The Bitcoin Whales Just Left | Matt Hougan

Описание: Bitwise CIO Matt Hougan came on to do something most institutional bulls never do: admit he got the four-year cycle wrong. We get into why he changed his mind, why he thinks Bitcoin’s top is probably not in, and how Bitwise builds its $1.3M-by-2035 base case from the gold market. Then we go deep on Strategy and Stretch, Ethereum’s identity crisis, Solana, and Hyperliquid.

Whether you're a long-term Bitcoin believer or trying to understand where crypto markets could be headed next, this conversation offers a deep look at the trends driving the industry.

#Bitcoin #Bitwise #MattHougan #Hyperliquid #Ethereum #Solana #CryptoNews #Crypto

This video is for educational and informational purposes only and should not be considered financial, investment, or legal advice. Always do your own research before making financial decisions. - See full disclaimer below.


Matt Hougan, CIO, Bitwise:
🟢 X:
https://x.com/Matt_Hougan
🟢 Bitwise CIO Memos:
https://bitwiseinvestments.com/crypto...


Kyle Chasse Links:

🟢 The Data Room:
📬 Weekly research briefing: https://whop.com/joined/thedataroom/

⚠️ The Data Room Provides Research & Analysis Only
Nothing Presented Constitutes Financial Advice. Always Do Your Own Research. Investing Involves Risk, Including Loss of Capital

🎥 The Chassé Report (macro channel):    / @chassereport  

𝕏: https://x.com/Kylechasse

🟢 Kyle Chasse Website:
https://kylechasse.com/

⸻
🔔 Affiliate Disclosure
Some links are affiliate links, meaning I may earn a small commission if you use them — at no extra cost to you.
These help support the channel and allow me to keep creating educational crypto content.
Always do your own research before signing up for any service or exchange.
⸻

🟢 WLTH: (Kyle is a co-founder):
👉 https://app.wlth.xyz/

🟢 KAST: (affiliate link)
👉 https://app.kast.xyz/referral/KYLE

🟢 Xapo Bank: (affiliate link)
👉 http://xapo.com/kyle/

🟢 Bitcoin IRA: (affiliate link)
👉 https://bitcoinira.com/kyle/

🟢 Efani: (affiliate link)
👉 https://www.efani.com/kyle

🔔 MetaSignals: (affiliate link)
🟢 https://metasignals.io/nft
Past performance does not guarantee future results.

⸻
💡 Recommended Tools & Deals
🟢 Ledger Discount: (affiliate link)
👉 https://shop.ledger.com/?r=95db5ce0b2f8

🟢 Nord VPN: (affiliate link)
👉 https://nordvpn.com/kylec
💥% Off + 4 Extra Months Free · 30-Day Money-Back Guarantee

⭐ Join My Mailing List (Educational Alpha Drops & Updates)
👉 https://substack.com/@kylechasse?utm_...

⸻
💬 VVIP Community Access
Gain access to my private educational community for technical analysis, on-chain insights, and early project discussions.
How to Qualify:
Sign up using any of my exchange (affiliate) links below and verify your account activity (minimum $100 trading volume or equivalent deposit)

🟢 Bybit:
https://partner.bybit.com/b/kcpartner
🟢 BloFin:
https://partner.blofin.com/d/KyleChasse
🟢 Kraken:
https://kraken.pxf.io/kylechasse
🟢 MEXC:
https://www.mexc.com/register?inviteC...
🟢 Bitget:
https://partner.bitget.com/bg/H2R3GJ

📧 Then email [email protected] with subject “VVIP Sign Up” and attach your screenshot.
⚠️ Community access is for education only — not financial advice or guaranteed returns.
⸻
⚠️ Important Disclaimers
General Disclaimer

This channel provides educational and informational content only.
It does not constitute financial, investment, or legal advice.
Opinions are personal and may include incomplete or outdated data.
Always verify information independently before making investment decisions.

Affiliate Disclaimer
The channel owner may receive compensation from affiliate partners through links provided here.
This supports the channel and does not influence opinions shared.

Investment Risk Notice
Trading and investing in digital assets carry risk, including loss of principal.
You are solely responsible for evaluating the risks associated with any decisions you make.
The channel owner and affiliates assume no liability for losses.

Accuracy & Updates
Information and views are current as of publication and may change without notice.
Charts and graphics are for illustration only.
No guarantees are made regarding accuracy or completeness, especially when based on third-party sources.
⸻

⏱️ Timestamps

00:00 Intro
01:15 Cycle Debate
04:39 Institutions Holding the Dip
07:33 Bitcoin Fundamentals and Quantum Fears
14:08 Bitcoin to 1.3M Math
19:28 Why Institutions Move Slowly
27:07 Why This Pullback Matters
31:26 Strategy and Stretch Explained
33:59 Systemic Risk and Big Players
35:35 Ethereum Identity Shifts
38:31 Data Room
40:08 Ethereum vs Solana Debate
44:09 Hyperliquid Personal Trade Story
48:08 Why Hyperliquid Wins
52:25 Unlocks and Valuation Questions
54:49 Favorites and Rapid Fire Wrap
56:55 Regulation Odds