How Tokenization Is Disrupting Legacy Finance (...And What Comes Next) - Bitwise CIO Matt Hougan
The Rollup19 Feb

How Tokenization Is Disrupting Legacy Finance (...And What Comes Next) - Bitwise CIO Matt Hougan

There is a massive change happening in the world of finance, led by tokenization.

Tokenized ETFs, vaults, and new products are moving at lightspeed.

Bitwise's Matt Hougan breaks down why institutional DeFi isn't coming, but is already here. He explains why vaults will do to ETFs what ETFs did to mutual funds, and what "neo finance" actually means for your portfolio.


We cover:

- Why Tokenizing All ETFs is Inevitable

- Apollo + Morpho: What Institutions Actually Want From DeFi

- How Vaults Will Drastically Change ETFs As We Know Them

- The Ghost of Gary Gensler Still Haunting Token Value Accrual

- Fat Wallet Thesis: Who Really Owns the Customer

- What "Neo Finance" Actually Means

The Rollup


Timestamps:

00:00 Intro

01:20 BlackRock x Uniswap & Apollo x Morpho Reaction

04:10 Tokenizing All ETFs

07:30 Permissioned DeFi

10:39 Hibachi, Relay Ads

11:09 Chain-Centric vs. Asset-Centric Mental Model

16:45 Fat Protocol vs. Fat Wallet Thesis

21:24 infiniFi ad

21:55 Where Bitwise Sits in the Stack

26:00 Vaults vs. ETFs: History Rhyming

32:00 Token Value Accrual

36:30 Aave's "Will Win" Proposal Breakdown

41:00 Treasury Companies & Market Bottoms

44:30 Catalysts for the Next Bull Run

47:45 Defining Neo Finance


Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd...

