Solana's institutional growth lead Nick Ducoff says Bitwise's Solana product now holds over $1 billion
Nick: "For Solana, we had the U.S. products go live in Q4 of last year"
Nick: "Bitwise now has over a billion dollars of AUM in it"
Robbie: "They're not calling it crypto. They're calling it digital finance"
Nick Ducoff says there are now 3K tokenized assets on Solana with BlackRock alone holding $1 billion
"We're in a tokenization supercycle"
"We're over 30 billion of real world assets. 250 billion plus of stablecoins. Solana's number two or three in both of those categories, approaching 5 billion in real world assets"
"There's actually 3,000 different tokenized assets on Solana today"
"The largest asset on Solana, which is BlackRock's BUIDL money fund, has a billion dollars in it. all the way at the other end of the tail... there's some esoteric asset with... 50 bucks"
Bitwise retweeted
Bitwise submitted comments on @SECGov's proposed Regulation Crypto Assets this week — led by @johannarcw.
Continue to be grateful for the constructive approach by regulators.
Glad to have the chance to contribute input here.
On Monday, @Bitwise filed our comment letter on the SEC’s proposed Regulation Crypto Assets. Our ask: a practical framework for a question Bitwise has wrestled with for nearly a decade. How do we determine whether a crypto asset is a security or is subject to an investment contract?
Bitwise evaluates crypto assets every day. We ask: What do they do? How were they created? Can we put them into our products? For years, answering that last question has required analysis with limited information and uncertain standards.
This letter draws on over five years of engaging with the SEC Staff on these issues. We’ve long wanted a framework a company can actually apply without commissioning a bespoke Howey analysis for every crypto asset.
Regulation Crypto gives us an opportunity to get there. The proposal focuses on issuers. Our letter proposes changes to make it work for companies like Bitwise that use crypto assets as the building blocks of investment products.
We make two principal requests:
1. A standard outsiders can apply to determine when a crypto asset is no longer subject to an investment contract, based on publicly available information. We can evaluate what an issuer promised, what it has done and what activities continue. We cannot verify its private intentions.
2. Clear rules for when non-issuers may rely on an issuer’s Form TR, how to make a determination when no Form TR exists, and what facts would make reliance unreasonable.
These questions shape what we can build for investors. This letter puts years of experience to work advocating for rules that give us greater certainty and room to build.
Read our letter: sec.gov/comments/S7-2026-27/…
Bitwise retweeted
JPMorgan just added Bitcoin to its long-term capital market assumptions.
Bitwise CIO Matt Hougan called this on The Rollup earlier this month:
"I feel very confident that we're going to have significant inflows on the ETF side across the spectrum in Q4 as traditional investors start to allocate into this space."
First the research desk. Then the wealth advisors.
@Matt_Hougan @Bitwise
Bitwise retweeted

NEAR Protocol@NEARProtocolOct 20
United States
United StatesConnected via WebAccount-level information, not a live location or per-post device.
“NEAR Intents volume accelerated sharply through Q3 2026, from $2.40 billion in July to $4.80 billion in September. Q3 volume reached $10.41 billion, up 66.8% QoQ and 891% YoY.”
Read the full @bitwise staking report:
The Bitwise Staking Report (Q4 2026) is live.
In our quarterly digest, we take a hard look at protocol metrics for @ethereum, @solana, @HyperliquidX, @Robinhoodcrypto, and @NEARProtocol.
TL;DR: Stake is up, costs are down, and rewards are down too.
Read the report: bitwiseinvestments.com/crypt…
Bitwise retweeted
👔 “Three years ago, I probably wore a tie... this year I don't think I've worn a tie.”
@Bitwise CEO @HHorsley tells @_dsencil at @token2049 why that shift says something bigger about crypto.
The tie is the tell. Watch the full interview. 👀
Bitwise retweeted
Spot $NEAR ETF won't stop growing.
@Bitwise's spot @NEARProtocol has had one of the best starts of any crypto ETF in history.
Since launching late last month, the product has seen $88.5M in cumulative net inflows.
In fact, it has seen only two days without net inflows and not a single day of outflows...
Bitwise retweeted
Best piece I know of for understanding what’s happening in the staking market.
The Bitwise Staking Report (Q4 2026) is live.
In our quarterly digest, we take a hard look at protocol metrics for @ethereum, @solana, @HyperliquidX, @Robinhoodcrypto, and @NEARProtocol.
TL;DR: Stake is up, costs are down, and rewards are down too.
Read the report: bitwiseinvestments.com/crypt…
Bitwise retweeted
Every quarter, we track different major networks and share what we're seeing in staking and onchain activity.
This quarter, our staking report covers Ethereum, Solana, Hyperliquid, Robinhood Chain and Near.
There is now more onchain activity than ever, and it keeps getting cheaper as teams scale the infrastructure.
Here are our main takeaways 🧵
The Bitwise Staking Report (Q4 2026) is live.
In our quarterly digest, we take a hard look at protocol metrics for @ethereum, @solana, @HyperliquidX, @Robinhoodcrypto, and @NEARProtocol.
TL;DR: Stake is up, costs are down, and rewards are down too.
Read the report: bitwiseinvestments.com/crypt…
Bitwise retweeted
First they ignore you, then they laugh at you, then they fight at you, then they add you to their Long-Term Capital Markets Assumptions paper and predict you'll be the best-performing asset of the next decade.
Bitwise retweeted
“I think we’ve effectively made recessions illegal post-2008.” 👀
@Bitwise CIO @Matt_Hougan joins @2084Richardson and @_dsencil on bailouts, NEAR’s 50x potential, and central banks buying Bitcoin.
🎙️ Watch the full conversation.
Bitwise retweeted
Bitwise just launched the first US spot NEAR ETF and it pulled in $35M on day one.
Why NEAR? Matt Hougan says it checks every box: real current business, a long-term moonshot as the blockchain for AI, a dedicated community, and proven staying power through a full bull and bear cycle.
"If you're interested in the intersection of AI and crypto, there are only a handful of projects showing real traction. NEAR is the top of that stack."
FT @RasterlyRock @Matt_Hougan @BitcoinJesusETH @Nexo
Bitwise retweeted
Bitcoin fell 50%. Institutions didn't flinch.
Bitwise Head of Research Ryan Rasmussen:
"None of these institutions were selling their crypto positions, and many of them were adding to their crypto positions."
And one sovereign wealth fund "was actually selling their gold and FX reserves to fund their Bitcoin allocation."
Bitwise retweeted
🔥 TODAY: Bitwise CIO Matt Hougan says that whether the economy faces rate hikes, inflation, recession or an AI boom, nearly every macro scenario ends with Bitcoin higher.
“All roads still lead to Bitcoin.”
Bitwise retweeted
Bitcoin keeps getting redefined, cycle after cycle.
A preview of a conversation with @JacobPPhillips and @HHorsley of @Bitwise on what this one is actually about.
Full conversation drops tomorrow.
Bitwise retweeted
Study André’s tweets
Bitcoin ETPs have continued to attract more capital than gold ETPs this year.
But there is still significant potential from a rotation from global semiconductor ETFs to Bitcoin ETPs if the AI trade continues to consolidate (probably around ~$40B).
BTC vs Gold: BTC vs Semis:
Bitwise retweeted
Bitwise Research analyst @cornMaxy is underfollowed.
Absolute banger of a thread on prediction markets.
Bitwise retweeted
RWAs, Vaults, & The Pursuit of Onchain Yield
with @HHorsley @eastofthesuez @arno39 Patrick Yeo @mathy_research
DAS Asia 2026 Investor Stage






























