# ETF İlgili Makaleler

Why Did the War Safe-Haven Logic Suddenly Fail? Gold Fell, but Bitcoin Rose

In a surprising turn of events, the conventional "safe haven" logic during wartime appears to have broken down. When the US and Israel launched a military strike against Iran on February 28, gold—traditionally a go-to asset during crises—briefly spiked but then fell by nearly 10% over two weeks, dropping to around $5,020. Meanwhile, Bitcoin surged over 20%, rebounding from $63,000 to above $75,000, outperforming gold, the S&P 500, and Nasdaq. The divergence stems from differing underlying mechanisms. Gold was suppressed by rising inflation expectations triggered by the conflict. Soaring oil prices—due to the blockade of the Strait of Hormuz—led markets to anticipate prolonged high interest rates from the Fed, increasing the opportunity cost of holding non-yielding gold. Additionally, central banks potentially reducing gold reserves further weakened its support. Bitcoin’s rally, however, was driven by multiple factors: a technical rebound after a 50% drop from its peak, its 24/7 trading availability (allowing it to absorb panic selling and buying when traditional markets were closed), strong inflows into US Bitcoin ETFs, and its practical portability during conflict—enabling easy cross-border value transfer via memorized seed phrases, unlike physical gold. The episode highlights that gold’s safe-haven status isn’t unconditional—it falters when war-induced inflation keeps rates high. Bitcoin, while not yet a proven safe haven, demonstrated unique structural advantages in a crisis. The outcome challenges simplistic narratives and suggests "hedging risk" now depends on whether one is mitigating immediate dangers or betting on future monetary shifts.

比推3 saat önce

Bitcoin Hits 6-Week High Amid $330M Short Liquidations

Bitcoin surged to a six-week high of $75,937 on March 17, breaking above the $75,000 resistance level for the first time since early February. This rally triggered over $498 million in crypto market liquidations, with more than $330 million coming from short positions. The upward movement was fueled by consistent inflows into spot Bitcoin ETFs, which attracted over $200 million in a single day, extending a six-day streak of institutional demand. Geopolitical tensions also contributed as investors viewed Bitcoin as a potential safe-haven asset. Traders are now eyeing the next key resistance at $79,000, with a breakout potentially pushing prices toward $89,850, while a drop below $72,000 could lead to a retest of lower levels.

TheNewsCrypto3 saat önce

Crypto Funds Extend Three-Week Run With $1B Inflows Despite Geopolitical Stress

bitcoinist4 saat önce

Ethereum Leverage Climbs After Historic Liquidation Event – New Cycle Starting?

Ethereum has reclaimed the $3,200 level amid renewed buying activity, signaling a potential shift in market sentiment after months of downward pressure. Over the past week, Bitcoin rose 8.6%, while Ethereum surged 13.9%, reflecting stronger speculative demand. Analysts attribute the rally to institutional inflows into crypto ETFs and improved risk appetite. A key development is the recovery in leverage within Ethereum's derivatives market. Following the historic liquidation event on October 10—where over $19 billion in positions were liquidated—the Estimated Leverage Ratio (ELR) on Binance dropped 27%. Since then, leverage has steadily rebuilt, with the ELR climbing to 0.69 by mid-March, indicating renewed trader confidence and risk-taking. This leverage reset may support further upward momentum, though it could also increase volatility.

bitcoinist4 saat önce

Coin Stock Barometer丨Strategy Invests $1.57 Billion to Increase Holdings by 22,337 BTC; Bitmine, ARK Invest, and Others to Invest $125 Million in Eightco Holdings (March 17)

Crypto stocks demonstrated strong performance amid geopolitical tensions, with companies like Circle (CRCL) and Bitmine posting significant gains. MicroStrategy invested $1.57 billion to acquire 22,337 Bitcoin, bringing its total holdings to 761,068 BTC. Wall Street firms remain bullish on U.S. equities despite Middle East conflicts, with Bitcoin outperforming gold and global stocks as institutional adoption grows. Bitcoin ETF inflows totaled $2.1 billion over three weeks, capturing 6.1% of supply. Metaplanet plans to raise $234 million for Bitcoin purchases via warrants, while Ethereum Foundation sold 5,000 ETH to Bitmine for $10.2 million to fund ecosystem development. Eightco Holdings secured $125 million in funding led by Bitmine ($75M) and ARK Invest ($25M) to expand into AI and blockchain infrastructure. Other notable moves include Zeta Network’s $10 million convertible note for Bitcoin acquisition and Cypherpunk’s $5 million investment in Zcash development.

