#141 - Peter Mintzberg: The Case for Digital Assets

Grayscale's CEO sees ETFs and regulatory clarity turning digital assets into a mainstream 2-7% portfolio allocation with trillion-dollar tokenization upside.

• Two catalysts unlocked adoption: Mintzberg cites spot Bitcoin ETF/ETP launches and a "180 degrees" regulatory shift over the last 24-30 months as the turning points for institutional entry.
• Sizing guidance: Grayscale tells clients allocations in the 2-7% range typically add risk-adjusted return without excessive portfolio volatility; the asset class isn't for everyone.

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