Wall Street’s Crypto Awakening with Matt Hougan of Bitwise

Investment Team

Alex Tapscott, CFA

Managing Director, Digital Asset Group, Portfolio Manager

Alex Tapscott, CFA

Managing Director, Digital Asset Group, Portfolio Manager

Mr Tapscott is an entrepreneur, business author, and seasoned capital markets professional focused on the impact of emerging technologies, such as blockchain and cryptocurrencies, on business, government, and society. His latest book, Web3: Charting the Internet’s Next Economic and Cultural Frontier (Harper Collins), was published September 19th, 2023. Alex is also the Managing Director of the Digital Assets Group at Ninepoint Partners, one of Canada’s leading investment firms, with more than...
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Jake Moodie

Analyst, Digital Asset Group

Jake Moodie

Analyst, Digital Asset Group

Jake Moodie is an Analyst with the Digital Asset Group at Ninepoint Partners. He works directly with Alex Tapscott on the Ninepoint Crypto and AI Leaders ETF and all other Ninepoint Digital Asset Group initiatives. Prior to Ninepoint, Jake was the Co-Founder and CEO of Gigli, an online marketplace platform that connected university students with local residents to complete their household tasks and flexibly earn some spending money. He also served as a Private Wealth Analyst at BMO Financial...
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"It’s no longer crypto versus Wall Street. It’s crypto and Wall Street. And that means that Washington is now pro-crypto on a long-term basis." – Matt Hougan

Join Alex Tapscott and Andrew Young as they decode the world of Web3 with special guest Matt Hougan, Chief Investment Officer of Bitwise Asset Management. Listen in as they discuss how the crypto market has matured to the point where companies are turning to public markets to raise capital and reach new investors, the paradigm shift in TradFi’s understanding of blockchains and tokenization this year, the primary drivers behind Ethereum’s recent rally and where it could reach by year-end, frameworks for valuing cryptoassets, the rise of digital asset treasury companies and their net impact on the market, how Bitwise sets itself apart, whether boom-bust cycles are a thing of the past, the ongoing alt season playing out in the stock market with crypto-related public equities, overlooked opportunities across the altcoin ecosystem, the potential for a Bitwise IPO, and more.

TIMESTAMPS

[0:00] Introduction
[2:32] Crypto’s Entry into the Public Markets
[5:27] TradFi’s Wake-Up Call to Tokenization
[8:38] What’s Going on with ETH?
[15:10] Valuing Cryptoassets
[17:51] Impact of Digital Asset Treasury Companies
[20:07] Bitwise’s Key Differentiators
[24:02] Is the Boom-Bust Cycle Era Over?
[26:09] Alt Season in the Stock Market
[28:10] Overlooked Altcoin Opportunities
[28:57] Wen Bitwise IPO?
[29:54] Conclusion

Part of Ninepoint’s DeFi Decoded Podcast Series. Available at Google, Apple, and Spotify Podcasts.

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