The Pomp Podcast The Biggest Shift in Bitcoin History Is Happening Now | Dan Tapiero & Robbie Mitchnick
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Feb 27, 2026 
Dan Tapiero, founder of 10T Holdings and seasoned macro/gold investor; Robbie Mitchnick, Head of Digital Assets at BlackRock driving spot BTC and ETH ETF strategy. They discuss the explosive spot Bitcoin ETF growth. They explore institutional allocation shifts. They cover TradFi and crypto converging on blockchain rails. They examine macro, Fed policy, and liquidity effects on Bitcoin.
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ETF Unlocked Mainstream Access To Bitcoin
- The Bitcoin spot ETF unlocked massive pent-up demand by providing turnkey, low-cost access for retail, advisors, and institutions.
- Two years after launch iBit remains the largest ETF in history despite a ~50% price pullback, showing sustained adoption.
Bitcoin Is Now An Institutional Asset
- Institutions now treat Bitcoin (and to some degree ETH) as established assets that must be considered in asset allocation.
- Dan Tapiero notes ETFs, companies holding BTC, and IPOs removed the question of whether Bitcoin belongs in portfolios.
Institutional Liquidity Brings Aggressive Shorting
- Institutional liquidity brings both legitimacy and aggressive shorting pressure from sophisticated hedge funds.
- Dan warns that as an asset gains institutional liquidity, hedge funds will short and amplify volatility.