Matt Hougan: 2026 Could Be a "Breakout Year" for Crypto

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Recorded at Solana Breakpoint in Abu Dhabi, Bitwise CIO Matt Hougan joined Real Vision’s Bijan Maleki to break down the forces shaping crypto’s next phase. From institutional demand and ETF flows to regulation, tokenization, and Solana’s growing role, Hougan explains why sentiment may be bearish now, but the setup for crypto in 2026 and beyond looks increasingly bullish. Recorded on December 11, 2025.

CHAPTERS:

00:00 Solana Breakpoint Abu Dhabi
00:33 Why Solana Feels Bigger Than Its Market Cap
01:11 Tokenization, Stablecoins & DeFi Themes
01:34 Why 2026 Could Be a Breakout Year for Crypto
01:53 Institutional Demand Is Accelerating
02:16 Why Crypto Twitter Is So Bearish
02:34 OG Selling & The Four-Year Cycle Explained
02:54 Liquidity Washout & Leverage Reset
03:13 Regulatory Clarity as a Major Catalyst
03:36 Will Market Structure Legislation Pass?
04:00 Odds, Politics & Timing for Crypto Legislation
04:55 Why Prices Haven’t Risen Despite ETF Demand
05:24 The Gold Analogy: Demand vs Supply
06:13 When Sellers Get Exhausted
06:34 Bitwise’s Solana ETF Explained
06:53 Solana ETF Staking Yield & Inflows
07:15 Why Institutions Are Drawn to Solana
07:33 Solana’s Two-Bet Investment Thesis
07:56 Tokenization, Stablecoins & Market Share
08:41 Could Solana 10x From Here?
09:03 Retail Investors & Solana Adoption
09:52 Crypto as a Universal Asset Class
10:08 What Retail Investors Actually Look For
10:26 What’s Needed for Web2 to Web3 Transition
10:55 Regulation vs Crypto Native Resistance
11:21 UX, Builders & the Next App Wave
11:44 A Cambrian Explosion of Crypto Apps
12:05 Was the SEC the Real Bottleneck?
12:31 Politics, Elections & Crypto’s Shift
12:53 Wall Street Embraces Crypto
13:36 What Institutions Really Care About
14:11 Speed, Cost & Market Expansion
14:50 Why Cheap + Fast = 10x Bigger Markets
15:12 Privacy vs Practical Utility
15:45 Where Crypto Adoption Happens First
16:24 Emerging Markets & Stablecoin Use
16:49 Global Impact Beyond the US
17:27 Abu Dhabi, Institutions & Global Demand
17:44 Zooming Out on Crypto’s True Scale
18:04 Fear, Greed & Long-Term Opportunity
18:22 Crypto Is a 20-Year Journey
18:40 Avoiding Panic at Tops and Bottoms
18:57 Why Breakpoint Signals the Future
19:31 Final Thoughts + Call to Action

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