Episode Description
Matt Hougan, CIO at Bitwise, explains why Bitcoin could reach $6.5 million and why Solana has "the best setup I've ever seen" for a 10x to $1 trillion.
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
___________
PARTNERS
💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.
https://z.cash/ecosystem/zashi-wallet/
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.
🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.
★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/
🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem.
Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t
___________
Follow Matt Hougan
• Twitter: https://x.com/matt_hougan
• Twitter: https://x.com/bitwiseinvest
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod
Instagram: https://www.instagram.com/kevinfollonier_
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
0:00 Introduction
1:35 Please Subscribe
2:01 Matt’s Last Episode Popped Off
3:59 At Least 10x Left On The Crypto Marketplace?
4:36 Why Is Bitcoin Still Early
5:43 Who Are You
11:09 Our Trusted Partners
11:45 Why Is A Higher Price In Gold Bullish For Bitcoin
12:49 Matt’s Portfolio Regarding Gold, Bitcoin, & Crypto
13:56 How Does 1 Bitcoin Reach $6.5 Million In 20 Years
15:03 How Could This Thesis Be Wrong
20:27 Wise & Boring vs Unwise & Exciting
21:40 Two Bets On Solana Explained
25:11 Confusion With Crypto Investing Explained
30:00 Does Solana Have The Best Setup
30:31 How Big Could Solana Get In 10 Years
31:20 Our Valued Sponsors
32:29 How Matt Expresses His Bullishness On Solana
37:13 Is Your View Still Holding Bitcoin, Bitcoin, Bitcoin?
38:27 What’s The Deal With Ethereum
42:14 Our Esteemed Supporters
46:16 Debasement Trading Will Be More Popular In 2026
48:00 How Do I Get Rich With Crypto In 2026
49:14 Alpha & Long Term Trends Build Wealth In Crypto
55:23 One Thing To Remember From Conversation