Ep. 696 ETF Inflows, Market Fear, and Why 2026 Looks Bullish with Ryan Rasmussen of Bitwise
CRYPTO 101
Bryce Paul & Brendan Viehman
4.6 • 821 Ratings
🗓️ 26 December 2025
⏱️ 45 minutes
🧾️ Download transcript
Summary
In this episode of the Crypto 101 Podcast, Bitwise Head of Research Ryan Rasmussen breaks down why crypto markets feel weak despite historic progress in regulation, ETFs, and institutional access. He highlights a major disconnect between price action and fundamentals, pointing to record ETF inflows—especially into Solana—as evidence of long-term conviction. Ryan makes a strong case for crypto indexing, arguing that broad exposure consistently outperforms asset picking for both advisors and retail investors. Looking ahead to 2026, he outlines a bullish outlook driven by regulatory clarity, tokenization, DeFi’s resurgence, and growing adoption across both crypto assets and equities.
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Chapters
00:16 — Brendan welcomes Ryan Rasmussen of Bitwise and outlines discussion on ETFs, markets, and year-end outlook.
03:50 — Market recap: Bitcoin pullbacks, fear & greed at extremes, and why sentiment feels broken.
05:29 — Ryan explains the disconnect between weak prices and the strongest fundamentals in crypto history.
10:11 — Long-term macro view: technology, liquidity, regulation, and why short-term noise doesn’t matter.
13:14 — The case for crypto indexing and why broad exposure beats picking winners.
20:56 — Solana ETF shock: 18 straight days of inflows despite a 25–30% price drawdown.
27:14 — What altcoin ETFs really mean and why not all will succeed.
37:55 — Sneak peek at 2026 themes: new all-time highs, crypto equities, DeFi, and tokenization.
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Transcript
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| 0:00.0 | Welcome to the Crypto 101 podcast presented by Gemini, your bridge to the future of money. |
| 0:10.1 | All right, everyone. Welcome back to the Crypto 101 podcast. We are joined by Ryan Resmussen. He is the head of research over at Bitwise |
| 0:22.8 | and definitely a familiar face over here. We've had them on a couple of times. We've had other |
| 0:28.0 | members from the team on. But Ryan, welcome back and it's good to have you, my friend. |
| 0:32.4 | It's great to be back here with you guys. Excited to chat today. Yeah, absolutely, man. |
| 0:36.8 | You know, it's funny funny we were just talking to |
| 0:38.9 | matt not too long ago for people who don't know matt's the cio over at bitwise they are one of |
| 0:45.1 | the primary etf contributors when it comes to the crypto market they do a lot of other great work as |
| 0:50.1 | well always sharing just unique insights and statistics. And they get a background view on everything |
| 0:55.7 | that's happening in crypto. And they have this perfect blend of understanding what's happening on the |
| 1:00.6 | traditional side, but obviously just super deep on the crypto side. And we love getting to hear what they see |
| 1:07.5 | and notice because it usually is stuff that is either maybe the average person |
| 1:11.7 | doesn't understand or it goes over their head. And they're able to kind of just bring it to us. |
| 1:16.0 | So we're going to be talking about the crypto ETFs, all those new altcoin ones that are coming |
| 1:20.6 | out, the overall state of the market. And just the year as a whole is we begin to wrap up here |
| 1:25.8 | and go into 2026. I know one of our favorite things |
| 1:30.5 | is the legendary 2025, or should I say the annual predictions that you all put out, Ryan, |
| 1:37.8 | and we're eagerly waiting, and we'll get into this topic, everyone, so don't worry, but we're |
| 1:41.9 | eagerly waiting for those 2026 predictions, and who knows, maybe by the time that this podcast is everyone, so don't worry. But we're eagerly waiting for those 2026 predictions. |
| 1:44.7 | And who knows? Maybe by the time that this podcast is out, they might just be released. |
| 1:50.1 | But Ryan, welcome back, my friend. Yeah, it's good to see you again. It's good to see you. |
| 1:55.0 | Yeah, happy to be here. A lot of kind words there. I appreciate them. We're eager to publish our 2026 predictions as well. |
... |
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