Uploaded August 2025 | Updated September 2026, 41 minutes ago
In this clip, Bitwise CIO Matt Hougan argues that crypto is entering a new era driven by institutional adoption and regulatory clarity—two long-term forces that will likely override the old four-year cycle. With $35B in ETF inflows already, he expects flows to grow year after year, powered by slow-moving but powerful investors. While political risk still lingers, he says we’ve passed through “one-way doors” on ETFs, stablecoins, and market structure. The current cycle may rhyme with those of the past, but this time, it really is different. Enjoy!
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Full Episode:
➤ YouTube 🎥: youtu.be/nYXAn0BG1oM
➤ Apple🎙️: bit.ly/3QKdX5a.
➤Spotify🎙️: bit.ly/3YhGJy3
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Supply Shock Newsletter: blockworks.co/newsletter/supplyshock
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Disclaimer: Nothing said on Supply Shock 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.
#Bitcoin #Crypto #SupplyShock
In this clip, Bitwise CIO Matt Hougan argues that crypto is entering a new era driven by institutional adoption and regulatory clarity—two long-term forces that will likely override the old four-year cycle. With $35B in ETF inflows already, he expects flows to grow year after year, powered by slow-moving but powerful investors. While political risk still lingers, he says we’ve passed through “one-way doors” on ETFs, stablecoins, and market structure. The current cycle may rhyme with those of the past, but this time, it really is different. Enjoy!
—
Full Episode:
➤ YouTube 🎥: youtu.be/nYXAn0BG1oM
➤ Apple🎙️: bit.ly/3QKdX5a.
➤Spotify🎙️: bit.ly/3YhGJy3
—
Follow Matt: https://x.com/Matt_Hougan
Follow Rizzo: https://x.com/pete_rizzo_
Follow Supply Shock: twitter.com/SupplyShockBW
Follow Blockworks: twitter.com/Blockworks_
Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx
Supply Shock Newsletter: blockworks.co/newsletter/supplyshock
—
Disclaimer: Nothing said on Supply Shock 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.
#Bitcoin #Crypto #SupplyShock
