New Era Finance Podcast: Matt Hougan: The 4 Assets Winning This Bull Market


📝 Quick Summary

Source: Youtube New Era Finance Podcast

Type: Video

Published: September 29, 2026 at 02:00 PM (about 2 hours ago)

Video Description

While everyone's watching Bitcoin, Matt Hougan says there are 4 other assets quietly leading this entire bull market.

Matt Hougan, CIO of Bitwise, joins Michaël van de Poppe to explain why the addressable market for DeFi protocols has grown 100x, from a $2 trillion crypto market into a shot at the $100 trillion stock market and $300 trillion bond market.

"Hyperliquid making its case to be chiseled into the Mount Rushmore. Zcash is arguing that privacy should be on the Mount Rushmore. Venice is arguing that real world AI should be on the Mount Rushmore."

Matt breaks down why once traditional investors move into this new, tokenized world, they never go back, why exchanges keep getting disrupted every year and a half, and why Bitcoin remains the clearest hedge against monetary...

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