E134 - The Boring Way to Get Rich in Crypto - @BitwiseInvest CIO
@Matt_Hougan, CIO of Bitwise Asset Management ($10B AUM), reveals why his "boring" crypto strategy outperformed 96% of fund managers and delivered 12x returns over 7 years.
Matt shares his 80/20 portfolio rule, predicts Bitcoin hitting $200K in 2025, and explains why the trillion-dollar institutional wave is just beginning.
Timestamps
0:00 Introduction
1:54 Partnerships: @JupiterExchange, @KASTcard, @BitwiseInvest, @SuiNetwork, @Mantle_Official, @ForzaBitcoin
2:40 San Franciscoâs Unique Advantages
5:25 Time Spent in San Sebastian
5:59 Who is Matthew Hougan?
6:33 Improving Financial Technology Globally
7:14 Why Majors Matter Less
9:41 Self Custody with @Trezor
10:35 Discipline and Consistency Win
14:18 What is Crypto?
18:29 Why Should I Do Crypto?
21:29 Filtering Noise in Crypto
23:40 The Myth of Trading Alpha
27:44 Crypto Gains Vs. Traditional
28:44 The Danger Of Certainty
32:12 How I Allocate To Crypto
33:28 Why Index Funds Win
36:38 Cryptoâs Version of the S&P
39:36 ETFs Democratize Investing
41:18 ETF vs. Self Custody
44:37 Traditional Investing Works In Crypto
46:39 80/20 Crypto Strategy
50:11 Bitcoinâs Long-Term 10x Potential
54:00 From Speculation To Fundamentals
55:50 What is Bitwise?
56:32 Separating Emotions From Decisions
58:27 Writing Memos While Running
1:00:04 AI Canât Replace Thinking
1:04:10 Cryptoâs Undervalued Importance
1:07:16 Media Perception vs. Reality
1:11:38 Prediction for the Next 12 Months
1:12:29 Crypto Demand Outpaces Supply
1:16:29 Concluding Remarks
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