Davos, Macro, Regulation & Crypto’s Next Rally! | Matt Hougan

Welcome to The Big Picture, SolanaFloor’s new weekly livestream focused on the macro, regulatory, and institutional forces shaping crypto markets. This week we’re joined by Matt Hougan, CIO at Bitwise, for a top-down conversation on why crypto is still early in 2026 — and what still needs to change before prices reflect fundamentals. We discuss why Bitcoin continues to attract sovereign and institutional interest, why Solana has one of the strongest structural setups in crypto, and how regulation, liquidity, and market structure are converging faster than most people realize. We cover: 📍 Macro signals from Davos, metals, and global liquidity 📍 The CLARITY Act and what regulatory momentum really means 📍 Why most financial advisors still don’t allocate to crypto — and why that matters 📍 The “two ways to win” thesis for Bitcoin and Solana 📍 Solana’s ease of use, revenue growth, and rising institutional traction 📍 Sovereign adoption of Bitcoin and how it could reshape long-term demand --- This show is about signal over noise — no price predictions, no protocol promotion, and a clear distinction between facts and interpretation. 📍 Live every Thursday at 11am ET on YouTube and X 🔔 Subscribe for reminders and don’t miss future episodes of The Big Picture. --- Follow Jack Dunham on X: https://x.com/_JackDunham Follow Thomas Bahamas on X: https://x.com/Thomasbahamas Follow Matt Hougan on X: https://x.com/Matt_Hougan ---