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19 posts tagged with "BlackRock"

BlackRock asset management and crypto

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JPMorgan Grew Its Bitcoin ETF Stake 175% While Dimon Called BTC Worthless
·Dora Noda·8 min

JPMorgan Grew Its Bitcoin ETF Stake 175% While Dimon Called BTC Worthless

JPMorgan's Q1 2026 13-F reveals the world's largest bank added $162M in Bitcoin ETF exposure — a 175% stake increase — while CEO Jamie Dimon publicly dismissed BTC's value. The gap between TradFi rhetoric and TradFi action tells you more about where institutional money is heading than any shareholder letter.

Bitcoin
ETF
institutional-investment
TradFi
+1
RWA Tokenization Hits $19.3 Billion: The Quarter Real-World Assets Crossed the Institutional Threshold
·Dora Noda·9 min

RWA Tokenization Hits $19.3 Billion: The Quarter Real-World Assets Crossed the Institutional Threshold

The tokenized real-world asset market surpassed $19.3 billion in Q1 2026, a 256.7% jump from 2025, as BlackRock BUIDL, Franklin Templeton BENJI, and Ondo Finance OUSG drove institutional adoption from pilot programs to core portfolio allocations across nine blockchain networks.

RWA
tokenization
institutional-investment
BlackRock
+1
RWA Hits $30 Billion: Why the Boring Number Is the Most Important Chart in Crypto This May
·Dora Noda·9 min

RWA Hits $30 Billion: Why the Boring Number Is the Most Important Chart in Crypto This May

On May 1, 2026, on-chain real-world assets crossed $30.24 billion — a 5x in five months driven by BlackRock, Apollo, HSBC, and the DTCC's incoming July pilot. Inside the 4.39% MoM tick that defines crypto's institutional center of gravity.

RWA
tokenization
BlackRock
TradFi
+1
Bitcoin ETFs Just Had Their Biggest Month of 2026 — And BlackRock Took Almost All of It
·Dora Noda·9 min

Bitcoin ETFs Just Had Their Biggest Month of 2026 — And BlackRock Took Almost All of It

U.S. spot Bitcoin ETFs pulled in $2.44 billion in April 2026 — the strongest month of the year — with BlackRock's IBIT capturing roughly 70% of the take and re-establishing the 2024 oligopoly pattern.

Bitcoin
BlackRock
ETF
institutional-investment
+1
Stablecoin Yield Wars 2026: How a Law That Banned Yield Created the Biggest Yield Boom in Crypto History
·Dora Noda·12 min

Stablecoin Yield Wars 2026: How a Law That Banned Yield Created the Biggest Yield Boom in Crypto History

The GENIUS Act forbade stablecoin issuers from paying yield, then quietly created the largest on-chain yield market in history. Here is how USDC, tokenized T-bills, and DeFi split the $320B stablecoin market into three lanes.

stablecoins
DeFi
GENIUS Act
RWA
+1
ETH/BTC Ratio Bounces From 2026 Lows: Real Rotation or Another Dead-Cat Bounce?
·Dora Noda·8 min

ETH/BTC Ratio Bounces From 2026 Lows: Real Rotation or Another Dead-Cat Bounce?

Ethereum's ratio against Bitcoin just hit a three-month high on record on-chain activity and ETF inflows. We break down whether the April 2026 rotation is structural — or the fourth false bottom of the year.

Ethereum
Bitcoin
crypto market
ETF
+1
Franklin Templeton Buys 250 Digital, Launches Franklin Crypto: TradFi Hunts Hedge Fund Talent
·Dora Noda·12 min

Franklin Templeton Buys 250 Digital, Launches Franklin Crypto: TradFi Hunts Hedge Fund Talent

Franklin Templeton's $1.7T crypto pivot just bought a three-month-old CoinFund spinoff and rebranded it Franklin Crypto. Active liquid alpha is the new battleground after ETFs.

TradFi
institutional-investment
acquisitions
digital-assets
+1
Morgan Stanley's H2 2026 Tokenized Wallet: How 9.3 Trillion in Wealth Goes On-Chain
·Dora Noda·10 min

Morgan Stanley's H2 2026 Tokenized Wallet: How 9.3 Trillion in Wealth Goes On-Chain

Morgan Stanley plans a proprietary digital wallet in H2 2026 to hold tokenized stocks, bonds, real estate, and crypto in one client interface — putting 9.3 trillion in wealth assets within reach of on-chain settlement.

tokenization
RWA
institutional-investment
TradFi
+1
Bitcoin ETFs Just Bought 9x What Miners Produced: Inside April 2026's $2.44B Inflow Wall
·Dora Noda·11 min

Bitcoin ETFs Just Bought 9x What Miners Produced: Inside April 2026's $2.44B Inflow Wall

Spot Bitcoin ETFs absorbed nine times what miners produced in late April 2026, pulling in $2.44B for the month. IBIT crossed $70B in AUM while Morgan Stanley's MSBT debuted at the lowest fee on the market — proof that institutional demand has decoupled from price.

Bitcoin
ETF
BlackRock
institutional-investment
+1
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