# Сопутствующие статьи по теме ETF

Primitive Ventures: The Crypto World Feels a Bit Dead

Primitive Ventures' Dovey Wan argues that despite Bitcoin hitting new all-time highs in 2025, the crypto market feels stagnant and disconnected. Key issues include a lack of altcoin momentum, underperformance against traditional assets like stocks and gold, and a significant divergence between onshore (U.S.) buying and offshore selling. U.S. investors bought spot Bitcoin, while international traders sold into strength and used leverage. Structural shifts, including Bitcoin ETFs and institutional products, changed liquidity dynamics. Retail interest declined, and miners sold Bitcoin to fund AI ventures. Major sell pressure came from early whales, miners, and gray market entities. The traditional 4-year cycle is broken; future performance depends on macro conditions and institutional adoption. Crypto must evolve from speculative asset to utility-driven technology to attract new cycles of investment.

marsbit01/13 12:40

The Final Candidate for Fed Chair: What Is Rick Rieder's Stance on Crypto?

This article discusses Rick Rieder, the Chief Investment Officer of Global Fixed Income at BlackRock, who is being considered by former President Trump as a potential candidate to replace Jerome Powell as the next Chair of the Federal Reserve. Rieder is the final candidate to be vetted, alongside Kevin Warsh, Kevin Hassett, and Christopher Waller. Unlike the other candidates, Rieder has less government experience but is notably pro-cryptocurrency. He has publicly expressed positive views on Bitcoin, referring to it as a durable asset and a viable alternative to gold. He believes digital payment systems and cryptocurrencies are here to stay and has advocated for including Bitcoin in investment portfolios as a hedge against fiat currency devaluation. Under his influence, BlackRock began investing in Bitcoin futures and later launched a successful Bitcoin ETF. If appointed, Rieder’s stance could lead to broader institutional adoption of crypto, support for lower interest rates (he has called for cuts to around 3%), and encouragement of developments in tokenization, stablecoins, and DeFi. However, according to Polymarket data at the time of writing, his probability of being selected was only 7%, the lowest among the candidates. The final decision is expected in January.

marsbit01/13 12:21

The Final Seat on the Fed Chair Candidate List: What Is Rick Rieder's Stance on Crypto?

Former US President Trump is set to interview Rick Rieder, BlackRock’s Global Chief Investment Officer of Fixed Income, as the fourth and final candidate to potentially replace Fed Chair Jerome Powell. The shortlist also includes former Fed Governor Kevin Warsh, National Economic Council Director Kevin Hassett, and Fed Governor Christopher Waller. A decision is expected in January. Rieder, a longtime fixed-income expert with over 17 years at BlackRock, has publicly expressed pro-crypto views since 2020. He has described Bitcoin as a durable asset with long-term value, comparing it to gold and endorsing its role in hedging against currency devaluation. He has also disclosed personal Bitcoin holdings and led BlackRock’s early moves into Bitcoin futures and its successful spot Bitcoin ETF (IBIT). If selected, Rieder could bring a more crypto-friendly stance to the Fed. He has advocated for significant rate cuts to around 3%, which may benefit risk assets like crypto. His influence could encourage further institutional adoption and support developments in tokenization, stablecoins, and DeFi. As of the latest Polymarket data, Rieder’s probability of becoming Fed chair is low at 7%, though it recently increased by 6%. The frontrunners remain Warsh (40%) and Hassett (38%). If chosen, Rieder would still require Senate confirmation—a process that could take months.

Odaily星球日报01/13 12:19

Strategy buys $1.25B in Bitcoin, but MSTR stock lags – Why?

