecoin yield belongs to the people not the banks. https://t.co/NVbBCnGOrC The banks are trying to stop America citizens from getting yield on their savings. They want to keep it for themselves. Absolutely outrageous rent-seeking. Stablecoin yield belongs to the people not the banks. https://t.co/NVbBCnGOrC"  
[X Link](https://x.com/Matt_Hougan/status/1960112351853846528)  2025-08-25T22:49Z 84.4K followers, 80.8K engagements


"The formula is simple: ETF Flows + Treasury Company + Simple Story = All-Time Highs It worked for Bitcoin it's working for Ethereum and it's lined up for Solana. Nice graphic @scottmelker. 🚨 @BitwiseInvest CIO @Matt_Hougan just made a huge prediction for $SOL https://t.co/2ZiaAlrb5o 🚨 @BitwiseInvest CIO @Matt_Hougan just made a huge prediction for $SOL https://t.co/2ZiaAlrb5o"  
[X Link](https://x.com/Matt_Hougan/status/1961410946267566270)  2025-08-29T12:49Z 84.5K followers, 258.2K engagements


"1/ Airdrops -- valuable airdrops -- are going to be a defining feature of [----]. A thread on why"  
[X Link](https://x.com/Matt_Hougan/status/1961478580967264728)  2025-08-29T17:18Z 84.4K followers, 58K engagements


"6/ As a result folks that got airdropped HYPE have both 1) HODLed and 2) become rabid evangelists for Hyperliquid. Whammo presto HYPE is worth billions"  
[X Link](https://x.com/Matt_Hougan/status/1961478587703566340)  2025-08-29T17:18Z 84.3K followers, [----] engagements


"7/ A natural question is: Why have most prior airdrops been valueless governance tokens The answer is: Regulation. Founders were afraid to airdrop tokens with real economic value because regulators would put them in jail (labeling their tokens illegal security offerings)"  
[X Link](https://x.com/Matt_Hougan/status/1961478589003763754)  2025-08-29T17:18Z 84.3K followers, [----] engagements


"8/ But were in a new regulatory regime. Last month SEC Chair Atkins gave a speech where he talked about creating a legal pathway for crypto securities." You say crypto securities I say 'valuable airdrops" and "legit ICOs" with real economic value"  
[X Link](https://x.com/Matt_Hougan/status/1961478590325006623)  2025-08-29T17:18Z 84.4K followers, [----] engagements


"9/ I suspect useful airdrops come roaring back next year. For savvy investors this will create opportunities. For fat and lazy network effect businesses this will create challenges. I'm here for both"  
[X Link](https://x.com/Matt_Hougan/status/1961478591910195633)  2025-08-29T17:18Z 84.4K followers, [----] engagements


"There is no pullback for the traditional investors I speak with: "In the traditional finance world crypto is up massively and this is the most attractive asset in the world." You need to hear this about the crypto market. With @Matt_Hougan at @BitwiseInvest. https://t.co/YoWqefKY00 You need to hear this about the crypto market. With @Matt_Hougan at @BitwiseInvest. https://t.co/YoWqefKY00"  
[X Link](https://x.com/Matt_Hougan/status/1961907182888522117)  2025-08-30T21:41Z 84.4K followers, 50.1K engagements


"Is it Uptober yet"  
[X Link](https://x.com/Matt_Hougan/status/1962814214097060133)  2025-09-02T09:45Z 84.4K followers, 16.3K engagements


"These scare articles about stablecoins destroying local lending markets are absurd. If local banks are worried about competition from stablecoins they should pay more interest on deposits. They're only worried because they've been abusing depositors as a free source of capital for decades. More importantly: The idea that credit will dry up if stablecoins compete with traditional bank accounts is classic first-order thinking. Yes banks will provide less credit if they have fewer deposits. But instead people with stablecoins will provide credit directly to borrowers through DeFi applications."  
[X Link](https://x.com/Matt_Hougan/status/1965409717100175491)  2025-09-09T13:39Z 84.8K followers, 54.5K engagements


