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E156: @Matt_Hougan from @BitwiseInvest – $6.5M Bitcoin and the strongest Solana setup ever?
This might be the most bullish yet rational episode we’ve done on the future of crypto: why debasement, institutional flows & tokenization are just getting started.
Timestamps:
0:00 Introduction
2:01 Matt’s Last Episode Popped Off
3:59 At Least 10x Left On The Crypto Marketplace?
4:36 Why Is Bitcoin Still Early
5:43 Who Are You
6:22 Two Ways To Win Framework With Bitcoin Explained
8:32 Where Does This 10x For Gold Come From
11:09 Partnerships: @JupiterExchange @KASTxyz
11:45 Why Is A Higher Price In Gold Bullish For Bitcoin
12:49 Matt’s Portfolio Regarding Gold, Bitcoin, & Crypto
13:56 How Does 1 Bitcoin Reach $6.5 Million In 20 Years
15:03 How Could This Thesis Be Wrong
20:09 Why Hold Gold If Bitcoin Outperforms Massively
20:27 Wise & Boring vs Unwise & Exciting
21:40 Two Bets On Solana Explained
25:11 Confusion With Crypto Investing Explained
26:30 Why Matt Is Bullish On Solana Especially When Considering Other Blockchains
28:32 Why Institutional Investors Love Solana’s ETFs
30:00 Does Solana Have The Best Setup
30:31 How Big Could Solana Get In 10 Years
31:20 Partnerships: @paradex @zashi_app @Mantle_Official
33:19 Does This Same Bullishness Apply Across Gold & Bitcoin
34:34 Which Asset Could Be The Next Bitcoin Or Solana
35:35 Why It’s Important To Push For Institutional Adoption With Bitcoin...
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