Podcast: https://therollup.co/category/podcast

Follow us on X: https://www.x.com/therollupco

Follow Rob on X: https://www.x.com/robbie_rollup

Follow Andy on X: https://www.x.com/ayyyeandy

Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh

The Rollup Disclosures: https://goodidea.ventures


๐——๐—œ๐—ฆ๐—–๐—Ÿ๐—”๐—œ๐— ๐—˜๐—ฅ: ๐˜๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ช๐˜ฏ๐˜จ ๐˜ช๐˜ฏ ๐˜ค๐˜ณ๐˜บ๐˜ฑ๐˜ต๐˜ฐ๐˜ค๐˜ถ๐˜ณ๐˜ณ๐˜ฆ๐˜ฏ๐˜ค๐˜บ ๐˜ข๐˜ฏ๐˜ฅ ๐˜‹๐˜ฆ๐˜๐˜ช ๐˜ฑ๐˜ญ๐˜ข๐˜ต๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ด ๐˜ค๐˜ฐ๐˜ฎ๐˜ฆ๐˜ด ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜ช๐˜ฏ๐˜ฉ๐˜ฆ๐˜ณ๐˜ฆ๐˜ฏ๐˜ต ๐˜ณ๐˜ช๐˜ด๐˜ฌ๐˜ด ๐˜ช๐˜ฏ๐˜ค๐˜ญ๐˜ถ๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ต๐˜ฆ๐˜ค๐˜ฉ๐˜ฏ๐˜ช๐˜ค๐˜ข๐˜ญ ๐˜ณ๐˜ช๐˜ด๐˜ฌ, ๐˜ฉ๐˜ถ๐˜ฎ๐˜ข๐˜ฏ ๐˜ฆ๐˜ณ๐˜ณ๐˜ฐ๐˜ณ, ๐˜ฑ๐˜ญ๐˜ข๐˜ต๐˜ง๐˜ฐ๐˜ณ๐˜ฎ ๐˜ง๐˜ข๐˜ช๐˜ญ๐˜ถ๐˜ณ๐˜ฆ ๐˜ข๐˜ฏ๐˜ฅ ๐˜ฎ๐˜ฐ๐˜ณ๐˜ฆ. ๐˜ˆ๐˜ต ๐˜ค๐˜ฆ๐˜ณ๐˜ต๐˜ข๐˜ช๐˜ฏ ๐˜ฑ๐˜ฐ๐˜ช๐˜ฏ๐˜ต๐˜ด ๐˜ต๐˜ฉ๐˜ณ๐˜ฐ๐˜ถ๐˜จ๐˜ฉ๐˜ฐ๐˜ถ๐˜ต ๐˜ต๐˜ฉ๐˜ช๐˜ด ๐˜ค๐˜ฉ๐˜ข๐˜ฏ๐˜ฏ๐˜ฆ๐˜ญ, ๐˜ธ๐˜ฆ ๐˜ฎ๐˜ข๐˜บ ๐˜ฆ๐˜ข๐˜ณ๐˜ฏ ๐˜ข ๐˜ค๐˜ฐ๐˜ฎ๐˜ฎ๐˜ช๐˜ด๐˜ด๐˜ช๐˜ฐ๐˜ฏ ๐˜ฐ๐˜ณ ๐˜ง๐˜ฆ๐˜ฆ ๐˜ข๐˜ด ๐˜ข ๐˜ด๐˜ฑ๐˜ฐ๐˜ฏ๐˜ด๐˜ฐ๐˜ณ๐˜ด๐˜ฉ๐˜ช๐˜ฑ, ๐˜ช๐˜ง ๐˜ต๐˜ฉ๐˜ช๐˜ด ๐˜ช๐˜ด ๐˜ต๐˜ฉ๐˜ฆ ๐˜ค๐˜ข๐˜ด๐˜ฆ ๐˜ธ๐˜ฆ ๐˜ธ๐˜ช๐˜ญ๐˜ญ ๐˜ข๐˜ญ๐˜ธ๐˜ข๐˜บ๐˜ด ๐˜ฎ๐˜ข๐˜ฌ๐˜ฆ ๐˜ด๐˜ถ๐˜ณ๐˜ฆ ๐˜ช๐˜ต ๐˜ช๐˜ด ๐˜ค๐˜ญ๐˜ฆ๐˜ข๐˜ณ. ๐˜ž๐˜ฆ ๐˜ข๐˜ณ๐˜ฆ ๐˜ด๐˜ต๐˜ณ๐˜ช๐˜ค๐˜ต๐˜ญ๐˜บ ๐˜ข๐˜ฏ ๐˜ฆ๐˜ฅ๐˜ถ๐˜ค๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ข๐˜ญ ๐˜ค๐˜ฐ๐˜ฏ๐˜ต๐˜ฆ๐˜ฏ๐˜ต ๐˜ฑ๐˜ญ๐˜ข๐˜ต๐˜ง๐˜ฐ๐˜ณ๐˜ฎ, ๐˜ฏ๐˜ฐ๐˜ต๐˜ฉ๐˜ช๐˜ฏ๐˜จ ๐˜ธ๐˜ฆ ๐˜ฐ๐˜ง๐˜ง๐˜ฆ๐˜ณ ๐˜ช๐˜ด ๐˜ง๐˜ช๐˜ฏ๐˜ข๐˜ฏ๐˜ค๐˜ช๐˜ข๐˜ญ ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ค๐˜ฆ. ๐˜ž๐˜ฆ ๐˜ข๐˜ณ๐˜ฆ ๐˜ฏ๐˜ฐ๐˜ต ๐˜ฑ๐˜ณ๐˜ฐ๐˜ง๐˜ฆ๐˜ด๐˜ด๐˜ช๐˜ฐ๐˜ฏ๐˜ข๐˜ญ๐˜ด ๐˜ฐ๐˜ณ ๐˜ญ๐˜ช๐˜ค๐˜ฆ๐˜ฏ๐˜ด๐˜ฆ๐˜ฅ ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ด๐˜ฐ๐˜ณ๐˜ด.

