blackrock

​​Mientras el retail se distrae con el ruido del día a día, el tablero de 2026 nos escupe una realidad incómoda: La descentralización está siendo devorada por el capital institucional.
​Los datos de Arkham no mienten. El suministro se está concentrando en manos que, hace unos años, llamaban a Bitcoin "estafa":
​🏦 El Nuevo Orden Mundial del BTC:
​Satoshi Nakamoto: Se mantiene como el mayor holder con 1,096,358 BTC (~$75B), un fantasma que posee el 5.5% de la red.
​Coinbase: El exchange custodia 993,069 BTC, es decir, el 5% del suministro.
​BlackRock: A través de su ETF, ya controla 761,801 BTC (3.8% del supply).
​El Gobierno de EE.UU.: Es una de las ballenas más grandes con 328,372 BTC (~$22B). El activo "anti-estado" ahora fortalece las arcas del sistema.
​⚡️ La Jugada Maestra de ARK Invest
​No es coincidencia. Mientras el pánico sacude las manos débiles, ARK Invest acaba de ejecutar una compra agresiva de 41.4K acciones de Coinbase ($6.9M), revirtiendo su postura de reducción de posiciones.
​¿Qué están viendo ellos que tú no? Están comprando los peajes de la autopista financiera del futuro mientras tú te preocupas por la volatilidad del momento.
​Nuestra visión en MauCapital: La escasez es real, pero la propiedad está cambiando de manos. Bitcoin va a subir, sí, pero la pregunta es: ¿cuánto te va a quedar a ti cuando las instituciones terminen de limpiar el mercado?
​El dinero grande ya se posicionó. La verdadera pregunta es si vas a ser dueño de tus activos o si se los vas a alquilar a BlackRock.
​¿De qué lado del gráfico estás tú? Los leo en los comentarios.
​$BTC
#Bitcoin2026 #MauCapital #smartmoney #blackRock #StrategyBTCPurchase

BlackRock, the world's largest asset manager, has made several notable moves involving Bitcoin $BTC #StrategyBTCPurchase in early 2026, including large transfers of BTC to exchanges . These actions have sparked widespread speculation about potential sales or sell-offs amid a period of market volatility and Bitcoin price corrections.
Contrary to headlines claiming BlackRock is outright "dumping" massive holdings, the reality centers on its flagship iShares Bitcoin Trust (IBIT) ETF. As of mid-February 2026, IBIT continues to hold hundreds of thousands of BTC (recent figures show around 759,000+ BTC, valued in the tens of billions), making it one of the largest institutional custodians of Bitcoin. However, the ETF has experienced periodic outflows—investor redemptions that require BlackRock to sell underlying BTC to meet withdrawals.
Recent on-chain data and reports highlight transfers such as:
Multiple instances where BlackRock moved BTC (and ETH) worth hundreds of millions to Coinbase Prime, including $257 million (3,402 BTC + ETH), $247 million, $339 million, and others in January and February 2026.
These transfers often precede or coincide with ETF outflows, as authorized participants redeem shares, prompting sales of the underlying asset.
One widely cited report from late January 2026 referenced a $528.3 million Bitcoin sale, attributed to market observers tracking large movements.
These aren't necessarily BlackRock deciding to abandon Bitcoin as a firm. Instead, they reflect client-driven activity in the IBIT ETF:
When investors redeem shares (outflows), the ETF must sell BTC to return cash.
Broader market conditions in 2026—including Bitcoin's retreat from prior highs, macroeconomic pressures, and risk-off sentiment—have led to net outflows across U.S. spot Bitcoin ETFs in several sessions (e.g., $105 million net outflows on one February day, with IBIT seeing significant redemptions).
Despite this, IBIT has shown resilience, occasionally recording inflows and maintaining dominant market share among Bitcoin ETFs.
BlackRock's involvement in crypto remains deeply committed long-term. IBIT has been a massive success since launch, drawing institutional capital and positioning Bitcoin as a portfolio asset. Executives have emphasized Bitcoin's role as "digital gold," while warning about leverage-driven volatility in derivatives markets potentially harming its institutional narrative.#blackRock
In short, while BlackRock has facilitated BTC sales tied to ETF mechanics and market dynamics, it hasn't "sold its BTC" in the sense of exiting the space. The firm continues to hold substantial Bitcoin exposure through IBIT and sees it as a growing part of mainstream finance. Investors should monitor ETF flow data (via sources like SoSoValue or official filings) for the clearest picture, as short-term transfers and outflows don't necessarily signal a permanent shift away from the asset.
$BTC
$ETH

US-listed spot #BTC ETFs have shed $238 million this week, setting up the first five-week outflow streak since March 2025.
US-listed spot Bitcoin exchange-traded funds (ETFs) continued to bleed on Wednesday as market sentiment remained negative and BTC briefly dipped below $66,000.
Spot Bitcoin ETFs recorded $133.3 million in net outflows on Wednesday, bringing weekly losses to $238 million. #blackRock iShares Bitcoin Trust (IBIT) led outflows, with over $84 million exiting the fund.
Trading volumes remained subdued, falling below $3 billion, highlighting the persistent lack of activity even as analysts previously noted potential inflection points amid the slowdown in outflows.

If the ETFs fail to recover in Thursday and Friday sessions, this week could mark the first five-week outflow streak for $BTC ETFs since March of last year.
Year-to-date, Bitcoin ETFs have seen about $2.5 billion in outflows, leaving assets under management at $83.6 billion.
Solana ETFs keep bucking the trend after launch in late 2025
While $ETH and $XRP ETFs posted modest daily outflows of $41.8 million and $2.2 million, respectively, Solana funds continued to buck the trend.
#solana ETFs have recorded a six-day streak of inflows, with year-to-date gains totaling around $113 million. Trading activity, however, remains subdued compared with past months, as February inflows of $9 million so far are well below $105 million in January and December 2025’s $148 million.

Since their October 2025 launch, US spot Solana #ETFs have accumulated nearly $700 million in assets under management, trailing XRP funds, which have amassed $1 billion since their November debut.
Crypto market remains in extreme fear, BTC down 24% year-to-date
The ongoing sell-off in Bitcoin ETFs comes as the Crypto Fear & Greed Index continues to signal persistent negative sentiment.
Even though Bitcoin has slightly recovered from multi-month lows near $60,000 logged in early February, the index has largely remained in “Extreme Fear” territory.

At the time of writing, Bitcoin traded at $67,058 on Coinbase, down about 24% year-to-date. Analysts at major financial institutions, including Standard Chartered, have predicted that BTC could fall as low as $50,000 before potentially recovering to $100,000 later in 2026.
According to the crypto analytics platform CryptoQuant, Bitcoin’s short-term Sharpe ratio has reached levels historically associated with “generational buying zones.”
“The arrows in the chart illustrate this clearly: each prior extreme negative reading was followed by violent recoveries to new highs,” CryptoQuant analyst Ignacio Moreno De Vicente said.
#bullishleo