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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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Follow Matt: https://x.com/Matt_Hougan
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Follow Forward Guidance: https://twitter.com/ForwardGuidance
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Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
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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.
#Macro #Investing #Markets #ForwardGuidance
This week, joined by Hunter Hopcroft to unpack the era of hyper-financialization and how credit creation, passive investing, and globalization have reshaped capitalism and market structure. We also dive into current volatility spikes, liquidity distortions, gold’s surge, and the setup for a year-end rally. Enjoy!
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Follow Hunter: https://www.lewisenterprises.blog/
Follow Tyler: https://x.com/Tyler_Neville_
Follow Quinn: https://x.com/qthomp
Follow Felix: https://twitter.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
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Weekly Roundup Charts: https://drive.google.com/file/d/1t3LM4r8zRfHUIQxNqoPwrd7SFXsbqZo8/view?usp=sharing
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Timestamps:
(00:00) Introduction
(01:05) Hunter Hopcroft
(03:57) The Old Market Structure
(07:39) The Line Between Debt & Equity
(09:53) The Financialization Model
(18:15) Crowding Out the Private Sector
(23:23) Signal from Credit Spreads
(27:38) The Effect of Passive & Private Credit
(29:57) Market Structure Endgame
(34:04) The Government & Markets
(39:07) Learn More About Hunter
(39:47) Hunter Takeaways
(43:18) Quant Corner
(50:17) Plumbing Breakdown
(53:31) Gold’s Parabolic Run
(55:02) Markets After OI Blowouts
(57:02) Reasons to be Bullish
(59:55) Crypto & US-China Meeting
(1:04:09) Boomer Retirement Complex
(1:06:22) Something Has to Change
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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.
#Macro #Investing #Markets #ForwardGuidance
