EddieJayonCrypto

 19 Feb 25

tl;dr

Senior ETF analyst Eric Balchunas from Bloomberg tweeted that BlackRock's spot Bitcoin ETF IBIT is unlikely to surpass the SPDR S&P 500 ETF Trust (SPY) or Vanguard S&P 500 ETF (VOO). Balchunas mentioned that VOO had surpassed SPY in asset value, with VOO holding $631,876 million worth of assets comp...

BlackRock's spot Bitcoin ETF IBIT, as per Bloomberg analyst Eric Balchunas, is unlikely to surpass the SPDR S&P 500 ETF Trust (SPY) or Vanguard S&P 500 ETF (VOO). The latter has surpassed SPY in asset value, with VOO holding $631,876 million worth of assets compared to SPY's $630,394 million. Although IBIT reached $50 billion worth of BTC in its first year after launch, the analyst indicated that it would require significantly more adoption and a break in correlation with stocks to become number one. Balchunas suggested that it is not worth holding one's breath over IBIT. As of Feb. 17, BlackRock’s IBIT holds a total of 587,050 Bitcoin.

Michael Saylor, executive chairman of Strategy (formerly MicroStrategy), announced that the company did not sell any class A common stock and did not purchase any more Bitcoin as of February 17, 2025. The company currently holds a total of 478,740 Bitcoins purchased for approximately $31.1 billion at roughly $65,033 per Bitcoin. Saylor recently rebranded MicroStrategy into Strategy, emphasizing the company’s focus on its Bitcoin strategy adopted in August 2020.

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