I think you are right that Goldman Sachs will try to capitalize and offer new products and I think the primary reason is there is money to be made on new fees inside the products. I think Llyod is covering his but on his bitcoin remarks and really doesn't understand what is going on... could be wrong tho!
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He said it's mostly based on customer demand. If their customers want it bad enough, they will provide it for them. :)
But if customer not demand it what will be happen then let me know @jrcornel