Matt Hougan, Chief Investment Officer of Bitwise Asset Management, joins Jennifer Sanasie for a special edition of Markets Outlook from the New York Stock Exchange to unpack the market's overnight flip from despair to euphoria. Hougan explains why a traditional 60/40 portfolio is "100% fiat currency," why holding 0% Bitcoin has become a misallocation, and where he's allocating now. Plus, why he gives Bitcoin a good chance of reclaiming $100K this year and sees $1.3 million by 2035. 
Stellar Development Foundation CEO Denelle Dixon also joins to unpack Stellar crossing $4 billion in tokenized real-world assets, a 400% jump since January.
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Timecodes:
00:00 - Matt Hougan Joins Markets Outlook
00:45 - Despair to Euphoria: What Flipped the Market
03:20 - AI Stocks vs. Bitcoin
05:49 - Brand New Rails: Stellar Crosses $4B in Tokenized RWAs
08:05 - Bitcoin, Zcash, and the Tokenization Trade
14:15 - Matt's Bitcoin Price Prediction This Year and By 2035
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This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at <a href="http://grayscale.com">grayscale.com</a>.
-
This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Join the Testnet now at <a href="http://realfi.co">realfi.co</a>.
-
This episode was hosted by Jennifer Sanasie.

Matt Hougan, Chief Investment Officer of Bitwise Asset Management, joins Jennifer Sanasie for a special edition of Markets Outlook from the New York Stock Exchange to unpack the market's overnight flip from despair to euphoria. Hougan explains why a traditional 60/40 portfolio is "100% fiat currency," why holding 0% Bitcoin has become a misallocation, and where he's allocating now. Plus, why he gives Bitcoin a good chance of reclaiming $100K this year and sees $1.3 million by 2035. Stellar Development Foundation CEO Denelle Dixon also joins to unpack Stellar crossing $4 billion in tokenized real-world assets, a 400% jump since January. - Timecodes: 00:00 - Matt Hougan Joins Markets Outlook 00:45 - Despair to Euphoria: What Flipped the Market 03:20 - AI Stocks vs. Bitcoin 05:49 - Brand New Rails: Stellar Crosses $4B in Tokenized RWAs 08:05 - Bitcoin, Zcash, and the Tokenization Trade 14:15 - Matt's Bitcoin Price Prediction This Year and By 2035 - This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com. - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Join the Testnet now at realfi.co. - This episode was hosted by Jennifer Sanasie.

Matt Hougan, Chief Investment Officer of Bitwise Asset Management, joins Jennifer Sanasie for a special edition of Markets Outlook from the New York Stock Exchange to unpack the market's overnight flip from despair to euphoria. Hougan explains why a traditional 60/40 portfolio is "100% fiat currency," why holding 0% Bitcoin has become a misallocation, and where he's allocating now. Plus, why he gives Bitcoin a good chance of reclaiming $100K this year and sees $1.3 million by 2035.&nbsp;
Stellar Development Foundation CEO Denelle Dixon also joins to unpack Stellar crossing $4 billion in tokenized real-world assets, a 400% jump since January.
-
Timecodes:
00:00 - Matt Hougan Joins Markets Outlook
00:45 - Despair to Euphoria: What Flipped the Market
03:20 - AI Stocks vs. Bitcoin
05:49 - Brand New Rails: Stellar Crosses $4B in Tokenized RWAs
08:05 - Bitcoin, Zcash, and the Tokenization Trade
14:15 - Matt's Bitcoin Price Prediction This Year and By 2035
-
This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at <a href="http://grayscale.com" rel="noopener noreferrer">grayscale.com</a>.
-
This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Join the Testnet now at <a href="http://realfi.co" rel="noopener noreferrer">realfi.co</a>.
-
This episode was hosted by Jennifer Sanasie.

