Tracked Voice

Matt Hougan

CIO, Bitwise Asset Management

Digital assets, ETFs, crypto infrastructure

Signal Edge compiles public statements for research purposes only. Nothing here constitutes investment advice.

Companies mentioned · 4

13d ago

Spot Bitcoin ETF flows have re-accelerated; IBIT alone absorbed 3x daily mining supply last week.

YouTube· Bitwise Weekly CIO MemoPositive· iShares Bitcoin Trust

14d ago

Coinbase's institutional custody business is the durable moat, not retail trading fees.

Interview· Bloomberg TVPositive· Coinbase

16d ago

Ethereum ETF flows lag Bitcoin materially — narrative gap will close once staking is approved.

YouTube· Bitwise Weekly CIO MemoNeutral· iShares Ethereum Trust

18d ago

Saylor's convertible strategy has effectively turned MSTR into a levered Bitcoin proxy.

YouTube· Bitwise Weekly CIO MemoNeutral· MicroStrategy