Weekly CIO Memos
A weekly market commentary from CIO Matt Hougan and the Bitwise Research Team, written for thoughtful crypto investors.
Jun 10, 2026
What I Learned This Week From 40 Financial Advisors
They’re still very interested in crypto, just not in all the ways you’d expect.
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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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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