吴说获悉，根据 SoSoValue 数据，昨日（美东时间 12 月 31 日）比特币现货 ETF 总净流出 3.48 亿美 元，十二支 ETF 无一净流入。昨日单日净流出最多的比特币现货 ETF 为贝莱德 (Blackrock） ETF IBIT，单日净流出为 9904.80 万美元，目前 IBIT 历史总净流入达 620.93 亿美元。 （来源：吴说） ...

U.S. spot Bitcoin exchange-traded funds recorded a sharp reversal on December 30, pulling in $355 million in net inflows and ending a seven-day stretch of persistent capital withdrawals. The move marked the strongest daily inflow since mid-December and came after nearly two weeks in which ETF investors steadily reduced exposure as prices softened and year-end liquidity thinned. Sosovalue data shows that the rebound was led by BlackRock’s iShares Bitcoin Trust, which attracted $143.75 million in fresh ca ...

Ahead of the New Year's holiday, President Donald Trump said he will make a decision on who he wants to lead the Federal Reserve by January.  Current Chair Jerome Powell's term expires in May 2026, and he has made it clear he will fulfill his obligation running the central bank. This week, Trump continued his verbal assault of Powell, who he again called "too late" for failing to cut interest rates at a faster pace. He also called him "a fool" and criticized him for the renovation of the Fed's Washington, D ...

本文源自：金融界AI电报 据香港交易所披露，贝莱德（BlackRock）对ASMPT Ltd.的多头持仓比例于2025年12月26日从4.99%增 至5.05%。 ...

（来源：吴说） 吴说获悉，据 SoSoValue 数据，昨日（美东时间 12 月 30 日）比特币现货 ETF 总净流入 3.55 亿美元， 持续 7 日净流出后转为净流入。单日净流入最多的比特币现货 ETF 为贝莱德 (Blackrock） ETF IBIT， 单日净流入为 1.44 亿美元。截至目前，比特币现货 ETF 总资产净值为 1144.39 亿美元，ETF 净资产比 率（市值较比特币总市值占比）达 6.52%，历史累计净流入已达 569.61 亿美元。 MACD金叉信号形成，这些股涨势不错！ ...

The conversion structure reduced friction for allocators who wanted regulated exposure without operational changes to custody arrangements. GXRP's steady flows demonstrate how institutional familiarity still matters in ETF adoption, even when competitors offer lower fees.Grayscale's strength came from existing relationships. Assets from its XRP Trust rolled directly into GXRP at launch, creating instant scale without requiring new capital commitments. The fund now manages more than $220 million, and that ca ...

NEW YORK--(BUSINESS WIRE)--BlackRock, Inc. (NYSE: BLK) today announced that it will report fourth quarter 2025 earnings prior to the opening of the New York Stock Exchange on Thursday, January 15, 2026. Chairman and Chief Executive Officer, Laurence D. Fink, President, Robert S. Kapito, and Chief Financial Officer, Martin S. Small, will host a teleconference call for investors and analysts at 7:30 a.m. ET. BlackRock's earnings release and supplemental materials will be available via the investo. ...

Investment Rating - The report maintains a pro-risk stance and is overweight on U.S. stocks, particularly focusing on the AI theme as a primary driver of investment opportunities [10][45]. Core Insights - The global economy and financial markets are undergoing significant transformation driven by mega forces, especially AI, which is expected to lead to unprecedented capital spending and investment opportunities [10][11]. - The AI buildout is characterized by a front-loaded investment model, where substantial capital is required upfront, while revenue generation is anticipated to occur later, creating a timing mismatch [14][18]. - The report emphasizes the importance of active investing to identify potential winners and losers in the evolving landscape shaped by AI and other mega forces [10][45]. Summary of Sections Investment Environment - The current investment environment is marked by high leverage, increased cost of capital, and concentrated market gains, necessitating significant investment decisions [24][50]. - AI is projected to contribute significantly to U.S. growth, with capital investment expected to triple its historical average in 2026 [25][32]. Themes - **Micro is Macro**: The AI buildout is dominated by a few large companies whose spending has macroeconomic implications, necessitating careful assessment of their financial viability [35]. - **Leveraging Up**: Companies are increasingly leveraging debt to finance the AI buildout, which could lead to vulnerabilities in the financial system [46][51]. - **Diversification Mirage**: Traditional diversification strategies may not provide the expected risk mitigation, as they often represent larger active bets on market drivers [57][60]. Mega Forces - The AI buildout faces constraints, particularly in energy and infrastructure, which could impact the pace and scale of development [67][68]. - Geopolitical fragmentation and the U.S.-China rivalry are reshaping economic and military dynamics, with AI at the center of this competition [77][78]. Future of Finance - The rise of stablecoins is transforming the financial landscape, bridging traditional finance and digital liquidity, with implications for credit provision and monetary control [86][90]. Private Credit - The private credit market is experiencing increased dispersion, with larger, established lenders remaining resilient while smaller entrants face challenges [95][98]. Infrastructure - Infrastructure investments are seen as essential for supporting the AI buildout, with current valuations not reflecting long-term potential [105][111]. Emerging Markets - Emerging markets are expected to benefit from improved credit fundamentals and rising quality in sovereign debt, particularly in India, which is positioned well for long-term growth [114][125].

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BlackRock (NYSE: BLK), the world's largest asset manager, hit a record milestone as its first tokenized money market fund completed distributing $100 million in payouts. It is a remarkable feat that demonstrates the cementing of the relationship between traditional finance and decentralized finance. Related: BlackRock shares 2026 shocking crypto outlook BlackRock's BUIDL hits $100M milestone In March 2024, the Wall Street giant launched the BlackRock USD Institutional Digital Liquidity Fund (BUIDL). It ...