About this episode
Bitwise’s Matt Hougan and Ryan Rasmussen return with 10 big predictions for 2026.From the case for $1M BTC (and why the classic four-year cycle may be dead) to a world where ETFs soak up more than 100% of new BTC/ETH/SOL supply.We get into Bitcoin volatility vs. mega-cap tech, crypto equities vs. tech equities, and why Polymarket could smash past its 2024 election-era highs.Plus: stablecoins as an “escape valve” that emerging economies may blame for currency stress, on-chain also known as “ETFs 2.0,” and how the Clarity Act could be the starter’s gun for ETH and SOL to run.------?SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium------BANKLESS SPONSOR TOOLS:?COINBASE | ETH & BTC BACKED LOANShttps://bankless.cc/coinbase-borrow?FRAXNET | MINT, REDEEM, & EARNhttps://bankless.cc/fraxnet?UNISWAP | CONTINUOUS CLEARING AUCTIONShttps://bankless.cc/uniswap-cca?MANTLE | GLOBAL HACKATHON 2025https://bankless.cc/mantle-hackathon?EIGHT SLEEP | IMPROVE YOUR SLEEPhttps://bankless.cc/eight-sleep?EIGHT SLEEP | IMPROVE YOUR SLEEPhttps://bankless.cc/eight-sleep------TIMESTAMPS0:00 Last Year Predictions13:12 1. Bitcoin Breaks 4-Year Cycle16:19 2. BTC Less Volatile Than NVDA22:09 3. ETFs Purchasing New Supply of Crypto30:02 4. Crypto Equities Outperforming Equities37:23 5. Prediction Markets All-Time Highs42:50 6. Stablecons Destabilizing Currencies48:16 7. Onchain Vaults Doubling in AUM52:56 8. Clarity Act Triggering ETH & Sol All-Time Highs56:40 9. Ivy League Endowments Investing in Crypto58:49 10. 100+ Crypto ETPs Launching1:01:14 Bitwise Announcement
