📈 BlackRock’s IBIT in Morgan Stanley sees a 23% quarter-over-quarter surge in holdings; the latest disclosure shows it holds 16.5 million shares. Ethereum ETFs and related crypto stocks were also increased in tandem, according to Cointelegraph.
My observation: This isn’t just a simple buy—it feels more like a strong vote of confidence injected into the market. As a core position for a Wall Street giant, an increase at this scale typically signals growing institutional recognition of the compliance pathways, which is more convincing than retail traders’ calls.
Key things to watch next:
1. See whether IBIT’s share count can keep sustaining this high growth rate into the next quarter.
2. Track whether fund flows into Ethereum ETFs also show a clear net inflow, following Bitcoin.
$BTC $SOL
My observation: This isn’t just a simple buy—it feels more like a strong vote of confidence injected into the market. As a core position for a Wall Street giant, an increase at this scale typically signals growing institutional recognition of the compliance pathways, which is more convincing than retail traders’ calls.
Key things to watch next:
1. See whether IBIT’s share count can keep sustaining this high growth rate into the next quarter.
2. Track whether fund flows into Ethereum ETFs also show a clear net inflow, following Bitcoin.
$BTC $SOL