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Feb 12, 2026
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LONG
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BlackRock states that a 1% portfolio allocation across Asia would unlock nearly $2 trillion in new capital. Their US Bitcoin ETF has already surged to $53B, driven significantly by Asian demand. The infrastructure for this capital to move is now live (ETFs). As Asian wealth managers seek diversification and yield, the "tiny move" of 1% is a mathematical inevitability that creates immense buy-side pressure on the underlying asset. LONG Bitcoin and its proxies (IBIT) as the primary beneficiaries of this capital wall. Regulatory crackdowns in Asia or a slowdown in ETF adoption rates. |
CoinDesk
BlackRock: 1% of Asian Wealth Could Trigger $...
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