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It’s that quiet-before-the-storm moment — except this time, the storm isn’t a memecoin… it’s Wall Street trying to turn prediction markets into ETFs.
Here’s the adrenaline: fund issuers are sprinting to be first with ETFs that rise or die based on election outcomes — basically a mainstream wrapper around event contracts that can settle like a switch: $1 if it happens, near-$0 if it doesn’t.
Who’s racing?
• Roundhill fired the opening shot with filings for six election-focused ETFs — tickers floated include BLUP/REDP (President), BLUS/REDS (Senate), and BLUH/REDH (House). 
• Bitwise jumped in with a “PredictionShares” lineup (also six funds) aiming for NYSE Arca listings — same core idea: ETF access to election outcome exposure. 
• GraniteShares is in the mix too, making it feel less like a one-off experiment and more like a category being born in real time.
The real twist (the risk isn’t the math — it’s the rules):
While issuers push filings, regulators and states are battling over what prediction markets even are. Nevada just sued Kalshi, and the CFTC is arguing federal jurisdiction — this tug-of-war could shape how big these ETFs can actually get.
If these get approved, you’re looking at a new era where political probability trades like a ticker — and the first issuer to launch could grab the entire spotlight.
#PredictionMarkets
#etf
#ElectionTrading
#WallStreet
#MacroTrends
Here’s the adrenaline: fund issuers are sprinting to be first with ETFs that rise or die based on election outcomes — basically a mainstream wrapper around event contracts that can settle like a switch: $1 if it happens, near-$0 if it doesn’t.
Who’s racing?
• Roundhill fired the opening shot with filings for six election-focused ETFs — tickers floated include BLUP/REDP (President), BLUS/REDS (Senate), and BLUH/REDH (House). 
• Bitwise jumped in with a “PredictionShares” lineup (also six funds) aiming for NYSE Arca listings — same core idea: ETF access to election outcome exposure. 
• GraniteShares is in the mix too, making it feel less like a one-off experiment and more like a category being born in real time.
The real twist (the risk isn’t the math — it’s the rules):
While issuers push filings, regulators and states are battling over what prediction markets even are. Nevada just sued Kalshi, and the CFTC is arguing federal jurisdiction — this tug-of-war could shape how big these ETFs can actually get.
If these get approved, you’re looking at a new era where political probability trades like a ticker — and the first issuer to launch could grab the entire spotlight.
#PredictionMarkets
#etf
#ElectionTrading
#WallStreet
#MacroTrends
Crypto insights_ 25:
Prediction market ETFs? 👀 This could change election trading forever. Who’s ready for the first launch?
𝗧𝗵𝗲 𝗚𝗿𝗲𝗮𝘁 𝗦𝘂𝗽𝗽𝗹𝘆 𝗖𝗿𝘂𝗻𝗰𝗵: 𝗪𝗮𝗹𝗹 𝗦𝘁𝗿𝗲𝗲𝘁 𝗜𝘀𝗻’𝘁 𝗧𝗿𝗮𝗱𝗶𝗻𝗴 𝗕𝗧𝗖
Something structural is happening beneath the candles.
Retail is waiting for dips.
Institutions are reducing the dip supply.
And that difference matters.
1️⃣ Exchange Supply Is Quietly Shrinking
Bitcoin balances on exchanges continue trending toward multi-year lows.
Less BTC on exchanges =
less immediate sell-side liquidity.
When liquid supply contracts, volatility expands.
Not because of hype — but because fewer coins are available to satisfy demand spikes.
2️⃣ ETF Demand vs Mining Output
Spot ETF inflows have repeatedly absorbed more BTC than miners produce daily.
Think about that carefully.
New supply enters the market…
and gets structurally absorbed.
This is not short-term speculation.
This is balance sheet allocation.
When steady demand meets fixed issuance, price doesn’t move linearly.
It reprices.
3️⃣ Long-Term Holders Aren’t Distributing
On-chain data shows long-term holders near record supply levels.
Even during local highs, coins are not rotating aggressively.
Strong hands are tightening circulation.
That shifts the narrative from:
Price Discovery → Scarcity Discovery.
And scarcity phases behave differently.
Market Read
This doesn’t mean “straight up.”
It means volatility compression can lead to aggressive repricing once liquidity pockets thin out.
The mistake right now?
Staring at 1H candles
while institutions study quarterly allocations.
Wall Street isn’t scalping Bitcoin.
They’re absorbing it.
Trade Thought / Decision Framework
If supply contraction continues, upside expansions can accelerate quickly.
If ETF flows slow and exchange balances rise, the thesis weakens.
Acceptance vs failure.
Structure vs narrative.
Risk first — conviction second.
The real question isn’t whether BTC moves this week.
It’s whether you understand what happens
when liquid supply disappears.
Are you distributing to stronger hands…
or positioning alongside them?
$BTC
#bitcoin #SupplyShock #etf #Onchain #CryptoMarkets
$BTC
Retail is waiting for dips.
Institutions are reducing the dip supply.
And that difference matters.
1️⃣ Exchange Supply Is Quietly Shrinking
Bitcoin balances on exchanges continue trending toward multi-year lows.
Less BTC on exchanges =
less immediate sell-side liquidity.
When liquid supply contracts, volatility expands.
Not because of hype — but because fewer coins are available to satisfy demand spikes.
