The Milk Road Show Bitwise CIO Predicts Major Demand Coming from Countries and Institutions
Jan 24, 2025
Matt Hougan, CIO at Bitwise and a leader in crypto finance, teams up with Ryan Rasmussen, Head of Research, to discuss the exciting surge of institutional interest in cryptocurrency. They delve into the implications of countries embracing Bitcoin, including Trump's memecoin launch and Larry Fink's bullish predictions. The conversation highlights a shift from macroeconomic factors to project-driven strategies in crypto investment, alongside new regulatory landscape changes that could transform institutional participation and the overall market dynamics.
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Regulatory Shift
- The change in the regulatory environment towards crypto is significant, with Solana going from an illegal security to a platform for a presidential meme coin.
- This shift is not fully understood by the market, creating a unique investment opportunity.
Macro vs. Crypto Factors
- Macroeconomic factors are becoming less relevant for crypto compared to regulatory developments and builder activity.
- Focus on regulatory changes, venture capitalist activity, and traditional company involvement in crypto.
Shifting Institutional Interest
- Institutional interest in crypto has increased significantly, shifting from inquiries to allocations.
- This change is observed through conversations with financial advisors, family offices, and hedge funds.