Weekly CIO Memos
A weekly market commentary from CIO Matt Hougan and the Bitwise Research Team, written for thoughtful crypto investors.
Aug 4, 2026
What To Expect if Clarity Fails This Week
First, it won’t really die. Second, crypto will march ahead.
Weekly CIO Memo • Jul 21, 2026
The Two Types of Investments Positioned for the Next Crypto Bull Market
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Weekly CIO Memo • Jul 14, 2026
The Five Most Important Crypto Charts From Q2
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Weekly CIO Memo • Jul 1, 2026
STRC, MSTR, and End-of-Cycle Dynamics
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Weekly CIO Memo • Jun 15, 2026
Has the Crypto Market Bottomed?
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Weekly CIO Memo • Jun 10, 2026
What I Learned This Week From 40 Financial Advisors
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Weekly CIO Memo • Jun 2, 2026
Crypto Becomes a Contrarian Bet
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Weekly CIO Memo • May 19, 2026
Hyperliquid Is What You Get When Crypto Is Allowed To Grow Up
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Weekly CIO Memo • May 12, 2026
Canton, Arc, and Tempo: Three Lessons About Crypto
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Weekly CIO Memo • May 5, 2026
Two Stories I Can't Stop Thinking About
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Weekly CIO Memo • Apr 28, 2026
Bitcoin's Latest Rally: Brought to You by STRC
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Weekly CIO Memo • Apr 21, 2026
Why We Launched an Avalanche ETP
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Weekly CIO Memo • Apr 13, 2026
Why Bitcoin Rallies on Geopolitical Uncertainty
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Weekly CIO Memo • Apr 6, 2026
Prediction Markets: Addressing the Five Biggest Questions
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Weekly CIO Memo • Mar 25, 2026
What Is Circle Worth?
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Weekly CIO Memo • Mar 10, 2026
How Bitcoin Gets to $1 Million
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Weekly CIO Memo • Mar 3, 2026
The Weekend That Changed Finance
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Weekly CIO Memo • Feb 24, 2026
Why Investors Can't Hear Wall Street's Crypto Song
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Weekly CIO Memo • Feb 17, 2026
DeFi Could Lead Us Out of Crypto Winter
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Weekly CIO Memo • Feb 6, 2026
Why Crypto Is Down and When It Might Bottom
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Weekly CIO Memo • Feb 2, 2026
The Depths of Crypto Winter
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Weekly CIO Memo • Jan 26, 2026
Gold Rising, Clarity in Suspense
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Weekly CIO Memo • Jan 20, 2026
Why I Love Chainlink
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Weekly CIO Memo • Jan 13, 2026
Gold and Bitcoin: The MVPs of Portfolio Defense and Offense
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Weekly CIO Memo • Jan 6, 2026
Three Checkpoints for a Rally
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