BitGo CEO on its $2 billion IPO, OCC national bank charter and Morgan Stanley competition

March 6, 2026, 12:26PM EST
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BitGo CEO on its $2 billion IPO, OCC national bank charter and Morgan Stanley competition
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Quick Take

  • BitGo CEO Mike Belshe discusses institutional adoption of crypto, market structure and how infrastructure companies are shaping the future of digital assets.

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Episode 68 of The Crypto Beat was recorded with Tim Copeland, Kelvin Sparks and BitGo CEO Mike Belshe.

Listen below, and subscribe to The Crypto Beat on YouTube, Apple, Spotify, Twitch, or wherever you listen to podcasts. Please send feedback and revision requests to [email protected].

In episode 68 of The Crypto Beat, Tim and Kelvin sit down with BitGo CEO Mike Belshe. The discussion covers BitGo’s pursuit of a national bank charter, the expanding role of traditional finance in the crypto ecosystem, and why market structure, custody infrastructure, and clear regulation will be essential to long-term industry adoption.

OUTLINE
00:00 – Introduction
01:11 – BitGo’s Institutional Growth
02:38 – IPO and Market Shift
04:31 – Building Crypto Infrastructure
06:32 – Market Structure Debate
08:23 – National Bank Charter
10:07 – Wall Street Entering Crypto
15:43 – Future Crypto Innovations
24:00 – From Google to Bitcoin
29:14 – AI and Crypto Custody
37:51 – Crypto and Global Events
42:27 – Stablecoin Depeg Discussion

Guest links:
Mike Belshe - https://x.com/mikebelshe
BitGo - https://x.com/BitGo

Host links:
Tim Copeland - ⁠⁠⁠x.com/timccopeland⁠⁠⁠
Kelvin Sparks - x.com/imyoungsparks

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