2️⃣ ETF Demand vs Mining Output
Spot ETF inflows have repeatedly absorbed more BTC than miners produce daily.
Think about that carefully.
New supply enters the market…
and gets structurally absorbed.
This is not short-term speculation.
This is balance sheet allocation.
When steady demand meets fixed issuance, price doesn’t move linearly.
It reprices.
3️⃣ Long-Term Holders Aren’t Distributing
On-chain data shows long-term holders near record supply levels.
Even during local highs, coins are not rotating aggressively.
Strong hands are tightening circulation.
That shifts the narrative from:
Price Discovery → Scarcity Discovery.
And scarcity phases behave differently.
Market Read
This doesn’t mean “straight up.”
It means volatility compression can lead to aggressive repricing once liquidity pockets thin out.
The mistake right now?
Staring at 1H candles
while institutions study quarterly allocations.
Wall Street isn’t scalping Bitcoin.
They’re absorbing it.
Trade Thought / Decision Framework
If supply contraction continues, upside expansions can accelerate quickly.
If ETF flows slow and exchange balances rise, the thesis weakens.
Acceptance vs failure.
Structure vs narrative.
Risk first — conviction second.
The real question isn’t whether BTC moves this week.
It’s whether you understand what happens
when liquid supply disappears.
Are you distributing to stronger hands…
or positioning alongside them?
$BTC
#bitcoin #SupplyShock #etf #Onchain #CryptoMarkets
$BTC
Abu Dhabi investment firms (like Mubadala & Al Warda) increased their positions in the BlackRock Bitcoin ETF (IBIT) during Q4, signaling continued institutional interest despite price volatility.
#AbuDhabiTalks #BTC走势分析 #etf
#AbuDhabiTalks #BTC走势分析 #etf
Ether bulls target $2.5K as staking ETF launch, RWA market cap reflect growth
Key takeaways:
Institutional sentiment is shifting toward $ETH as elite funds reallocate capital from Bitcoin to Ether ETFs.BlackRock’s ETH #etf pairs secure staking with a low 0.25% fee, creating a major win for mainstream crypto access.Dominance in the $20 billion real-world asset sector proves that big money prioritizes network security over low gas fees.
#ether has failed to reclaim the $2,500 level since Jan. 31, leading traders to question what might spark sustainable bullish momentum. Investors are waiting for definitive signs of a favorable sentiment shift; meanwhile, three distinct events could signal the end of the bear cycle that bottomed at $1,744 on Feb. 6.
At first glance, the $327 million in net outflows from spot Ether exchange-traded funds (ETFs) in February is mildly concerning. The apparent lack of institutional appetite while $ETH sits 60% below its all-time high could be seen as a lack of confidence in the $1,800 support level. However, these outflows represent less than 3% of the total assets under management for Ether ETFs.
Recent Ether ETF milestones may boost ETH's price
While investors currently focus almost exclusively on short-term flows, the magnitude of recent Ether ETF developments will eventually reflect positively on ETH price. In bearish markets, positive news is often ignored or downplayed, but strategic moves from the world’s largest asset managers can quickly flip investor risk perception.
The latest US Securities and Exchange Commission filings showed on Monday that the Harvard endowment fund added an $87 million position in BlackRock’s iShares Ethereum Trust during the final quarter of 2025. Interestingly, this vote of confidence arrived as Harvard reduced its iShares Bitcoin Trust holdings to $266 million, down from $443 million in September 2025.
In parallel, BlackRock amended its Staked #Ethereum ETF proposal on Tuesday to include an 18% retention of total staking rewards as service fees. While some market participants criticized the hefty fee, the ETF sponsor must compensate intermediaries like Coinbase for staking services. Moreover, the relatively low 0.25% expense ratio remains a net positive for the industry.
The final piece of evidence pointing to growing institutional adoption lies in real world asset (RWA) tokenization, a segment that has surpassed $20 billion in assets. Ethereum stands as the absolute leader, hosting offerings from #blackRock , JPMorgan Chase, Fidelity and Franklin Templeton. This intersection of blockchain applications and traditional finance may trigger sustainable demand for ETH.
Nearly half of the $13 billion in RWA deposits on Ethereum represent tokenized gold, though investments in US Treasurys, bonds and money market funds grew to an impressive $5.2 billion. By comparison, the combined RWA listings on BNB Chain and Solana amount to $4.2 billion, a strong indicator that institutional money is less concerned with fees and more focused on security.
Even if RWA issuers currently focus on closed-end systems using exclusive decentralized finance pools or their own layer-2 networks, intermediaries will eventually find ways to connect with the broader Ethereum ecosystem. Crypto venture capital firm Dragonfly Capital’s latest $650 million funding round signals a strong appetite for tokenized stocks and private credit offerings.
Rather than backing layer-1 blockchains and consumer-focused applications, investors are directing capital toward RWA infrastructure, institutional custody and trading platforms, a clear sign of market maturation. Although it is difficult to predict how long these shifts will take to impact Ether’s price, these events clearly indicate that a bounce back to $2,500 in the near term is feasible.
This article does not contain investment advice or recommendations. Every investment and trading move involves risk, and readers should conduct their own research when making a decision.
