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![YuliaBullion Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1837889258931343360.png) Yulia [@YuliaBullion](/creator/twitter/YuliaBullion) on x XXX followers
Created: 2025-07-16 07:27:26 UTC

Spot ETF synergy

Liquidity supplement: IBIT ETF recently had a net inflow of US$125 million per day, and it is necessary to increase spot balance exposure to prevent premium arbitrage shocks.

Hedging Grayscale selling pressure: Grayscale GBTC's annualized outflow rate is 18%, and BlackRock took the opportunity to buy at a low price.

Macro risk aversion layout

The escalation of the Middle East conflict (Israel-Lebanon ground war) has caused short-term fluctuations. QCP Capital pointed out that "if BTC falls to 55,000, it will trigger institutional bottom-fishing"

The Fed's interest rate cut expectations support risky assets, and BlackRock bets on the "golden window period" before the policy shift.

RWA (real world asset) channel test

Echoing the trend of Dubai real estate tokenization (such as Ripple cooperation projects), it paves the way for Bitcoin to anchor physical assets.


XXX engagements

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**Related Topics**
[middle east](/topic/middle-east)
[macro](/topic/macro)
[hedging](/topic/hedging)
[fund manager](/topic/fund-manager)
[blackrock](/topic/blackrock)
[stocks financial services](/topic/stocks-financial-services)
[stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries)

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