Bitwise is a trusted partner to investors, financial advisors, family offices, and institutions looking to understand and access crypto.
San Francisco, CA
Joined October 2017
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Our “2027 Bitcoin Long-Term Capital Market Assumptions” report is live.
Ten-year forecasts for bitcoin’s return, volatility, and correlation to stocks.
Base case: BTC to $1.6 million by 2036.
bitwiseinvestments.com/crypt…
Congress turned blue. It also turned less grey. Incoming senators are 14 years younger on average, and the number under 50 nearly doubled.
Millennials own crypto at 4x the rate of boomers. What does that mean for crypto?
This week’s CIO Memo from @Matt_Hougan explains.
Read the full Weekly CIO Memo here:
experts.bitwiseinvestments.c…
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Excited to have Bitwise CIO @Matt_Hougan on stage with @KyleSamani for their session debating DATs vs ETFs at Solana Breakpoint next week.
Catch them on stage on day 2 of the conference for their session, “Debate: DATs Are Just ETFs With Twitter Accounts and CEOs.”
14:00, Mainstage
Bitwise retweeted
Across DeFi, the market tends to pay up for protocols that keep most of what they earn.
Those keeping at least half their fees trade at a median 27.9x mkt cap-to-fees vs. 4.2x for the rest.
Buybacks help, but owning more of the business with fewer middlemen might matter more.
In-kind transactions into bitcoin ETFs are exploding in popularity.
@teddyfuse gives 8 reasons why. (No. 4 is particularly relevant before year-end.)
Bitwise retweeted
Bitcoin bitcoin:native went back above $80K, and Bitwise's CIO saw it coming.
His reasoning: the money that wanted out already left between October and June.
@Bitwise @Matt_Hougan
Bitwise retweeted
Bitwise president Teddy Fusaro has a date for when big institutions' onchain pilot programs turn into "real offerings": the fourth quarter of 2027
Until then, he expects "more pilot programs from big name institutions"
After that, "people won't know or care that the underlying infrastructure is blockchain"
"It's 10x better technology"
FT @teddyfuse @Bitwise @chainlink @BitcoinJesusETH
At @chainlink's Link:NYC, Bitwise President @teddyfuse shared where he sees onchain finance and institutional adoption heading:
“People won’t know or care that the underlying infrastructure is blockchain. It’ll be invisible to the user. It’s just a better technology.”
Bitwise retweeted
Vaults vs. ETFs: How Do the Strategies Compare? Fernando Sobrini breaks down @Bitwise's approach to both.
Digital Asset Yield Summit (DAYS) is an invite-only event that brings private capital together to explore yield opportunities in digital assets.
🔗 Request an Invite for DAYS Miami 2027 → daysevent.com/miami-2027
Bitwise retweeted
“What CCIP is doing, bifurcating confirmation versus execution, is extremely important for the practical real world we’re going to live in.”
Bitwise Asset Management President @teddyfuse & Coinbase Head of Institutional Strategy @johnjdagostino at Link:NYC ↓
How does the largest hack in crypto history affect the bitcoin market?
Historically, it doesn’t. @Matt_Hougan breaks it down in this week’s CIO Memo.
Read the full Weekly CIO Memo here: experts.bitwiseinvestments.c…
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Got to grab a quick chat with the one and only @teddyfuse, President of @Bitwise, at Link NYC to talk 24/7 markets and why TradFi is coming onchain:
00:00 Intro
00:07 How Chainlink broke into TradFi
00:58 What 24/7 trading actually means
01:46 Why Chainlink?