Bloomberg's top ETF analyst predicts Bitcoin ETFs will triple gold in assets

As seen on the 24/7 Wall St. homepage on September 17, 2026.

Eric Balchunas @ericbalchunas Quote post

Bloomberg's senior ETF analyst sees spot Bitcoin funds eventually holding triple the assets of gold ETFs, and he credits distribution as much as demographics: nobody sells gold ETFs, while dozens of wholesalers push crypto.

Yes. Here’s why: 1) btc leans younger, gold older 2) it will get used more by big money as it matures and settles down w both vol and corr 3) way more enthusiasm and sales firepower. no one is out there talking about gold ETFs but you got dozens of wholesalers (fluent in both https://t.co/bHBBuNkXLf [Quoted @BitcoinMagazine]: 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." https://t.co/GU3lp3KIuf
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Bloomberg Senior ETF Analyst Eric Balchunas expects spot Bitcoin ETFs to eventually hold triple the assets of gold ETFs, citing demographics, institutional adoption, and distribution.

Balchunas notes that Bitcoin skews toward younger investors who treat it as their primary store of value, a cohort whose accumulating wealth stands to dwarf gold's older investor base.

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Balchunas argues that as Bitcoin's volatility and correlation to other assets settle down, large money managers will allocate at scale, the way they have long used gold ETFs for portfolio construction.

Balchunas observes that nobody is actively selling gold ETFs, while dozens of wholesalers fluent in both traditional and crypto markets are pushing Bitcoin products. Sales infrastructure of that breadth compounds in ways passive demand cannot replicate.

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