FXGT:贝莱德力挺比特币ETF

Core Insights - BlackRock's inclusion of its Bitcoin ETF (IBIT) in its top three investment themes for 2025 signifies a major shift in the perception of Bitcoin within global financial institutions, moving beyond a single asset recognition [1][3] - Despite Bitcoin experiencing a decline of over 4% this year, the strong institutional interest is highlighted by IBIT attracting over $25 billion in net inflows since the beginning of the year, ranking sixth among all ETF categories for new investments [1][3] - BlackRock's strategy of promoting IBIT alongside traditional assets like short-term U.S. Treasury ETFs (SGOV) and top U.S. equity ETFs (TOPT) indicates a growing acceptance of crypto assets as comparable to traditional safe-haven assets and blue-chip equities [1][3] Market Dynamics - Market observers note that BlackRock's unconventional marketing strategy is not merely aimed at short-term profits, as they have higher-fee products like gold ETFs (IAU) that are expected to perform better than Bitcoin in 2025 [2][4] - This shift from "performance-driven" to "belief-driven" investment strategies suggests that cryptocurrencies are evolving from speculative assets to standardized financial instruments [2][4] - BlackRock's positioning of Bitcoin alongside cash and mainstream stocks enhances market liquidity confidence and may alter the perceptions of traditional investors who are still on the sidelines [2][4] Future Outlook - The year 2025 is anticipated to be a pivotal year for the mainstream adoption of crypto assets, with a focus on the long-term strategic hedging value rather than short-term price fluctuations [2][4]