#bullishleo
Institutional sentiment is shifting toward $ETH as elite funds reallocate capital from Bitcoin to Ether ETFs.BlackRock’s ETH #etf pairs secure staking with a low 0.25% fee, creating a major win for mainstream crypto access.Dominance in the $20 billion real-world asset sector proves that big money prioritizes network security over low gas fees.
#ether has failed to reclaim the $2,500 level since Jan. 31, leading traders to question what might spark sustainable bullish momentum. Investors are waiting for definitive signs of a favorable sentiment shift; meanwhile, three distinct events could signal the end of the bear cycle that bottomed at $1,744 on Feb. 6.
At first glance, the $327 million in net outflows from spot Ether exchange-traded funds (ETFs) in February is mildly concerning. The apparent lack of institutional appetite while $ETH sits 60% below its all-time high could be seen as a lack of confidence in the $1,800 support level. However, these outflows represent less than 3% of the total assets under management for Ether ETFs.
Recent Ether ETF milestones may boost ETH's price
While investors currently focus almost exclusively on short-term flows, the magnitude of recent Ether ETF developments will eventually reflect positively on ETH price. In bearish markets, positive news is often ignored or downplayed, but strategic moves from the world’s largest asset managers can quickly flip investor risk perception.
The latest US Securities and Exchange Commission filings showed on Monday that the Harvard endowment fund added an $87 million position in BlackRock’s iShares Ethereum Trust during the final quarter of 2025. Interestingly, this vote of confidence arrived as Harvard reduced its iShares Bitcoin Trust holdings to $266 million, down from $443 million in September 2025.
In parallel, BlackRock amended its Staked #Ethereum ETF proposal on Tuesday to include an 18% retention of total staking rewards as service fees. While some market participants criticized the hefty fee, the ETF sponsor must compensate intermediaries like Coinbase for staking services. Moreover, the relatively low 0.25% expense ratio remains a net positive for the industry.
The final piece of evidence pointing to growing institutional adoption lies in real world asset (RWA) tokenization, a segment that has surpassed $20 billion in assets. Ethereum stands as the absolute leader, hosting offerings from #blackRock , JPMorgan Chase, Fidelity and Franklin Templeton. This intersection of blockchain applications and traditional finance may trigger sustainable demand for ETH.
Nearly half of the $13 billion in RWA deposits on Ethereum represent tokenized gold, though investments in US Treasurys, bonds and money market funds grew to an impressive $5.2 billion. By comparison, the combined RWA listings on BNB Chain and Solana amount to $4.2 billion, a strong indicator that institutional money is less concerned with fees and more focused on security.
Even if RWA issuers currently focus on closed-end systems using exclusive decentralized finance pools or their own layer-2 networks, intermediaries will eventually find ways to connect with the broader Ethereum ecosystem. Crypto venture capital firm Dragonfly Capital’s latest $650 million funding round signals a strong appetite for tokenized stocks and private credit offerings.
Rather than backing layer-1 blockchains and consumer-focused applications, investors are directing capital toward RWA infrastructure, institutional custody and trading platforms, a clear sign of market maturation. Although it is difficult to predict how long these shifts will take to impact Ether’s price, these events clearly indicate that a bounce back to $2,500 in the near term is feasible.
This article does not contain investment advice or recommendations. Every investment and trading move involves risk, and readers should conduct their own research when making a decision.
#bullishleo
ETF Resilience or a "Paper Wall"? The Truth Behind the $85B Holdings
Despite the recent volatility shaking the market, United States $BTC Spot ETFs are still holding a massive $85 billion in assets. On the surface, this looks like ultimate institutional diamond hands, but the "harsh reality" is a bit more complex than just "HODLing."
The Breakdown: Stability vs. Stress
The Anchor: Major players like BlackRock's $IBIT and Fidelity's $FBTC have created a structural floor for $BTC . Even during price dips, institutional "buy-the-dip" behavior often balances out retail panic.
The "Harsh Reality": While AUM (Assets Under Management) remains high, much of this is due to the sheer scale of early inflows. Recent data shows that "two-way flows" are becoming the new norm—meaning the era of "only up" inflows is over.
The Risk Factor: High AUM can mask a "liquidity trap." If a sustained bear trend triggers significant redemptions, the forced selling by these massive funds could amplify price drops more than in previous cycles.
Why It Matters for You
We are transitioning from a speculative retail market to a macro-driven institutional market. The ETFs aren't just holding Bitcoin; they are turning it into a "risk-on" barometer. When the S&P 500 or Treasury yields sweat, the ETFs react, and so does your portfolio.
The Bottom Line: Don't let the $85B figure blind you to the volatility. The "wall of money" is here, but it’s a wall that moves with the global economy, not just crypto memes.
What’s your move? Are you tracking ETF flows before your trades, or sticking to pure on-chain data? Let’s discuss below!
#writetoearn #bitcoin #BTC #etf #CryptoNews
Despite the recent volatility shaking the market, United States $BTC Spot ETFs are still holding a massive $85 billion in assets. On the surface, this looks like ultimate institutional diamond hands, but the "harsh reality" is a bit more complex than just "HODLing."
The Breakdown: Stability vs. Stress
The Anchor: Major players like BlackRock's $IBIT and Fidelity's $FBTC have created a structural floor for $BTC . Even during price dips, institutional "buy-the-dip" behavior often balances out retail panic.
