贝莱德（BlackRock

贝莱德（Blackrock）在2月28日星期五在X上大量趋势，因为比特币（BTC）的价格下降到80,000美元以下，达到其最低水平

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.

谣言在2月28日星期五飞来飞去，加密庞然大物比特币（BTC）低于80,000美元的水平，达到了自2025年初以来的最低点。

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

当恐慌中引发时，一个主张传播开来：贝莱德（纽约证券交易所:)倾倒了价值五十亿美元的比特币。

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.

谣言是由Crypto Beast的加油，这是一个著名的加密货币交易者，X上有658,000名关注者。在此后的一篇文章中，交易者声称贝莱德（Blackrock）在2月27日出售了5亿美元的加密货币。

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.

根据交易员的说法，全球最大的资产经理是在2024年初大量购买加密货币，但由于市场动荡而开始放松其位置。

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

该帖子引发了加密交易员之间的激烈讨论，许多人都对资产经理是否积极促进比特币的下降。

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

“他们正在卖一切。我希望人们关注。”一位交易者在评论中写道。

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

另一个交易员补充说：“我很惊讶没有人对此大惊小怪。他们仅昨天就出售了5亿美元的加密货币。”

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

但是，仔细查看Arkham Analysis的数据讲述了一个不同的故事。

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

截至2月28日，iShares比特币信托（NYSE :)仍然拥有约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.

该基金在2月27日看到2,274 BTC的净流出，而7天的流出为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.

但是这些数字并不表示卖黑色的比特币。相反，他们表明ETF的投资者正在赎回其股票，这迫使该基金出售BTC进行调整。

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.

这是一个重要的区别 - 布拉克罗克（Blackrock）作为基金发行人，不是选择出售BTC，而是根据投资者需求来调整其持股。

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

此外，贝莱德似乎正在增加其对比特币相关资产而不是销售的风险。

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申请表明，该公司现在拥​​有5％的战略（纳斯达克股票：），相当于约1120万股。截至2024年9月30日，这比以前的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.

该公司此前在2024年第一季度披露了新的股份后，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.

当时，微观策略首席执行官米歇尔·塞勒（Michel Saylor）在接受彭博社采访时说，尽管最近经历了下跌，但他对比特币的前景感到乐观。

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.

比特币的声乐支持者塞勒（Saylor）此前曾在2023年12月宣布，即使宏观经济逆风侵犯了加密货币，他的公司也没有出售其比特币控股的计划。

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.

数据和文件表明，黑石倾倒比特币的叙述不准确，零售和机构投资者正在出售其ETF股票，这正在推动IBIT和其他资金的流出。

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）没有出售比特币，也没有证据支持贝莱德（Blackrock）退出其BTC立场的说法。实际上，据透露，贝莱德将在2月28日将其ETF添加到其1500亿美元的车型投资组合中。