Description
In this episode, CIO of Bitwise Matt Hougan joins us live from DAS London to discuss the surging institutional demand for crypto, the accelerating growth of crypto ETFs, the impact of SEC rule changes, the rise of perpetuals and stablecoins, and how allocations from major institutions are expanding rapidly. Matt highlights why crypto is becoming mainstream in traditional finance and why the ETF landscape is only just beginning. Enjoy!
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Timestamps:
00:00 Introduction
01:42 Institutional Demand for Crypto
02:10 Why 2025 ETF Flows Will Beat 2024
03:10 Market Impact of ETFs
05:37 SEC Authorizing In-Kind ETF
06:52 Crypto Crash Stress Test
08:05 Expedited SEC Approval
09:42 The Future of Crypto ETFs
12:08 Market Perp-ification & Stablecoin TAM
17:10 Exotic ETF Structures & Retail Access
19:15 ETF Tail Risks
20:53 Options & the Expanding ETF Landscape
24:05 What Excites Institutions?
26:34 The Future of Crypto Allocations
30:30 Final Thoughts
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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
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