7h ago
In our interview with @Matt_Hougan, he explained why institutions are more bullish on crypto than ever.
People aren't optimistic enough about the scale & pace of adoption ↓
Institutional demand for crypto is exploding.
➤ Bitcoin ETFs are driving massive inflows and deeper liquidity
➤ Morgan Stanley just approved Bitcoin ETFs for advisors
➤ Stablecoin interest is off the charts, rivaling interest in Bitcoin
The next leg of this bull market is being led by institutions.
ETF growth is entering its next wave.
➤ Year three > Year two > Year one — that’s the ETF rule
➤ Each approval opens new markets & flows (Morgan Stanley, soon others)
➤ Bitcoin ETF flows are expected to surpass 2024 totals this year
Institutions work slowly and the floodgates are only widening.
Crypto ETFs will supercharge the asset class.
➤ Index ETFs create Mag7-like reflexivity in majors
➤ Solana is 1/25th Bitcoin’s market cap and small inflows could dramatically move price
➤ ETFs also shift trading off-chain — cleaner market structure
ETFs are creating a structural bid and becoming layer 2s of crypto, separating investment transactions from onchain activity
SEC’s generic listing rule just changed the game.
➤ No more begging for each ETF approval
➤ Any asset with regulated futures trading 6+ months can list
➤ This triggered a 400%+ boom in ETF launches in TradFi
Crypto’s “ETF explosion” is next and it includes assets, indexes, structured products, and more!
The “perpification” of traditional markets is coming.
➤ CME and TradFi players are exploring perpetual futures
➤ 24/7 markets will need stablecoins as collateral
➤ Stablecoins become the plumbing for all global assets
Stablecoins are a massive infrastructure layer that will underpin everything from US debt to tokenized assets.
Institutions are massively raising BTC allocations.
➤ 1% *was* the polite ceiling — now it’s 1–10%
➤ Volatility and binary risk (might go to zero) have dropped
➤ If you’re 100% gold and 0% Bitcoin, you’re short Bitcoin vs. the global benchmark.
Crypto is evolving from fringe to a portfolio requirement.
@Matt_Hougan Institutions are all-in:
• ETF adoption accelerating
• Stablecoin TAM exploding
• Allocations climbing from 1% → 10%
• Perps are slowly going mainstream
• The ETF machine now pointed squarely at crypto
@Matt_Hougan Check out the full episode & more below! ↓
➤ YouTube 🎥:
➤ Apple 🎙️:
➤ Spotify 🎙️:
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