The Biggest Shift in Bitcoin History Is Happening Now | Dan Tapiero & Robbie Mitchnick
The Pomp Podcast
Anthony Pompliano
4.6 • 2K Ratings
🗓️ 27 February 2026
⏱️ 23 minutes
🧾️ Download transcript
Summary
Dan Tapiero is the Founder & CEO of 10T Holdings and 1RoundTable Partners, and Robbie Mitchnick is Head of Digital Assets at BlackRock. This conversation was recorded live at Bitcoin Investor Week in New York. In this conversation, we discuss the explosive growth of the spot Bitcoin ETF, how institutions now view Bitcoin within asset allocation, the impact of macro and Fed policy on crypto markets, and why traditional finance and digital assets are rapidly converging.
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- 0:00 - Intro
- 0:23 – Why the Bitcoin ETF was so successful & institutions enter
- 4:38 - Building beyond the Bitcoin ETF
- 8:03 - The bridge between TradFi & crypto
- 13:43 - How institutions think about allocations
- 17:40 - Macro, the Fed & liquidity impact on bitcoin
- 22:22 - Partnerships & building in digital assets
Transcript
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| 0:00.0 | The narrative about Bitcoin is digital gold is very real, is very important. |
| 0:04.7 | It's not going away. |
| 0:05.9 | It doesn't matter that gold is up and silver is up in the last 18 months, you know, exponentially |
| 0:12.0 | and Bitcoin is down. |
| 0:13.4 | Over the long term, of course, Bitcoin has dramatically outperform gold. |
| 0:17.2 | I suspect the dollar keeps going down. |
| 0:19.5 | I think this is going to be very bullish for us over |
| 0:21.7 | the medium term, gold and Bitcoin. Robbie, greatest product launch in the history of Wall Street, |
| 0:28.6 | I think the Bitcoin ETF, I bid is. Why was it so successful? Well, it had a lot of things converging at the right time for it, right? |
| 0:39.3 | The pent-up demand that had existed for many years to be able to access Bitcoin in a convenient turnkey, low-cost exposure vehicle was substantial. That was true for retail. It was especially true for |
| 1:00.0 | financial advisors and for institutions. And so you had this moment where all of a sudden |
| 1:06.5 | access got unlocked to the entire of mainstream finance. |
| 1:11.4 | And it coincided with the fact that Bitcoin is an asset, |
| 1:14.7 | you know, obviously we're in a less positive moment right now, |
| 1:18.0 | but is a asset that has massive resonance |
| 1:21.2 | with all kinds of people and all kinds of investors |
| 1:23.2 | all over the world. |
| 1:24.5 | And you put those two together, |
| 1:26.0 | and it was somewhat unprecedented in terms of the strength |
| 1:29.2 | of the adoption. |
| 1:29.9 | And even today, obviously, Bitcoin's down |
| 1:31.6 | by almost 50% from the peak. |
... |
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