"Congrats on the uplisting Big for Solana and well deserved. LIVE @Matt_Hougan of @BitwiseInvest joins us https://t.co/MVTs2wP9KA LIVE @Matt_Hougan of @BitwiseInvest joins us https://t.co/MVTs2wP9KA"  
[X Link](https://x.com/Matt_Hougan/status/1965413458171838861)  2025-09-09T13:54Z 84.5K followers, [----] engagements


"Just read through [--] research reports and crypto newsletters. My big takeaway: All the cool kids are talking about the "fat app" thesis. Feels like that could be a dominant theme in the coming months"  
[X Link](https://x.com/Matt_Hougan/status/1965800933037945083)  2025-09-10T15:33Z 84.8K followers, 10.1K engagements


"Yes I do. ETF inflows (and potential approvals) + Treasury purchases + excitement around tokenization + a massive technical upgrade a perfect recipe. Bitwise CIO sees Solana season brewing on ETF approvals and corporate treasury buys The Block https://t.co/KpmjKf7DmY Bitwise CIO sees Solana season brewing on ETF approvals and corporate treasury buys The Block https://t.co/KpmjKf7DmY"  
[X Link](https://x.com/Matt_Hougan/status/1965809148165259295)  2025-09-10T16:06Z 84.8K followers, 33.2K engagements


"Yes. This report from Starkiller Capital (linked below) is probably the most savage version of the thesis. FWIW I don't agree with their anti-L1 take. I think major L1s are actually well positioned for the next year. But it's well-argued and certainly worth considering. It's not just Starkiller though. I ran into versions of this thesis in a half-dozen research reports which is why I tweeted about it. I think some of it is pattern matching to HYPE which has been the defining bull market asset of the past few months. But it's the kind of thesis that I suspect will appear in the mainstream"  
[X Link](https://x.com/Matt_Hougan/status/1965816157287665758)  2025-09-10T16:34Z 84.5K followers, [---] engagements


"People are saying two crypto companies went public this week (Figure and Gemini). I saw a mortgage lender and an exchange go public. Disruption has come for financial services"  
[X Link](https://x.com/Matt_Hougan/status/1966640651665015250)  2025-09-12T23:10Z 85K followers, 15.1K engagements


"The Bank of England proposes capital controls on its citizens. The Bank of England is proposing a cap on individual stablecoin holdings limiting ownership to just [----------] per person in the name of systemic risk. This is absurd and we need to push back against this kind of regulation. Stablecoins issued onchain do not pose The Bank of England is proposing a cap on individual stablecoin holdings limiting ownership to just [----------] per person in the name of systemic risk. This is absurd and we need to push back against this kind of regulation. Stablecoins issued onchain do not pose"  
[X Link](https://x.com/Matt_Hougan/status/1967626402343330155)  2025-09-15T16:27Z 85.1K followers, 29.9K engagements


"Investing in DeFi today is like investing in the internet in [----]. Everyone wrote off ithe internet after the dotcom crash but the underlying growth didn't stop. Turns out [----] was the best year ever to buy leading internet names. Same story for DeFi post FTX. Another ATH for @aave. $73B deposits. DeFi will win. https://t.co/47kL1Agu5a Another ATH for @aave. $73B deposits. DeFi will win. https://t.co/47kL1Agu5a"  
[X Link](https://x.com/Matt_Hougan/status/1967647334516543618)  2025-09-15T17:50Z 84.8K followers, 20.9K engagements


"What impact will Generic Listing Standards have on the crypto ETP space Here's what happened when the SEC passed the "ETF Rule" in late-2019 which created Generic Listing Standards for traditional ETFs: The pace of ETF launches rose from 117/year to 370/year. Expect the same kind of expansion if Generic Listing Standards come to crypto this fall"  
[X Link](https://x.com/Matt_Hougan/status/1967798927673192848)  2025-09-16T03:53Z 85.9K followers, 191K engagements


