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This week, the 100th CIO Memo from @Matt_Hougan dropped.
Here are some of the top columns and most prophetic takes over the past few years.
A 🧵

December 11, 2023
He argued it wasn't too late to invest in bitcoin, which was trading under $50K at the time.

June 24, 2024
He predicted $18B in ETH ETP flows in the first 18 months; 12 months in, we're right on target.

September 17, 2024
ETH was trading at $2,200 at the time. Today it's at $3,800.

December 10, 2024
Once again made the case for why investors weren't too late to buy BTC; it's risen more than 20% since.

Check out all 100 memos—the hits and the misses—here:
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