1'm bullish on
$BTC even more after this cool highligh of #BlackRock contribution by @Mathis_MorReaU
with amazing @CMCDavid tool
1. Fund Managers Still Wary (18 August 2025)
A Bank of America survey revealed 97% of global fund managers hold zero crypto exposure, with the 3% allocating just 3.2% of portfolios. ETF Institute’s Nate Geraci emphasized this reflects lingering institutional caution despite growing crypto infrastructure.
This is neutral for Bitcoin, as it underscores untapped institutional potential but confirms near-term adoption hurdles. Limited allocations suggest Bitcoin remains a niche hedge rather than a portfolio staple (Binance).
2. Metaplanet’s Stock Plunge (18 August 2025)
Tokyo-listed Metaplanet bought 775 BTC ($93M) but saw shares plummet 33% in a month, defying its “Asia’s MicroStrategy” narrative. Investors appear skeptical of equity valuations tied to volatile BTC holdings.
This is bearish for Bitcoin-centric equities, signaling market distrust in corporate BTC treasury strategies during corrections. However, Metaplanet’s 18,888 BTC ($1.94B) stash still anchors long-term bullish exposure (Cryptopotato).
3. BTC Price Dips to $115K (18 August 2025)
BTC fell to $115K (-6.8% from ATH) as whales took profits and weak U.S. producer price data reduced rate-cut hopes. Analysts flag $114K as critical support; a break could deepen losses to $112K.
Bitcoin faces a tug-of-war between cautious institutions, volatile corporate bets, and technical retracements. While adoption milestones like Faraday Future’s $30M crypto treasury plan hint at progress, the broader market awaits clearer macro catalysts. Will September’s predicted correction reset the stage for a Q4 rally, or deepen the consolidation?
#BlackRock ’s IBIT ETF just hit 739K
$BTC
That’s not a typo. #BlackRock now holds 739,300 Bitcoin through its spot #ETF up from basically nothing just months ago.
This isn’t just big...... it’s historic.
Institutions are no longer sitting on the sidelines. They’re front-running the next cycle, stacking sats like never before.
You can literally see it in the chart. Every dip is being bought. Every rally has follow-through. Daily flows keep climbing. Even after the ETF hype cooled off, IBIT stayed strong.
This is not retail driving this anymore. These are the big dogs, and they’re playing for keeps.
#Bullish ?
Extremely.
If you’re still fading #BTC while #BlackRock is loading up, you might want to rethink your strategy.