$1.3 Million Bitcoin Will Be “Relatively Easy,” Says Bitwise’s Matt Hougan | Markets Outlook

Transform Ventures CEO and author of "Bitcoin Supercycle” Michael Terpin joins CoinDesk's Jennifer Sanasie on Markets Outlook to explain why he believes the bear market is over and "Bitcoin winter," the long climb back to the top, has officially begun. Terpin lays out his path to $120K by late next year, why 2028-29 could bring a rare collision of presidential and stock market cycles, when he sees million-dollar bitcoin, and why he believes an altcoin supercycle is coming too.
Plus, GSR’s Managing Director of Asset Management Andy Baehr on why fixed income, not equities, will be the real catalyst that takes tokenization mainstream.
-
This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at <a href="http://grayscale.com">grayscale.com</a>.
-
This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Join the Testnet now at <a href="http://realfi.co">realfi.co</a>.
-
Timecodes:
00:00 - Michael Terpin Joins Markets Outlook
01:02 - Bitcoin Winter Is Here: Why the Bull Market Has Begun
02:40 - The Four Seasons of Bitcoin, Explained
04:45 - The Path to $120K Bitcoin
06:02 - Does the AI Trade Make This Cycle Different?
07:34 - When Bitcoin Breaks From Risk Assets
08:52 - The 2028-29 Cycle Collision
10:39 - Why Million-Dollar Bitcoin Needs a Supercycle
12:58 - Brand New Rails: Why Fixed Income Beats Equities for Tokenization
16:12 - Million-Dollar Bitcoin by 2037?
17:45 - 95% Mined: The Coming Supply Shock
18:38 - 28M Millionaires, 21M Bitcoin: What the Market Is Missing
19:44 - What Happens When the Last Bitcoin Is Mined?
20:52 - The Coming Altcoin Supercycle
22:53 - Memecoins Meet Tokenized Stocks

Transform Ventures CEO and author of "Bitcoin Supercycle” Michael Terpin joins CoinDesk's Jennifer Sanasie on Markets Outlook to explain why he believes the bear market is over and "Bitcoin winter," the long climb back to the top, has officially begun. Terpin lays out his path to $120K by late next year, why 2028-29 could bring a rare collision of presidential and stock market cycles, when he sees million-dollar bitcoin, and why he believes an altcoin supercycle is coming too. Plus, GSR’s Managing Director of Asset Management Andy Baehr on why fixed income, not equities, will be the real catalyst that takes tokenization mainstream. - This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com. - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Join the Testnet now at realfi.co. - Timecodes: 00:00 - Michael Terpin Joins Markets Outlook 01:02 - Bitcoin Winter Is Here: Why the Bull Market Has Begun 02:40 - The Four Seasons of Bitcoin, Explained 04:45 - The Path to $120K Bitcoin 06:02 - Does the AI Trade Make This Cycle Different? 07:34 - When Bitcoin Breaks From Risk Assets 08:52 - The 2028-29 Cycle Collision 10:39 - Why Million-Dollar Bitcoin Needs a Supercycle 12:58 - Brand New Rails: Why Fixed Income Beats Equities for Tokenization 16:12 - Million-Dollar Bitcoin by 2037? 17:45 - 95% Mined: The Coming Supply Shock 18:38 - 28M Millionaires, 21M Bitcoin: What the Market Is Missing 19:44 - What Happens When the Last Bitcoin Is Mined? 20:52 - The Coming Altcoin Supercycle 22:53 - Memecoins Meet Tokenized Stocks

Transform Ventures CEO and author of "Bitcoin Supercycle” Michael Terpin joins CoinDesk's Jennifer Sanasie on Markets Outlook to explain why he believes the bear market is over and "Bitcoin winter," the long climb back to the top, has officially begun. Terpin lays out his path to $120K by late next year, why 2028-29 could bring a rare collision of presidential and stock market cycles, when he sees million-dollar bitcoin, and why he believes an altcoin supercycle is coming too.
Plus, GSR’s Managing Director of Asset Management Andy Baehr on why fixed income, not equities, will be the real catalyst that takes tokenization mainstream.
-
This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at <a href="http://grayscale.com" rel="noopener noreferrer">grayscale.com</a>.
-
This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Join the Testnet now at <a href="http://realfi.co" rel="noopener noreferrer">realfi.co</a>.
-
Timecodes:
00:00 - Michael Terpin Joins Markets Outlook
01:02 - Bitcoin Winter Is Here: Why the Bull Market Has Begun
02:40 - The Four Seasons of Bitcoin, Explained
04:45 - The Path to $120K Bitcoin
06:02 - Does the AI Trade Make This Cycle Different?
07:34 - When Bitcoin Breaks From Risk Assets
08:52 - The 2028-29 Cycle Collision
10:39 - Why Million-Dollar Bitcoin Needs a Supercycle
12:58 - Brand New Rails: Why Fixed Income Beats Equities for Tokenization
16:12 - Million-Dollar Bitcoin by 2037?
17:45 - 95% Mined: The Coming Supply Shock
18:38 - 28M Millionaires, 21M Bitcoin: What the Market Is Missing
19:44 - What Happens When the Last Bitcoin Is Mined?
20:52 - The Coming Altcoin Supercycle
22:53 - Memecoins Meet Tokenized Stocks

