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Bitwise CIO Matt Hougan: BTC Is “Coiled” to the Upside | The Rise of Bitcoin’s Wealth Cycle

Bitwise Chief Investment Officer Matt Hougan joins host Spencer Nichols on the Bitcoin Magazine Podcast to analyze why market apathy and "boring" price action often signal a major Bitcoin bottom. The pair dive into Bitcoin's role as a call option on a changing global monetary order, unpacking how macroeconomic uncertainty, fiscal debt, and real-world asset tokenization drive long-term value. Plus, Hougan shares key…

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Bitwise Chief Investment Officer Matt Hougan joins host Spencer Nichols on the Bitcoin Magazine Podcast to analyze why market apathy and "boring" price action often signal a major Bitcoin bottom. The pair dive into Bitcoin's role as a call option on a changing global monetary order, unpacking how macroeconomic uncertainty, fiscal debt, and real-world asset tokenization drive long-term value. Plus, Hougan shares key insights into institutional adoption, detailing how wealth managers and financial advisors are positioning themselves to lead the next major crypto cycle. Use code BM10 to get 10% off Bitcoin 2027 Conference in Nashville: 🔶 Host: Spencer Nichols — Bitcoin Magazine 🔶 Matt Hougan, CIO - Bitwise Asset Management Chapters: 00:00 Intro: Is Bitcoin Near a Bottom? 01:21 The Four-Year Cycle: Where Bitcoin Stands Today 03:09 Bitcoin as a Call Option on Reserve Asset Status 05:35…

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Bitwise Chief Investment Officer Matt Hougan joins host Spencer Nichols on the Bitcoin Magazine Podcast to analyze why market apathy and "boring" price action often signal a major Bitcoin bottom. The pair dive into Bitcoin's role as a call option on a changing global monetary order, unpacking how macroeconomic uncertainty, fiscal debt, and real-world asset tokenization drive long-term value. Plus, Hougan shares key insights into institutional adoption, detailing how wealth managers and financial advisors are positioning themselves to lead the next major crypto cycle. Use code BM10 to get 10% off Bitcoin 2027 Conference in Nashville: 🔶 Host: Spencer Nichols — Bitcoin Magazine 🔶 Matt Hougan, CIO - Bitwise Asset Management Chapters: 00:00 Intro: Is Bitcoin Near a Bottom? 01:21 The Four-Year Cycle: Where Bitcoin Stands Today 03:09 Bitcoin as a Call Option on Reserve Asset Status 05:35 Timeline to Bitcoin Becoming a Global Reserve Asset 08:09 Institutional Adoption & Bitcoin's Social Value 10:40 Where Will the Next Wave of Buyers Come From? 12:56 Institutional vs. Retail Flows: The ETF Data 14:44 Rates, the Fed & Macro Outlook 18:08 Japan, the Yen & Global Bond Markets 19:49 Strategy (MSTR), Stretch & Bitcoin Treasury Companies 23:43 Which Companies Could Add Bitcoin to Their Balance Sheet? 25:25 The Tokenization of Equities Explained 27:34 Tokenized Equities vs. the Stablecoin Boom 29:20 Impact on Global Equity Markets & Valuations 34:34 What Else Matt Is Watching in Bitcoin Markets 36:18 Bitcoin's Terminal State: 20 Years From Now 38:11 Sovereign Adoption: Bit Bonds & Bitcoin Mining #Bitcoin #MattHougan #Bitwise #BitcoinMagazine #BitcoinPodcast #BitcoinETF #BitcoinPrice #FourYearCycle #BitcoinBottom #StoreOfValue #Macro #FederalReserve #InterestRates #FederalDebt #YieldCurveControl #Japan #YenIntervention #Strategy #MSTR #MichaelSaylor #BitcoinTreasury #Tokenization #RWA #TokenizedAssets #WealthManagement #FinancialAdvisors #SovereignAdoption #Gold #MonetaryPolicy #BitcoinAdoption #BTC