Allen Helm Discusses Bitcoin’s Institutional Role in Credit and ETF Markets

Allen Helm, co-founder of Bitcoin for Corporations, discussed institutional credit and securities tied to Bitcoin (BTC), BlackRock ETF inflows and whether financial institutions still consider the asset speculative.

The conversation ranged from digital credit and securities structured around Bitcoin to differences between institutional and retail views. It also covered BlackRock’s record ETF inflows and a J.P. Morgan report, alongside whether institutions still view Bitcoin as speculative.

The interview examined what qualifies a company as a Bitcoin treasury business, with SpaceX and Tesla raised in that context. It also addressed treasury consolidation involving Strategy, Strive and Metaplanet.

Helm discussed whether Bitcoin treasury companies might move to U.S. markets. The conversation also touched on how global markets could become more connected.