# Matt Hougan on Bitcoin’s New Bull, Strategic Reserves, and 60/30/10 portfolios Page: https://stenobird.com/podcast/cfb-talks-digital-assets-6596525/matt-hougan-on-bitcoin-s-new-bull-strategic-reserves-and-60-30-10-portfolios Text version: https://stenobird.com/podcast/cfb-talks-digital-assets-6596525/matt-hougan-on-bitcoin-s-new-bull-strategic-reserves-and-60-30-10-portfolios.md Podcast: [CFB Talks Digital Assets](https://stenobird.com/podcast/cfb-talks-digital-assets-6596525) Published: 2025-03-25T21:43:41+00:00 Episode link: https://rss.com/podcasts/cfb-talks-digital-assets/1958146 Audio file: https://content.rss.com/episodes/213732/1958146/cfb-talks-digital-assets/2025_03_25_21_41_25_5505f0af-27e2-4054-b26c-e88a572da5fc.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/cfb-talks-digital-assets-6596525/episodes/matt-hougan-on-bitcoin-s-new-bull-strategic-reserves-and-60-30-10-portfolios Duration seconds: 2727 ## Resource We’re delighted to welcome one of the most esteemed and authoritative institutional crypto practitioners back to the CFB Talks Digital Assets podcast - Matt Hougan, Chief Investment Officer of Bitwise Asset Management. As well as informed insights on recent market volatility, we’re also fortunate to get Matt’s take on critical regulatory and political developments impacting the space so far this year. Sample highlights ↓ * Signs of exponential growth in the Bitwise VettaFi financial advisor survey: - Allocations doubled to an all-time high of 22% in 2024; a rate equivalent to the growth over the previous six years combined * How existing investors are moving beyond Bitcoin and Ethereum to explore the ‘crypto sleeve’ - diversified crypto portfolios, and why that trend is set to prevail. - Also, why 60/30/10 is optimal * Why markets are still over-discounting the significance of Washington’s proposed Bitcoin Strategic Reserve * Despite the SEC’s Ripple retreat, how Solana (SOL) is likely still in pole position to be the next crypto approved for spot ETFs We can’t stress enough: this conversation is packed with informed alpha, from quite possibly the best-known crypto CIO in the world - do not miss! Recorded March 20th, 2025. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/cfb-talks-digital-assets-6596525/episodes/matt-hougan-on-bitcoin-s-new-bull-strategic-reserves-and-60-30-10-portfolios/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/cfb-talks-digital-assets-6596525/matt-hougan-on-bitcoin-s-new-bull-strategic-reserves-and-60-30-10-portfolios.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.