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Bankless: Inside BlackRock’s Crypto Strategy: Tokenization, Stablecoins & The Next Trillion | Robbie Mitchnick, Head of Digital Assets
Manage episode 518708608 series 3506872
BlackRock’s Head of Crypto Robbie Mitchnick joins Ryan to unpack how institutions are actually allocating (and why correlation to “digital gold” matters), what the ETF data says about demand for BTC and ETH, and why the October leverage flush didn’t dent long-term adoption.
We dig into BlackRock’s tokenization roadmap, from the BUIDL-style tokenized money market funds and the Genius Act angle to the stablecoin flywheel, plus what’s still missing: secondary liquidity and pragmatic regulatory clarity.
Robbie lays out a realistic 24–36 month path, a 2026 “show-me” phase for real utility, and candid advice for allocators on sizing and asset selection.
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TIMESTAMPS
0:00 Is It Over?
11:54 Institutional Response to Liquidations
13:57 Bitcoin vs Gold
16:36 Bitcoin’s IPO Moment?
19:29 Next Catalyst
24:23 Institutional Growth
26:41 Central Bank Adoption
28:25 BlackRock ETFs
30:21 Ethereum ETFs
32:38 Tokenization Roadmap
35:33 GENIUS-Aligned Money Market Fund
38:08 Progress in Tokenization
43:04 Regulatory Clarity
46:30 Bull Case for Tokenization
48:08 Is Wall Street Convinced?
49:59 Bear Case for Tokenization
52:01 Restructuring Banks
54:16 How Many Stablecoins?
55:10 1-Year Goals
57:37 Advice to Institutional Investors
59:47 Closing & Disclaimers
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RESOURCES
Robbie Mitchnick
Blackrock Digital Assets
https://www.blackrock.com/us/financial-professionals/investments/products/bitcoin-investing
“Bitcoin’s Silent IPO”
https://finance.yahoo.com/news/bitcoins-silent-ipo-analyst-addresses-144047837.html
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
172 episodes
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