Bitwise’s 2026 Thesis: Crypto Enters Its Most Important Phase Yet w/ Matt Hougan & Ryan Rasmussen

The Crypto Bull Market May Be Starting Earlier Than Anyone Expected

Fresh liquidity, tokenized stocks, and renewed DeFi demand suggest crypto’s bull market may be arriving sooner than expected.

CRYPTOSEP 4 2026

LG Doucet

Nexo’s Big U.S. Comeback: Why Crypto Lending Is Booming Again

Nexo’s U.S. return shows how regulatory clarity and renewed demand for crypto-backed liquidity are reshaping digital asset lending.

CRYPTOSEP 3 2026

John Gillen

First ICOs, Then ETFs… This Could Be Crypto’s Next Capital Wave

Tokenization and composable DeFi could drive crypto’s next wave of capital as traditional markets and onchain infrastructure converge.

CRYPTOSEP 2 2026

John Gillen

Bitcoin at $79K: Bottom Confirmed or One More Crash Coming?

Michael Terpin sees an 80% chance Bitcoin’s bear market is over, but says a retest of the $70,000 level—or even the $60,000s—remains possible.

CRYPTOSEP 1 2026

John Gillen

How Aerodrome Plans to Win the DEX Wars for Tokenized Stocks

Aerodrome is betting that tokenized stocks and maximum value distribution can make it the dominant exchange for onchain spot markets.

CRYPTOAUG 31 2026

John Gillen

Wall Street Is Moving Onchain Faster Than Most Investors Realize

Institutional crypto adoption is accelerating, but compliance, stablecoin competition, and user experience will determine how quickly finance moves onchain.

CRYPTOAUG 28 2026

John Gillen

Tom Lee: The Next 5 Years of Crypto Will Be About Ethereum

Tom Lee argues Ethereum remains undervalued as tokenization and AI agents push more financial activity onto crypto rails.

CRYPTOAUG 27 2026

John Gillen

Bitwise Just Launched the Next Generation of Onchain Investing

Bitwise’s automated token portfolios bring institutionally designed baskets of tokenized stocks into crypto wallets through Coinbase and Glider.

CRYPTOAUG 26 2026

John Gillen

The One Catalyst Bitcoin Needs to Break All-Time Highs

Charles Edwards says Bitcoin needs a concrete policy, liquidity, or quantum-security catalyst to decisively break its all-time high.

CRYPTOAUG 25 2026

John Gillen

What Comes Next? - Payday AMA, September 2nd

PRO AFTER HOURS: What Stocks We’re Buying This Week

Ethereum Could Be the Biggest Winner of the Next Crypto Cycle

Ethereum could lead the next crypto cycle as tokenization, stablecoins and agentic finance bring more users, assets and activity onchain.

CRYPTOAUG 24 2026

LG Doucet

The Setup for a Massive Q4 Bitcoin Rally Is Here

David Duong sees seller exhaustion, returning ETF inflows and a supportive macro backdrop setting up Bitcoin for a sustained Q4 rally.

Is Ethereum About to Outperform Everything?

Lucas Chen argues Ethereum’s technical reset, institutional adoption and underownership could make ETH/BTC one of crypto’s strongest trades.

CRYPTOAUG 20 2026

John Gillen