Denne episoden er hentet fra en รฅpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(698)

ARKInvest Digital Assets: The Next Bull Market Will Be The Biggest Ever (What We Expect)

ARKInvest Digital Assets: The Next Bull Market Will Be The Biggest Ever (What We Expect)

ARKInvest Digital Asset team Raye Hadi and Lorenzo Valente join us for a state of digital assets special. We debate whether token buybacks actually create value or if the correlation with top performe...

22 Aug 49min

Mert & Dev: Zcash Is About To Explode (Full Project Update)

Mert & Dev: Zcash Is About To Explode (Full Project Update)

Mert Mumtaz and Dev, the Osmosis founder now leading Zcash scaling at Valor Group, join us to explain the massive developments in Zcash as of late.The two of them break down how over 90% of Zcash's su...

21 Aug 43min

Underneath The Hood Of The Rapidly Growing Neobank Sector With Rain CTO Charles Yoo-Naut

Underneath The Hood Of The Rapidly Growing Neobank Sector With Rain CTO Charles Yoo-Naut

Rain Co-Founder Charles Yoo-Naut joins us for a look underneath the exploding neobank sector, which has exploded from $5m/month to $250m+/month in crypto-card volume in less than a year. He breaks dow...

19 Aug 32min

Andy & Robbie: Do Token Buybacks Actually Work? (Full Data-Backed Breakdown)

Andy & Robbie: Do Token Buybacks Actually Work? (Full Data-Backed Breakdown)

Robbie and Andy debate Morpho founder Paul Frambot's controversial take that token buybacks are "shooting yourself in the foot" versus the market's clear reward for programmatic buybacks from Hyperliq...

18 Aug 23min

SharpLink & Lido: Why $200M Just Went Into ETH Staking (Here's Why)

SharpLink & Lido: Why $200M Just Went Into ETH Staking (Here's Why)

Joseph Chalom and Kean Gilbert break down why SharpLink staked $200 million in ETH through Lido, making the case that unlike Bitcoin, Ethereum is a natively productive asset that treasury companies ha...

17 Aug 35min

NPC Labs CEO: The Biggest Shift In AI Is Happening In Front Of Your Eyes (Everything You Need To Know)

NPC Labs CEO: The Biggest Shift In AI Is Happening In Front Of Your Eyes (Everything You Need To Know)

Daryl Xu joins us to explain the biggest shift happening in AI. He introduces B3 IQ, a platform that lets anyone rent-to-own AI compute instead of relying on centralized API providers, and makes the c...

14 Aug 42min

Bitwise: Why Institutions Are Buying Ethereum For The Long Haul (Majors vs. Apps)

Bitwise: Why Institutions Are Buying Ethereum For The Long Haul (Majors vs. Apps)

Bitwise's CIO Matt Hougan and Head of Research Ryan Rasmussen break down why institutional ETF investors kept buying through the summer's 50% drawdowns and explain why they expect the next bull market...

12 Aug 45min

zerohash CEO: Wall Street's Biggest Are All In On Tokenization (What This Means)

zerohash CEO: Wall Street's Biggest Are All In On Tokenization (What This Means)

Edward Woodford, CEO of zerohash breaks down their new Visa Direct partnership, which lets Visa move value instantly across its 12 billion endpoints in over 190 countries using stablecoins. He explain...

11 Aug 22min

Populรฆrt innen Teknologi

lydartikler-fra-aftenposten
teknisk-sett
smart-forklart
tomprat-med-gunnar-tjomlid
elektropodden
nasjonal-sikkerhetsmyndighet-nsm
rss-kunstig-intelligens-med-elisabeth-maren-og-morten
rss-ki-praten
fornybaren
shifter
rss-alt-som-gar-pa-strom
teknologi-og-mennesker
rss-snakk-om-sikkerhet
rss-fisketimen
rss-ai-forklart
rss-alt-vi-kan
digital-forretningsforstaelse
rss-polypod
pedagogisk-intelligens
rss-plateprat