The "Harsh Reality": While AUM (Assets Under Management) remains high, much of this is due to the sheer scale of early inflows. Recent data shows that "two-way flows" are becoming the new norm—meaning the era of "only up" inflows is over.
The Risk Factor: High AUM can mask a "liquidity trap." If a sustained bear trend triggers significant redemptions, the forced selling by these massive funds could amplify price drops more than in previous cycles.
Why It Matters for You
We are transitioning from a speculative retail market to a macro-driven institutional market. The ETFs aren't just holding Bitcoin; they are turning it into a "risk-on" barometer. When the S&P 500 or Treasury yields sweat, the ETFs react, and so does your portfolio.
The Bottom Line: Don't let the $85B figure blind you to the volatility. The "wall of money" is here, but it’s a wall that moves with the global economy, not just crypto memes.
What’s your move? Are you tracking ETF flows before your trades, or sticking to pure on-chain data? Let’s discuss below!
#writetoearn #bitcoin #BTC #etf #CryptoNews
🚨 JUST IN: BITCOIN EXTENDS LOSING STREAK TO 4TH WEEK – $66K HANGS BY A THREAD 🚨
BTC just fell another 3.2% to $66,604 – marking the longest losing streak since 2022.
📊 The Numbers:
💰 BTC: $66,600 (-3.2%)
😨 Fear & Greed: 10/100 (EXTREME FEAR)
💸 ETF Outflows: $360M exited last week – 4th straight week
⚠️ Key Level to Watch:
$60,000 is the "last line of defense." Break that, and analysts warn of a flush to $50K.
💡 The Bright Side:
Bitwise CIO says: "Recovery will be rounded, not V-shaped. Lots of good news not priced in yet."
👇 Your take:
Buying the dip or waiting for $60K?
#bitcoin #cryptocrash #etf #BinanceSquareActions
BTC just fell another 3.2% to $66,604 – marking the longest losing streak since 2022.
📊 The Numbers:
💰 BTC: $66,600 (-3.2%)
😨 Fear & Greed: 10/100 (EXTREME FEAR)
💸 ETF Outflows: $360M exited last week – 4th straight week
⚠️ Key Level to Watch:
$60,000 is the "last line of defense." Break that, and analysts warn of a flush to $50K.
💡 The Bright Side:
Bitwise CIO says: "Recovery will be rounded, not V-shaped. Lots of good news not priced in yet."
👇 Your take:
Buying the dip or waiting for $60K?
#bitcoin #cryptocrash #etf #BinanceSquareActions
#BREAKING : 🇺🇸🔮 According to crypto reporter Eleanor Terrett, asset manager Bitwise has filed for a prediction market ETF, following Roundhill. The proposed product aims to track contracts related to the 2028 U.S. presidential election and the upcoming Congressional midterm elections for the House and Senate. Additionally, Bitwise is launching a new platform called PredictionShares, which will provide exposure to prediction markets. #etf #Bitwise
👀 HERE : $KITE | $FIGHT $FOGO
👀 HERE : $KITE | $FIGHT $FOGO
🚨🔥 BREAKING: ETF FLOWS ARE SPLITTING THE CRYPTO MARKET – Feb 15, 2026
This is NOT a random pump. This is rotation.
Last week (Feb 9–13), Bitcoin spot ETFs saw nearly $360M in net outflows while BTC holds around $70K. That’s institutional trimming — not panic.
Meanwhile 👇
XRP spot ETFs pulled in about $4.5M.
Solana ETFs added around $1.57M.
Capital isn’t exiting crypto. It’s rotating.
Bitcoin = cautious flows.
XRP & SOL = selective bids.
Split markets create sharp moves. Don’t trade it like one trend.
#CryptoNewss #etf #altcoins #CryptoMarket #BinanceCommunity $BTC
$XRP
$SOL
This is NOT a random pump. This is rotation.
Last week (Feb 9–13), Bitcoin spot ETFs saw nearly $360M in net outflows while BTC holds around $70K. That’s institutional trimming — not panic.
Meanwhile 👇
XRP spot ETFs pulled in about $4.5M.
Solana ETFs added around $1.57M.
Capital isn’t exiting crypto. It’s rotating.
Bitcoin = cautious flows.
XRP & SOL = selective bids.
Split markets create sharp moves. Don’t trade it like one trend.
#CryptoNewss #etf #altcoins #CryptoMarket #BinanceCommunity $BTC
$XRP
$SOL
🇦🇪 UAE sovereign wealth fund Mubadala increases spot Bitcoin ETF holdings by 45% to $630,000,000.
Interesting accumulation by big players last months.
#UAE #etf #bitcoin #PredictionMarketsCFTCBacking
Interesting accumulation by big players last months.
#UAE #etf #bitcoin #PredictionMarketsCFTCBacking
🔥JANE STREET EMERGES AS IBIT’S 2ND-LARGEST NET BUYER IN Q4…
Despite the heavy selling at NYSE open, Jane Street the trading firm rumored to be behind the daily “10 AM” Bitcoin price suppression just disclosed a MASSIVE Q4 accumulation of BlackRock’s spot Bitcoin ETF $IBIT.
