BlackRock's Robbie Mitchnick on Bitcoin ETF Inflows, Risk-On vs Risk-Off & Digital Gold's Future

BlackRock’s Global Head of Digital Assets, Robbie Mitchnick, joins Natalie Brunell to break down the explosive rise of the spot Bitcoin ETF, institutional adoption, BlackRock’s allocation models, and why Bitcoin is becoming a global store-of-value alternative. Robbie explains what’s driving inflows, how institutions think about correlation and portfolio construction, and why Bitcoin’s “digital gold” use case is resonating worldwide.

We discuss:
• Why Bitcoin ETFs shattered expectations
• Who’s buying: retail, advisors & institutions
• Bitcoin as digital gold & a debasement hedge
• Global adoption beyond the U.S.
• Bitcoin vs. gold market cap potential

Learn more: https://www.blackrock.com/sg/en/insights

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*IN THIS EPISODE*
00:00 Bitcoin ETF’s historic inflows
1:50 Retail vs. institutional demand
2:50 Bitcoin’s role in portfolio construction
3:40 Gemini Bitcoin Credit Card | Bitwise | Ledn Bitcoin-backed Loans
05:14 Currency debasement, inflation & global adoption
08:11 Trade correlation, liquidity & macro narratives
12:53 Geopolitics, volatility & market reactions
14:19 Bitcoin vs. gold valuations
16:16 Bearish or bullish on Bitcoin
18:10 Stablecoins, payments & tokenization
20:12 Speed Wallet | Bitkey | The Bitcoin Way | Genius Academy
21:56 How much Bitcoin should be in your portfolio?
26:04 Larry Fink changing his mind on Bitcoin
34:07 Bitcoin as hope & long-term resilience

*OTHER RESOURCES*
Natalie Brunell’s website https://www.talkingbitcoin.com/

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Producer: Aron Bender https://www.linkedin.com/in/aron-bender/
Editor: Silas Foley

📄 LEGAL & RISK DISCLOSURE

1. No Financial Advice: This content is for entertainment purposes only and not intended as financial, legal, or tax advice. I am not a licensed financial advisor. Always consult a professional.
2. Sponsored Content & Affiliate Links: I may receive compensation when you use them, which helps support the channel at no additional cost to you.
3. Crypto Risk Warning: Cryptocurrencies are highly volatile and speculative. Risks include loss of capital, extreme price swings, and lack of regulatory protection.
4. Accuracy & Timeliness: All content reflects personal opinion and is based on available information at the time of recording. No guarantees are made regarding accuracy or future performance.

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