Loading video...

Video Failed to Load

There was a problem loading this video. This could be due to a temporary network issue or the video might be unavailable.

"Hyperliquid should be valued as a global super-app. Its addressable universe is not the $3 trillion crypto market, but the $600 trillion market for global assets." Give a listen to the latest Weekly CIO Memo from Matt Hougan:

Bitwise

114,738 subscribers

28,326 views • 5 months ago •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

8 Comments

bechtold77.hl5 months ago

@Matt_Hougan Hyperliquid

Gally Sama5 months ago

@Matt_Hougan Price target $150 if this pattern plays out

Cryptocat.hl5 months ago

@Matt_Hougan Hyperliquid

arkheτ.hl5 months ago

@Matt_Hougan

VanHo5 months ago

@Matt_Hougan Thank you for the bitclip™️

Chikun5 months ago

@Matt_Hougan You’re really shilling hard huh

randall stephens5 months ago

@Matt_Hougan Until the US regulators force it to implement KYC

Mr. Aura Apex5 months ago

@Matt_Hougan Hyperliquid

Related Videos

"Most people think Hyperliquid is a crypto app targeting the $3 trillion crypto market. It’s a super app targeting the $600 trillion global asset market."

"Most people think Hyperliquid is a crypto app targeting the $3 trillion crypto market. It’s a super app targeting the $600 trillion global asset market."

Bitwise

41,649 views • 5 months ago

The next bull market is typically only obvious in retrospect. This time, however, @matt_Hougan thinks the answer is right before our eyes: The next crypto bull market will be about the convergence of onchain and traditional finance. More in the latest Weekly CIO Memo

The next bull market is typically only obvious in retrospect. This time, however, @matt_Hougan thinks the answer is right before our eyes: The next crypto bull market will be about the convergence of onchain and traditional finance. More in the latest Weekly CIO Memo

Bitwise

14,903 views • 3 months ago

Matt Hougan: "If you take out $BTC and you take out stablecoins, what is the market cap of what we're trying to reinvent finance with?" "It is less than a trillion dollars." ETH is ~$200B, but from there it falls off a cliff. The entire DeFi ecosystem trying to recreate global finance has the market cap of half of Micron. "A relatively small industry going after an enormous addressable market. That's why it's interesting and why it's a contrarian investment." FT Matt Hougan LG DOUCET.

Matt Hougan: "If you take out $BTC and you take out stablecoins, what is the market cap of what we're trying to reinvent finance with?" "It is less than a trillion dollars." ETH is ~$200B, but from there it falls off a cliff. The entire DeFi ecosystem trying to recreate global finance has the market cap of half of Micron. "A relatively small industry going after an enormous addressable market. That's why it's interesting and why it's a contrarian investment." FT Matt Hougan LG DOUCET.

Milk Road Crypto

71,925 views • 5 months ago

Bitwise CIO: Hyperliquid Is Changing How DeFi Tokens Are Valued Bitwise CIO Matt Hougan Matt Hougan said in a July 30 interview with Cointelegraph that DeFi tokens are undergoing an important shift: project revenue is beginning to flow back to token holders. He cited Hyperliquid, which uses 99% of its platform revenue to buy back its token, noting that the market is rewarding this model. Meanwhile, Uniswap is increasing value capture for UNI, Aave has eliminated the separation between equity and its token, and Morpho and Chainlink are also improving their tokenomics. Hougan believes the market has yet to fully reprice these changes, leaving some assets at relatively low valuations.

Bitwise CIO: Hyperliquid Is Changing How DeFi Tokens Are Valued Bitwise CIO Matt Hougan Matt Hougan said in a July 30 interview with Cointelegraph that DeFi tokens are undergoing an important shift: project revenue is beginning to flow back to token holders. He cited Hyperliquid, which uses 99% of its platform revenue to buy back its token, noting that the market is rewarding this model. Meanwhile, Uniswap is increasing value capture for UNI, Aave has eliminated the separation between equity and its token, and Morpho and Chainlink are also improving their tokenomics. Hougan believes the market has yet to fully reprice these changes, leaving some assets at relatively low valuations.

