About this episode

Mike Belshe discusses BitGo's IPO journey, regulatory challenges, and the future of banking in the context of digital assets.

Mike Belshe is the co-founder and CEO of BitGo, the digital asset infrastructure firm that custodies more than $100 billion in digital assets and handles roughly one-fifth of all bitcoin transaction value moved onchain. In this episode, Mike explains why BitGo went public in January despite a choppy market, how he thinks about the wave of digital asset treasury companies following in Michael Saylor’s footsteps, and why he believes the current regulatory tailwinds are separating real builders from those simply chasing the latest cycle. He also shares his candid views on why traditional banking models are ripe for disruption. TIMESTAMPS: 00:00 Introduction to Mike Belshe and BitGo 02:20 The Meaning of Crypto in America 04:48 Going Public: The IPO Experience 10:10 Market Cycles and Bitcoin's Current Environment 19:18 Custody and Security in Digital Assets 24:04 BitGo's Role as a Bridge Between Finance and Crypto 22:19 Navigating the Crypto Banking Landscape 26:50 Competition and Collaboration in the Crypto Space 28:31 Regulatory Challenges and Opportunities 30:33 The Political Landscape of Digital Assets 32:39 The Future of Banking Models 34:48 Rethinking Reserve Banking 38:57…

People in this episode

Guest: Mike Belshe

Topics covered

• IPO Journey
• Regulatory Tailwinds
• Digital Assets
• Banking Disruption
• Custody and Security
• Market Cycles
• Future of Banking

Mentioned in this episode

Organizations: BitGo, Michael Saylor, Fed, Bitcoin

More episodes of Crypto In America

• Is AI Crashing the Crypto Market? Crypto Meltdown, Illinois' Crypto Tax, and New Software Dev PAC · June 5, 2026 · 56 min
• CFTC Greenlights Bitcoin Perps, DTCC Taps Stellar & Crypto's Midterm Power Play · May 29, 2026 · 60 min
• Fractional Banking, Narrow Banking & the Adoption of Stablecoins w/ Scott Shay, Founder of N3XT · May 27, 2026 · 34 min
• SEC Nears Tokenized Stock Exemption as Crypto Debates “Real” Onchain Equity · May 22, 2026 · 56 min
• The Race For Compliance, If Clarity Will Pass, & Stablecoins As The Killer App | Live From Consensus · May 20, 2026 · 23 min
• Clarity Act Moves Forward: Coinbase, Digital Chamber & Veda React · May 16, 2026 · 59 min

Explore listener stats, chart rankings, contacts and more on the Crypto In America podcast page.