Weekly CIO Memos
A weekly market commentary from CIO Matt Hougan and the Bitwise Research Team, written for thoughtful crypto investors.
Mar 3, 2026
The Weekend That Changed Finance
Sunday's attacks put the spotlight on markets that never close. Don't expect traders to forget it.
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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Weekly CIO Memo • Dec 23, 2025
The Four-Year Cycle Is Dead. Welcome to the Ten-Year Grind.
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Weekly CIO Memo • Dec 15, 2025
Bitwise Predictions for 2026: The Four-Year Cycle Is Dead
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Weekly CIO Memo • Dec 8, 2025
My Highest-Conviction Bet in Crypto
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Weekly CIO Memo • Dec 3, 2025
No, Virginia, Strategy Is Not Going To Sell Its Bitcoin
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Weekly CIO Memo • Nov 19, 2025
Why Bitcoin Has Value
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Weekly CIO Memo • Nov 11, 2025
The Next Big Disruption From Crypto
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Weekly CIO Memo • Nov 4, 2025
The Days of 1% Bitcoin Allocations Are Over
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Weekly CIO Memo • Oct 29, 2025
Two Bets at Once: A Simple Thought on Solana
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Weekly CIO Memo • Oct 21, 2025
Gold’s Rise Bodes Well for Bitcoin
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Weekly CIO Memo • Oct 14, 2025
Big or Blip? Three Questions After the Flash Crash
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Weekly CIO Memo • Oct 7, 2025
Bitcoin ETF Flows Are Set To Accelerate
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Weekly CIO Memo • Sep 29, 2025
Crypto Is Going After Really Big Markets
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Weekly CIO Memo • Sep 15, 2025
Get Ready for Crypto’s ETPalooza
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Weekly CIO Memo • Sep 9, 2025
Solana Season
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Weekly CIO Memo • Aug 25, 2025
New Bitwise Report: Bitcoin Long-Term Capital Market Assumptions
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Weekly CIO Memo • Aug 19, 2025
Bitcoin’s 10-Year Outlook: A Forecast
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