Matt Hougan & Ryan Rasmussen: The Next Bull Run Is Already Here (There Are No Sellers Left)
Matt Hougan and Ryan Rasmussen say the money that was going to leave digital assets already left, and once the Anthropic IPO passes, the floodgates could open for capital rotating into the next big thing: tokenization and stablecoins.
Live from The Bridge by The Tie in New York City, Bitwise's CIO and Head of Research explain why short-term shocks from the Fed, the election and the AI trade are hiding what Hougan calls a long-term, extraordinarily great setup, driven by 300,000 financial advisors finally making a 2% allocation and regulation like the GENIUS Act still working its way through…
The skinny
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