贝莱德现拥有近 350,000 枚比特币

贝莱德进军比特币是该行业的一个重大转折点。从历史上看，贝莱德首席执行官拉里·芬克（Larry Fink）曾直言不讳地对比特币持怀疑态度

BlackRock is now the third-largest holder of Bitcoin in the world, with an estimated 350,000 BTC in its various ETF products. This puts BlackRock behind only Satoshi Nakamoto and Binance in terms of BTC holdings.

贝莱德目前是全球第三大比特币持有者，其各种 ETF 产品中估计有 350,000 枚比特币。这使得贝莱德在 BTC 持有量方面仅次于中本聪和币安。

BlackRock's entry into the Bitcoin market has been a major turning point for the industry. For years, BlackRock CEO Larry Fink was a vocal skeptic of Bitcoin, dismissing it as a speculative and potentially dangerous asset. However, Fink's stance has undergone a radical transformation over the past years. He now sees Bitcoin as an “international asset” with transformative potential for finance. This change of heart has been a catalyst for BlackRock's deepening involvement in the cryptocurrency market.

贝莱德进入比特币市场是该行业的一个重大转折点。多年来，贝莱德首席执行官拉里·芬克一直对比特币持直言不讳的怀疑态度，将其视为一种投机性和潜在危险的资产。然而，芬克的立场在过去几年中发生了根本性的转变。他现在将比特币视为一种具有金融变革潜力的“国际资产”。这种想法的改变是贝莱德加深参与加密货币市场的催化剂。

BlackRock's flagship product, the iShares Bitcoin Trust (IBIT), is a central component of this strategy. Launched earlier this year, IBIT quickly gained traction among institutional investors looking for secure exposure to Bitcoin. As a result, BlackRock's holdings have neared 350,000 BTC. For perspective, this amount is only exceeded by Satoshi Nakamoto's estimated 1.1 million BTC stash and Binance's holdings, which are reported to be around 550,000 BTC.

贝莱德的旗舰产品 iShares 比特币信托 (IBIT) 是这一战略的核心组成部分。 IBIT 今年早些时候推出，很快就受到了寻求安全投资比特币的机构投资者的欢迎。由此，贝莱德持有的比特币已接近35万枚。从长远来看，只有中本聪估计的 110 万个 BTC 储备和币安的持有量（据报道约为 55 万个 BTC）超过了这一数额。

“Didn't realize US ETFs are on track to pass Satoshi in Bitcoin held in October. BlackRock alone is already #3 and on pace to be #1 late next year, and will likely stay there for a very very long time,” said Bloomberg ETF analyst Eric Balchunas.

“没有意识到 10 月份美国 ETF 的比特币持有量有望超过中本聪。仅贝莱德就已经排名第三，并有望在明年年底排名第一，并且可能会保持很长一段时间，”彭博 ETF 分析师埃里克·巴尔丘纳斯 (Eric Balchunas) 表示。

Interestingly, the balance of power in the ETF market was very different just a few months ago. Grayscale was leading the scene, with more Bitcoin holdings than BlackRock. However, the situation has now shifted, with Grayscale grappling with customer redemptions as investors pull out. The primary factor behind this exodus is Grayscale's steep 2.5% fees, compared to the industry average of 0.25%.

有趣的是，就在几个月前，ETF 市场的力量对比却截然不同。灰度处于领先地位，其比特币持有量超过贝莱德。然而，现在情况发生了变化，随着投资者撤离，灰度正在努力解决客户赎回的问题。这种流失背后的主要因素是 Grayscale 收取 2.5% 的高额费用，而行业平均费用为 0.25%。

BlackRock's growing presence in the crypto space has opened the door for more traditional financial players to enter the market. Recent filings show that major institutions like Capula Management, Goldman Sachs, DRW Capital, and several investment and retirement boards are now piling into BlackRock's iShares Bitcoin Trust.

贝莱德在加密领域的影响力不断扩大，为更多传统金融参与者进入市场打开了大门。最近的文件显示，Capula Management、高盛、DRW Capital 等主要机构以及多家投资和退休委员会目前正在涌入贝莱德的 iShares 比特币信托基金。