The Inside Story of the Bitcoin ETF Race With Matt Hougan, Trading the Hateful Eight, Goldman and Morgan Report

Jan 17, 2024

Bitwise CIO, Matt Hougan, shares insights on the Bitcoin ETF approval process. Topics discussed include despised Nasdaq stocks, financial earnings reports, the evolution of Bitwise Asset Management, the labeling and perception of cryptocurrencies, marketing strategies for Bitcoin ETFs, Grayscale's financial struggles, comparisons between Bitcoin ETFs and brokerage accounts, increasing disagreement among forecasters for 10-year interest rates, AI device R1 and Vision Pro, Apple's new product, profitability of buying more AMD stock, and analyzing the spike in VIX and its impact on stock volatility.

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Introduction

00:00 • 5min

The Evolution and Impact of Bitcoin ETFs

05:13 • 15min

Bitcoin ETFs and the Importance of Competitiveness

20:13 • 17min

Discussing Bitcoin ETFs and Grayscale's Loss in Assets Under Management

37:25 • 5min

Bitcoin ETFs and Market Predictions

41:59 • 25min

Increasing Disagreement Among Forecasters for 10-Year Interest Rates

01:07:11 • 17min

AI device R1 and the mixed reception of Vision Pro

01:24:16 • 2min

Discussion on Apple's new product, AMD stock, and a mystery chart

01:26:16 • 4min

Analyzing the Spike in VIX and its Impact on Stock Volatility

01:30:19 • 5min

On this episode of TCAF Tuesday, Josh Brown and Michael Batnick are joined by Bitwise CIO, Matt Hougan, to get a behind the scenes view of the Bitcoin ETF approval process. Then, on an all-new episode of What Are Your Thoughts, the guys discuss: the Barron's Roundtable, financials reporting, stocks for 2024, AMD, Virtual Reality, and much more!

Thanks to Public for sponsoring this episode. Go to https://public.com/compound to lock in a 5.1% yield on your cash.

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