Aug 31, 2026 2:11 PM

BitGo co-founder & CEO Mike Belshe joins TheStreet Roundtable's 100th episode: building digital asset infrastructure since 2013, self-custody vs. theft & loss, securing a bitcoin reserve, AI agents, crypto's IPO wave, BitGo's moat, and why banks must change.

0:00 Inside BitGo: digital asset infrastructure since 2013

4:42 What makes a great leader (the Bitcoin ethos)

7:47 Securing digital assets: self-custody & future threats

13:29 Failsafes against both theft and loss

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14:29 How BitGo actually uses AI (and agents)

16:56 Riding crypto's booms and busts

20:01 Life as a public company

22:20 Crypto, politics & the IPO wave

24:52 Does BitGo have a moat?

27:44 The innovator's dilemma for big banks

32:02 How banks squeeze the little guy

34:12 BitGo in 2036

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