NEW
I read everything Geoff Kendrick at Standard Chartered writes, so it was a real joy to join the Expert Council podcast with him. Great conversation on where crypto is heading.
Matt Hougan
Institutional Strategy Council
Where the people who move capital come to talk
For allocators, treasury leads and institutional strategists. Here to make decisions, not to speculate. Application-only.
ON THIS COUNCIL
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JPMorgan has filed to launch the JPMorgan OnChain Liquidity-Token Money Market Fund (JLTXX), a tokenized Treasury vehicle on Ethereum powered by Kinexys Digital Assets. According to the filing with the US Securities and Exchange Commission (SEC), under normal conditions, the fund invests only in US Treasury securities and Treasury-collateralized overnight repurchase agreements. JPMorgan Files To
What Moved the
Conversation
Matt Hougan
Chief Investment Officer for Bitwise Asset Management
The rise of agentic finance as a new narrative for crypto to build on, I think is a big emerging catalyst
Michael Walsh
Independent Non-Executive Director & Chair
Institutional demand isn't disappearing; it's just becoming exceptionally narrow and risk-averse. Institutions are primarily buying Bitcoin, Ethereum, and a select few high-conviction DeFi projects, rather than spreading capital across speculative altcoinsArthur Hayes
Co-Founder of BitMEX & Managing Partner at Maelstrom
I’ve started doing more research on the liquidity situation, and I’ve become more positive on the direction of money printing. The question is whether more dollars will be created, and my view is yes. On April 1, the enhanced supplementary leverage (eSLR) ratio came into effect for US commercial banks. That allows them to use more leverage on their balance sheets by reducing the charges they face on certain assets they hold.
In their own words
NEW
The good thing this time, compared to previous cycles, is that there’s been no crypto blow-ups directly. Actually, the underlying stuff in crypto is doing really, really well now
Geoff Kendrick
Conversations on camera
Watch our YouTube for moreWhat gets discussed
Active this month
- Fabian Dori
- Varun Paul
- Geoff Kendrick
- Matt Hougan
- +15others contributed this month
PROPRIETARY COUNCIL RESEARCHQ2 2026 Page 8 of 48
Institutional On-Chain Capital Flow by Asset Class - Q2 Shift
Council consensus shifted: 77% of members now have active on-chain treasury exposure - up from 31% in Q4 2025.
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The Expert Council produces private working group sessions, pre-publication research, and proprietary data available only to members.
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Reviewed monthly by the Expert Council selection committee.
Where institutional capital meets on-chain infrastructure.
A network of senior allocators, treasury leads, and institutional strategists operating at the intersection of traditional and digital finance. Admitted by invitation, selected by contribution.
01 - Eligibility
Who we admit
Senior analysts, strategists, and market practitioners currently operating at the intersection of institutional finance and digital assets - including macro researchers, quantitative analysts, market structure specialists, data leads, and C-suite operators at trading firms, exchanges, and asset managers.
02 - Selection
How members are selected
Senior decision-makers with a verifiable track record of original market analysis or data-driven research across TradFi or crypto-native institutions, with at least 7 years in relevant roles. Reviewed quarterly by the Expert Council selection committee.
03 - Commitment
What members contribute
One original analysis or data insight per month, participation in at least two roundtables per year, and active engagement in the private practitioner channel.
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