Matt Hougan
The Navigator
Judgement in the fog, money, risk and the call others cannot make.
Matt Hougan exemplifies The Navigator by mapping where crypto assets actually stand against established benchmarks rather than where enthusiasm places them. His calibrated discount framework for Bitcoin and Ethereum reflects the navigator's first discipline, charting position before setting course. At Bitwise he counters anchored skepticism with updated data, walking allocators through the infrastructure maturation arc from dial-up to broadband with a methodical precision the asset class rarely receives.
“Bitcoin is not standing shoulder to shoulder with gold. Ethereum is not standing shoulder to shoulder with Amazon cloud services. We think of them at a discounted level until they're standing shoulder to shoulder.”
“We've gone through in blockchains what we went through going from dial-up to broadband Internet. Now we have highly performant, low cost blockchains, and we have a positive regulatory environment.”
“Many skeptics are anchored on the first time they heard about bitcoin. They still consider things like illicit use, but the DOJ has said bitcoin's illicit use is so small it's much lower than it is for cash.”
Masters in Business: “Team Favorite At the Money: The Tech Behind a Crypto Future”
LISTEN AT THE SOURCE ↗THE RECORD IS CHECKABLE