貝萊德（BlackRock

貝萊德（Blackrock）在2月28日星期五在X上大量趨勢，因為比特幣（BTC）的價格下降到80,000美元以下，達到其最低水平

Rumors flew on Friday, February 28, as crypto behemoth Bitcoin (BTC) fell below the $80,000 level, reaching its lowest point since the beginning of 2025.

謠言在2月28日星期五飛來飛去，加密龐然大物比特幣（BTC）低於80,000美元的水平，達到了自2025年初以來的最低點。

As panic set in, one claim went viral: That BlackRock (NYSE:) was dumping a half-billion dollars worth of Bitcoin.

當恐慌中引發時，一個主張傳播開來：貝萊德（紐約證券交易所:)傾倒了價值五十億美元的比特幣。

The rumor was fueled by Crypto Beast, a well-known crypto trader on X with 658,000 followers. In a post that has since gone viral, the trader claimed that BlackRock sold $500 million of crypto on February 27.

謠言是由Crypto Beast的加油，這是一個著名的加密貨幣交易者，X上有658,000名關注者。在此後的一篇文章中，交易者聲稱貝萊德（Blackrock）在2月27日出售了5億美元的加密貨幣。

According to the trader, the world’s largest asset manager had been buying crypto in large quantities earlier in 2024, but began to unwind its position amid market turbulence.

根據交易員的說法，全球最大的資產經理是在2024年初大量購買加密貨幣，但由於市場動盪而開始放鬆其位置。

The post sparked heated discussions among crypto traders, with many weighing in on whether the asset manager was actively contributing to Bitcoin’s decline.

該帖子引發了加密交易員之間的激烈討論，許多人都對資產經理是否積極促進比特幣的下降。

“They are selling everything. I hope people are paying attention,” one trader wrote in the comments.

“他們正在賣一切。我希望人們關注。”一位交易者在評論中寫道。

Another trader added: “I’m surprised no one is making a fuss about it. They sold $500 million of crypto yesterday alone.”

另一個交易員補充說：“我很驚訝沒有人對此大驚小怪。他們僅昨天就出售了5億美元的加密貨幣。”

However, a closer look at the data from Arkham analysis tells a different story.

但是，仔細查看Arkham Analysis的數據講述了一個不同的故事。

As of February 28, iShares Bitcoin Trust (NYSE:) still holds about 577,919 BTC.

截至2月28日，iShares比特幣信託（NYSE :)仍然擁有約577,919 BTC。

The fund saw a net outflow of 2,274 BTC on February 27 and a seven-day outflow of 10,595 BTC.

該基金在2月27日看到2,274 BTC的淨流出，而7天的流出為10,595 BTC。

But these figures do not denote BlackRock selling Bitcoin. Instead, they indicate that investors in the ETF are redeeming their shares, which forces the fund to sell BTC to adjust.

但是這些數字並不表示賣黑色的比特幣。相反，他們表明ETF的投資者正在贖回其股票，這迫使該基金出售BTC進行調整。

This is an important distinction—BlackRock, as the fund issuer, is not choosing to sell BTC, but rather adjusting its holdings in response to investor demand.

這是一個重要的區別 - 布拉克羅克（Blackrock）作為基金發行人，不是選擇出售BTC，而是根據投資者需求來調整其持股。

Moreover, BlackRock seems to be increasing its exposure to Bitcoin-related assets rather than selling.

此外，貝萊德似乎正在增加其對比特幣相關資產而不是銷售的風險。

A recent Schedule 13G filing showed that the firm now owns 5% of Strategy (NASDAQ:), which is equal to about 11.2 million shares. This is a 0.91% increase from its previous 4.09% stake as of September 30, 2024.

最近的附表13G申請表明，該公司現在擁​​有5％的戰略（納斯達克股票：），相當於約1120萬股。截至2024年9月30日，這比以前的4.09％股份增加了0.91％。

The firm previously reduced its stake in the micro-strategy (NASDAQ:) firm in the second quarter of 2024, after disclosing a new holding in the first quarter of 2024.

該公司此前在2024年第一季度披露了新的股份後，在2024年第二季度降低了其在Micro-Strategy（NASDAQ :)公司的股份。

At the time, micro-strategy CEO Michel Saylor said in an interview with Bloomberg that he was optimistic about Bitcoin’s prospects despite the recent downturn.

當時，微觀策略首席執行官米歇爾·塞勒（Michel Saylor）在接受彭博社採訪時說，儘管最近經歷了下跌，但他對比特幣的前景感到樂觀。

Saylor, a vocal supporter of Bitcoin, previously announced in December 2023 that his firm had no plans to sell its Bitcoin holdings even as macroeconomic headwinds battered the cryptocurrency.

比特幣的聲樂支持者塞勒（Saylor）此前曾在2023年12月宣布，即使宏觀經濟逆風侵犯了加密貨幣，他的公司也沒有出售其比特幣控股的計劃。

The data and filings suggest that the narrative of BlackRock dumping Bitcoin is not accurate, and that retail and institutional investors are selling their ETF shares, which is driving the outflows from IBIT and other funds.

數據和文件表明，黑石傾倒比特幣的敘述不准確，零售和機構投資者正在出售其ETF股票，這正在推動IBIT和其他資金的流出。

Larry Fink is not selling Bitcoin, and there is no evidence to support the claim that BlackRock is exiting its BTC position. In fact it was revealed BlackRock would add its ETF into its $150 billion model portfolio on February 28.

拉里·芬克（Larry Fink）沒有出售比特幣，也沒有證據支持貝萊德（Blackrock）退出其BTC立場的說法。實際上，據透露，貝萊德將在2月28日將其ETF添加到其1500億美元的車型投資組合中。