In Q4 it added 7.1 Million shares worth $276MILLION , bringing the total holdings to 20.3 million shares valued at $790MILLION
#TrendingTopic #etf #ETFvsBTC #Write2Earn #news
$BTC
Despite the heavy selling at NYSE open, Jane Street the trading firm rumored to be behind the daily “10 AM” Bitcoin price suppression just disclosed a MASSIVE Q4 accumulation of BlackRock’s spot Bitcoin ETF $IBIT.
In Q4 it added 7.1 Million shares worth $276MILLION , bringing the total holdings to 20.3 million shares valued at $790MILLION
#TrendingTopic #etf #ETFvsBTC #Write2Earn #news
$BTC
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BTCUSDT
Predicts seasonal Boost Tor US Equities Amid Uncertain Crypto Market
Deutsche Bank anticipates a seasonal uplift in U.S. equities, fueled by an estimated $11 billion in tax refunds flowing back into households. Historically, this type of liquidity injection can temporarily support consumer spending and equity inflows.
However, while the stock market may benefit, the crypto outlook remains less certain.
📉 Bitcoin Facing Resistance
Bitcoin is currently struggling to hold recent gains, with analysts warning of potential downside if key support levels fail. Market sentiment remains cautious as investors weigh macroeconomic signals.
🏦 Federal Reserve in Focus
The next moves from the Federal Reserve will be critical. Potential rate cuts could:
Increase liquidity
Weaken the U.S. dollar
Boost demand for risk assets like crypto
But until clearer guidance emerges, traders appear hesitant to take aggressive long positions.
🔎 What to Watch
ETF inflows and institutional positioning
Inflation data and Fed commentary
Bitcoin support zones and volume trends
For now, equities may enjoy a seasonal tailwind — but crypto investors are still waiting for a stronger macro catalyst.
#btc70k #etf #HarvardAddsETHExposure #VVVSurged55.1%in24Hours #WriteToEarnUpgrade
Deutsche Bank anticipates a seasonal uplift in U.S. equities, fueled by an estimated $11 billion in tax refunds flowing back into households. Historically, this type of liquidity injection can temporarily support consumer spending and equity inflows.
However, while the stock market may benefit, the crypto outlook remains less certain.
📉 Bitcoin Facing Resistance
Bitcoin is currently struggling to hold recent gains, with analysts warning of potential downside if key support levels fail. Market sentiment remains cautious as investors weigh macroeconomic signals.
🏦 Federal Reserve in Focus
The next moves from the Federal Reserve will be critical. Potential rate cuts could:
Increase liquidity
Weaken the U.S. dollar
Boost demand for risk assets like crypto
But until clearer guidance emerges, traders appear hesitant to take aggressive long positions.
🔎 What to Watch
ETF inflows and institutional positioning
Inflation data and Fed commentary
Bitcoin support zones and volume trends
For now, equities may enjoy a seasonal tailwind — but crypto investors are still waiting for a stronger macro catalyst.
#btc70k #etf #HarvardAddsETHExposure #VVVSurged55.1%in24Hours #WriteToEarnUpgrade
“Why Bitcoin Treasuries Are Trading at a Discount: Harvard Cuts BTC Holdings”
$BTC $ETH $
Why Bitcoin Treasuries are trading at a discount (7:02)
Harvard has a new crypto preference and it's not Bitcoin (BTC).
New filings show the Ivy League endowment manager is no longer treating Bitcoin as the only preferable cryptocurrency, even after building one of the more closely watched exchange-traded fund (ETF) positions in U.S. academia.
Related: Analyst predicts next big crash for Bitcoin as markets rally
Institutional investors deepen crypto exposure
Big money has been leaning further into crypto ever since ETFs lowered the barrier for traditional players to enter the space. Custody and compliance have also evolved in the last couple of years.
According to recent fund flow data by Farside Investors, U.S. spot Bitcoin ETFs saw sharp outflows at the end of January, including a single-day net withdrawal of $817.8 million on Jan. 29 and another $509.7 million on Jan. 30.
Bitcoin ETF Flow tracker by Farside Investors
Between Feb. 11 and Feb. 12 alone, total net outflows reached $686.5 million before stabilizing. Since launch, however, the products have still accumulated a cumulative net inflow of $54.31 billion.
Even with that volatility, large asset managers have continued building exposure through regulated crypto investment products.
Goldman Sachs has disclosed holdings across multiple crypto-linked ETFs, including Bitcoin and Ethereum (ETH) funds, and has also participated in products tied to XRP and Solana exposure.
Meanwhile, on Jan. 6, Morgan Stanley applied with the U.S. Securities and Exchange Commission (SEC) to launch the Morgan Stanley Bitcoin Trust and Morgan Stanley Solana Trust.
Popular on TheStreet Roundtable:
64-year-old Wall Street firm flags unusual gold accumulationAnalyst upgrades Robinhood rating ahead of earningsJPMorgan revisits Bitcoin forecast after crash
Harvard’s evolving crypto portfolio
Harvard Management Company first disclosed a roughly $116 million stake in BlackRock’s iShares Bitcoin Trust (IBIT) in 2025, gaining exposure to Bitcoin through a regulated spot ETF rather than direct custody.
In the following quarter, Harvard tripled the exposure to about $443 million, making the Bitcoin ETF its largest publicly disclosed U.S. equity holding at the time.
