Blackstone通過投資BlackRock的現貨比特幣ETF進行了第一個比特幣押注

在機構情緒的重大轉變中，世界上最大的替代資產經理黑石已經透露了對貝萊德現貨比特幣ETF的適度投資。

In a surprising yet significant move, Blackstone (NYSE: BX), the world’s largest alternative asset manager, has made a modest investment in iShares Bitcoin Trust (NYSE: IBIT). This marks the first time the private equity giant has disclosed any holdings in cryptocurrency.

以令人驚訝但重大的舉動，世界上最大的替代資產經理Blackstone（NYSE：BX）對Ishares Bitcoin Trust（NYSE：IBIT）進行了適度的投資。這標誌著私人股權巨頭首次披露了加密貨幣的任何持股。

According to a May 20 SEC filing, Blackstone’s Alternative Multi-Strategy Fund (BTMIX) acquired 23,094 shares of IBIT by the end of Q1 2025. At the last closing price on March 31, 2025, this investment was valued at approximately $1.08 million.

根據5月20日的文件，黑石的替代多策略基金（BTMIX）在2025年第1季度末以23,094股的股票收購了IBIT。以2025年3月31日的最後一次收盤價，這項投資的價值約為108萬美元。

BTMIX, which is managed by Blackstone and holds about $2.63 billion in assets, is known for its diverse investment strategy, spanning multiple asset classes and geographies.

BTMIX由Blackstone管理，持有約26.3億美元的資產，以其多樣化的投資策略而聞名，涵蓋了多個資產類別和地理位置。

While this investment is relatively small compared to Blackstone’s total assets under management, which amounts to $1.2 trillion, it is nonetheless a symbolic moment. It marks the first time Blackstone has publicly backed a crypto-related asset.

儘管與黑石公司正在管理的總資產相比，這項投資相對較小，總計為1.2萬億美元，但這仍然是像徵性的時刻。它標誌著黑石首次公開支持了與加密相關的資產。

Previously, Blackstone executives, including co-founder and CEO Stephen Schwarzman, have expressed skepticism towards cryptocurrencies. Back in 2019, Schwarzman expressed his support for blockchain technology but had doubts about cryptocurrencies as a form of money.

以前，包括聯合創始人兼首席執行官史蒂芬·施瓦茲曼（Stephen Schwarzman）在內的黑石高管表示對加密貨幣表示懷疑。早在2019年，施瓦茨曼就表示對區塊鏈技術的支持，但對加密貨幣作為一種金錢形式懷疑。

However, despite his previous stance, Blackstone’s recent IBIT stake suggests a subtle shift in strategy. This change might be driven by several factors, including the growing institutional demand for crypto, the maturing market infrastructure, and the increasing sophistication of investment vehicles.

然而，儘管他以前的立場，黑石公司最近的IBIT股份表明戰略發生了細微的轉變。這種變化可能是由幾個因素驅動的，包括對加密的機構需求不斷增長，成熟的市場基礎設施以及投資工具的成熟程度的日益增長。

By opting to gain exposure to Bitcoin via BlackRock’s (NYSE:BLK) ETF rather than through direct Bitcoin holdings, Blackstone may also be signaling a preference for compliance and risk management. This aligns with the firm’s overarching investment philosophy, which prioritizes responsible and sustainable investing practices.

通過選擇通過BlackRock（NYSE：BLK）ETF而不是通過直接比特幣持有量獲得對比特幣的接觸，黑石也可能表明偏愛合規性和風險管理。這與公司的總體投資理念相吻合，該哲學優先考慮負責任和可持續的投資實踐。

BlackRock’s IBIT has been a standout performer in the ETF market since its approval in early 2024. With net inflows exceeding $46 billion, the product has become the primary vehicle for institutions to gain exposure to Bitcoin.

自2024年初批准以來，BlackRock的IBIT一直是ETF市場的出色表現。淨流入超過460億美元，該產品已成為機構獲得比特幣的主要工具。

Earlier this month, Bloomberg ETF analyst Eric Balchunas noted that BlackRock is now the second-largest holder of Bitcoin, with only the pseudonymous creator, Satoshi Nakamoto, estimated to hold more. At the current rate of institutional buying, Balchunas predicts that BlackRock will surpass Satoshi’s estimated holdings by mid-2026.

本月初，彭博ETF分析師埃里克·巴爾庫納斯（Eric Balchunas）指出，貝萊德現在是比特幣的第二大持有人，只有偽匿名的創作者薩托西·納卡本（Satoshi Nakamoto）估計要持有更多。 Balchunas以目前的機構購買速度預測，貝萊德將在2026年中期超過薩托西的估計持股量。

This signals the increasing role of institutions in shaping the future of the crypto market. As more traditional financial players like Blackstone and BlackRock enter the space, the industry is poised for further growth and integration with mainstream finance.

這表明機構在塑造加密市場的未來中的作用越來越大。隨著像黑石和黑石等越來越多的傳統金融參與者進入該空間，該行業有望與主流金融的進一步增長和融合。