Matt Hougan
@Matt_Hougan
CIO @Bitwise. Co-founder @FutureProof_HQ. Previously CEO @ETFcom. Husband, father, & runner (when I find time).
Joined December 2008
551 Following 101.3K Followers
People are making two compounding mistakes when evaluating DeFi apps right now:
1) Market Size: People think they are targeting the $2 trillion crypto market when they are actually targeting the $500 trillion asset market.
2) Value Capture: People think they have maximized fee generation when they are actually just scratching the surface.
These things -- Hyperliquid, Uniswap, Aave, Morpho, Aerodrome, Lighter, Pump, and more -- have bigger TAMs and more pricing power than people believe.
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