Bitcoin’s Next Supercycle: Why a Supply Shock Could Send Prices Soaring | Markets Outlook

Ran Neuner, Founder of Crypto Banter, joins Coindesk’s Jennifer Sanasie on Markets Outlook with charts in hand to explain why Bitcoin's pullback from $82K is textbook post-golden-cross behavior, and why he thinks the real story is what comes next. Neuner breaks down Scott Bessent's Treasury buybacks as the engine of the rally, why ETH just broke a nine-year downtrend against Bitcoin, and why he's rotating out of layer ones and into apps with real users and revenue.
Plus, Energy Substantiation Co-Founder Wil Harris joins Brand New Rails to explain why hard-to-custody assets, like oil, are tokenization's real frontier.
-
This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at <a href="http://grayscale.com">grayscale.com</a>.
-
This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Join the Testnet now at <a href="http://realfi.co">realfi.co</a>.
-
Timecodes:
00:00 - Ran Neuner Joins Markets Outlook
00:45 - The Golden Cross and Bitcoin's Pullback
02:31 - Bessent's Buybacks and Why $6B Disappointed the Market
03:56 - Oil, the War, and Trump's $1.4T Stimulus Promise
06:47 - Brand New Rails: Tokenized WTI Crude Oil
09:37 - "Crypto's Biggest Bull Market Ever"
11:33 - ETH Breaks a Nine-Year Downtrend Against Bitcoin
14:03 - Altcoins to 7X Bitcoin? Crypto's Product Market Fit
18:02 - Why AI Agents Are Crypto's Real Use Case
19:54 - What Makes an Altcoin Win: Users, Revenue, Buybacks

Ran Neuner, Founder of Crypto Banter, joins Coindesk’s Jennifer Sanasie on Markets Outlook with charts in hand to explain why Bitcoin's pullback from $82K is textbook post-golden-cross behavior, and why he thinks the real story is what comes next. Neuner breaks down Scott Bessent's Treasury buybacks as the engine of the rally, why ETH just broke a nine-year downtrend against Bitcoin, and why he's rotating out of layer ones and into apps with real users and revenue. Plus, Energy Substantiation Co-Founder Wil Harris joins Brand New Rails to explain why hard-to-custody assets, like oil, are tokenization's real frontier. - This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com. - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Join the Testnet now at realfi.co. - Timecodes: 00:00 - Ran Neuner Joins Markets Outlook 00:45 - The Golden Cross and Bitcoin's Pullback 02:31 - Bessent's Buybacks and Why $6B Disappointed the Market 03:56 - Oil, the War, and Trump's $1.4T Stimulus Promise 06:47 - Brand New Rails: Tokenized WTI Crude Oil 09:37 - "Crypto's Biggest Bull Market Ever" 11:33 - ETH Breaks a Nine-Year Downtrend Against Bitcoin 14:03 - Altcoins to 7X Bitcoin? Crypto's Product Market Fit 18:02 - Why AI Agents Are Crypto's Real Use Case 19:54 - What Makes an Altcoin Win: Users, Revenue, Buybacks