Wu Blockchain

17,937 views • 3 months ago

While everyone's staring at #Bitcoin, Matt Hougan says four other assets are quietly leading this entire bull market. Matt Hougan (Matt Hougan) is CIO of Bitwise, one of the largest crypto asset managers in the world. His frame for what's happening is bigger than a cycle: The addressable market for DeFi protocols just grew 100x. From competing inside a $2 trillion crypto market to taking a shot at the $100 trillion stock market and the $300 trillion bond market. And the race for that prize is on: "$HYPE making its case to be chiseled into the Mount Rushmore. $ZEC is arguing that privacy should be on the Mount Rushmore. $VVV is arguing that real world AI should be on the Mount Rushmore." We cover: - The four assets he sees winning this bull market, and why Bitcoin is only part of the story - Why traditional investors who move into the tokenized world never go back - Why exchanges keep getting disrupted every year and a half - The Mount Rushmore of crypto: who's carved in, who's campaigning - Bitcoin as the debasement hedge, tokenization as the second megatrend running alongside it Thanks to OKX for being today’s sponsor of the show! Timestamps: 00:55 - The Bull Market Awakening 03:03 - Bridging TradFi And Blockchain 05:59 - The Evolution Of DeFi 08:55 - The Future Of Trading 12:13 - Institutional Interest And Regulation 14:54 - The Changing Exchange Landscape 18:10 - The Future Of ETFs 26:57 - Tokenization's Next Phase 28:40 - Layer One Expectations 30:10 - New Protocols And DeFi Bets 32:13 - Social Trading And FOMO 34:38 - Tokenized Stocks Explained 36:01 - The Mount Rushmore Of Crypto 38:57 - Fixing Tokenomics 41:21 - Bitcoin As An Inflation Hedge 45:12 - The Two Mega Trends 47:50 - AI's Role In Crypto

While everyone's staring at #Bitcoin, Matt Hougan says four other assets are quietly leading this entire bull market. Matt Hougan (Matt Hougan) is CIO of Bitwise, one of the largest crypto asset managers in the world. His frame for what's happening is bigger than a cycle: The addressable market for DeFi protocols just grew 100x. From competing inside a $2 trillion crypto market to taking a shot at the $100 trillion stock market and the $300 trillion bond market. And the race for that prize is on: "$HYPE making its case to be chiseled into the Mount Rushmore. $ZEC is arguing that privacy should be on the Mount Rushmore. $VVV is arguing that real world AI should be on the Mount Rushmore." We cover: - The four assets he sees winning this bull market, and why Bitcoin is only part of the story - Why traditional investors who move into the tokenized world never go back - Why exchanges keep getting disrupted every year and a half - The Mount Rushmore of crypto: who's carved in, who's campaigning - Bitcoin as the debasement hedge, tokenization as the second megatrend running alongside it Thanks to OKX for being today’s sponsor of the show! Timestamps: 00:55 - The Bull Market Awakening 03:03 - Bridging TradFi And Blockchain 05:59 - The Evolution Of DeFi 08:55 - The Future Of Trading 12:13 - Institutional Interest And Regulation 14:54 - The Changing Exchange Landscape 18:10 - The Future Of ETFs 26:57 - Tokenization's Next Phase 28:40 - Layer One Expectations 30:10 - New Protocols And DeFi Bets 32:13 - Social Trading And FOMO 34:38 - Tokenized Stocks Explained 36:01 - The Mount Rushmore Of Crypto 38:57 - Fixing Tokenomics 41:21 - Bitcoin As An Inflation Hedge 45:12 - The Two Mega Trends 47:50 - AI's Role In Crypto

Michaël van de Poppe

222,831 views • 1 month ago

2008: ◉ Lehman Brothers was $600 billion ◉ The CDO market was $400 billion 2022: ◉ The crypto market is $2.5 trillion with most of it built on a 10:1 leverage ratio ◉ The CLO market is $1.2 trillion in a $12 trillion structured credit fixed-income market See any problems?

2008: ◉ Lehman Brothers was $600 billion ◉ The CDO market was $400 billion 2022: ◉ The crypto market is $2.5 trillion with most of it built on a 10:1 leverage ratio ◉ The CLO market is $1.2 trillion in a $12 trillion structured credit fixed-income market See any problems?

Financelot

1,169,668 views • 3 years ago

🔥BULLISH: Tom Lee says this could be the "LARGEST CRYPTO BULL MARKET" ever. "This crypto bull market should be larger than the past cycles. Basically, the biggest bull market we've ever seen." Lee points to tokenization of $200 TRILLION liquid assets as one major reason.

🔥BULLISH: Tom Lee says this could be the "LARGEST CRYPTO BULL MARKET" ever. "This crypto bull market should be larger than the past cycles. Basically, the biggest bull market we've ever seen." Lee points to tokenization of $200 TRILLION liquid assets as one major reason.