Related: Harvard University reveals shocking Bitcoin investment
Harvard trims Bitcoin exposure amid market sell-off
In its Form 13F filing for the quarter ended Dec. 31, 2025, Harvard Management Company reported holding 5,351,234 shares of BlackRock’s iShares Bitcoin Trust, down 21% from 6,809,091 shares as of Sept. 30, 2025.
More News:
Bitget CEO who predicted $200K Bitcoin says it’s a ‘good time to buy’Coinbase suffers over half-billion-dollar loss as markets crashGold, silver, S&P 500, crypto crash again amid extreme fear
During the same fourth quarter of fiscal 2025, Harvard initiated a new position in BlackRock’s iShares Ethereum Trust, purchasing 3,873,562 shares valued at $86.8 million as of Dec. 31, 2025. The filing marked the endowment’s first publicly disclosed exposure to an Ethereum-based ETF.
The cryptocurrency markets in 2026 are in a bearish cycle.
Bitcoin and other major cryptocurrencies have endured a prolonged drawdown after peaking in late 2025. After hitting multi-year highs, Bitcoin has fallen sharply into the mid $60,000s this year, leaving prices roughly 22% below the start of 2026 and marking one of the weakest opening quarters since 2018.
At the time of writing, Bitcoin was trading at $68,473.77, down 1.6% over the past 24 hours. Ethereum was changing hands at $1,968.96, after slipping 2.0% on the day, as per data from CoinGecko.
Related: Another crypto company halts withdrawals as markets slide
#BTC #SEC #etf #xrp #ETH
Why Bitcoin Treasuries are trading at a discount (7:02)
Harvard has a new crypto preference and it's not Bitcoin (BTC).
New filings show the Ivy League endowment manager is no longer treating Bitcoin as the only preferable cryptocurrency, even after building one of the more closely watched exchange-traded fund (ETF) positions in U.S. academia.
Related: Analyst predicts next big crash for Bitcoin as markets rally
Institutional investors deepen crypto exposure
Big money has been leaning further into crypto ever since ETFs lowered the barrier for traditional players to enter the space. Custody and compliance have also evolved in the last couple of years.
According to recent fund flow data by Farside Investors, U.S. spot Bitcoin ETFs saw sharp outflows at the end of January, including a single-day net withdrawal of $817.8 million on Jan. 29 and another $509.7 million on Jan. 30.
Bitcoin ETF Flow tracker by Farside Investors
Between Feb. 11 and Feb. 12 alone, total net outflows reached $686.5 million before stabilizing. Since launch, however, the products have still accumulated a cumulative net inflow of $54.31 billion.
Even with that volatility, large asset managers have continued building exposure through regulated crypto investment products.
Goldman Sachs has disclosed holdings across multiple crypto-linked ETFs, including Bitcoin and Ethereum (ETH) funds, and has also participated in products tied to XRP and Solana exposure.
Meanwhile, on Jan. 6, Morgan Stanley applied with the U.S. Securities and Exchange Commission (SEC) to launch the Morgan Stanley Bitcoin Trust and Morgan Stanley Solana Trust.
Popular on TheStreet Roundtable:
64-year-old Wall Street firm flags unusual gold accumulationAnalyst upgrades Robinhood rating ahead of earningsJPMorgan revisits Bitcoin forecast after crash
Harvard’s evolving crypto portfolio
Harvard Management Company first disclosed a roughly $116 million stake in BlackRock’s iShares Bitcoin Trust (IBIT) in 2025, gaining exposure to Bitcoin through a regulated spot ETF rather than direct custody.
In the following quarter, Harvard tripled the exposure to about $443 million, making the Bitcoin ETF its largest publicly disclosed U.S. equity holding at the time.
Related: Harvard University reveals shocking Bitcoin investment
Harvard trims Bitcoin exposure amid market sell-off
In its Form 13F filing for the quarter ended Dec. 31, 2025, Harvard Management Company reported holding 5,351,234 shares of BlackRock’s iShares Bitcoin Trust, down 21% from 6,809,091 shares as of Sept. 30, 2025.
More News:
Bitget CEO who predicted $200K Bitcoin says it’s a ‘good time to buy’Coinbase suffers over half-billion-dollar loss as markets crashGold, silver, S&P 500, crypto crash again amid extreme fear
During the same fourth quarter of fiscal 2025, Harvard initiated a new position in BlackRock’s iShares Ethereum Trust, purchasing 3,873,562 shares valued at $86.8 million as of Dec. 31, 2025. The filing marked the endowment’s first publicly disclosed exposure to an Ethereum-based ETF.
The cryptocurrency markets in 2026 are in a bearish cycle.
Bitcoin and other major cryptocurrencies have endured a prolonged drawdown after peaking in late 2025. After hitting multi-year highs, Bitcoin has fallen sharply into the mid $60,000s this year, leaving prices roughly 22% below the start of 2026 and marking one of the weakest opening quarters since 2018.
At the time of writing, Bitcoin was trading at $68,473.77, down 1.6% over the past 24 hours. Ethereum was changing hands at $1,968.96, after slipping 2.0% on the day, as per data from CoinGecko.
Related: Another crypto company halts withdrawals as markets slide
#BTC #SEC #etf #xrp #ETH
SMART MONEY WHALES are LOADING UP 🐳💎
Bitcoin ETFs: -$380M outflows (past 7 days) -Retail panic selling.
