בלאקרוק רכשה בחשאי כמעט מיליארד דולר של ביטקוין, ובכך עקפה את היצע הביטקוין השבועי

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Key points:
BlackRock accumulated nearly $900 million in Bitcoin over the past week, with Arkham data showing continued buying.
Data showed that BlackRock’s iShares Bitcoin Trust maintained consistent inflows, reinforcing its dominance among spot Bitcoin exchange-traded funds.
BlackRock outpaced newly mined supply over the past week, accumulating over 11,000 Bitcoin while only 6,300 are mined per week.
BlackRock purchased nearly $900 million worth of Bitcoin over the past week, signaling continued institutional inflows into spot Bitcoin (BTC) exchange-traded funds (ETFs).

The transaction was first flagged by Arkham Intelligence on Wednesday, which also estimated that the average cost basis for BlackRock’s ETF investors now sits around $87,000. The buying comes even as Bitcoin trades below that level, suggesting continued accumulation despite near-term price fluctuations. https://x.com/arkham/status/2046820714230223124

Additionally, data from Farside Investors showed BlackRock’s IBIT continuing to dominate spot Bitcoin ETF flows, posting consistent inflows across recent sessions, including $39.3 million on Tuesday, even as other funds recorded outflows.

BlackRock’s iShares Bitcoin Trust (IBIT), one of the largest spot Bitcoin ETFs, was up over 5% during pre-market hours. On Stocktwits, the retail sentiment around IBIT remained in the ‘extremely bullish’ zone, while chatter around it remained ‘high’ over the past day.

BlackRock Outpaces Bitcoin Supply

BlackRock alone is now absorbing more Bitcoin than the network is producing, underscoring the growing dominance of ETF-driven demand in the market.

With nearly $900 million in purchases over the past week, equivalent to over 11,000 BTC, IBIT is outpacing newly mined supply, which averages about 900 BTC per day, or roughly 6,300 BTC weekly, according to Bitbo data. The imbalance highlights how institutional inflows are tightening the available supply even as prices remain below key cost-basis levels.

The trend points to a structural shift in Bitcoin’s market dynamics, where steady ETF accumulation, not just speculative demand, is increasingly setting the tone for price action.

The ETF-driven demand comes alongside aggressive corporate accumulation led by Strategy Inc. (MSTR), which disclosed a $2.5 billion Bitcoin purchase earlier this week.
source: https://www.tradingview.com/news/stocktwits:0fde40b34094b:0/