- IBIT Sets Longest Fund Inflow Record in 2025
[Rest of the translation continues in the same manner, maintaining the specified token translations]Balchunas speculates that this may be related to hedge funds restarting the "basis trade" strategy. Moreover, the recent decoupling and subsequent rise of Bit Token prices from other risk assets has attracted some large investors to enter and position themselves.
(Bit Token ETF Continuous Net Inflow Without Rising? CME Short Arbitrage Reaches New High, Not Buying Coins)
Goldman Sachs Becomes Largest Known Institutional Holder of IBIT, Increasing Stake by 28%
According to the latest SEC 13F filing, Goldman Sachs is currently the largest known institutional investor in IBIT, holding 30.8 million shares with a total value of approximately $1.4 billion. This figure increased by 28% from the beginning of the first quarter of 2025, demonstrating the company's continued growing interest in crypto assets.
Additionally, Goldman Sachs also holds the second-largest Bit Token ETF - Fidelity's FBTC, with a total of 3.5 million shares, valued at approximately $315 million. They increased their holdings by 30,000 shares in the first quarter of this year.
Options Positions Mysteriously Disappear? Goldman Sachs' Crypto Positioning Remains Intriguing
Crypto market observation institution MacroScope noted that in the 13F filing from December last year, Goldman Sachs had disclosed IBIT call options worth $157 million and put options worth $527 million, along with FBTC put options worth $84 million. However, these option positions are not present in the latest filing, and the specific reasons for the changes remain unknown.
Goldman Sachs Executive: Stablecoin Regulation May Become a Catalyst for Institutional Entry
This filing also echoes Goldman Sachs' recent shift in attitude towards cryptocurrencies. The company first mentioned cryptocurrencies in its latest annual shareholder letter, indicating an increasing level of attention to this asset class.
At the Token2049 forum in Singapore, Goldman Sachs Digital Assets Head Mathew McDermott pointed out that if the stablecoin bill passes, allowing financial institutions to widely adopt stablecoins, it could become a crucial catalyst for traditional finance to massively enter the crypto market. He stated: "We are closely observing the progress of related regulations."
(Stablecoin Bill 'GENIUS Act' Fails to Pass! Democratic Party Worried About Trump's Potential Benefit, Coinbase CEO: Continue Efforts)
BlackRock Meets Intensively with SEC, Accelerating Crypto ETF Product Options
Not only are fund inflows reaching new highs, but BlackRock has also recently met with the SEC's cryptocurrency special team to discuss potential developments including "staking" and crypto ETF option products. This move indicates that regulators are showing a more open attitude in the crypto asset domain and paving the way for subsequent product innovations.
ETF Competition Enters White-Hot Phase, Traditional Financial Institutions Are Betting on Bitcoin Again
As Bitcoin prices rebound, U.S. regulatory attitudes gradually become friendlier, and large institutions actively layout, the Bitcoin spot ETF market is ushering in a new round of funding and policy dual-drive. Whether investors or financial giants, they all seem ready to seize the initiative in this new financial revolution.
Risk Reminder
Cryptocurrency investment carries high risks, and its prices may fluctuate dramatically. You may lose all your principal. Please carefully assess the risks.