Core Insights - BlackRock's iShares Bitcoin Trust ETFs (IBIT) have surpassed Deribit to become the largest venue for Bitcoin options by notional open interest, controlling $38 billion in open interest [1][2][3] - The shift indicates a movement of liquidity from offshore, lightly regulated platforms to regulated products under Wall Street's jurisdiction, reflecting a growing preference for regulated investment vehicles [4] ETF Growth and Market Position - IBIT has quickly established itself as the largest Bitcoin ETF, with total net assets of $90.87 billion and a market capitalization of nearly $89.8 billion [4] - The share price of IBIT rose by 3.15% to $68.84 on October 2, marking a 10.69% increase over the last 90 days [4] - IBIT's open interest in options is reported at $37.9 billion, significantly larger than competitors like Grayscale's Bitcoin Trust and ARK 21Shares [5] Market Dynamics - Since its inception in 2016, Deribit had been the leading venue for Bitcoin options, executing the majority of daily volumes in this niche market [3] - The dominance of IBIT in options trading suggests a potential shift in market dynamics, with implications for crypto-native trading strategies [3][4] - Analyst Eric Balchunas noted that options markets tend to favor a winner-take-all scenario, contrasting with the more distributed nature of ETF assets under management [5]

Core Insights - Rep. Marjorie Taylor Greene made a significant investment in a U.S. Treasury Bill valued between $100,001 and $250,000, indicating a strategic shift towards safe-haven assets [1][2] - Alongside the Treasury Bill, Greene purchased smaller stakes in ten different companies and funds, including major tech firms and a Bitcoin ETF [4][5] - The timing of these investments suggests a strategy to lock in higher yields before anticipated Federal Reserve rate cuts, which could lead to increased bond prices [3] Group 1: Investment Details - The largest transaction was the purchase of a U.S. Treasury Bill valued between $100,001 and $250,000, marking a shift from a previous sale of a Treasury Bill valued between $15,001 and $50,000 [2] - Greene's smaller investments ranged from $1,001 to $15,000 in companies such as Adobe Inc., Alphabet Inc. Class C, and CrowdStrike Holdings Inc. [4][5] - The complete list of assets purchased includes notable names in technology and finance, indicating a diversified investment approach [5] Group 2: Market Implications - Anticipation of Federal Reserve rate cuts may drive investors to purchase T-Bills to secure higher yields before they decline, which could enhance the attractiveness of earlier purchases [3] - The investments in tech stocks and a Bitcoin ETF reflect a broader trend of diversifying portfolios amidst changing economic conditions [4][6]

Oct 1 Update:10 #Bitcoin ETFsNetFlow: +4,918 $BTC(+$577.49M)🟢#BlackRock inflows 1,748 $BTC(+$205.27M) and currently holds 770,011 $BTC($90.42B).9 #Ethereum ETFsNetFlow: +65,043 $ETH(+$281.7M)🟢#BlackRock inflows 30,852 $ETH($133.62M) and currently holds 3,842,823 $ETH($16.64B).https://t.co/VWYu8VMN3B ...

He is the one and one of the ones of him, Jeffrey Ciphford, who actually called out uh the Bitcoin ETF was going to be approved. Now, when I first heard about these guys, I was like, there's no way it's going to happen. It hasn't happened yet.I don't think it's going to happen. And of course, I was proven totally wrong. And with this one, I think this is a pretty good catalyst for potentially altcoins running up in Q4 of 2025.It's amazing how good timing is. Here's what we got. Bloomberg analyst Otunis puts ...

Sept 30 Update:10 #Bitcoin ETFsNetFlow: +3,156 $BTC(+$356.62M)🟢#Fidelity inflows 2,616 $BTC(+$295.59M) and currently holds 203,315 $BTC($22.97B).9 #Ethereum ETFsNetFlow: +100,323 $ETH(+$414.84M)🟢#Fidelity inflows 48,410 $ETH($200.17M) and currently holds 763,730 $ETH($3.16B).https://t.co/cHASvZlobt ...

Sept 29 Update:10 #Bitcoin ETFsNetFlow: -4,083 $BTC(-$466.29M)🔴#Fidelity outflows 2,747 $BTC($313.67M) and currently holds 200,699 $BTC($22.92B).9 #Ethereum ETFsNetFlow: -81,358 $ETH(-$341.7M)🔴#BlackRock outflows 49,608 $ETH($208.35M) and currently holds 3,775,070 $ETH($15.86B).https://t.co/RIqkCYZdzo ...

Sept 26 Update:10 #Bitcoin ETFsNetFlow: -1,790 $BTC(-$195.63M)🔴#Fidelity outflows 1,046 $BTC($114.37M) and currently holds 203,446 $BTC($22.24B).9 #Ethereum ETFsNetFlow: -50,655 $ETH(-$200.09M)🔴#Fidelity outflows 40,176 $ETH($158.7M) and currently holds 733,786 $ETH($2.9B).https://t.co/uIvxuRngXV ...

On September 25 (ET), U.S. spot Bitcoin ETFs recorded a total net outflow of $258 million, with BlackRock’s IBIT being the only fund to see net inflows. Spot Ethereum ETFs posted a total net outflow of $251 million, marking the fourth consecutive day of outflows.https://t.co/QHxqsa3V6q ...

🗞️ Need to catch up on the news? Here's our top 10 from today:🔸 BlackRock registers iShares Bitcoin Premium Income ETF in Delaware, indicating filing may come soon.🔹 The SEC and FINRA are investigating unusual trading activity ahead of DAT announcements, contacting companies with suspicious stock gains before adoption disclosures.🔸 Bitwise files S-1 for a spot $HYPE ETF.🔹 13% of retail investors now use ChatGPT to pick stocks, with the robo-advisory market projected to grow 600% by 2029.🔸 REX-Osprey launche ...

JUST IN: $12.5 trillion BlackRock files for Bitcoin Premium Income ETF. https://t.co/l4cP3Ue179 ...