Will Crypto ETFs Transform the Market? Expert Insights from Matt Hougan, Bitwise CIO
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Are crypto ETFs set to reshape the investing landscape? Join us on The Defiant as we dive deep into the future of crypto assets, the evolving regulatory environment, and the rise of index-based investing. Matt Hougan, CIO of Bitwise, shares his expert insights on what these changes mean for investors and how crypto ETFs could revolutionize access to digital assets. Chapters: 00:00 The Defiant Intro 00:10 Why tariffs could be bullish for Bitcoin 00:41 Intro to Matt Hougan, CIO of Bitwise 01:35 The impact of U.S. interest rates on crypto markets 04:00 Tariffs and their effects on crypto 08:24 How USD fluctuations affect global crypto trends 10:15 Investor reactions to a weaker dollar 11:58 Bitcoin as a hedge against volatility 14:58 The role of traditional investors in driving Bitcoin’s price 20:54 Regulatory insights and which assets stand to gain 22:10 Crypto ETFs 24:50 What sets Bitwise apart in the crowded ETF space 26:52 The rise (and slow start) of Ethereum ETFs 29:00 How will ETH staking play into demand? 30:21 How will an ETH staking fund be structured? 32:30 Top crypto assets to watch for the next wave of ETFs 35:25 How index funds are influencing the future of crypto investing 36:50 Crypto native investors 38:38 Index funds and the SEC 40:11 Ethereum’s coming of age and shifting goals 43:45 What can get 1000x users on Ethereum? 46:28 Ethereum vs. Solana and the next big trends 48:31 Where and how different blockchains thrive 51:30 Predictions for 2025 53:10 Closing Remarks
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