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"Crypto Twitter is not looking" at the biggest bid coming. A 1–2% model allocation at Morgan Stanley or Merrill = tens of billions in flows, for years. Matt Hougan on why model-portfolio allocations at the big four wealth platforms dwarf every catalyst you're arguing about.

The Rollup

59,795 subscribers

38,593 views • 1 month ago •via X (Twitter)

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6 Comments

Saul 🏴‍☠️1 month ago

True, and this doesn't even address public blockchains actually being used on the transactional side of banking, which is the whole point... the usage... beyond just investment.

The Rollup1 month ago

Correct, Circle's Arc launch will be interesting next month

The Rollup1 month ago

FT @Matt_Hougan @Bitwise

qazzaq.eth1 month ago

model allocations could be a slow build, but it's still speculative until it actually happens.

Mari1 month ago

so do you think it’s will be BTC + ETH only or will they eventually include a small alt sleeve too?

Podcast Alpha1 month ago

Great interview. You might like this one:

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