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Bitwise Monthly Webinar: The Bitcoin Macro Investor - September 2025

Data

Czwartek, 4 września 2025

Czas

16:00 Europe/Berlin

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Plan wydarzenia

Liquidity to Ledger: Mapping Bitcoin’s Path in an Easy‑Money Era

Join Bitwise experts as they explore the critical factors shaping Bitcoin’s future. This exclusive session is designed for professional investors seeking a deeper understanding of the forces driving Bitcoin's performance amidst global macroeconomic trends and resilient on-chain metrics.


What You’ll Learn:

This session will address essential questions, including:

  • Institutional Accumulation & On‑Chain Signals: Unpack the latest surge in bitcoin purchases by public companies and ETPs - from fresh corporate treasury allocations to record‑breaking ETF inflows - and see how on‑chain metrics are confirming a dramatic shift in supply dynamics.
  • Easy‑Money Macro Regime: Track the pivot to expansionary fiscal and monetary policy - soaring U.S. deficits, renewed Treasury issuance, and a dovish Fed tilt - and learn why this historic liquidity backdrop is setting the stage for bitcoin’s next major move.
  • Cycle Top & 2025 & Outlook: Assess whether key cycle‑top are flashing caution and map out our base case scenario for bitcoin’s performance through the end of 2025 and into 2026.


Participation Requirements:

  • This webinar is exclusively for professional investors and not intended for private capital investments.
  • Free of charge.


Technical Information:

  • No browser extensions or additional software are required to participate. The webinar runs directly in your browser.
  • For mobile users, you can also join via the ClickMeeting app.


Recording Access:

A recording will be sent to all live participants via Email immediately after the webinar.


Why Attend?

  • Gain actionable insights into Bitcoin’s market trends for 2025 and beyond.
  • Learn from Bitwise experts featured in Handelsblatt, BTC ECHO, and Bloomberg.
  • Prepare your portfolio with knowledge tailored for professional investors.


Register now and secure your spot!

This webinar is brought to you by Bitwise. For more information, visit www.bitwiseinvestments.eu 

Bradley Duke

Head of Europe at Bitwise

Bradley has spent most of his career in regulated Financial Services as well as young technology companies. He worked for investment bank Jefferies at their offices in New York, Paris and London, and then at the trading powerhouse KCG in London where he headed the team at Knight Direct Europe. Bradley co-founded fin-tech and payments company Zapper, and most recently was CEO of the UK branch of the investment bank BCS Global Markets. Bradley has always had a strong interest in nascent technology and his fascination with blockchain and crypto lead him to attend the Blockchain Strategy course at the University of Oxford - Said Business School, following which he became a founding member of the London Blockchain Foundation.

Matthew Hougan

Chief Investment Officer (CIO) at Bitwise

Matt currently serves as the Chief Investment Officer (CIO) at Bitwise Asset Management, the world’s largest provider of cryptocurrency index funds, managing over $12 billion in client assets. At Bitwise, he oversees the firm’s investment strategies and plays a crucial role in the development of innovative crypto products aimed at both retail and institutional investors.
Before joining Bitwise, Hougan was the CEO of ETF.com and Inside ETFs, where he led the development of the first ETF data and analytics platform, the premier ETF media website, and the world’s largest ETF conference. His contributions to the ETF space have earned him widespread recognition in the financial industry.

André Dragosch, PhD

Head of Research, Europe

André Dragosch has been active in the German financial industry for over 10 years, primarily in the fields of portfolio management and investment research. He also holds a PhD in financial history from the University of Southampton, UK. Since 2014, he has been a private investor in crypto assets, and since 2018, he has gained experience with institutional crypto investments.
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