Episode
$1.3 Million Bitcoin Will Be “Relatively Easy,” Says Bitwise’s Matt Hougan | Markets Outlook
- Podcast
- CoinDesk Podcast Network
- Published
- Sep 3, 2026
- Duration seconds
- 913
- Processing state
not_requested- Canonical source
- https://traffic.megaphone.fm/CDI3598429635.mp3
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Summary
Matt Hougan, Chief Investment Officer of Bitwise Asset Management, joins Jennifer Sanasie for a special edition of Markets Outlook from the New York Stock Exchange to unpack the market's overnight flip from despair to euphoria. Hougan explains why a traditional 60/40 portfolio is "100% fiat currency," why holding 0% Bitcoin has become a misallocation, and where he's allocating now. Plus, why he gives Bitcoin a good chance of reclaiming $100K this year and sees $1.3 million by 2035. Stellar Development Foundation CEO Denelle Dixon also joins to unpack Stellar crossing $4 billion in tokenized real-world assets, a 400% jump since January. - Timecodes: 00:00 - Matt Hougan Joins Markets Outlook 00:45 - Despair to Euphoria: What Flipped the Market 03:20 - AI Stocks vs. Bitcoin 05:49 - Brand New Rails: Stellar Crosses $4B in Tokenized RWAs 08:05 - Bitcoin, Zcash, and the Tokenization Trade 14:15 - Matt's Bitcoin Price Prediction This Year and By 2035 - This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com. - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Join the Testnet now at realfi.co. - This episode was hosted by Jennifer Sanasie.