Matt Hougan (@Matt

Matt Hougan

5,373 posts

Matt Hougan

@Matt_Hougan

CIO @Bitwise. Co-founder @FutureProof_HQ. Previously CEO @ETFcom. Husband, father, & runner (when I find time).

San Francisco, CA

bitwiseinvestments.com

Joined December 2008

@Matt_Hougan

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Matt Hougan
@Matt_Hougan
Nov 25, 2024
95% of the world’s largest investors have zero exposure to bitcoin, but 95% of all bitcoin is already owned.
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Matt Hougan
@Matt_Hougan
Feb 7, 2025
There is an absolutely massive disconnect between retail and professional sentiment in crypto right now. Retail sentiment is the worst it's been in years, while professional investors are extraordinarily bullish. It's like living in two completely separate worlds.
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Matt Hougan
@Matt_Hougan
Dec 20, 2022
Coinbase raised money in 2018 at an $8b valuation. It's currently trading at a $9b valuation. Meanwhile: 2018 Revenues: $520m 2022 Revenues: $3.3b 2018 Users: 22m 2022 Users: 101m 2018 Assets on Platform: $11b 2022 Assets on Platform: $101b
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Matt Hougan
@Matt_Hougan
Nov 2, 2021
Coinbase is a $90 billion company growing revenues by 465%+ per year with profit margins of 44%. Folks, this doesn't happen. Large financial competitors sat on the sidelines for so long, terrified of crypto. Now, it's too late. Incredible story.
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Matt Hougan
@Matt_Hougan
Jul 1, 2025
Ray Dalio is right here.
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Matt Hougan
@Matt_Hougan
Mar 21, 2025
I can't stop thinking about this quote from US Secretary of Treasury Scott Bessent: [W]e are going to keep the U.S. the dominant reserve currency in the world, and we will use stablecoins to do that. However big you think stablecoin AUM will get, you're probably thinking too
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Matt Hougan
@Matt_Hougan
Apr 22, 2025
Bitcoin is rallying because they broke the economy. And the way they’ll "fix" the economy will make bitcoin rally harder.
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Matt Hougan
@Matt_Hougan
Oct 14, 2021
1/ Today @NYSE filed for a Bitwise Bitcoin ETF! It would hold actual BTC, *not* futures. There’s already a separate BTC futures-based Bitwise ETF filing. But actual BTC is better. And we believe it’s finally possible. We're sharing 100+ pages of analysis on why. Thread—
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Matt Hougan
@Matt_Hougan
Mar 7, 2025
Impacts of the Strategic Bitcoin Reserve 1) Dramatically reduces the likelihood the US government will some day "ban" bitcoin; 2) Dramatically increases the likelihood that other nations will establish strategic bitcoin reserves; 3) Accelerates the speed at which other nations
David Sacks
@davidsacks47
Mar 7, 2025
Just a few minutes ago, President Trump signed an Executive Order to establish a Strategic Bitcoin Reserve. The Reserve will be capitalized with Bitcoin owned by the federal government that was forfeited as part of criminal or civil asset forfeiture proceedings. This means it
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Matt Hougan
@Matt_Hougan
Jan 31, 2025
1/The traditional four-year cycle is over in crypto. A thread on what's changing.🧵
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Matt Hougan
@Matt_Hougan
Nov 11, 2024
Until bitcoin hits $1 million, we're still early.
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Matt Hougan
@Matt_Hougan
Nov 11, 2024
Working on our 2025 predictions right now. Sneak peak: 2025 is gonna be wild.
Bitcoin Magazine
@BitcoinMagazine
Dec 14, 2023
JUST IN: Bitwise predicts spot #Bitcoin ETFs will be approved and #BTC will hit a new ATH above $80,000 in 2024 🚀
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Matt Hougan
@Matt_Hougan
Aug 26, 2021
1/12 All of my friends who are reflexively skeptical of NFTs should spend a bit of time thinking about Damien Hirst’s project, The Currency.
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Matt Hougan
@Matt_Hougan
Sep 20, 2024
About to orange pill a room of financial advisors that manage >$1 trillion at the Barron’s Top 100 Conference. Wish me luck!
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