MicroStrategy, under Michael Saylor, began 2026 with a massive $1.25 billion Bitcoin purchase, acquiring 13,627 BTC at an average price of $91,519. The acquisition was funded through the sale of company stock, bringing its total holdings to 687,410 BTC with an overall cost basis of $75,355. Despite this aggressive accumulation reinforcing its "Bitcoin Standard" strategy, the company's stock (MSTR) has significantly lagged. While Bitcoin held above $92,000, MSTR stock had retraced 60% from its July 2025 peak, though it showed a slight short-term rebound. The move was followed by a cryptic "Big Orange" post from Saylor, cementing the firm's dominant position in the corporate Bitcoin landscape.

ambcrypto01/13 12:06

BlackRock Moves $339M in Bitcoin as Traders Brace for ‘Massive’ Sell-Off — What Does It Mean for Price?

BlackRock transferred 3,743 Bitcoin (worth approximately $339 million) and 7,204 Ethereum (worth about $22 million) to Coinbase Prime, raising concerns among traders about a potential large-scale sell-off. The move, observed via blockchain data, originated from wallets linked to BlackRock’s spot Bitcoin and Ethereum ETFs. While such transfers don’t always indicate an immediate sale, they often precede increased market volatility. Market reactions were mixed, with some traders expressing alarm and others cautioning that the transfer might not lead to selling. In a recent interview, BlackRock’s head of ETFs, Jay Jacobs, stated that Bitcoin ETFs are still in their "early days," with many investors still in the learning phase. At the time of reporting, Bitcoin was trading around $92,000, stuck in a consolidation range between approximately $85,600 and $93,700. Analysts suggest the market lacks clear directional momentum and may continue fluctuating sideways until new liquidity enters.

ccn.com01/13 11:18

Bitcoin: Why institutions, not retail, will decide BTC’s next move

Bitcoin's price has consolidated above $90,000, with a decisive break above $92,500 still pending. According to Bitwise analysis, the primary constraint on Bitcoin's upward movement is weak institutional demand, not retail behavior or long-term holder selling. Institutional investors, sensitive to macroeconomic conditions, have shown caution, reflected in significant outflows from U.S. spot Bitcoin ETFs—totaling $4.66 billion since November 2025. However, improving U.S. unemployment data (down to 4.4%) may boost economic confidence and risk appetite, potentially renewing institutional interest. While corporate Bitcoin reserves grew slightly, retail netflows have recently turned negative, indicating short-term selling pressure. Ultimately, institutional demand remains the key driver for Bitcoin's next major price move.

ambcrypto01/13 11:02

PENGU ETF decision delayed till March – But THESE funds are accumulating!

The U.S. Securities and Exchange Commission (SEC) has delayed its decision on Grayscale’s PENGU ETF until March 11, extending the review period by 60 days. This follows earlier postponements and may weigh on short-term sentiment. However, institutional investors are actively accumulating PENGU during this period. Digital Finance Group, Sigil Fund, Moonrock Capital, and DevmonsGG have significantly increased their holdings, despite a recent decline in trading volume. PENGU’s price has been consolidating around $0.01166, with signs of a potential bullish breakout. A move above $0.013 could signal a shift in market structure. The current accumulation suggests long-term positioning rather than short-term reaction to regulatory delays.

ambcrypto01/13 08:02

From Outflow to Taking Over: The Shift of South Korean Enterprises Behind 160 Trillion Won

South Korea's Financial Services Commission (FSC) has ended a long-standing ban on institutional cryptocurrency investment, permitting listed companies and professional investors to allocate up to 5% of their equity into top-20 cryptocurrencies by market cap. This marks a significant shift from the country’s previous stance, which restricted institutional participation since 2017 despite a highly active retail crypto market. The policy change is seen as a pragmatic response to substantial capital outflows, with over ₩160 trillion (approx. $1100 billion) moved to overseas crypto exchanges by Korean investors. By creating a regulated pathway for domestic institutional involvement, authorities aim to reduce off-shore risks and encourage the return of capital to local platforms. This move is part of a broader regulatory trend, including plans to introduce spot crypto ETFs, signaling a transition from restrictive measures toward a structured, supervised framework for digital assets. The adjustment reflects Korea’s acknowledgment of crypto as a legitimate, manageable asset class within its financial system.

比推01/13 05:02

Bitcoin: Strategy’s long game signals deepening institutional confidence in BTC

ambcrypto01/13 04:02