marsbit5 saat önce

Metaplanet’s $255M raise fuels plan to hold 210K BTC by 2027

Metaplanet has resumed its Bitcoin accumulation strategy after a three-month pause, raising $255 million through a stock sale to global investors. CEO Simon Gerovich indicated that an additional $276 million could be raised if investors exercise strike warrants, bringing the total potential funding to $531 million. The firm aims to increase its current holdings of 35,102 BTC to 100,000 by the end of 2026 and ultimately reach 210,000 BTC by 2027, which would represent 1% of the total Bitcoin supply. Despite a 12% drop in its stock price following the announcement, the company remains focused on leveraging stock volatility to fund its ambitious BTC targets. Meanwhile, BTC treasury firms have seen a 3.6% increase in demand over the past month, outpacing the 0.4% growth in BTC ETFs.

ambcrypto6 saat önce

Bitcoin near $76K – LTHs hold tight, BTC ETFs add almost $1B: What changed?

Bitcoin briefly reclaimed $76,000, supported by strengthening fundamentals. A key driver is the behavior of long-term holders (LTHs), who are holding tightly, as shown by low Coin Days Destroyed (CDD) and are at a four-year inactivity extreme. This significantly reduces structural sell pressure. Despite a slight rise in the Exchange Supply Ratio (ESR), total exchange reserves continue to decline, limiting downside risk. On the demand side, spot Bitcoin ETFs recorded six consecutive days of net inflows, totaling nearly $1 billion, marking the longest accumulation streak in 2025 and indicating renewed institutional confidence. These combined supply and demand dynamics support a continued upward price trend.

ambcrypto7 saat önce

Hester Peirce Urges Early SEC Talks on Tokenized ETFs

Hester Peirce, a commissioner at the U.S. Securities and Exchange Commission (SEC), has urged asset managers and crypto companies to engage with regulators early in the development of tokenized ETFs and other blockchain-based products. She emphasized that the SEC is open to discussing product design proactively rather than taking enforcement action after launch. Peirce encouraged direct submissions of proposals and highlighted the agency’s willingness to consider tailored exemptions for crypto firms. She also addressed the growing interest in tokenization and clarified that the SEC’s role is to ensure compliance with disclosure rules and legal limits, not to judge investment quality. The shift reflects changing perspectives on blockchain technology within the financial industry.

TheNewsCrypto7 saat önce

T. Rowe Price expands crypto ETF strategy with up to 15 assets: Details

T. Rowe Price has amended its filing with the SEC for its proposed actively managed crypto ETF, expanding its strategy to include a wider range of 5 to 15 digital assets. Beyond major cryptocurrencies like Bitcoin and Ethereum, the fund may invest in more volatile tokens such as Dogecoin, Shiba Inu, Solana, XRP, and SUI. The filing highlights a focus on security, with Anchorage Digital Bank serving as custodian, and initially uses a cash creation/redemption model. It also leaves open the possibility for future in-kind transactions and staking, pending regulatory clarity. This move reflects growing institutional interest in crypto and intensifying competition among asset managers to offer diversified products.

ambcrypto8 saat önce

Lowest Fee + Strongest Endorsement: BlackRock's Ethereum Staking ETF's 'Dimensional Reduction Strike'

BlackRock launched the iShares Staked Ethereum Trust ETF (ETHB) on Nasdaq on March 12, 2026, its third crypto ETF. ETHB provides investors with Ethereum price exposure and staking rewards, differentiating it from non-staking ETH ETFs. It gathered $15.5 million in volume on its first day and $76 million on the second, with assets under management growing from $1 billion to approximately $1.7 billion. While not the first U.S. Ethereum staking ETF, ETHB is the most significant due to BlackRock’s scale and influence. It operates under the 1933 Securities Act, following a full regulatory approval process, unlike earlier products like REX-Osprey’s ESK (using a 1940 Act workaround) and Grayscale’s ETHE (an upgraded existing trust). ETHB’s management fee is 0.25% (0.12% promotional rate), lower than ETHE’s 2.50%, making it more attractive to institutional investors. The ETF stakes 70–95% of its ETH holdings via Coinbase, which shares 18% of staking rewards with sponsors and service providers. After fees, investors net an estimated 1.35%–2.05% annual yield from staking, based on current network rewards of 2.78%. ETHB offers a compliant, simplified way for traditional investors to gain staking-derived returns without direct blockchain involvement.

marsbit8 saat önce