Weekly CIO Memos
A weekly market commentary from CIO Matt Hougan and the Bitwise Research Team, written for thoughtful crypto investors.
Oct 14, 2026
Choose Your Own (Macro) Adventure
There are a lot of different paths for the economy. All of them lead to bitcoin.
Weekly CIO Memo • Oct 7, 2026
Understanding NEAR, “the Blockchain for AI”
Read More
Weekly CIO Memo • Sep 30, 2026
Why Crypto Rallied When Clarity Failed
Read More
Weekly CIO Memo • Sep 23, 2026
10 Big Trends in Institutional Crypto Investing
Read More
Weekly CIO Memo • Sep 16, 2026
The Clarity Act’s Failure Is a Speed Bump, Not a Roadblock
Read More
Weekly CIO Memo • Sep 2, 2026
More Than Ever, Bitcoin Is Trading Like Digital Gold
Read More
Weekly CIO Memo • Aug 25, 2026
Bessent, Bonds, and Bitcoin
Read More
Weekly CIO Memo • Aug 18, 2026
Three Mistakes Crypto Investors Are Making Right Now
Read More
Weekly CIO Memo • Aug 12, 2026
Crypto’s Revenue Revolution
Read More
Weekly CIO Memo • Aug 4, 2026
What To Expect if Clarity Fails This Week
Read More
Weekly CIO Memo • Jul 21, 2026
The Two Types of Investments Positioned for the Next Crypto Bull Market
Read More
Weekly CIO Memo • Jul 14, 2026
The Five Most Important Crypto Charts From Q2
Read More
Weekly CIO Memo • Jul 1, 2026
STRC, MSTR, and End-of-Cycle Dynamics
Read More
Weekly CIO Memo • Jun 15, 2026
Has the Crypto Market Bottomed?
Read More
Weekly CIO Memo • Jun 10, 2026
What I Learned This Week From 40 Financial Advisors
Read More
Weekly CIO Memo • Jun 2, 2026
Crypto Becomes a Contrarian Bet
Read More
Weekly CIO Memo • May 19, 2026
Hyperliquid Is What You Get When Crypto Is Allowed To Grow Up
Read More
Weekly CIO Memo • May 12, 2026
Canton, Arc, and Tempo: Three Lessons About Crypto
Read More
Weekly CIO Memo • May 5, 2026
Two Stories I Can't Stop Thinking About
Read More
Weekly CIO Memo • Apr 28, 2026
Bitcoin's Latest Rally: Brought to You by STRC
Read More
Weekly CIO Memo • Apr 21, 2026
Why We Launched an Avalanche ETP
Read More
Weekly CIO Memo • Apr 13, 2026
Why Bitcoin Rallies on Geopolitical Uncertainty
Read More
Weekly CIO Memo • Apr 6, 2026
Prediction Markets: Addressing the Five Biggest Questions
Read More
Weekly CIO Memo • Mar 25, 2026
What Is Circle Worth?
Read More
Weekly CIO Memo • Mar 10, 2026
How Bitcoin Gets to $1 Million
Read More