Meanwhile, SMART MONEY WHALES are LOADING UP 🐳💎
$UNI : $146M exposure (30 wallets)
$ONDO : $94M exposure (20 wallets)
$WLD : $79M exposure (21 wallets)
Classic divergence: Weak hands fold, smart money accumulates quietly.
#Bitcoin #SmartMoney #OnChain #ETF
Meanwhile, SMART MONEY WHALES are LOADING UP 🐳💎
$UNI : $146M exposure (30 wallets)
$ONDO : $94M exposure (20 wallets)
$WLD : $79M exposure (21 wallets)
Classic divergence: Weak hands fold, smart money accumulates quietly.
#Bitcoin #SmartMoney #OnChain #ETF
Harvard endowment reduces stake in Bitcoin ETF, adds Ethereum exposure
The management company behind the university’s $56.9 billion endowment opened a new position in BlackRock's spot $ETH ETF, while reducing its Bitcoin #etf stake by 21%.
The Harvard Management Company, which manages the eponymous university’s endowment, has reduced its stake in BlackRock’s spot #bitcoin exchange-traded fund and opened a new position in the asset management company’s Ethereum ETF.
In a Friday filing with the US Securities and Exchange Commission, Harvard’s endowment reported that it had reduced its position in the BlackRock iShares $BTC Trust ETF to $265.8 million as of Dec. 31 from $442.9 million in Q3 2025. The investments marked the company offloading more than 1 million shares of the ETF, to 5.4 million in Q4 from 6.8 million in Q3.
In addition to the 21% reduction in its Bitcoin position, the Harvard Management Company reported a new investment with exposure to $ETH . According to the SEC filing, the endowment purchased more than 3.8 million shares of BlackRock’s iShares Ethereum Trust, valued at about $87 million as of Dec. 31.
The portfolio managers’ decisions occurred during a period of significant price volatility for Bitcoin and other cryptocurrencies. The price of BTC dropped to less than $90,000 by January 2026 from more than $120,000 at the beginning of July 2025, while #Ethereum dropped to under $3,000 from more than $4,000 in the same period.
As of June 30, 2025, Harvard reported that its endowment stood at $56.9 billion, making its investments in the Blackrock crypto ETFs 0.62% of the total assets under management. The company similarly increased its position in Google’s parent Alphabet by almost $100 million, while reducing its stake in Amazon by about $80 million in Q4 2025.
AI hedge fund backed by “top university endowments”
Harvard’s moves come as Numerai, an #AI hedge fund, reported in November that it had raised $30 million in a funding round led by “top university endowments,” which the AI hedge fund described as “the smartest, most long-term allocators in the world,” without identifying specific endowments. However, the announcement pushed the price of its native NMR token up by more than 40%.
This article is my own research it might be wrong so it's better to do research on your own behalf.
#bullishleo
The Harvard Management Company, which manages the eponymous university’s endowment, has reduced its stake in BlackRock’s spot #bitcoin exchange-traded fund and opened a new position in the asset management company’s Ethereum ETF.
In a Friday filing with the US Securities and Exchange Commission, Harvard’s endowment reported that it had reduced its position in the BlackRock iShares $BTC Trust ETF to $265.8 million as of Dec. 31 from $442.9 million in Q3 2025. The investments marked the company offloading more than 1 million shares of the ETF, to 5.4 million in Q4 from 6.8 million in Q3.
In addition to the 21% reduction in its Bitcoin position, the Harvard Management Company reported a new investment with exposure to $ETH . According to the SEC filing, the endowment purchased more than 3.8 million shares of BlackRock’s iShares Ethereum Trust, valued at about $87 million as of Dec. 31.
The portfolio managers’ decisions occurred during a period of significant price volatility for Bitcoin and other cryptocurrencies. The price of BTC dropped to less than $90,000 by January 2026 from more than $120,000 at the beginning of July 2025, while #Ethereum dropped to under $3,000 from more than $4,000 in the same period.
As of June 30, 2025, Harvard reported that its endowment stood at $56.9 billion, making its investments in the Blackrock crypto ETFs 0.62% of the total assets under management. The company similarly increased its position in Google’s parent Alphabet by almost $100 million, while reducing its stake in Amazon by about $80 million in Q4 2025.
AI hedge fund backed by “top university endowments”
Harvard’s moves come as Numerai, an #AI hedge fund, reported in November that it had raised $30 million in a funding round led by “top university endowments,” which the AI hedge fund described as “the smartest, most long-term allocators in the world,” without identifying specific endowments. However, the announcement pushed the price of its native NMR token up by more than 40%.
This article is my own research it might be wrong so it's better to do research on your own behalf.
#bullishleo
The "ETF Fallout" Comparison
Why I’m Choosing $XRP Over $ETH for the Rest of February!
Content: "Let’s talk facts: Ethereum is struggling under $2,000 and institutional flows are 'mixed' at best. Meanwhile, XRP is holding the $1.45 support like a champ. With global XRP ETF approvals and the SEC appeal officially dead, the 'Regulatory Clarity' trade is finally here. I’m moving my ETH bags into XRP because XRP is no longer a 'high-risk' asset—it’s a 'regulated' asset. Is $XRPthe new safe haven for 2026?"
#xrp #ETH #etf #Regulation #CryptoNews
Why I’m Choosing $XRP Over $ETH for the Rest of February!
