Calls
1
Nicholas Peach
Head of APAC iShares, BlackRock
Win Rate
0.0%
return
-2.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 12
$66272.17
-2.4%
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.
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.
Crypto Assets
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Nicholas Peach has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: BTC.
