BitGo CEO: All crypto will continue to see strength over long arc of time

Watch on YouTube ↗  |  January 22, 2026 at 18:50  |  3:29  |  CNBC
Speakers
Mike Belshe — CEO & Co-Founder, BitGo

Summary

Mike Belshe, CEO of BitGo, joins CNBC after the company's public debut to explain BitGo's B2B crypto infrastructure business. He gives a long-term bullish view on cryptocurrencies, calling Bitcoin a great store of value and highlighting stablecoins, DeFi, tokenized equities, and traditional-finance tokenization. He also argues that AI agents will need digital currency for API-driven payments and contracts, tying AI adoption to crypto.

  • BitGo CEO Mike Belshe discusses the company's IPO debut and B2B infrastructure model.
  • Belshe says Bitcoin is a great store of value despite limited payment traction.
  • He expects all cryptocurrencies to strengthen over the long arc of time.
  • He sees stablecoins as a potentially easier payment system.
  • He cites DeFi, tokenized equities, and Larry Fink's tokenization view as growth areas.
  • He says AI will use digital currency for payments and contracts.
  • The interview presents a constructive long-term view on crypto adoption.
Ideas
Mike Belshe CEO & Co-Founder, BitGo 0:56
BitGo is institutional crypto infrastructure leader
BitGo is a B2B crypto infrastructure provider that powers institutions and brands, with what Belshe calls the largest collection of institutional clients in the world, a highly regulated security layer, and trading and staking services built on top, supporting a constructive view on the company as a public-market play on institutional crypto adoption.
BitGo MED
Mike Belshe CEO & Co-Founder, BitGo 2:00
Bitcoin is a great store of value
Bitcoin deserves credit for pioneering crypto and, while it has not gained much traction as a payment system, it is clearly a great store of value.
BTC HIGH
Mike Belshe CEO & Co-Founder, BitGo 2:04
All crypto strengthens over long arc
All cryptocurrencies are going to continue to see strength over the long, long arc of time as the asset class gains new use cases and traditional finance adoption.
Cryptocurrencies HIGH
Mike Belshe CEO & Co-Founder, BitGo 2:12
Stablecoins may become easier payments
Stablecoins may become an easier payment system for most people because they are tied 1-to-1 to the dollar, making them a developing adoption theme.
STABLECOINS MED
Mike Belshe CEO & Co-Founder, BitGo 2:21
Tokenization excitement spans TradFi and crypto
DeFi and tokenized equities are emerging use cases, and Belshe cites Larry Fink's view that every asset, stock, and bond can be tokenized, with excitement coming from both crypto-native players and traditional finance.
DEFI Tokenized Equities MED
Mike Belshe CEO & Co-Founder, BitGo 3:00
AI will use digital currency
AI agents will not touch physical currency; they will use digital currency for API-driven payments and contracts, so AI and crypto worlds intersect and create opportunities for digital money.
Digital currency HIGH
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This CNBC video, published January 22, 2026, features Mike Belshe discussing BitGo, BTC, Cryptocurrencies, STABLECOINS, DEFI, Tokenized Equities, Digital currency. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Mike Belshe  · Tickers: BitGo, BTC, Cryptocurrencies, STABLECOINS, DEFI, Tokenized Equities, Digital currency