Simply Bitcoin BREAKING: Blackrock SAYS Sovereign Wealth Funds Are Buying Bitcoin!! | EP 1391
Dec 4, 2025
Frank Holmes, Executive chairman of Hive Digital Technologies and CIO of U.S. Global Investors, shares invaluable insights into Bitcoin mining and investment strategies. He discusses the growing trend of sovereign wealth funds buying Bitcoin, positioning it as a key asset against de-dollarization. Frank elaborates on Hive's operations in Paraguay, leveraging abundant hydro energy for large-scale mining. He also touches on the intersection of Bitcoin mining with AI infrastructure, emphasizing its potential in reshaping future investments.
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Sovereign Buyers Are Accumulating Bitcoin
- Larry Fink says sovereign wealth funds are accumulating Bitcoin at lower prices and building long-term positions.
- He frames Bitcoin as insurance against physical and financial insecurity and debasement of assets due to deficits.
Institutions Clear Leverage To Accumulate
- Optimist Fields and Nico interpret institutions as deliberately clearing leveraged traders to buy Bitcoin cheaper.
- They call it a heat-seeking strategy: liquidate leverage, then accumulate long-term positions via ETFs and products.
Monitor ETFs And Leverage Points
- Watch ETF inflows/outflows and leverage concentrations to time risk and opportunity in Bitcoin.
- Hold or accumulate rather than sell to institutions during engineered drawdowns, per the hosts' guidance.