JUST IN: Bloomberg Senior ETF Analyst Eric Balchunas says Bitcoin ETFs will ultimately triple gold 👀 "I think as the younger investors get more money and grow up with Bitcoin as their store of value, I do believe that Bitcoin ETFs will triple gold in assets."

@EricBalchunas Hard not to agree! Send it with haste Eric 🫡

@EricBalchunas $Bitcoin is the digital gold for a reason

@EricBalchunas Balchunas is describing a store of value held across generations, not traded. Gold you had to break up and sell to use it. This cohort keeps the Bitcoin intact, borrows a down payment against it, and still passes the whole stack to their kids. That is the real unlock.

@EricBalchunas I believe 🙏

@EricBalchunas The grow up with Bitcoin line is the key that generational shift makes the gold triple plausible, not just a number game.

@EricBalchunas younger wallets grow up on bitcoin so gold gets the attic.

@EricBalchunas Whether #Bitcoin ETFs eventually may surpass gold is less interesting than the structural shift underneath it there is a generation increasingly comfortable owning and transferring value digitally. That has implications far beyond Bitcoin.

@EricBalchunas Spot on, our future outshines gold

@EricBalchunas spot Bitcoin ETFs set historical records for rapid inflows, proving that when frictionless brokerage access is enabled, capital flows far faster into capped digital assets than into heavy physical commodities

@EricBalchunas triple gold is a massive call, flows need to prove it first

@EricBalchunas A compelling long-term thesis. If younger investors increasingly view Bitcoin as a store of value, ETF adoption could significantly reshape the global asset landscape.

@EricBalchunas Legacy fiat, trying to capture BTC as a SoV for the USD.

@EricBalchunas That generational shift is the interesting part. Bitcoin ETFs have made exposure far more familiar to traditional investors, and the asset race with gold is only getting more interesting.

@EricBalchunas Today gave the hopeful part of me a little evidence. I needed this reminder that a day can surprise me.

@EricBalchunas That's right. What is needed in the space age is a self-managed, network-based digital asset class that can be used in that space. Finance is accurate AI management. The world will not return to the analog era. And Bitcoin is accurate and the king of digital assets.

@EricBalchunas Triple gold is a massive claim 👀

@EricBalchunas The bigger shift may be who owns the next dollar. Gold had thousands of years to build its base. Bitcoin ETFs are still new, yet access is growing fast. If younger investors keep choosing BTC as their store of value, the gap could change much faster than most expect.

@EricBalchunas Bitcoin etfs will crush gold !

@EricBalchunas This is truly a bold prediction and it's very interesting🔥

@EricBalchunas Digital assets are the future

@EricBalchunas Younger capital will shift the macro balance eventually, but the chart controls the current leg.

@EricBalchunas Ha, young investors need a parent's permission to even have an account, they can't get an account.

@EricBalchunas Definitely a possible outlook.🚀

@EricBalchunas O ouro físico tem um mercado de ~$13T e os ETFs de ouro capturaram só uma fração disso. O triplo em ativos ainda deixa os ETFs de bitcoin bem longe do teto.

@EricBalchunas Makes sense for working families too. Even a small recurring Bitcoin buy over years beats waiting for the perfect entry while life stays expensive.

@EricBalchunas The ETF might end up being one of Bitcoin’s biggest distribution hacks - just another ticker inside the financial system people already use

@EricBalchunas If Balchunas is right on ETF scale vs gold, the path still runs through flows and fee competition, not just product count. Watch whether net creations stay durable after the Fed first hike — AUM narratives need sustained demand.

@EricBalchunas boomers are going to be so mad when their retirement portfolios are just digital gold screenshots. honestly though, watching the boomer-to-zoomer capital rotation play out in real time on the order books is going to be the ultimate show.

@EricBalchunas The ETF bridge is the key: if younger allocators treat BTC as a long-duration store of value, flows can compound. Tokenized equities add a second rail—distribution, settlement and liquidity—so the bigger question is how fast regulated access scales.

@EricBalchunas That’s a bold long term thesis. @DigiMaaya is watching whether younger investors and continued ETF adoption can reshape the store of value landscape over time

@EricBalchunas That would be a historic shift in how the next generation stores value. Bitcoin’s growing institutional access through ETFs could significantly reshape the global asset landscape.

@EricBalchunas In 30 years?