TheBitCast

Eric Balchunas: Bitcoin’s Crossroads, the 3% Allocation and BlackRock's Inside Story

Podcast: Natalie Brunell's Coin Stories · Natalie Brunell

Opublikowano: 2026-10-13

Eric Balchunas, Senior ETF Analyst at Bloomberg Intelligence, is back and his new book makes the case that Bitcoin is now a legitimate asset you’d be foolish to ignore -- written by someone who spent years as a skeptic. He walks us through what changed his mind, and where he thinks this all goes next. We cover: Why the Bitcoin ETFs are outperforming nearly everything in Q3What happened two hours after the Bitcoin ETF crossed $100 billion in 2025Why he thinks the government ends up buying stocks, and what that means for everyone elseWhy he st...