TL;DR
BlackRock’s crypto chief Robbie Mitchnick breaks down how big institutions are actually putting money into Bitcoin and Ethereum (hint: they still see BTC as “digital gold”), why last October’s market shakeout didn’t scare long-term investors, and what ETF inflows reveal about demand. The team’s roadmap calls for tokenizing everything from money-market funds (the “Genius Act” play) to stablecoins, but they’re still hunting for better secondary liquidity and clearer rules.
Over the next 24–36 months, expect a “show-me” phase where real on-chain utility has to prove itself (think 2026 milestones). In the meantime, Robbie’s top advice for allocators is to be strategic about position sizing, keep an eye on regulatory developments, and don’t underestimate the stablecoin flywheel as the next trillion-dollar opportunity.
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