Skip to main content

19 posts tagged with "BlackRock"

BlackRock asset management and crypto

View all tags

Avalanche Spruce Subnet: How $4 Trillion in TradFi Is Testing Institutional Tokenization
·Dora Noda·10 min

Avalanche Spruce Subnet: How $4 Trillion in TradFi Is Testing Institutional Tokenization

Avalanche's Spruce subnet went production in April 2026 with T. Rowe Price, WisdomTree, Wellington, and Cumberland — a $4 trillion AUM cohort testing whether a permissioned-but-bridged chain can challenge Ethereum's institutional default.

Avalanche
tokenization
RWA
institutional-investment
+2
Bitcoin's $150B ETF Moment: How 18 Months Made BTC a 60/40 Standard
·Dora Noda·10 min

Bitcoin's $150B ETF Moment: How 18 Months Made BTC a 60/40 Standard

Spot Bitcoin ETFs crossed $150B AUM at their late-2025 peak. Even after a 50% correction, the institutional plumbing now treats BTC as a standard alternative-allocation building block — and the next $500B is mostly a question of when.

Bitcoin
ETF
institutional-investment
BlackRock
+1
Larry Fink's $500 Trillion Bet: Why BlackRock Says Tokenization Will Eclipse AI
·Dora Noda·11 min

Larry Fink's $500 Trillion Bet: Why BlackRock Says Tokenization Will Eclipse AI

BlackRock CEO Larry Fink says tokenization will eclipse AI's economic impact. With on-chain RWAs at $36B, tokenized stocks up 50x, and regulators in the US and Hong Kong clearing the runway, here is what the thesis really says.

BlackRock
tokenization
RWA
TradFi
+1
Ethereum's 200M Transaction Milestone: How the Network Quietly Won While ETH Bled 50%
·Dora Noda·11 min

Ethereum's 200M Transaction Milestone: How the Network Quietly Won While ETH Bled 50%

Ethereum just hit 200.4 million Q1 2026 transactions, $180B in stablecoins, and 60% of the tokenization market — yet ETH is down 50%. Inside the structural disconnect between the network's biggest quarter ever and a token that won't cooperate.

Ethereum
layer-2
stablecoins
tokenization
+1
Tokenized US Treasuries Hit $14B: The 37x Surge That Made T-Bills RWA's First Real Product
·Dora Noda·12 min

Tokenized US Treasuries Hit $14B: The 37x Surge That Made T-Bills RWA's First Real Product

Tokenized US Treasuries grew 37x in three years to $14B, becoming RWA's first true product-market fit. Here's what made T-Bills win on-chain — and which vertical breaks through next.

RWA
tokenization
DeFi
BlackRock
+1
The Bitcoin ETF Fee War Has Begun: How Morgan Stanley's 0.14% MSBT Is Forcing a Race to Zero
·Dora Noda·9 min

The Bitcoin ETF Fee War Has Begun: How Morgan Stanley's 0.14% MSBT Is Forcing a Race to Zero

Morgan Stanley's 0.14% MSBT undercuts BlackRock's IBIT by 11 basis points and triggers a compressed race to zero in spot Bitcoin ETFs — repricing the institutional on-ramp and relocating the profit pool to custody and distribution.

Bitcoin
ETF
institutional-investment
BlackRock
+3
Bitcoin Whales Just Bought 270,000 BTC in 30 Days — The Largest Monthly Accumulation Since 2013
·Dora Noda·9 min

Bitcoin Whales Just Bought 270,000 BTC in 30 Days — The Largest Monthly Accumulation Since 2013

Whale wallets quietly absorbed 270,000 BTC in 30 days — the largest monthly accumulation since 2013 — while retail panicked, exchange reserves hit a 7-year low, and BlackRock's IBIT kept buying the dip.

Bitcoin
institutional-investment
ETF
BlackRock
+1
Bitcoin ETFs Break the Drought: How a $2.5B March and a Joint SEC-CFTC Ruling Rewrote Institutional Access
·Dora Noda·8 min

Bitcoin ETFs Break the Drought: How a $2.5B March and a Joint SEC-CFTC Ruling Rewrote Institutional Access

Bitcoin ETFs pulled in $2.5B in March 2026, snapping a four-month outflow streak after the SEC and CFTC jointly classified 16 crypto assets as digital commodities.

Bitcoin
ETF
regulation
institutional-investment
+1
RWA Tokenization Hits $19.3B: How Institutional Capital Is Rewriting Crypto's Growth Story
·Dora Noda·9 min

RWA Tokenization Hits $19.3B: How Institutional Capital Is Rewriting Crypto's Growth Story

Tokenized real-world assets reached $19.32 billion by Q1 2026 — a 256.7% surge — while the broader crypto market fell 20%. Here's what drove the institutional avalanche and where it's headed next.

RWA
tokenization
institutional-investment
Ethereum
+2
Showing 10–18 of 19 posts