"What part of this equation do you disagree with Taken from Bitwise's Long-Term Capital Market Assumptions for Bitcoin"  
[X Link](https://x.com/Matt_Hougan/status/1968017252982399094)  2025-09-16T18:20Z 85.1K followers, 22.5K engagements


"Agree. With Fed board member Miran now confirmed the MSM is preparing the world for the Fed's "third mandate" which is essentially yield curve control. LFG YCC - $BTC = $1m https://t.co/jlPQZJ0cHm With Fed board member Miran now confirmed the MSM is preparing the world for the Fed's "third mandate" which is essentially yield curve control. LFG YCC - $BTC = $1m https://t.co/jlPQZJ0cHm"  
[X Link](https://x.com/Matt_Hougan/status/1968061148928074085)  2025-09-16T21:15Z 85.1K followers, 80.2K engagements


"ETFs + DATs + a great tech story + well-spoken advocates like @dan_pantera and @KyleSamani . its hard to look past @solana right now. Pantera founder @dan_pantera: "Solana can do more transactions per day than all capital markets combined." Solana szn 🔥 https://t.co/OL57Sa9WO1 Pantera founder @dan_pantera: "Solana can do more transactions per day than all capital markets combined." Solana szn 🔥 https://t.co/OL57Sa9WO1"  
[X Link](https://x.com/Matt_Hougan/status/1968109600584122504)  2025-09-17T00:27Z 84.9K followers, 50.9K engagements


"@poelies21 Great idea. I'm not sure we can share the video but I will aim to summarize my core points here in the coming days"  
[X Link](https://x.com/Matt_Hougan/status/1971269587909083371)  2025-09-25T17:44Z 85.1K followers, [--] engagements


"Did you have BTC below $110k on your sticky note When the crypto market rips everyone says: Ill buy bitcoin if it just pulls back to insert number here. Then when the dip happens they dont act because the market doesnt feel good at that point. One solution: Write the price at which you want to buy on a sticky note When the crypto market rips everyone says: Ill buy bitcoin if it just pulls back to insert number here. Then when the dip happens they dont act because the market doesnt feel good at that point. One solution: Write the price at which you want to buy on a sticky note"  
[X Link](https://x.com/Matt_Hougan/status/1971563180423102818)  2025-09-26T13:11Z 85.3K followers, [---] engagements


"The Fiat Era was an anomaly. (h/t @dgt10011)"  
[X Link](https://x.com/Matt_Hougan/status/1972461922529472760)  2025-09-29T00:42Z 85.6K followers, 44.2K engagements


"1/ One of the most common mistakes I see crypto skeptics making these days is underestimating the size of the markets crypto is going after. A thread on why market sizing is everything"  
[X Link](https://x.com/Matt_Hougan/status/1973001038174253267)  2025-09-30T12:24Z 85.6K followers, 11.5K engagements


"2/ Bitcoin is a $2.3 trillion asset. When people hear that theyre surprised. There are few things worth $2.3 trillion. Most are household names. Amazon is worth $2.3 trillion for example. But Amazon is a service many people use every day while bitcoin is not"  
[X Link](https://x.com/Matt_Hougan/status/1973001039558344997)  2025-09-30T12:24Z 85.2K followers, [----] engagements


"3/ So why is bitcoin worth $2.3 trillion Because its going after a very large market. Gold is a $25 trillion asset and bitcoin is (among other things) competing with gold"  
[X Link](https://x.com/Matt_Hougan/status/1973001040908996866)  2025-09-30T12:24Z 85.2K followers, [----] engagements


"5/ What about Ethereum and Solana They are competing for the issuance trading and settlement of stablecoins and tokenized assets among other things. These are enormous markets"  
[X Link](https://x.com/Matt_Hougan/status/1973001047800197541)  2025-09-30T12:24Z 86K followers, [----] engagements


