BlackRock BTC ETF Hits 734,762 BTC, Now Worth $47.1B
The $47.1B AUM milestone lands just over a year after launch and cements IBIT as the dominant venue for institutional spot BTC exposure in the US.
Bitcoin-specific news — protocol activity, scaling layers, and BTC-centric applications.
The $47.1B AUM milestone lands just over a year after launch and cements IBIT as the dominant venue for institutional spot BTC exposure in the US.
Galaxy's aged-supply chart and Glassnode's long-term-holder loss data tell two halves of the same story, and the $69,000 short-term cost basis decides which half sticks.
Strategy's CFO publicly framed the level at which bitcoin becomes a balance-sheet problem rather than a treasury asset, putting a hard number on a question holders have avoided for two years.
The pitch recycles a five-year-old store-of-value framing, but the macro setup that made the original thesis work has shifted under it.
A 5,908 BTC transfer out of a wallet last touched when Bitcoin traded near $16,800, now worth nearly 4x, revives the dormant-supply debate just as long-term holders already sit on record unrealized…
The coins landed at a fresh address, not an exchange, so this looks like custody work or OTC staging rather than a sale; the holder is still up 284% on a stack bought near $16,000.
A wallet untouched since 2017 just shifted $382M of BTC to a fresh address, up 284% on entry; the move signals rotation, not sale, with coins still parked on-chain.
The math is a thought experiment about Bitcoin's capped supply meeting global population, not a forecast. Holding 0.21 BTC puts an address in the top 1% of all BTC that will ever exist.
Glassnode's entity-adjusted STH realized profit metric jumped to $35.7M, its highest reading in months, as buyers who entered near the recent lows sold into the same recovery that anchored LTH…
The cycle's defining sell metric has rolled over for the first time, while BTC just posted its strongest reaction to a soft inflation print in weeks, a base is forming but spot follow-through is…
Bitcoin priced in gold has already popped its 20-week moving average, a move that historically confirmed the four-year bottom, but that bottom is not due until October.
The absence of Ethereum outflows across all 10 funds broadened the positive signal beyond Bitcoin's larger dollar intake.
The wallet last moved BTC at roughly $12 a coin; seven years of patient holding, now a transfer to a venue synonymous with sale-ready positioning.
MicroStrategy's CEO lost $6B in a single day during the 2000 crash. Twenty-five years later, critics say his leveraged Bitcoin treasury is a rerun of the same bet with bigger stakes.
The proposal to throttle non-financial data was rejected, yet the block-size-war-adjacent debate over who decides Bitcoin's purpose is now baked into every future upgrade conversation.
The pause is small in dollar terms but it breaks a year-plus accumulation streak, and both Benchmark and TD Cowen read it as deliberate balance-sheet discipline rather than a signal of waning…
No BTC purchase is the real headline: the relentless weekly buyer of the cycle just sat on a $3B cash pile and watched price action, a meaningful regime change in how the largest corporate treasury…
Glassnode's Week 29 read: the price recovery lacks the conviction to qualify as a real breakout, with thin spot participation, defensive options skew, and weak organic demand offsetting returning ETF…
The wallet hadn't moved since October 2018, when BTC traded near $6,475. A single 2,931 BTC transfer after that long a silence is the kind of flow on-chain desks flag as potential sell-pressure even…
Brian Harrington's thesis is supply math plus decades of fiat debasement: at 21M total supply, fractional holdings compound into outsized influence if Bitcoin's role keeps expanding.