Bitcoin News

Story: BlackRock’s Bitcoin ETF Smashes Record With 806,700 BTC as MicroStrategy Races Ahead

By Pankaj K

1 / 15

Broader Market Turns Around. US spot Bitcoin ETFs had been bleeding capital for four months straight. Then things flipped.

2 / 15

BlackRock Files for Bitcoin Income ETF. BlackRock isn't just sitting on its existing pile. The firm filed an amended S-1 with the SEC for…

3 / 15

BlackRock's iShares Bitcoin Trust just hit 806,700 Bitcoin. That's roughly $63.7 billion sitting in the world's biggest spot Bitcoin ETF, and it's a new all-time high for the fund.

4 / 15

The pile-up didn't happen overnight. IBIT pulled in Bitcoin for nine straight trading days, adding about 21,500 BTC during that stretch.

5 / 15

Mid-April was wild. IBIT pulled $291.9 million on April 15, then $269.3 million on April 10.

6 / 15

But here's the twist. MicroStrategy just leapfrogged IBIT.

7 / 15

The software company now holds 815,061 BTC, reclaiming its spot as the largest corporate Bitcoin holder.

8 / 15

Michael Saylor's firm has been on an acquisition spree for years, and it's showing no signs of slowing down.

9 / 15

It's a smart move. Covered call strategies have been popular in traditional equity markets for decades, and applying that approach to a Bitcoin ETF could attract a different type…

10 / 15

Read also: Bitcoin Whales Dump as $75K Rally Loses Steam Despite Long-Term Holder Buying

11 / 15

The competition between IBIT and MicroStrategy is heating up. Both are buying aggressively, and both have the capital to keep going.

12 / 15

Institutional appetite for regulated Bitcoin exposure remains strong. IBIT's nine-day inflow streak and its dominance in the US spot Bitcoin ETF market make that clear.

13 / 15

The reversal in capital outflows across the broader US spot Bitcoin ETF market is significant too.

14 / 15

Bitcoin's price near $78,000 is probably helping. Higher prices tend to attract more attention, and institutional investors seem more comfortable buying at these levels than they…

15 / 15

MicroStrategy's recent purchase of 13,927 BTC was a bold move. The company spent roughly $1 billion in a single day, which is the kind of buying power that can move markets.

The Currency Analytics

Want the full story?