If you wonder why people say the 60/40 portfolio is dead, here's why: Bonds have been a slowly deflating balloon for decades. https://t.co/9suRquYAbD
@Matt_Hougan
I gave a speech this morning at the Barron’s 100 Summit, a gathering of the top 100 financial advisors in America.
The speech focused on tokenization, and covered everything from $ETH and $SOL to $HYPE, $UNI,
$MORPHO and many other assets.
There ...
9/18/2026 16:56
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@Matt_Hougan
Tokenization is a mega trend. Just today, the SEC created a pathway for tokenized stocks to trade in the US, S&P acquired @OpenZeppelin, and DeFi assets are ripping. If you had doubts before, today should put them to rest. The world is moving ...
9/17/2026 18:51
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@Matt_Hougan
The bitcoin rally will continue until the debt situation improves. https://t.co/Ac18h7OKzI
9/16/2026 22:47
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@Matt_Hougan
We’ve run the Gensler-Warren playbook. It netted us FTX, Terra Luna, and Three Arrows Capital.
We’ve also run the “sensible regulation” playbook. It netted us low-cost ETFs, regulated futures, and institutional investment.
Why not double down on wh...
9/15/2026 15:14
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@Matt_Hougan
We have an opportunity to make crypto safer, drive investment, and guarantee that the US leads global financial markets for the next 50 years and we’re sacrificing it to score short-term political points.
9/15/2026 15:07
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@Matt_Hougan
Amazing if true. Polymarket odds for Clarity passing are up from ~15% to ~30% on this news.
https://t.co/PI1iLcAqDK
9/14/2026 02:16
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@Matt_Hougan
A year ago, crypto had one narrative: ETF flows.
Now there are at least five:
1) Debasement >> BTC
2) Privacy >> ZEC
3) Tokenization >> ETH, SOL, LINK, HOOD, CRCL (and others)
4) Revenue >> HYPE, PUMP, UNI (and others).
5) ...
9/9/2026 15:26
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@Matt_Hougan
Robinhood $HOOD simultaneously expanding upwards (TradePMR, Platinum, Advisory) and outwards (Robinhood Chain, social trading) is really remarkable.
9/3/2026 16:56
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@Matt_Hougan
Big news: Today we’re launching the Bitwise Premium RWA Vault (PAPY) on @Morpho.
It targets 5-6% yields by lending AUSD against a diversified set of overcollateralized real-world assets, like HELOCs, GPU-backed loans, and cross-border finance.
htt...
9/2/2026 14:19
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@Matt_Hougan
If Bessent is right and we grow our way out, you want to be long AI stocks.
If Bessent is wrong and we inflate our way out, you want to be long bitcoin.
If you want to win in either scenario, own both.
9/1/2026 12:58
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