When Shift Happens Podcast

E134: Bitwise CIO: It's Boring, But It Will Make You Rich in Crypto


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Matt Hougan, CIO of Bitwise Asset Management ($10B AUM), reveals why his "boring" crypto strategy outperformed 96% of fund managers and delivered 12x returns over 7 years.


Matt shares his 80/20 portfolio rule, predicts Bitcoin hitting $200K in 2025, and explains why the trillion-dollar institutional wave is just beginning. 

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PARTNERS


🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://kastfinance.app.link/SHIFT


🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.

Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356


🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.

https://bitwiseinvestments.com/


💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.

https://sui.io/


🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration.

https://www.mantle.xyz


★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF).

 Find out more at https://www.coinsilium.com/


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Follow Matt Hougan

• Twitter: https://x.com/matt_hougan

• Twitter: https://x.com/bitwiseinvest

• LinkedIn: https://www.linkedin.com/in/matthew-hougan

• Website: https://www.yellow.org/


FOLLOW KEVIN & WHEN SHIFT HAPPENS👇

Twitter (X): https://x.com/KevinWSHPod  

Instagram:  https://www.instagram.com/kevinwshpod/  

Linkedin: https://www.linkedin.com/in/kevinfollonier/


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DISCLAIMER

The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.

#Entrepreneurship #Crypto #news 

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0:00 Introduction 

1:29 Please Subscribe 

1:54 Partnerships 

2:40 San Francisco’s Unique Advantages

5:25 Time Spent in San Sebastian

5:59 Who is Matthew Hougan?

6:33 Improving Financial Technology Globally

7:14 Why Majors Matter Less

9:41 Self Custody with Trezor

10:35 Discipline and Consistency Win

14:18 What is Crypto?

18:29 Why Should I Do Crypto?

21:29 Filtering Noise in Crypto

23:40 The Myth of Trading Alpha

27:44 Crypto Gains Vs. Traditional

28:44 The Danger Of Certainty

32:12 How I Allocate To Crypto

33:28 Why Index Funds Win

36:38 Crypto’s Version of the S&P

39:36 ETFs Democratize Investing

41:18 ETF vs. Self Custody

44:37 Traditional Investing Works In Crypto

46:39 80/20 Crypto Strategy

50:11 Bitcoin’s Long-Term 10x Potential

54:00 From Speculation To Fundamentals

55:50 What is Bitwise?

56:32 Separating Emotions From Decisions

58:27 Writing Memos While Running

1:00:04 AI Can’t Replace Thinking

1:04:10 Crypto’s Undervalued Importance

1:07:16 Media Perception vs. Reality

1:11:38 Prediction for the Next 12 Months

1:12:29 Crypto Demand Outpaces Supply

1:16:29 Concluding Remarks


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When Shift Happens PodcastBy Kevin Follonier

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