🔍 Highlights:
1. $25 Billion Weekly Volume – 2025 Record
Bitcoin ETFs listed in the U.S. saw a trading volume of $25 billion last week. This was the highest weekly level for 2025. Particularly, such large volume movements indicate both increased liquidity and accelerated institutional interest.
2. IBIT (BlackRock) ETF Shining
9 billion dollar net inflow (for 2025)
Entered among the top 5 ETFs of the year
This achievement is remarkable as it was ranked 47 just a month ago
Surpassed SPDR Gold Trust (GLD) with $6.96 billion on May 7
These data indicate that BlackRock’s IBIT has started to surpass traditional safe haven investment instruments like gold.
3. Bitcoin Price and Institutional Appetite
Demand for ETFs increased with Bitcoin rising to $112,000
ETFs saw double the average daily inflows on most days
Bloomberg ETF analyst Eric Balchunas confirms this
4. Bitwise’s Institutional Flow Forecast
Bitwise’s projections:
2025: $120 billion inflow
2026: another $300 billion
These estimates emphasize that Bitcoin ETFs are expected to exceed the $125 billion AUM threshold in 12 months, surpassing GLD’s growth rate by 20 times.
5. $35 Billion Demand 'On the Sidelines'
Major players like Morgan Stanley and Goldman Sachs have not yet entered the market due to compliance concerns. However, as ETF historical performance solidifies, these barriers are expected to break down.
6. Scenario Models: Bitwise Predictions
Bitwise modeled potential inflows with 3 different scenarios:
Scenario
Institutional Allocation Assumption
Potential Inflow
Bear
%1 gold, %10 state, %0.1 platform, 58.9B companies
150 billion $
Base
%5 gold, %30 state, %0.5 platform, 117.8B companies
600 billion $
Bull
%10 gold, %70 state, %1 platform, 235.6B companies
426.9 billion $ / 4.26M BTC
📈 Conclusion: Where Are We Going?
Bitcoin ETFs have started to surpass traditional asset ETFs like GLD.
The rise of major players like BlackRock is encouraging other fund providers.
Bitwise’s vision for 2025-2027 shows Bitcoin’s potential to replace gold in institutional portfolios.
This could be a paradigm shift for the investment world.
If you want, I can also prepare a visual, table, or infographic summarizing these developments. Or I can turn this data into an analysis report or investor presentation. How should we proceed?