Bitcoin ETFs have rocketed to 150 billion in assets undermanagement, sparking a supply crunch that drove Standard Chartered to boost its BTC price target to 200,000, with BlackRock’s iShares Bitcoin Trust (IBIT) dominating the fray at 45 billion in holdings and averaging a thunderous 1.2 billion in daily inflows during Q1 2025.
Institutional Adoption Trends:
- Corporate Treasuries: A dozen S&P 500 firms rushed to add Bitcoin to their balance sheets in April, accelerating a wave of corporate adoption as companies scramble to bolster their crypto holdings.
- Pension Funds: CalPERS has allocated 3% of its portfolio to Bitcoin, framing the move as both a diversification strategy and a hedge against market volatility.
- Central Banks: UAE and Singapore central banks launch groundbreaking Bitcoin pilot to revolutionize cross-border settlements, testing crypto’s role in global finance.
Analyst Take:
The ETF demand is voracious,” declared Fidelity’s Jurrien Timmer. “Bitcoin is morphing from ‘digital gold’ into a systemic force—a metamorphosis reshaping institutional portfolios.