Ran Neuner, Founder of Crypto Banter, joins Coindesk’s Jennifer Sanasie on Markets Outlook with charts in hand to explain why Bitcoin's pullback from $82K is textbook post-golden-cross behavior, and why he thinks the real story is what comes next. Neuner breaks down Scott Bessent's Treasury buybacks as the engine of the rally, why ETH just broke a nine-year downtrend against Bitcoin, and why he's rotating out of layer ones and into apps with real users and revenue.
Plus, Energy Substantiation Co-Founder Wil Harris joins Brand New Rails to explain why hard-to-custody assets, like oil, are tokenization's real frontier.
-
This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at <a href="http://grayscale.com" rel="noopener noreferrer">grayscale.com</a>.
-
This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Join the Testnet now at <a href="http://realfi.co" rel="noopener noreferrer">realfi.co</a>.
-
Timecodes:
00:00 - Ran Neuner Joins Markets Outlook
00:45 - The Golden Cross and Bitcoin's Pullback
02:31 - Bessent's Buybacks and Why $6B Disappointed the Market
03:56 - Oil, the War, and Trump's $1.4T Stimulus Promise
06:47 - Brand New Rails: Tokenized WTI Crude Oil
09:37 - "Crypto's Biggest Bull Market Ever"
11:33 - ETH Breaks a Nine-Year Downtrend Against Bitcoin
14:03 - Altcoins to 7X Bitcoin? Crypto's Product Market Fit
18:02 - Why AI Agents Are Crypto's Real Use Case
19:54 - What Makes an Altcoin Win: Users, Revenue, Buybacks

Is Bitcoin on the Verge of Its Biggest Bull Run? | Markets Outlook

A popular Ethereum game is dropping crypto while France explores digital banks. It's CoinDesk's Markets Daily.

A popular Ethereum game is dropping crypto while France explores digital banks. It's CoinDesk's Markets Daily.

Bitcoin News Roundup for March 31, 2020: Sweden's BTC Pizza is in Trouble

Bitcoin is back and Breitling puts watches on the blockchain. It's CoinDesk's Markets Daily.

Bitcoin is back and Breitling puts watches on the blockchain. It's CoinDesk's Markets Daily.

Bitcoin News Roundup for March 30, 2020: Bitcoin Climbs

A scam in the UK targets crypto while Venezuela's president is charged with money laundering. It's CoinDesk's Markets Daily podcast.

A scam in the UK targets crypto while Venezuela's president is charged with money laundering. It's CoinDesk's Markets Daily podcast.

Bitcoin News Roundup for March 27, 2020: ABBA

Bitcoin struggles at $6.5K while HODLers prepare for death. It's CoinDesk's Markets Daily podcast.

Bitcoin struggles at $6.5K while HODLers prepare for death. It's CoinDesk's Markets Daily podcast.

Bitcoin News Roundup for March 26, 2020: Elon Musk Makes Vents

Bitcoin News Roundup for March 25, 2020: Virus, Baby

Will the US launch a digital dollar? And what happens to racers when they can't race? Find out on CoinDesk's Markets Daily podcast.

Will the US launch a digital dollar? And what happens to racers when they can't race? Find out on CoinDesk's Markets Daily podcast.

Bitcoin News Roundup for March 24, 2020: A US Digital Dollar?

TEZOS dumped BTC and a clever hack to survive Zoom meetings. It's CoinDesk's Markets Daily Podcast.

TEZOS dumped BTC and a clever hack to survive Zoom meetings. It's CoinDesk's Markets Daily Podcast.

Bitcoin News Roundup for March 23, 2020

CoinDesk goes to Africa in a new podcast and America's biggest Ether mine turns to COVID-19 research. It's the CoinDesk Markets Daily podcast.

CoinDesk goes to Africa in a new podcast and America's biggest Ether mine turns to COVID-19 research. It's the CoinDesk Markets Daily podcast.

Bitcoin News Roundup for March 20, 2020

Chewie, we're home. The markets correct as dollars flash red. Plus, a COVID-19 song. This is CoinDesk's Markets Daily podcast.

Chewie, we're home. The markets correct as dollars flash red. Plus, a COVID-19 song. This is CoinDesk's Markets Daily podcast.

Bitcoin News Roundup for March 19, 2020

How can you help during the COVID-19 crisis? Some techies have an idea. It's CoinDesk's Markets Daily Podcast.

How can you help during the COVID-19 crisis? Some techies have an idea. It's CoinDesk's Markets Daily Podcast.

Bitcoin News Roundup for March 18, 2020

Tune in as CoinDesk runs down the action across crypto markets and some of the most important recent industry developments.

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