Has Bitcoin already bottomed, and are we entering the next bull market?
Bitwise CIO Matt Hougan joins Alex Richardson and David Sencil to explain why he believes Bitcoin bottomed in June and has since entered an early-stage bull market, despite potential volatility surrounding the U.S. midterm elections.
Hougan breaks down why Federal Reserve rate cuts may matter less than many investors think, how inflation, recession and government intervention could shape Bitcoin’s next move, and why institutional adoption still has significant room to grow.
The conversation also explores the future of Bitcoin self-custody, Bitwise’s investment thesis on NEAR and AI agents, the growth of tokenized assets, and why central-bank Bitcoin adoption could become one of the market’s most important yet overlooked narratives.
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