BlackRock's Bitcoin (BTC) Stash Hits 801,769 After $1.57 Billion Month

BlackRock Adds $1.57 Billion in One Month

BlackRock has bought a net $1.57 billion worth of Bitcoin (BTC) over the past month, on-chain data shows, with purchases landing on most ETF trading sessions across the streak. The Bitcoin (BTC) price stands at $84,820 as of this writing, and the asset manager has kept buying at these levels rather than pausing into the recovery. Its latest single order carried $195.6 million and came after the market's rebound above $84,000, a timing that points to institutional demand strengthening alongside the rally instead of fading after it. The streak spans roughly thirty days, which makes it one of the most consistent accumulation runs by any single manager this quarter.

The wallet-level trail behind the accumulation is unusually visible. A series of on-chain transfers moved in batches of 300 BTC between a Coinbase hot wallet and an address linked to BlackRock, a cadence consistent with the settlement of newly created fund shares rather than cold-storage rotation. Arkham Intelligence's live tracking of the firm's holdings documented the sequence as it unfolded, giving a granular view of how a $1.57 billion build-up is actually executed. Those transfers line up with demand for IBIT, the firm's spot ETF, which has continued to pull in fresh capital throughout the period. Each creation round obliges the manager to buy an equivalent amount of Bitcoin (BTC) in the open market, so ETF inflows convert into direct spot demand nearly one for one. That mechanism explains why a single manager's month-long routine can rival the footprint of the largest whale accounts, and why traders read BlackRock's wallet activity as a live proxy for institutional sentiment.

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Arkham Intelligence's live tracking of the firm's holdings.

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801,769 BTC Worth $67.87 Billion

BlackRock's Bitcoin balance now stands at 801,769 BTC. At prevailing prices that stake is worth about $67.87 billion, anchoring a tracked crypto portfolio valued at $77.93 billion. Bitcoin accounts for more than 87% of that book, while Ethereum holdings of $10.06 billion rank a clear second, a split that shows how heavily the firm's crypto weight sits in one asset. The gap between the two positions by value is roughly $57.8 billion. The accumulation is landing in a market where liquid supply keeps tightening: the Bitcoin exchange reserve has fallen to 2.68 million Bitcoin (BTC), its lowest in three years, so every large purchase removes a proportionally bigger slice of the coins actually available on exchanges. Corporate treasuries add the same pressure from another direction, with ORANGE JUICE recently committing $40 million to a permanent-hold Bitcoin treasury model, a corporate copy of the buy-and-keep approach the ETF issuers have normalized. At the fund level the effect compounds. IBIT's grip on the spot ETF market has strengthened as the streak continued, and no rival has matched its combination of scale and persistent inflows, so allocators routing Bitcoin exposure are consolidating around fewer, larger vehicles. Cycle context matters when weighing the run: the Bitcoin Rainbow Chart framework offers a long-run valuation lens for judging whether accumulation at these prices is early or late. BlackRock has not disclosed a target size for the position, and the pace of future creations remains tied to ETF demand it does not fully control. What is verified is the balance itself: 801,769 BTC, visible across the firm's linked addresses this weekend, with no redemption pressure showing in the current data.

$86,574 Resistance Scores 80/100

COINOTAG's proprietary 42-indicator composite S/R scoring engine rates the $84,021 support at 83/100, driven by the confluence of the Fibonacci 0.114 retracement, the 20-day EMA and a swing low, while the $86,574 resistance scores 80/100 on the Donchian upper band, a swing high and R1. Derivatives positioning is mildly two-sided: funding reads -0.0011% on perps, open interest stands at $16.1 billion and the long/short account ratio sits at 1.25. With RSI at 63.98, a bearish MACD crossover inside an intact uptrend and the Fear & Greed Index at 67, bull market conditions still frame the tape. The bullish case needs a daily hold above $84,021 to attack $86,574 and revisit the earlier push toward $87,000; a daily close below the $81,122 support, scored 78/100, would invalidate it. Full detail sits in our Bitcoin technical analysis.