Bitwise

Bitwise is a trusted partner to investors, financial advisors, family offices, and institutions looking to understand and access crypto.

[Bitwise @Bitwise]

Our “2027 Bitcoin Long-Term Capital Market Assumptions” report is live.

Ten-year forecasts for bitcoin’s return, volatility, and correlation to stocks.

Base case: BTC to $1.6 million by 2036.

https://t.co/NABwx7Ss2h

[Bitwise @Bitwise]

@KevinWSHPod Congratulations Kevin! Well deserved👏

[Bitwise @Bitwise]

At @chainlink's Link:NYC, Bitwise President @teddyfuse shared where he sees onchain finance and institutional adoption heading:

“People won’t know or care that the underlying infrastructure is blockchain. It’ll be invisible to the user. It’s just a better technology.”

[Digital Asset Yield Summit @Yield_Summit]

Vaults vs. ETFs: How Do the Strategies Compare? Fernando Sobrini breaks down @Bitwise's approach to both.

Digital Asset Yield Summit (DAYS) is an invite-only event that brings private capital together to explore yield opportunities in digital assets.

🔗 Request an Invite for DAYS Miami 2027 → https://t.co/Z2y5r55aE1

[Chainlink @chainlink]

“What CCIP is doing, bifurcating confirmation versus execution, is extremely important for the practical real world we’re going to live in.”

Bitwise Asset Management President @teddyfuse & Coinbase Head of Institutional Strategy @johnjdagostino at Link:NYC ↓

[Bitwise @Bitwise]

Read the full Weekly CIO Memo here: https://t.co/2RkxlNofOV

[Bitwise @Bitwise]

How does the largest hack in crypto history affect the bitcoin market?

Historically, it doesn’t. @Matt_Hougan breaks it down in this week’s CIO Memo.

[Etan @EtanBoss]

Got to grab a quick chat with the one and only @teddyfuse, President of @Bitwise, at Link NYC to talk 24/7 markets and why TradFi is coming onchain:

00:00 Intro

00:07 How Chainlink broke into TradFi

00:58 What 24/7 trading actually means

01:46 Why Chainlink?

[Bitcoin Magazine @BitcoinMagazine]

Bitcoin tends to move before financial conditions do, and @Andre_Dragosch of @Bitwise tells @DeSpencer_ why it's the canary in the liquidity coal mine.
From French bond yields and AI credit stress to recession risk and the Fed's next move, this is Bitcoin's "Fair Value" of $197,000 👇

Chapters:
00:00 Why French Bond Yields Are Rising
03:13 Tightening Financial Conditions Go Global
08:04 What the Dollar and an AI Bubble Means
12:45 Contagion Risk in the AI Credit Complex
17:23 Bitcoin, the Canary in the Liquidity Coal Mine
21:21 The Fed's Dilemma and the Debt Burden
25:42 China's Slowdown and Recession Risk
30:18 Will Bitcoin Decouple From Stocks?
33:47 Bitcoin's $197K Fair Value
37:43 Bretton Woods III and Bitcoin as Global Money
42:07 Bitcoin's Reserve Currency Call Option
46:48 Bitcoin-Backed Credit and Strategy as a Bank

[Coinage ♻️ @coinage_media]

Out of all the things swinging crypto right now, don't count the elections as one of the biggest factors, says Bitwise CIO @Matt_Hougan

"The election that matters is 2028 — not 2026." 👀 ⬇️

[The Wolf Of All Streets @scottmelker]

Crypto isn't DC's most hated tech anymore.

Bitwise's Ryan Rasmussen says with investors chasing AI and the midterms in focus, crypto can move forward unnoticed

"When it comes to Bitcoin and crypto, it's no longer the most hated thing by politicians. And that's new for crypto. It's been a long time since there was a technology that DC hated more than crypto. And that's AI."

"And for investors, it's not the new shiny technology anymore. They're focused on AI."

"With the midterms and so many things in focus outside of crypto, I think it leaves a pocket for crypto to continue to move forward, kind of unnoticed, in a positive way."