"6/ Estimates fromSIFMAandSavillspeg the combined value of stocks bonds and real estate at $665 trillion. And according toMcKinsey the global payments industry processes [---] trillion transactions worth $1.8 quadrillion each year"  
[X Link](https://x.com/Matt_Hougan/status/1973001049146638743)  2025-09-30T12:24Z 86K followers, [----] engagements


"7/ Whens the last time you heard someone say quadrillion with a straight face"  
[X Link](https://x.com/Matt_Hougan/status/1973001050480418886)  2025-09-30T12:24Z 85.2K followers, [----] engagements


"8/ I was reminded of this phenomenon recently when news broke that stablecoin issuer Tether was trying to raise money at a $500 billion valuation. This would make Tether one of the most valuable startups in the world in line with OpenAI and SpaceX"  
[X Link](https://x.com/Matt_Hougan/status/1973001051768025521)  2025-09-30T12:24Z 85.2K followers, [----] engagements


"9/ On one hand this is absurd. OpenAI is working to create artificial general intelligence and SpaceX wants to put people on Mars. Tether basically runs a digital money market fund"  
[X Link](https://x.com/Matt_Hougan/status/1973001053135413309)  2025-09-30T12:24Z 85.2K followers, [----] engagements


"11/ Knowing that crypto is targeting very large markets changes a few things. First it opens investors eyes to cryptos upside. These are some of the largest and most important markets in the world"  
[X Link](https://x.com/Matt_Hougan/status/1973001055828160782)  2025-09-30T12:24Z 85.2K followers, [---] engagements


"12/ The second impact: It makes many investors want to diversify. Investing in crypto is like investing in early-stage startups: Youre hunting for black swans. If you find one the return potential is massive. But you have to expect many of your investments will fail"  
[X Link](https://x.com/Matt_Hougan/status/1973001057136726138)  2025-09-30T12:24Z 85.6K followers, [----] engagements


"TradFi doesn't get that there are two types of bitcoin treasury companies: Mercenaries and Missionaries. Mercenaries are in it for a quick buck. Missionaries are in it forever because they realize what bitcoin is. Michael Saylor isnt letting the diminishing premium his digital-asset treasury firm Strategy has long enjoyed over its Bitcoin holding distract him https://t.co/k7kMMPRZRb Michael Saylor isnt letting the diminishing premium his digital-asset treasury firm Strategy has long enjoyed over its Bitcoin holding distract him https://t.co/k7kMMPRZRb"  
[X Link](https://x.com/Matt_Hougan/status/1973018321839915315)  2025-09-30T13:33Z 85.6K followers, 14.1K engagements


"@dgt10011 gm @dgt10011. Welcome to Uptober"  
[X Link](https://x.com/Matt_Hougan/status/1973341769304776923)  2025-10-01T10:58Z 86K followers, [----] engagements


"Excited to expand our suite with the Circle Option Income Strategy ETF (ICRC) the first option income ETF built around the leading public stablecoin issuer. Carefully consider the investment objectives risk factors charges and expenses of the Bitwise CRCL Option Income Strategy ETF (ICRC) before investing. This and additional information can be found in the Funds prospectus which you can read at An investment in ICRC is not the same as an investment in CRCL. ICRC does not invest directly in CRCL. Distributed by Foreside Fund Services LLC. http://icrcetf.com http://icrcetf.com"  
[X Link](https://x.com/Matt_Hougan/status/1973751749153542288)  2025-10-02T14:07Z 85.6K followers, [----] engagements


"People underestimate the progress on country-based adoption of bitcoin. JUST IN: Swedish Parliament introduces proposal for a strategic Bitcoin reserve 🚀 Another one 🔥 https://t.co/WGSnOZ5xHc JUST IN: Swedish Parliament introduces proposal for a strategic Bitcoin reserve 🚀 Another one 🔥 https://t.co/WGSnOZ5xHc"  
[X Link](https://x.com/Matt_Hougan/status/1973800748044677330)  2025-10-02T17:22Z 85.9K followers, 14.9K engagements


