Hunter Horsley, CEO of Bitwise Asset Management, sits down with David Weisburd to discuss the institutional investment case for Bitcoin and digital assets. In addition, they discuss the diversification benefits of digital assets for portfolio construction, bull arguments for Bitcoin, and expanding the GDP of the internet through increasing use cases of public blockchains.
(0:00) Introduction to Founders Fund and Bitcoin
(0:25) Consolidating the Bitcoin discussion
(1:47) Bitwise's origin and mission
(3:43) Product-market fit and evolution
(6:01) Bitwise's vision and simplicity of products
(7:55) Bitwise's target investors and product offerings
(9:38) Institutional crypto interest and rational Bitcoin allocation
(15:51) Sponsor: Deal
(18:50) Investment considerations in crypto
(20:30) Crypto use cases and industry criticism
(21:38) Software innovation through blockchain
(25:58) Digital nations and developer engagement
(29:13) Internet organization and digital property rights
(30:39) Public blockchains and long-term industry views
(31:07) Bitwise's aspirations and brand strategy
(31:24) Asset management commoditization concerns
(31:58) Bitwise's client commitment and market outlook
(34:09) Conclusion and promotion
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