BlackRock positions the Spot Bitcoin ETF as a core asset allocation for 2025, as one of the three major investment themes.

The world's largest asset management company, BlackRock, has officially included Spot Bitcoin ETF as one of its three major investment themes for 2025, alongside U.S. Treasuries and large U.S. tech stocks, sending a strong signal of institutional interest in the long-term allocation value of Bitcoin. BlackRock stated that its iShares Bitcoin Trust ETF (IBIT) will be part of its core investment direction for next year, alongside short-term U.S. Treasury ETFs and tech stock ETFs covering the “Seven Giants” of U.S. stocks.

Despite a significant correction in Bitcoin prices since 2025, the flow of funds indicates that institutional demand has not weakened. Data shows that IBIT has attracted over $25 billion in net inflows year-to-date, ranking sixth in global ETF inflow. Even though Bitcoin has fallen about 30% from last year's peak, investors continue to position themselves for the long term through Spot Bitcoin ETF.

Industry insiders believe that BlackRock's firm support for Bitcoin during market adjustment cycles reflects its recognition of the long-term logic of digital assets. Analysis indicates that if it can attract tens of billions of dollars in a weak market environment, then during the recovery phase of the crypto market, the capital elasticity of Spot Bitcoin ETF may be even more pronounced. Currently, the cumulative net inflow of IBIT has exceeded 60 billion dollars, significantly leading other similar products in scale.

In terms of product layout, BlackRock is continuously expanding its crypto ETF landscape. In addition to Bitcoin, its iShares Ethereum Trust ETF (ETHA) has also performed well this year, attracting nearly $13 billion in funds. Furthermore, BlackRock has submitted an application for an Ethereum ETF that includes yield strategies and staking mechanisms, indicating its shift from a single price exposure to the direction of “yield-generating digital asset ETFs.”

Overall, BlackRock has clearly listed Spot Bitcoin ETF as a key investment theme for 2025, reinforcing Bitcoin's position in institutional asset allocation and further consolidating BTC's status as a mainstream asset in the global financial system.