Blackrock is a topic tracked in our intelligence system with 7 linked articles.
Bernstein projects BTC hitting about $150k by mid-2027 with a possible $300k peak in 2029, while trimming Strategy's target to $350 from $450 amid a bullish but tempered outlook and noting Strategy’s ~840k BTC holding (~4% of supply) with solid cash coverage.
Bitcoin and ether spot ETFs drew $2.6B in net inflows in the strongest week of 2026, with BTC inflows of $1.9B and ETH inflows of $697.2M, while trading volume jumped to about $29B amid a broader crypto rally.
BlackRock notes improving Bitcoin sentiment and decoupling from stocks, framing BTC as a potential portfolio diversifier.
Tokenized RWAs deposits surged to $7.4B (up from $2.3B a year earlier) while total DeFi deposits fell ~15%, driven by tokenized conventional assets like Treasuries and gold; Ethereum dominates the RWA on-chain flow.
Circle’s Arc draws high-profile validators (BlackRock, DTCC, Standard Chartered, Visa) ahead of a September public mainnet launch, with tokenisation plans via DTCC and deep institutional involvement signaling potential revenue and risk shifts.
Bernstein reiterates Circle Outperform with Q2 revenue of $701M (up 7% YoY, modestly below consensus), EBITDA $143M, reserve income ~95% of revenue; Arc blockchain launch and regulatory approvals underpin future revenue, USDC circulation at $73.3B, and a $140 price target implying substantial upside amid ongoing partnerships and staking/fees potential.
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