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Dialogue with Bitwise CIO Matt: A 0% Crypto Allocation Right Now Is Essentially a Deliberate Bearish Stance

Dialogue with Bitwise CIO Matt: A 0% Crypto Allocation Right Now Is Essentially a Deliberate Bearish Stance

Compiled & Edited by: Deep Tide TechFlow

Guest: Matt Hougan, Chief Investment Officer (CIO) at Bitwise Asset Management

Host: John Gillen, The Milk Road Show

Podcast Source: Milk Road

Original Title: Matt Hougan: Crypto Is Down 50%… Wall Street Is ALL-IN

Air Date: Recorded August 12, 2026, uploaded August 13

Conflict of Interest Disclosure: Matt Hougan is CIO of Bitwise Asset Management. Bitwise manages over $15 billion in crypto assets, with products spanning BTC/ETH/SOL spot ETFs, on-chain vaults, and active strategies. Bitwise has product lines or research coverage for the 5% crypto allocation recommendation, the $8,000 ETH price target, Hyperliquid, Ondo, Chainlink, Solana, Aave, Uniswap, and other specific assets discussed in…

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