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Sep 12, 2025

CFB Talks Digital Assets Episode 49: Bitwise's Rasmussen on the new SEC cliffhanger, Ethereum's renaissance, and BTC eyeing $1.3M by 2035


From a standing start less than a decade ago, Bitwise Asset Management, one of just a handful of US-based, digital asset-focused investment firms, recently reached the milestone of $15 billion in AuM.

It's a testament to their unique franchise as an established multinational institution, combined with an unmatched track record of crypto investment expertise, and capped with a roster of in-demand voices, who are recognized as authorities in the space.

With institutional adoption again on the brink of a major inflection point, we're delighted to welcome one of those expert voices – Head of Research, Ryan Rasmussen – as our guest on the CFB Talks Digital Assets podcast!

Just a small sample of the multiple thought-provoking highlights from our conversation:

  • How SEC approval of in-kind creation and redemption for crypto ETFs finally levels the playing field, enabling operational, tax, and trading efficiencies to flow to investors, APs and issuers; providing another tailwind for adoption
  • Why other hotly anticipated regulatory decisions - e.g., multi-asset ETFs, and generic listing standards - seem to be taking so long
  • How advisors can move the narrative for individual investors and allocators beyond Bitcoin and Ether, to an understanding of why index/basket strategies are increasingly critical as crypto beta evolves
  • Showcasing Bitwise's groundbreaking 'Bitcoin Long-Term Capital Market Assumptions' report, as BTC graduates to an "institutional epoch", and potentially targets $1.3 million by 2035
  • Why Ethereum's 'renaissance' - huge price gains, record flows, and increasing network usage - are no surprise from the perspective that it's crypto's "operating system"; as use cases like stablecoins, DeFi, and tokenization, intensify

Whether you're a newcomer or an OG, institutional allocator or individual account, this is yet another episode for anyone interested in digital assets and seeking expert crypto investment insights from the cutting edge.

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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.


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