Forward Guidance Institutional Demand for Crypto is Accelerating | Matt Hougan
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Oct 22, 2025 
Matt Hougan, Chief Investment Officer at Bitwise, joins the discussion with insights on the booming institutional demand for crypto assets. He emphasizes the rapid growth of crypto ETFs and stablecoins, highlighting how institutions are now allocating more significantly—up to 10% in some cases. The conversation covers the evolving ETF landscape due to regulatory changes and the potential of altcoin ETFs to impact smaller chains. Moreover, Matt discusses the importance of education for retail investors as crypto becomes increasingly mainstream in traditional finance.
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Institutional Demand Is Surging
- Institutional demand for crypto is hotter than ever and ETF flows should accelerate into year two and beyond.
- Matt Hougan expects flows to accelerate as institutions adopt and repeat purchases rather than one-off buys.
ETF Growth Follows A Multi‑Year Pattern
- ETF launches typically grow year-over-year because big institutions take time to approve new products.
- Hougan expects existing buyers to keep buying and larger institutional channels to open, driving stronger flows in 2025.
ETFs Can Move Smaller Token Markets
- Altcoin ETPs can move smaller market caps dramatically because investor awareness outstrips market share.
- ETFs act as a layer that can keep investment activity off-chain and complement blockchain utility.