CoinDesk Podcast Network Matt Hougan: 'Solana Has One of the Best Setups for a Crypto Asset in 8 Years' | Markets Outlook
Oct 7, 2025
Matt Hogan, Chief Investment Officer at Bitwise Asset Management and a seasoned crypto investor, shares insights on the current crypto rally. He discusses the 'debasement trade' driving Bitcoin's rise and maintains his bold $200,000 year-end target. Hogan highlights Solana's potential as Wall Street's choice for fast transactions while advocating for investment in both Solana and Ethereum, as he believes the market can accommodate multiple winners. He also touches on the risks facing Solana's adoption and the impact of ETPs on its future.
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Debasement Trade Fuels Bitcoin Demand
- Institutional concern about fiat (
Watch ETF Flows For BTC Moves
- Monitor ETF flows as a primary driver for Bitcoin price acceleration.
- Expect $10–$20 billion in Q4 flows could push BTC toward Matt Hogan's $200,000 target.
Solana Built For Institutional Speed
- Solana's architecture targets instant processing and near-instant confirmation times.
- That speed aligns with Wall Street needs for settlement-like processing and institutional use.