Weekly CIO Memos
A weekly market commentary from CIO Matt Hougan and the Bitwise Research Team, written for thoughtful crypto investors.
Mar 10, 2026
How Bitcoin Gets to $1 Million
The big thing people miss when talking about bitcoin.
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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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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