Mar 26, 2025
CFB Talks Digital Assets Episode 41: Matt Hougan on Bitcoin’s New Bull, Strategic Reserves, and 60/30/10 portfolios
We're delighted to welcome one of the most esteemed and authoritative institutional crypto practitioners back to the CFB Talks Digital Assets podcast - Matthew Hougan, Chief Investment Officer of Bitwise Asset Management.
As well as informed insights on recent market volatility, we're fortunate to get Matt's take on critical regulatory and political developments impacting the space so far this year.
Just a few of many highlights
- Signs of exponential growth in the Bitwise VettaFi advisor survey:
- Allocations doubled to an all-time high of 22% in 2024; a rate equivalent to growth over the previous six years combined
- How existing investors are moving beyond Bitcoin and Ethereum to explore 'the crypto sleeve' - diversified crypto portfolios; and why that trend is set to prevail.
- Also, why '60/30/10' is optimal
- Why markets are still over-discounting the significance of Washington’s proposed Bitcoin Strategic Reserve
- Despite the SEC’s Ripple retreat, how Solana (SOL) is likely still in pole position to be the next crypto approved for spot ETFs
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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell any of the underlying instruments cited including but not limited to cryptoassets, financial instruments or any instruments that reference any index provided by CF Benchmarks Ltd. This communication is not intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. Please contact your financial adviser or professional before making an investment decision.
Note: Some of the underlying instruments cited within this material may be restricted to certain customer categories in certain jurisdictions.
CF Benchmarks Newsletter Issue 99
The CLARITY Act car crash • Morgan Stanley's crypto ETF filings • Bitwise has had a busy few weeks • Nasdaq + CME deepen crypto partnership • Another IBIT feeder fund • And much more
Ken Odeluga
Addition of USD Coin-Dollar Settlement Prices to the CF Digital Asset Index Family
The Administrator announces the addition of USD Coin-Dollar Settlement Prices to the CF Digital Asset Index Family - Single Asset Series.
CF Benchmarks
Weekly Index Highlights, January 19, 2026
Digital assets advanced over the most recent week, led by Bitcoin, +4.2%, and Ether, +7.0%. Among CF DACS Sub-Categories, Culture averaged +11.6%. Meanwhile, our CME CF implied volatility gauge, BVXS, ebbed, even as realized ticked higher, and BTC front-end rates fell 329 bps as USDT funding firmed.
CF Benchmarks