"Debasement could be word of the year in [----] Per this CNBC reporting the strategy favoring gold and Bitcoin now has a name: JP Morgan analysts are calling it "the debasement trade." #economy #gold #bitcoin @jpmorgan @CNBC https://t.co/tl1BOMCgz8 Per this CNBC reporting the strategy favoring gold and Bitcoin now has a name: JP Morgan analysts are calling it "the debasement trade." #economy #gold #bitcoin @jpmorgan @CNBC https://t.co/tl1BOMCgz8"  
[X Link](https://x.com/Matt_Hougan/status/1974574201513394225)  2025-10-04T20:35Z 86.1K followers, 63.9K engagements


"The five largest financial services companies in the US are on average [---] years old. The median age is [--]. I think it's time for disruption. * Berkshire: Founded [----] * JPMorgan: Founded [----] * Visa: Founded [----] * Mastercard: Founded [----] * Bank of America: Founded [----] Meta Google Apple etc are going to compete with banks. Through stablecoins youll be able to have deposits with interest with them. Through tokenization youll be able to trade crypto and securities with them. Tech cos have experimented with financial services before. Meta Google Apple etc are going to compete with banks."  
[X Link](https://x.com/Matt_Hougan/status/1975203065503621389)  2025-10-06T14:14Z 86.1K followers, 43.5K engagements


"Bitcoin ETFs pulled in $3.2 billion last week"  
[X Link](https://x.com/Matt_Hougan/status/1975203596775162214)  2025-10-06T14:16Z 86K followers, 17.4K engagements


"What's your end-of-year price prediction for Solana $200 $200-$299 $600+ $300-$600 $200 $200-$299 $600+ $300-$600"  
[X Link](https://x.com/Matt_Hougan/status/1975222859116261576)  2025-10-06T15:33Z 86K followers, 11.2K engagements


"@MikeIppolito_ OMG: The average age is 198; the median is [---]. ING: Founded [----] AXA: Founded [----] Allianz: Founded [----] BNP Paribas: Founded [----] Banco Santander: Founded [----] It's so far past time to reboot the system"  
[X Link](https://x.com/Matt_Hougan/status/1975363683166683238)  2025-10-07T00:52Z 86.1K followers, [---] engagements


"This is a great post and worth your time to explore. People underestimate the size of the payments market in the future by a factor of 1000x. Good blog on this from Coinbase: https://www.coinbase.com/developer-platform/discover/launches/x402 If x402 takes off it will completely change the business model of the internet. Attention was the currency of the social internet. Microtransactions will be the currency of the AI internet. AIs consuming AI services using internet native micro payments. On Ethereum. https://t.co/zqwTKVNpxq https://www.coinbase.com/developer-platform/discover/launches/x402"  
[X Link](https://x.com/Matt_Hougan/status/1976367967337316729)  2025-10-09T19:23Z 86.1K followers, 26.4K engagements


"👀 A European sovereign fund just invested in a Bitwise Bitcoin ETP. Investors everywhere are recognising the power of Bitcoin. Nothing is stopping this train. A European sovereign fund just invested in a Bitwise Bitcoin ETP. Investors everywhere are recognising the power of Bitcoin. Nothing is stopping this train"  
[X Link](https://x.com/Matt_Hougan/status/1976700675938828514)  2025-10-10T17:25Z 86.1K followers, 18K engagements


"https://x.com/i/spaces/1yNGabwLaBVJj https://x.com/i/spaces/1yNGabwLaBVJj"  
[X Link](https://x.com/Matt_Hougan/status/1976825051967373443)  2025-10-11T01:39Z 86.1K followers, [----] engagements


"Everyone I talk to recently is bullish on frontier markets. It's the new EM. And the I look at the resilience of EGPT and VNM and wonder"  
[X Link](https://x.com/Matt_Hougan/status/431606660671356930)  2014-02-07T01:53Z 51.4K followers, [--] engagements

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