Host John Gillen speaks with Bitwise head of research Ryan Rasmussen and research analyst Ish Assad about crypto’s improving sentiment, renewed ETF inflows, and whether Bitcoin is entering a new bull market. They see stronger fundamentals across stablecoins, tokenization, and onchain finance, while acknowledging that seasonality, interest rates, and regulatory uncertainty could keep markets choppy.
The discussion examines tokenization’s potential winners, from asset issuers and DeFi platforms to layer-one networks such as Ethereum and Solana. Rasmussen and Assad also explain how automated token portfolios could broaden access to professionally designed strategies, particularly for non-US investors who have limited access to US equities.
DeFi emerges as a central theme as more stablecoins and tokenized assets move onchain, potentially increasing activity and fee revenue for lending, trading, and vault protocols. The guests also assess the Clarity Act, prediction-market competition, and why they expect Bitcoin to finish the year above $100,000.
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