[The Rollup @therollupco]

Matt Hougan says the days of weak projects riding the market up are over.

He expects lower volatility and more fundamentals-driven buying, so real projects with real revenue get rewarded.

"The beta will not carry you to the shore."

@Matt_Hougan @Bitwise

[André Dragosch, PhD⚡ @Andre_Dragosch]

Tomorrow is the day.

We will decode “Bitcoin’s Final Macro Hurdle”.

And by "we," I mean @Matt_Hougan, @BradleyDuke_ , and me.

The economy is still under strain. The AI stock boom is losing steam, and higher interest rates are starting to bite in everyday life.

We look at what it means for stocks and Bitcoin when only a few companies are carrying the market, the housing market is struggling, and banks are under pressure.

But that’s not all.

As you know, we also track live Bitcoin data from Glassnode to give you the full picture: whether long-term owners are holding or selling, what recent buyers paid on average, how much money is flowing into Bitcoin funds, and how much traders are betting on prices going up.

Do I see you tomorrow?

Register now: https://t.co/n6EtnJbgFJ

#BitwiseEurope #MonthlyBitcoinMacroInvestor

* This webinar is designed only for persons with professional experience in investment matters. It is not suitable for retail investors or the general public. If you do not have such experience, please do not rely on the content of this webinar. Marketing communication, not investment advice or a personal recommendation. Cryptoassets are high-risk investments: you may lose all capital invested. Past performance is not a reliable indicator of future results.

[The Block @TheBlockCo]

THE BLOCK: Bitwise has raised its bitcoin bitcoin:native price target to $1.6 million by 2036, up from its previous $1.3 million forecast for 2035.

The crypto asset manager projects annualized returns of 34.3% over the next decade, driven by institutional adoption and limited new supply.

[Bitwise @Bitwise]

Bitwise is proud to be one of the first three independent @jito BAM node operators, alongside @triton_one and @solstrategies.

Block building decides which transactions land on Solana and in what order. Jito built BAM to do it inside sealed hardware, where transactions stay private until execution.

Until now, Jito ran every BAM node itself, so this is a big step toward decentralizing block building on @Solana.

[Jito @jito]

Decentralizing block building means BAM Nodes run by operators outside of Jito.

We're happy to announce the first cohort of third-party BAM Node operators: @triton_one, @Bitwise, and @solstrategies.

Read the full post for the onboarding phases and the path to full mainnet:

[Arslan @0xarslan]

Matt Hougan: "The beta will not carry you to the shore."

Matt Hougan says the bull market won't bail out bad builders anymore

@Matt_Hougan | @andyyy | @Bitwise

[Teddy Fusaro @teddyfuse]

When @Matt_Hougan talks, people listen.

So should you.

[Cointelegraph @Cointelegraph]

🔥 BULLISH: Matt Hougan says $HYPE is “just getting started” despite its 14% rise, claiming 99.9% of Americans do not know it exists.

[Bitwise @Bitwise]

This material must be accompanied by a prospectus. Please read the prospectus carefully before investing. To obtain a current prospectus visit https://t.co/rqETrTiKWg
BHYP is not suitable for all investors. An investment in BHYP is subject to significant risk and heightened volatility, and an investor may lose their entire investment. BHYP is not an investment company registered under the Investment Company Act of 1940 (the “1940 Act”) and therefore is not subject to the same regulations as mutual funds or ETFs registered under the 1940 Act. An investment in BHYP is not the same as owning Hyperliquid (HYPE) directly.
The Fund’s Marketing Agent is Foreside Fund Services, LLC, which is not affiliated with Bitwise or any of its affiliates.

[Bitwise @Bitwise]

@HyperliquidX demand is strong.

The Bitwise Hyperliquid ETF, $BHYP, has done $57M+ in volume today.

Grateful for the opportunity to give investors exposure to hyperliquid:native.

[Bitwise @Bitwise]

@PaulFrambot Onwards! 🫡