Even a modest model portfolio allocation to crypto in Asia could drive massive inflows into the market, according to Nicholas Peach, head of APAC iShares at BlackRock. Speaking on a panel at Consensus Hong Kong, Peach said rising institutional acceptance of crypto exchange-traded funds (ETFs) — particularly in Asia — is reshaping expectations for the sector. “Some model advisors are now recommending a 1% allocation to cryptocurrencies in your standard investment portfolio,” Peach said. “If you do some f ...

Core Insights - Sodali & Co has appointed Brett Miller as the Global Head of Data Analytics, based in New York [1] - Miller previously held the position of Head of Data Analytics for the Investment Stewardship team at BlackRock [1] - In his new role, Miller will lead the global AI and data analytics strategy for Sodali and integrate data-driven insights across the firm's services [1]

Uniswap’s governance token jumped on Wednesday after the decentralized exchange’s creator announced an integration with BUIDL, BlackRock’s tokenized money market fund. The world’s largest asset manager is enabling the $2.1 billion product to trade via UniswapX, Uniswap Labs said in a press release. The protocol functions as a marketplace where professional traders bid to provide users with the best possible price. Uniswap changed hands around $3.84 on Wednesday, a more than 13% increase over the past day, ...

Core Viewpoint - The financial industry, supported by the Trump administration, is attempting to limit lawsuits against retirement plan fiduciaries, particularly targeting the practices of attorney Jerry Schlichter, who has successfully litigated against excessive fees in retirement plans [1][5][20] Group 1: Legal Landscape and Industry Response - Schlichter has successfully sued major companies and institutions, resulting in over $750 million in settlements since 2006, with notable cases including ABB's $55 million settlement in 2019 and Boeing's $57 million settlement in 2015 [2][3][15] - The Trump administration is preparing to implement a "safe harbor" for private assets in 401(k) plans, making it more difficult to sue plans that demonstrate proper investment scrutiny processes [5][6] - The number of lawsuits related to retirement plan fees has surged, with nearly 450 lawsuits filed from 2020 to September 2021, primarily targeting plans with over $500 million in assets [17][18] Group 2: Investment Strategies and Risks - The introduction of private equity and alternative funds into 401(k) plans is seen as a significant shift, with proponents arguing that these investments could potentially increase returns by an average of 0.50% per year over a 40-year period [4][8] - However, these private assets typically come with higher fees and less liquidity compared to traditional stock and bond index funds, raising concerns about their suitability for retirement investors [9][11] - Schlichter warns that the inclusion of private equity in retirement plans could expose fiduciaries to greater risks and complicate their responsibilities, as these investments are often opaque and expensive [11][10] Group 3: Industry Perspectives and Future Outlook - Financial firms argue that private credit strategies can provide significant value to investors, countering the trend of focusing solely on costs [7] - The current regulatory environment is causing companies to be more cautious in their retirement plan offerings, as the fear of litigation may stifle innovation [18] - Despite the changing political landscape, Schlichter remains committed to pursuing legitimate cases, emphasizing that judicial decisions will ultimately shape the law [20]

Decentralised exchange Uniswap’s UNI token becomes the biggest winner after the world’s biggest asset manager, BlackRock, announced on Wednesday that it obtained an undisclosed amount of the protocol’s tokens. Uniswap’s Ethereum-based token, UNI, was recently priced at $4.25, according to CoinGecko, up more than 20% over the past day. UNI soared as high as $4.36 just after 9am in New York. The token is still well below its 2021 record of nearly $45. Other major coins and tokens like Bitcoin and Ethereu ...

