BlackRock

Analysis

Bitcoin Leaned on Three Supports. All Three Broke This Week.

Bitcoin's institutional bull case rested on three supports: steady ETF demand, Strategy's treasury buying, and its digital-gold role. This week the ETFs logged their worst week ever, Strategy fell below the value of its own Bitcoin, and the gold trade unwound. All three broke for the same reason.

By Ramy Morton
Markets

Bitcoin ETFs Snap Three-Day Losing Streak With $167 Million Monday Rebound

Institutional capital floods back into spot bitcoin funds as BlackRock’s IBIT absorbs the lion’s share. Ether ETFs extend their slide to a fourth straight session, deepening the divergence between the two largest digital assets. XRP and Solana products sit idle—waiting for a catalyst that hasn’t arrived.

By Ramy Morton
Altcoins

Will Altcoins See 100x in 2026? Why This Cycle Is Playing Out Differently

The broad altseason that traders expected after Bitcoin's early 2025 all-time high never arrived. Bitcoin dominance is near its highest level since 2021. The structure of this cycle is different — and the reasons why matter. A few select altcoins will almost certainly outperform Bitcoin this cycle. But the era of throwing a dart at a chart and expecting 50x returns appears to be over.

By Ramy Morton
Altcoins

Solana RWA Holders Jump 440% Year Over Year. The Gap to Ethereum Tells a Different Story

In March 2026, Solana briefly surpassed Ethereum in the number of wallets holding tokenized real-world assets — a milestone the Solana Foundation announced publicly. The lead lasted hours. Ethereum holds roughly $15.4 billion in RWAs. Solana holds approximately $1.7 billion. The two chains are winning on different dimensions of the same race — and neither lead is as clean as the headline suggests.

By Ramy Morton
News

The RWA Market Was $5.4 Billion in January 2025. It Just Hit $34 Billion.

Tokenized real-world assets have tripled in 17 months. U.S. Treasuries account for $16 billion. Ethereum carries 60% of the total value. BlackRock's BUIDL fund alone passed $2.5 billion. The question is no longer whether tokenization works. It is whether anyone outside finance will notice before it is too late to compete.

By Jan Kara
News

Hoskinson Says BIP-361 Is a Hard Fork That Would Strand 1.7M BTC

The Cardano founder argues Bitcoin's quantum fix mislabels itself as a soft fork while leaving pre-2013 wallets, including Satoshi's, unrecoverable. Over 34% of Bitcoin's circulating supply carries exposed public keys vulnerable to quantum attack, according to on-chain data cited in the critique.

By Ramy Morton

BlackRock Overview

BlackRock is the largest asset manager in the world and the single most important institutional force in crypto since the launch of its spot iShares Bitcoin Trust (IBIT) and Ethereum ETF. This tag tracks daily ETF inflows and outflows, the BUIDL tokenized-treasury fund that made BlackRock a leader in real-world-asset tokenization, filings for new crypto products awaiting SEC review, and the firm’s broader signaling on digital assets as a portfolio allocation. When BlackRock moves, pension funds and registered advisors follow. Coinliva covers the flow data, the product launches, and the market-structure impact of the largest institutional buyer changing who actually holds Bitcoin and Ethereum.