Content: "Let’s talk facts: Ethereum is struggling under $2,000 and institutional flows are 'mixed' at best. Meanwhile, XRP is holding the $1.45 support like a champ. With global XRP ETF approvals and the SEC appeal officially dead, the 'Regulatory Clarity' trade is finally here. I’m moving my ETH bags into XRP because XRP is no longer a 'high-risk' asset—it’s a 'regulated' asset. Is $XRPthe new safe haven for 2026?"
#xrp #ETH #etf #Regulation #CryptoNews
🚨 BREAKING: Grayscale Files for AAVE Spot ETF
Grayscale Investments has officially filed with the U.S. Securities and Exchange Commission to convert its existing Grayscale Aave Trust into a spot ETF that directly holds AAVE tokens.
The filing (submitted Feb. 13, 2026) proposes transforming the trust into a fully regulated exchange-traded fund backed by actual $AAVE — not futures, not derivatives.
This is big.
We’re now seeing the ETF narrative expand beyond BTC & ETH… into DeFi governance tokens.
🧠 Why This Matters
• 📈 Direct token exposure = real spot demand if approved
• 🏦 Signals growing institutional confidence in DeFi infrastructure
• 🔥 Puts $$AAVE n the same regulatory race previously dominated by BTC & ETH
• ⚖️ Brings DeFi deeper into traditional finance channels
If approved, this would mark one of the first major attempts to package a DeFi token into a U.S. regulated spot ETF structure.
👀 What’s Next?
The SEC decision timeline will be critical.
Approval = potential capital inflows + legitimacy boost
Rejection = short-term volatility, narrative pause
Either way, the fact that Grayscale is pushing this shows where institutional appetite is heading.
Are we entering the DeFi ETF era?
Drop your thoughts 👇
$AAVE
#etf #SEC #USJobsData #CPIWatch #mmszcryptominingcommunity
Grayscale Investments has officially filed with the U.S. Securities and Exchange Commission to convert its existing Grayscale Aave Trust into a spot ETF that directly holds AAVE tokens.
The filing (submitted Feb. 13, 2026) proposes transforming the trust into a fully regulated exchange-traded fund backed by actual $AAVE — not futures, not derivatives.
This is big.
We’re now seeing the ETF narrative expand beyond BTC & ETH… into DeFi governance tokens.
🧠 Why This Matters
• 📈 Direct token exposure = real spot demand if approved
• 🏦 Signals growing institutional confidence in DeFi infrastructure
• 🔥 Puts $$AAVE n the same regulatory race previously dominated by BTC & ETH
• ⚖️ Brings DeFi deeper into traditional finance channels
If approved, this would mark one of the first major attempts to package a DeFi token into a U.S. regulated spot ETF structure.
👀 What’s Next?
The SEC decision timeline will be critical.
Approval = potential capital inflows + legitimacy boost
Rejection = short-term volatility, narrative pause
Either way, the fact that Grayscale is pushing this shows where institutional appetite is heading.
Are we entering the DeFi ETF era?
Drop your thoughts 👇
$AAVE
#etf #SEC #USJobsData #CPIWatch #mmszcryptominingcommunity
Harvard Shifts Crypto Exposure: Bitcoin Trimmed, Ethereum Added🔁
Markets Update: Harvard Management Company has reduced its $BTC ETF holdings by about 21% in Q4 2025, while opening its first-ever position in an $ETH ETF.
Bitcoin Exposure: The endowment cut its stake in BlackRock’s iShares Bitcoin Trust (IBIT) from 6.81 million shares (valued at $442.8M in Q3) to 5.35 million shares worth $265.8M as of December 31, 2025. Despite the reduction, Bitcoin remains Harvard’s largest publicly disclosed equity holding.
Ethereum Entry: Harvard initiated a new $86.8M position in BlackRock’s iShares Ethereum Trust (ETHA), marking its first direct exposure to ETH.
Strategic Context: Analysts suggest the move reflects diversification into Ethereum’s growing ecosystem, particularly as ETH ETFs gained SEC approval in 2025, opening institutional pathways similar to Bitcoin.
Market Implications: The shift highlights how major endowments are beginning to treat Ethereum as a core digital asset alongside Bitcoin, potentially signaling broader institutional adoption in 2026.
#etf
Markets Update: Harvard Management Company has reduced its $BTC ETF holdings by about 21% in Q4 2025, while opening its first-ever position in an $ETH ETF.
Bitcoin Exposure: The endowment cut its stake in BlackRock’s iShares Bitcoin Trust (IBIT) from 6.81 million shares (valued at $442.8M in Q3) to 5.35 million shares worth $265.8M as of December 31, 2025. Despite the reduction, Bitcoin remains Harvard’s largest publicly disclosed equity holding.
Ethereum Entry: Harvard initiated a new $86.8M position in BlackRock’s iShares Ethereum Trust (ETHA), marking its first direct exposure to ETH.
Strategic Context: Analysts suggest the move reflects diversification into Ethereum’s growing ecosystem, particularly as ETH ETFs gained SEC approval in 2025, opening institutional pathways similar to Bitcoin.
Market Implications: The shift highlights how major endowments are beginning to treat Ethereum as a core digital asset alongside Bitcoin, potentially signaling broader institutional adoption in 2026.
#etf
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