Blackstone通过投资BlackRock的现货比特币ETF进行了第一个比特币押注

在机构情绪的重大转变中，世界上最大的替代资产经理黑石已经透露了对贝莱德现货比特币ETF的适度投资。

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.

以令人惊讶但重大的举动，世界上最大的替代资产经理Blackstone（NYSE：BX）对Ishares Bitcoin Trust（NYSE：IBIT）进行了适度的投资。这标志着私人股权巨头首次披露了加密货币的任何持股。

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.

根据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股的股票收购了IBIT。以2025年3月31日的最后一次收盘价，这项投资的价值约为108万美元。

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，持有约26.3亿美元的资产，以其多样化的投资策略而闻名，涵盖了多个资产类别和地理位置。

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.

尽管与黑石公司正在管理的总资产相比，这项投资相对较小，总计为1.2万亿美元，但这仍然是象征性的时刻。它标志着黑石首次公开支持了与加密相关的资产。

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，包括联合创始人兼首席执行官史蒂芬·施瓦兹曼（Stephen Schwarzman）在内的黑石高管表示对加密货币表示怀疑。早在2019年，施瓦茨曼就表示对区块链技术的支持，但对加密货币作为一种金钱形式怀疑。

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，尽管他以前的立场，黑石公司最近的IBIT股份表明战略发生了细微的转变。这种变化可能是由几个因素驱动的，包括对加密的机构需求不断增长，成熟的市场基础设施以及投资工具的成熟程度的日益增长。

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.

通过选择通过BlackRock（NYSE：BLK）ETF而不是通过直接比特币持有量获得对比特币的接触，黑石也可能表明偏爱合规性和风险管理。这与公司的总体投资理念相吻合，该哲学优先考虑负责任和可持续的投资实践。

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年初批准以来，BlackRock的IBIT一直是ETF市场的出色表现。净流入超过460亿美元，该产品已成为机构获得比特币的主要工具。

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分析师埃里克·巴尔库纳斯（Eric Balchunas）指出，贝莱德现在是比特币的第二大持有人，只有伪匿名的创作者萨托西·纳卡本（Satoshi Nakamoto）估计要持有更多。 Balchunas以目前的机构购买速度预测，贝莱德将在2026年中期超过萨托西的估计持股量。

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.

这表明机构在塑造加密市场的未来中的作用越来越大。随着像黑石和黑石等越来越多的传统金融参与者进入该空间，该行业有望与主流金融的进一步增长和融合。