The Rollup Why Crypto Is the Next Alternative Asset Class with Hunter Horsley
Mar 4, 2026
Hunter Horsley, CEO of Bitwise Asset Management and institutional crypto leader, discusses institutionalization of crypto and how AI boosts internal workflows. He breaks down Bitwise's four business lines. He debates whether the four-year Bitcoin cycle holds and explores the sentiment gap between crypto natives and institutions. He also outlines typical institutional crypto allocation ranges.
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AI Is A Freight Train Investors Should Board
- AI is a freight train investors should figure out how to get on rather than bet against.
- Hunter Horsley compares rapid, inevitable AI adoption to a moving freight train that you should avoid standing in front of.
Automate Small Tasks Now Using AI
- Automate small recurring internal tasks now because AI reduces build time from months to days.
- Bitwise built internal tools that save single- or double-digit hours weekly by using AI to make engineer build times practical.
Henry Kravis Story Explains Asset Class Evolution
- Hunter told a story of Henry Kravis' first $25M 1971 fund to illustrate how new asset classes get named and institutionalized.
- The tale traces private equity from a "bootstrap acquisition fund" to a mainstream asset class over decades.