Coin Bureau

50,426 views • 1 month ago

"People made a fundamental miscalculation about the market DeFi is going after. If you think DeFi is servicing the crypto market that is a $2 trillion market. But DeFi is going to service crypto equities and bonds. That is a $300 trillion market. A 150x error" Matt Hougan on why DeFi is being rerated and why the phase shift happening in these assets is just getting started "You are now lending tokenized stocks on Morpho. That was not something we were talking about a year ago. It was a fantasy" "Rerate the market up 150x and rerate value capture from zero to something. That is why you are getting a phase shift in these assets" "People are realizing they need to adjust to the crypto takes the entire capital market phase. In which case DeFi is probably a lot bigger than it looks today"

"People made a fundamental miscalculation about the market DeFi is going after. If you think DeFi is servicing the crypto market that is a $2 trillion market. But DeFi is going to service crypto equities and bonds. That is a $300 trillion market. A 150x error" Matt Hougan on why DeFi is being rerated and why the phase shift happening in these assets is just getting started "You are now lending tokenized stocks on Morpho. That was not something we were talking about a year ago. It was a fantasy" "Rerate the market up 150x and rerate value capture from zero to something. That is why you are getting a phase shift in these assets" "People are realizing they need to adjust to the crypto takes the entire capital market phase. In which case DeFi is probably a lot bigger than it looks today"

The Wolf Of All Streets

36,903 views • 4 months ago

JUST IN: 🇺🇸🏛️ "Crypto wants the CLARITY Act to go through," says Bitwise CIO Matt Hougan. Polymarket currently puts the odds at ~20%. 📉 Hougan says a surprise passage would spark a "new major market in crypto," but its failure means a "more gradual path" forward. 📈

JUST IN: 🇺🇸🏛️ "Crypto wants the CLARITY Act to go through," says Bitwise CIO Matt Hougan. Polymarket currently puts the odds at ~20%. 📉 Hougan says a surprise passage would spark a "new major market in crypto," but its failure means a "more gradual path" forward. 📈

Bitcoin.com News

111,909 views • 2 months ago

Morgan Stanley’s outlook on the future of tokenized assets is putting a massive opportunity on the radar. Estimates for the tokenization market could reach $3 trillion to $10 trillion by 2030, depending on the forecast. #XRP #Tokenization #Crypto #Blockchain

Morgan Stanley’s outlook on the future of tokenized assets is putting a massive opportunity on the radar. Estimates for the tokenization market could reach $3 trillion to $10 trillion by 2030, depending on the forecast. #XRP #Tokenization #Crypto #Blockchain

Paula talkscrypto X

11,039 views • 26 days ago

Bullish CEO Tom Farley says the crypto sector will see parabolic growth from the tokenization of the global securities industry. "The crypto market cap is a couple trillion. Last time I checked, the global securities market is $270T." "Money market funds and US equities have already moved onto blockchain rails. All the industry bigwigs, from the NYSE, to DTCC, or many of the electronic brokers, they're all tokenizing stocks."

Bullish CEO Tom Farley says the crypto sector will see parabolic growth from the tokenization of the global securities industry. "The crypto market cap is a couple trillion. Last time I checked, the global securities market is $270T." "Money market funds and US equities have already moved onto blockchain rails. All the industry bigwigs, from the NYSE, to DTCC, or many of the electronic brokers, they're all tokenizing stocks."

TBPN

22,732 views • 5 months ago

There are 400 trillion dollars in global assets. Moving even 1% of that onchain exceeds the entire crypto market cap today. Trillions will flow into RWAs.

There are 400 trillion dollars in global assets. Moving even 1% of that onchain exceeds the entire crypto market cap today. Trillions will flow into RWAs.

Securitize

17,831 views • 6 months ago

Matt Hougan, CIO of , on why Chainlink is on the Mount Rushmore of crypto assets:

Matt Hougan, CIO of , on why Chainlink is on the Mount Rushmore of crypto assets:

Chainlink

67,379 views • 9 months ago

‼️BITGO CEO: I EXPECT $70+ TRILLION TO ENTER THE $4 TRILLION CRYPTO MARKET‼️ Listen closely.🍿👇

‼️BITGO CEO: I EXPECT $70+ TRILLION TO ENTER THE $4 TRILLION CRYPTO MARKET‼️ Listen closely.🍿👇

SMQKE

41,960 views • 19 days ago

🔥 WATCH: Bitwise CIO Matt Hougan says onchain finance will pull crypto out of the bear market. “The world wants finance to move over blockchain.”

🔥 WATCH: Bitwise CIO Matt Hougan says onchain finance will pull crypto out of the bear market. “The world wants finance to move over blockchain.”

Cointelegraph

32,604 views • 3 months ago

Bitwise CIO Matt Hougan explains why you should be more bullish on bitcoin now than you were a year ago.

Bitwise CIO Matt Hougan explains why you should be more bullish on bitcoin now than you were a year ago.

Bitwise

24,827 views • 11 days ago

"The tokenization market could 10,000x and still have room to grow." - Bitwise CIO Matt Hougan

"The tokenization market could 10,000x and still have room to grow." - Bitwise CIO Matt Hougan

Securitize

69,748 views • 8 months ago