Matt Hougan: The Case For Bitcoin At $1.3 Million By 2035

Matt Hougan: The Case For Bitcoin At $1.3 Million By 2035

6 views · August 26th, 2026

Matt Hougan strips the Bitcoin case down to one idea: it provides a service the world wants, the ability to store wealth digitally without a government or a bank, the same job gold does physically. If even a small fraction of the world decides it wants that, he sees enormous room left, with Bitwise modeling roughly $1.3 million a coin by 2035. He frames it against a backdrop most people have stopped registering, over $40 trillion in national debt and more money printed last quarter than during the financial crisis. Watch the full episode powered by WOLF Financial: https://youtu.be/GRIWcowlc-o?si=wPHLBFhNaNJpov4Y

Brian Feroldi: Why He Buys Stocks at All-Time Highs

10 views · August 25th, 2026

Everyone's taught to wait for a dip and never overpay. Brian Feroldi says some of the best investments of his life were bought at all-time highs, when nothing about them looked cheap. He joins Gav to explain why quality and growth matter far more than an optical bargain, why the P/E ratio misleads more investors than it helps, how to actually read a financial statement based on what phase a business is in, and the Amazon purchase at a 500 P/E that became one of his best buys ever. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Brian Feroldi: X: https://x.com/BrianFeroldi YouTube: @BrianFeroldi ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Bitwise CIO: "The Bottom Is In", Days Before Bitcoin Jumped 20%

12 views · August 23rd, 2026

Just days before Bitcoin jumped more than 20% in a single week, Matt Hougan, CEO of Bitwise, sat down and explained why he believed the bottom was already in. He joins Gav to lay out the one signal he trusts most for spotting a bottom, why Bitcoin no longer falling on bad news means sellers are exhausted, the momentum and on-chain indicators he stacks for confidence, the macro case tied to $40 trillion in debt, and how he thinks about holding Bitcoin through an ETF versus cold storage. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Matt Hougan: X: https://x.com/Matt_Hougan Bitwise: bitwiseinvestments.com ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The guest is the CEO of Bitwise and discusses Bitwise products during this conversation; his views are his own and do not necessarily reflect those of WOLF Financial. Cryptocurrency is highly volatile and you could lose your entire investment. Any price targets are forecasts, not guarantees. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

The Case for Bitcoin at $1.3 Million (ft. Matt Hougan, Bitwise CEO)

70 views · August 21st, 2026

Bitcoin got cut in half from its highs, and Matt Hougan, CEO of Bitwise, thinks that's exactly the wrong time to be bearish. He lays out why he believes the bottom is likely in and where this asset goes over the next decade. He joins Gav to explain the one signal he trusts most for spotting a bottom, why bad news no longer moving the price means sellers are exhausted, the macro case tied to $40 trillion in debt, and the math behind Bitwise's base case that Bitcoin reaches $1.3 million by 2035. Plus how he thinks about ETFs versus cold storage, the leverage reset in names like MicroStrategy, and where Ethereum fits in. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Matt Hougan: X: https://x.com/Matt_Hougan X: https://x.com/Bitwise Bitwise: bitwiseinvestments.com ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The guest is the CEO of Bitwise and discusses Bitwise products; his views are his own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Cryptocurrency is highly volatile and you could lose your entire investment. Price targets are forecasts, not guarantees. Past performance is not indicative of future results. 00:00 Intro: Bitcoin after a brutal drawdown 00:34 The one signal that says a bottom is near 02:00 The momentum and on-chain indicators he watches 04:00 The base case: why he sees $1.3 million by 2035 06:00 ETFs vs cold storage: how to actually hold Bitcoin 10:00 The leverage reset in MicroStrategy and STRC 14:00 Is the bottom in? The better question to ask 18:00 Why Bitcoin moves in phase jumps (100k, 250k, 500k) 22:00 Where Ethereum fits (and why it's harder to forecast) 26:00 Final thoughts: never been more excited

Matt Hougan: Bitcoin Has Stopped Reacting To Bad News

68 views · August 21st, 2026

Matt Hougan watches for one thing when calling a bottom in any asset: the moment bad news stops moving the price. In Q4 through Q2 a sliver of bad news would send Bitcoin cascading. In Q3 that changed. Saylor started selling, Clarity Act odds collapsed from 40% to 14%, the cold storage hacks hit, and Bitcoin barely flinched. To him that means the sellers are exhausted, and from there it only takes a little demand.