Core Viewpoint - BlackRock is in discussions with the U.S. Securities and Exchange Commission (SEC) regarding the tokenization of iShares ETFs, with potential developments expected within 90 days to 12 months, with a maximum timeframe of 12 months [1] Group 1 - BlackRock's CFO Martin Small indicated that progress on the tokenization discussions could emerge within a timeframe of 90 days to 12 months [1] - Bitwise's CIO Matt Hougan believes that this development could serve as a potential narrative to help the market emerge from a bear phase, positively impacting Layer 1 (L1) and decentralized finance (DeFi) sectors [1]

BlackRock, the world-wide largest asset manager, on Wednesday said it will make shares of its tokenized U.S. Treasury fund, BUIDL, tradable on Uniswap, marking the asset manager’s first step into decentralized finance (DeFi). As part of the move, BlackRock also disclosed a strategic investment in Uniswap and purchased an undisclosed amount of UNI, Uniswap’s governance token, which surged 25% on the news, now trading at $4.11. BUIDL, which launched in 2024, is the largest tokenized U.S. Treasury fund on ...

业绩经营情况 近期美股企业盈利预期改善，标普500指数成分股中材料、能源、工业等板块轮动上涨。黑岩全球成长 基金重仓的科技龙头公司(如英伟达、微软等)在AI商业化落地进程中持续释放业绩，部分公司四季度财 报超预期，叠加估值处于合理区间，形成基本面支撑。此外，美联储暂停降息后经济韧性增强，为企业 盈利提供宏观环境支持。 经济观察网黑岩全球成长基金(BlackRock Global Growth Fund)在2026年2月11日创下历史新高的驱动因 素主要来自以下几方面： 股票近期走势 全球股票ETF资金流向出现结构性分化，宽基指数产品净流出显著，而科技、AI算力等主题ETF持续吸 引资金流入。黑岩旗下iShares系列ETF作为全球规模领先的被动投资工具，其科技主题产品(如半导 体、人工智能相关ETF)受益于硬件需求周期与算力升级趋势，年内涨幅突出。例如，通信设备主题ETF 在2025年全年上涨超120%，2026年初延续强势，间接推动以科技股为核心持仓的成长型基金净值攀 升。 尽管地缘政治事件(如美欧贸易摩擦)引发短期波动，但市场对科技产业链长期增长逻辑认可度提升。 2026年初，罗素2000指数等小型股表现 ...

Core Viewpoint - Securitize has partnered with Uniswap to enable on-chain trading of BlackRock's BUIDL dollar institutional digital liquidity fund through UniswapX [1] Group 1: Partnership and Collaboration - Securitize announced its collaboration with Uniswap to facilitate the trading of the BUIDL fund on the DeFi platform [1] - BlackRock plans to purchase Uniswap tokens (UNI) following the deployment of BUIDL on Uniswap, although the specific amount has not been disclosed [1] Group 2: Market Impact and Access - The initial impact of adding BUIDL to Uniswap may be limited due to the requirement of a qualified institutional whitelist for participation in DeFi trading [1] - The whitelist will include long-term cryptocurrency liquidity providers such as Wintermute to enhance trading [1] - Access to BUIDL is restricted to qualified purchasers, defined as individuals or entities with assets of $5 million or more [1]

Core Insights - BlackRock is entering the decentralized finance (DeFi) space by bringing its Treasury-backed digital token BUIDL onto Uniswap, a leading DeFi platform, indicating a significant convergence between traditional finance and crypto [1][3] - The partnership with tokenization firm Securitize marks a milestone for the DeFi sector, which is seen as a valuable application of cryptocurrency, with approximately $100 billion currently on DeFi platforms [2] Company Developments - BlackRock's BUIDL token, launched in 2024, has a total market value of around $1.8 billion, showcasing the firm's confidence in the DeFi market [3] - The arrangement involves creating a whitelist of eligible institutions for trading BUIDL, with access restricted to qualified purchasers who have assets of $5 million or more [4] Industry Impact - The initial impact of adding BUIDL to Uniswap is expected to be minor due to the limited number of traders able to participate, but it serves as a test case for future DeFi trading of traditional assets [5] - Securitize's CEO noted that while the current focus is on qualified purchasers, the infrastructure being developed will also support retail products in the future [6] Market Dynamics - The collaboration between BlackRock and Uniswap highlights the contrasting positions of traditional finance and the crypto industry, with BlackRock representing established Wall Street practices and Uniswap embodying innovative DeFi solutions [7]