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Crypto

Bitcoin's Investment Case Hasn't Changed, BlackRock Says, Backs up to 2% Portfolio Allocation

Bitcoin’s (CRYPTO: BTC) investment case has not changed even as the asset trades 50% off its highs, according to a research paper published Tuesday by BlackRock (NASDAQ:BLK).

benzinga.com

Publisher

Aug 18, 2026 at 7:33 PM UTC · 2 min de lecture

Bitcoin's Investment Case Hasn't Changed, BlackRock Says, Backs up to 2% Portfolio Allocation
Image via benzinga.com

Key Signal

$1.3B IBIT block trade

Entities

bitcoin, blackrock

Market Impact

BTC+12.19%$72,231

Last Updated

il y a 2 jours

Traduction…

Bitcoin’s (CRYPTO: BTC) investment case has not changed even as the asset trades 50% off its highs, according to a research paper published Tuesday by BlackRock (NASDAQ:BLK).

Why Did BTC Drop From 50%

BlackRock’s research sees crypto-specific leverage, slowing institutional inflows and selling from large holders as main drivers of Bitcoin’s decline.

Speculative positioning reached extreme levels in October 2025, with Bitcoin futures open interest exceeding $90 billion.

The Oct. 10 liquidation cascade wiped around $20 billion from Bitcoin open interest in a single day. Further liquidation waves followed in February and June.

Latest Private Market Opportunities

The research argues these episodes explain Bitcoin’s temporarily elevated correlation with stocks. When leverage becomes excessive, forced liquidations can make BTC behave more like a conventional risk asset.

At other times, Bitcoin has displayed its other "personality" as a macro hedge, including during the aftermath of the U.S.-Iran conflict.

Did AI Steal Bitcoin’s Institutional Flows?

Institutional demand weakened after October as investor attention increasingly shifted toward artificial intelligence.

AI-themed funds attracted more than $46 billion after October compared to $5 billion in aggregate outflows in U.S. spot Bitcoin ETPs.

Market Context

Bitcoin

BTC

$72,097

+11.98% (24H)

Market Cap

$1.45T

24H Volume

$54.6B

24H High

$72,406

View Bitcoin Market Page

Article Intelligence

Key Entities

bitcoinblackrock

Topics

crypto

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