Anchored VWAP and Moving Averages: Full Breakout Strategy | Brian Shannon

54 views · August 20th, 2026

Most breakouts fail because traders buy a move that's already run too far. Brian Shannon, the trader who popularized anchored VWAP, breaks down the full method for reading a chart the right way. He joins Gav for a charting masterclass: how to actually use moving averages as reference points, why a close above the 50-day isn't automatically bullish, how anchored VWAP reveals where the real buyers and sellers are, and how to tell whether you're early to a breakout or chasing a trap. Plus live breakdowns of the semis, Nebius, Bitcoin, and SpaceX. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Brian Shannon: X: https://x.com/alphatrends ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 00:00 Intro 01:37 Why fundamentals and technicals are the same thing 04:00 Don't buy the dip, buy strength after 05:11 Reading the SPY: moving averages and time frame continuity 06:36 Why a rising vs falling moving average changes everything 09:34 The semis setup: is this breakout a trap? 12:25 The case for a Q4 run to new highs 15:16 Moving averages vs anchored VWAP 36:00 Bitcoin at a durable low (but not an uptrend yet) 41:53 The two habits that would fix most traders 45:34 The SpaceX chart: a master class in anchored VWAP

Brian Feroldi: The Investing Framework Behind 20 Years of Winners

30 views · August 19th, 2026

Brian Feroldi has spent 20 years building a portfolio of long-term winners, and it comes down to a repeatable framework anyone can learn. He breaks down exactly how he finds great businesses and holds them through the noise. He joins Gav to explain why recurring revenue is his first filter, why the direction of a company's moat matters more than its size, the counterintuitive data that says big companies are more likely to 10x than small ones, and why some of his best buys ever were made at all-time highs. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Brian Feroldi: X: https://x.com/BrianFeroldi YouTube: @BrianFeroldi Stock Simplifier: the research tool he built ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 00:00 Intro 01:11 Where he starts when he finds a new stock 02:30 His first filter: recurring revenue 03:56 Why he passed on Nvidia (and what changed) 05:32 Why Micron's contracts changed the business 06:39 Why simple businesses beat complicated ones 08:13 Moat trajectory matters more than moat size 10:34 The moats that are quietly shrinking 11:35 The companies building moats right now 13:22 How to actually read a financial statement 20:00 Why he de-emphasizes valuation for quality 22:39 Why big companies are more likely to 10x 26:06 Culling losers, feeding winners 38:19 His entire philosophy in one sentence 40:21 The Starbucks story that proves the point

The ETF Explosion Nobody Saw Coming (ft. Caleb Silver from Investopedia)

23 views · August 18th, 2026

There are now more ETFs than there are public companies to put in them, and it's not slowing down. Caleb Silver, Editor in Chief at Investopedia, breaks down how the ETF universe exploded and where it goes from here. He joins Gav to explain why launching an ETF is easier and cheaper than ever, how single-stock and leveraged products flooded in around names like SpaceX, why the number of public companies keeps shrinking, and what this means for how regular investors actually build a portfolio. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Caleb Silver / Investopedia: X: https://x.com/calebsilver X: https://x.com/Investopedia ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Chris Camillo & Amit Kukreja: The Robot Problem Nobody Is Talking About

133 views · August 16th, 2026

Everyone's focused on how fast humanoid robots are coming. Chris Camillo is focused on the thing almost nobody in the industry wants to talk about, and it could decide which companies actually win. He and Amit Kukreja join Gav to break down why the early robot deployments will look different than people expect, why safety is about to become the industry's defining debate, what the Tesla-versus-Waymo divide tells us about the road ahead, and why a single incident could reshape the entire sector. ▶ Follow Chris Camillo: X: https://x.com/ChrisCamillo YouTube: @DumbMoney Instagram: @DailyChrisCamillo ▶ Follow Amit Kukreja: YouTube: youtube.com/@amitinvesting X: @amitisinvesting ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Michael Sikand: Why $AAOI Is Just Getting Started

6 views · August 14th, 2026

AOI just ripped, and Michael Sikand thinks the story is far from over. He breaks down why this photonics name might be one of the most asymmetrical setups in the market right now. He joins Gav to explain what photonics actually is, why there aren't enough lasers in the world to meet data center demand, how AOI's made-in-USA transceiver business could benefit from a potential China ban, and what the recent earnings call revealed about the ramp ahead. ▶ Follow Michael Sikand: X: https://x.com/michaelsikand YouTube: @MichaelSikand ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

The Money Talk That Saves Marriages (ft. Certified Financial Advisor Doug Boneparth)

11 views · August 13th, 2026

Money is one of the biggest sources of stress in any relationship, and most couples never learn how to talk about it. Doug Boneparth, financial advisor and co-author of Money Together, has a system for fixing that. He joins Gav to break down how to run a "money meeting" that actually works, why starting with a shared goal changes everything, how to invest through a volatile market without losing your mind, and why being boring and consistent is the real path to building wealth. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Doug Boneparth: X: https://x.com/dougboneparth Book: Money Together (available on Amazon) ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 00:00 Intro 00:40 Making sense of a noisy, volatile market 04:00 Why boring and consistent wins 06:00 Winning around the edges: tax and buy-the-dip systems 09:00 S&P 500 vs the Q's: which fits you 14:00 Building a portfolio you can actually stick with 20:00 The room-for-opportunity sleeve: sectors and digital assets 28:00 The marriage money problem 32:00 How to run a quarterly money meeting 38:00 Starting with a shared goal, not a spreadsheet 44:00 Keeping it consistent (and distraction-free) 50:00 Final thoughts: take control of your financial life

