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Eric Balchunas: Bitcoin’s Crossroads, the 3% Allocation and BlackRock's Inside Story
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 Q3
What happened two hours after the Bitcoin ETF crossed $100 billion in 2025
Why he thinks the government ends up buying stocks, and what that means for everyone else
Why he still only recommends 3% Bitcoin allocation, and…
The skinny
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