How ‘absurd’ momentum drives BlackRock’s Bitcoin ETF toward $100B
Key Takeaways
Why is BlackRock’s $100B Bitcoin ETF goal distinctive?
IBIT is about to achieve $100 billion AUM in below 450 days — quicker than any ETF in historical past.
What’s the impression of BlackRock’s IBIT on BTC worth?
It has led to robust ETF inflows, fueling a spot-market demand that would additional rally BTC.
BlackRock’s iShares Bitcoin [BTC] Belief ETF (IBIT) has smashed data and is now on observe to hit $100 billion property below administration (AUM) milestone.
It would turn out to be the quickest ETF to hit that focus on and presently essentially the most worthwhile product throughout the BlackRock ETF lineup.
With lower than a two-year-old, IBIT’s explosive development is “absurd”, in response to Bloomberg ETF analyst Eric Balchunas. Actually, IBIT raked in $244 million in annual income based mostly on the press time AUM of $97.8 billion.
Supply: X
$50B added to AUM in 2025
In 2024, IBIT closed the 12 months with $51 billion in AUM. On the time, the typical BTC worth was roughly $93,000.
Though the Q1 2025 headwinds and tariff wars dragged AUM to $47 billion, it has rebounded to over $97 billion as of October. That’s about $50 billion added this 12 months.
Supply: Soso Worth
If this tempo of ETF inflows continues for the remainder of This autumn, IBIT might cross the $100 billion mark by October.
Reacting to IBIT’s development, ETF Retailer founder Nate Geraci added that the main ETF took 5 years to cross $100 billion.
“World’s largest ETF, Vanguard S&P 500 ETF, took 2,000+ days to hit that mark. IBIT is about to do it in < 450 days. Simply quickest ever.”
Supply: Bloomberg
Bitcoin ETFs dominate inflows as Ethereum lags
That being mentioned, the general BTC ETFs inflows rebound in H2, led by IBIT, have surpassed collective Ethereum [ETH] ETF inflows.
In line with CryptoQuant, within the final 30 days, BTC ETFs absorbed $4.61 billion in inflows whereas ETH ETFs lagged behind with $1.05 billion.
CryptoQuant analyst JA Maartunn noted that the shift implied a probable rotation from ETH to BTC.
Supply: CryptoQuant
The shift might stall the ETH/BTC rally seen in Q3.
In the meantime, the robust BTC ETFs and Spot market demand lifted BTC worth to a new all-time excessive $126.1K. At press time, nevertheless, it had slipped barely beneath $124K.
With key liquidity swimming pools at $118K, $120K, and above $127K to $130K, these might be key worth targets to observe within the close to time period.
Supply: CoinAnk