Chris Camillo: The Robotics Debate Nobody Is Ready For

70 views · August 13th, 2026

Robot hands are a 15 year problem, and Chris Camillo thinks the first deployed versions will look like dinosaurs a decade from now. That is the fun part. He argues humanoid robots are only a couple of years from entering the world for real, and that the open versus closed weight fight consuming AI right now is about to hit robotics even harder. Every robot company is facing that decision today, and after conversations with CEOs in the space, he says there is still no clear answer. Watch the full episode powered by WOLF Financial: https://youtu.be/FpAh425b_SY?si=5682sf0X85pXD5vh Follow WOLF Financial: X https://x.com/WOLF_Financial Instagram https://www.instagram.com/wolffinancial_official/ WOLF TradingX https://www.youtube.com/@WOLF_TradingX This content is for informational and entertainment purposes only and is not investment advice. Nothing presented constitutes a recommendation to buy or sell any security. Always do your own research.

The Real Reason Stocks Keep Going Up (ft. Caleb Silver from Investopedia)

1.2K views · August 12th, 2026

The market doesn't feel like it should be this strong, and yet here we are, at all-time highs. Caleb Silver, Editor in Chief at Investopedia, explains what's actually holding this bull market up. He joins Gav to break down why the fundamentals are better than the vibes, the "relentless bid" that keeps stocks climbing, why AI capex is starting to worry investors, and how retail should think about allocating when everything is near record highs. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Caleb Silver / Investopedia: X: https://x.com/caleb_silver X: https://x.com/Investopedia Podcast: The Investopedia Express ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 00:00 Intro 00:40 Why it doesn't feel right, but the fundamentals are strong 04:00 Earnings galore and expanding margins 06:00 Inflation, sticky prices, and the stagflation question 10:00 How retail should allocate near all-time highs 14:00 Last year's winners that became this year's bear markets 18:00 The AI capex problem: when spending eats free cash flow 24:00 The relentless bid: why the market won't drop 30:00 Why fundamentals matter more than the stock price 36:00 How to actually use Investopedia as an investor 44:00 Final thoughts: know what you own

Michael Sikand: The One Trade Everyone Overlooked (Not a Bubble)

371 views · August 11th, 2026

While everyone was getting bagged in the AI selloff, Michael Sikand quietly made one of the best trades of his life, in a stock nobody expected. He joins Gav to break down why his biggest winner right now is sitting completely outside the AI bubble, how he thinks about staying in a trade when everything is down 50%, why memory is the new oil, and where he's putting his conviction as these super cycles play out. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ :arrow_forward: Follow Michael Sikand: X: https://x.com/michaelsikand YouTube: @MichaelSikand :arrow_forward: Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 00:00 Intro: surviving the whipsaw market 02:23 The sectors he's still locked in on 04:36 Why staying in the trade is the hardest part 09:23 Memory is the new oil 11:14 If memory is the oil, what are GPUs? 16:00 How he's actually using AI in his business 20:00 The AOI thesis and the made-in-USA optical play 26:39 The trade nobody's talking about: Sony and GTA 6 33:00 Why you have to know what you own 45:00 Hedging with sectors, not just downside bets 50:00 Final thoughts

Doug Boneparth: The Real Question Behind S&P 500 vs QQQ

169 views · August 10th, 2026

Doug Boneparth reframes the S&P 500 versus QQQ debate around a single filter: which one will actually be easier to hold on to. QQQ brings deeper drawdowns and more parabolic upside, and he points back to the 2022 lows where investors sat through 50 to 70% declines before the move that followed. Sit through that and you earn the premium. The second question is whether you believe in the theme at all.

Chris Camillo & Amit Kukreja: What Investors Get Wrong About Humanoid Robots

443 views · August 10th, 2026

Everyone's rushing into the robot trade. Chris Camillo thinks most investors are focused on the wrong thing entirely, and the real opportunity is in what nobody's paying attention to. He and Amit Kukreja join Gav to explain why the deployment timeline matters more than the hardware, the moats that will separate the winners from the rest, why the US supply chain shift could reshape the whole sector, and where the biggest opportunities actually sit as this build-out unfolds. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Chris Camillo: X: https://x.com/ChrisCamillo YouTube: @DumbMoney Instagram: @DailyChrisCamillo ▶ Follow Amit Kukreja: YouTube: youtube.com/@amitinvesting X: @amitisinvesting ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.