Host John Gillen speaks with Bitwise head of research Ryan Rasmussen about automated token portfolios, a new structure combining Bitwise-designed strategies, Coinbase tokenized stocks, and Glider’s onchain infrastructure. The initial portfolios cover the Magnificent Seven plus SpaceX, robotics, and AI leaders, with automated rebalancing directly inside a crypto wallet.
Rasmussen explains how ATPs differ from ETFs through around-the-clock access, faster product launches, global availability, and potential integration with DeFi lending and borrowing. The products are not currently available to US investors, but Bitwise expects regulation and tokenization to keep evolving as more equities, commodities, real estate, and other assets move onchain.
The discussion also covers perpetual futures, US regulatory momentum, crypto fundraising, and the market outlook. Rasmussen argues that tokenization, stablecoins, supportive regulation, ETF inflows, and renewed price momentum could reinforce a multi-year crypto bull market rather than another short-lived cycle.