BlackRock's $24 Billion Bitcoin Strategy: Unleashing an 800% Surge in BTC Liquidity

Throughout this year, BlackRock’s iShares Bitcoin Trust has attracted $23.8 billion in net inflows, while its tokenized U.S. Treasury fund, BUIDL, has grown by approximately 800% over the past 18 months.

The 2025 performance of IBIT positions it among the top asset gatherers within the ETF sector. Monitoring daily flow data is crucial to understanding whether interest is increasing or waning during U.S. trading hours, especially since Bitcoin market depth has become more concentrated following the launch of spot ETFs.

A key consideration is how ongoing ETF allocations interact with Bitcoin’s post-halving supply dynamics. Currently, around 450 BTC are produced daily at a rate of about 3.125 BTC per block across roughly 144 blocks each day. This issuance results in a limited supply compared to significant capital influxes.

With $24 billion entering over approximately 275 days, this translates to an average daily influx of about $87 million.

If BTC reaches $90,000 per coin, there would be an implied demand for around 970 BTC daily; at $120,000 per coin: about 725 BTC; and at $130,000: roughly 670 BTC each day.

$90,000$87,000,000~970~450~2.2×$120,000$87,000,000~725~450~1&46;6×$130&#4;,00$87&4;,00,&0~,70~,5&,x;</tble

<pgTHe fow oF iot tHe soLE dETrmnt oF rturns,cnday-to-day tape action can deviate from a simple model based on absorbing available supplies./pg

<pgThe correlation between daily ETF net flows and Bitcoin returns shows moderate strength with an R² near 0.32 as liquidity shifts towards U.S.-based venues following ETF approval./pg

<phsi pattern explains why price movements and spreads often react quickly around Wall Street closing times when flow data becomes available for market makers’ rebalancing activities/pshifting focus onto variance rather than averages./phit text ends here

BUIDL’s Expansion Reflects Broader Trends

<pextending beyond just IBIT,BUIDL integrates short-duration Treasurys into blockchain systems accessible only by verified holders/pbuidl reached over &dollar1 billion in assets within its first year after launching additional share classes across various chains which lowered latency barriers,pushing total assets close toward &dollar3 billion growing nearly &80 percent throughout initial eighteen months.

Price per BTC	IBIT inflow/day	Implied BTC/day	New supply/day	Coverage ratio (BTC demand ÷ supply)

<PBUIDLs innovative structure allows holders transferring shares into USDC through smart contracts functioning outside primary creation-redemption cycles thus tightening fiat-on-chain dollar links providing faster settlement options aiding collateral management liquidity buffers crucially important during rebalance dates margin calls unexpected etf flows requiring rapid hedging strategies/plink matters significantly under these conditions/P

<H2Macro Context Sets Yield Expectations For Tokenized Cash Products/hH/

<PFront-end rates have decreased slightly yet remain positive nominally with three-month Treasury yields anchoring ranges making tokenized T-bill products attractive treasury management tools firms operating crypto-centric schedules.<PIf ten-year yields decline policy expectations stabilize carry benefits associated tokenization continue competing favorably against non-interest-bearing exchange balances supporting steady subscriptions absent price-sensitive bursts.<PFunds mechanics still include operational gates best efforts windows stress documented publicly ensuring intraday liquidity should not be assumed unconstrained.

<PSpot etf demands occasionally surge above averages global holdings increased approximately twenty thousand six hundred eighty-five btc mid-september marking strongest weekly growth since early summer raising us-based holdings one point thirty-two million btc.step-up coincided renewed attention distribution platforms model portfolios rising use futures basis options overlays managing risks related creations redemptions.

Increased depth u.s trading hours introduces microstructure channel facilitating allocation interactions order books centralizing liquidity advisors rias funds rebalance/bigger picture forecasts bound upside potential on-chain dollar rails according citi gps series estimating four five trillion dollars worth stablecoins reaching similar valuation separate study bcg addx suggests higher ceiling mid-teens trillions though these projections base cases next year provide lens considering fraction institutional cash collateral migrating interoperable instruments crypto exchange infrastructure.

<BIf buidl peer vehicles climb low billions next four quarters even few additional billions move venues minutes rather days alter risk warehousing practices surrounding etf prints.

<H225 Scenarios Frame Future Developments/

<MId-year projection estimated two thousand twenty-five total spot bitcoin net inflows fifty-five billion already surpassed fifty-nine october average transaction prices equating cumulative demands roughly four hundred fifty-eight thousand annually linearized amounts twelve hundred fifty exceeding new issuances softer years finishing between twenty thirty-five due outflows maintain structural bids many points contrast stronger pushes lifting totals seventy eighty-fives significantly surpass unless long-term distributions occur none outcomes require extrapolating parabolic moves simply convert reported projected dollar equivalents compare known paths.

<LooPS Between ibit Buidl Mechanical Narrative/

<EFT allocations bring regulated capital standard brokerage channels increasing off-exchange inventories shifting inventories usdc off-ramps multi-chain supports enable institutions move dollars within settlement cycles without leaving treasury-grade instruments scaling rails bolster spreads depths during u.s hours smoothing rebalances tapes kaiko concentration effects visible order book aligns soso value farside show sides caveats cycle oscillations kaiko correlations imply large proportional returns same outflow episodes compress ratios tables flips operational windows tighten stress reducing instant convertibility capacity resets frictions negate structural changes define parameters adapting environments regulated short-duration tokens intermediaries flywheel framing dramatic claims inevitability noting major buyer accumulated sixty bitcoins simultaneously account manager reached low billions programmatic bridge upcoming arrives monday weekly updates .