Treasury Companies, ETFs, and Bitcoin to $200K with Matt Hougan – Bitcoin Capital #19
Matt Hougan, CIO at Bitwise, joins Bitcoin Capital #19 to unpack the next phase of institutional Bitcoin adoption. He breaks down explosive ETF inflows, shifting allocator behavior, the rise of treasury companies and sovereign interest, and how Bitcoin is being integrated into long-term portfolio construction. Hougan also shares his thesis on what could push Bitcoin to $200K this year and why we’re still early in the cycle.
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Show Notes
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