Simply Bitcoin BlackRocks SECRET ATTACK On Bitcoin Is Suppressing The Price?! | EP 1359
Oct 22, 2025
The discussion dives into BlackRock’s ambitious Bitcoin ETF launch in the UK and its market implications. A debate unfolds over whether exchange outflows represent genuine selling or strategic custody migrations. The hosts explore the 'captured Bitcoin' thesis, highlighting Wall Street's incentives to lure investors into ETFs. Concerns about retail liquidity pressures and the importance of self-custody are emphasized. Finally, they examine global financial shifts, including Russia's moves away from the dollar, framing Bitcoin's role in a changing economic landscape.
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In-Kind Redemptions Mask Custodial Migration
- BlackRock enabled in-kind redemptions, shifting coins from exchanges into institutional custody without apparent net selling.
- On-chain outflows can look like sell pressure while actually reflecting custody migration into ETFs and cold storage.
Exchange Outflows Might Be Institutional Rotation
- Exchange reserve declines may reflect a ‘silent institutional migration’ rather than profit-taking by whales.
- This custody rotation compresses visible supply and could precede renewed price appreciation once absorption finishes.
Wall Street's Capture Strategy
- Wall Street's strategy may be to 'capture' Bitcoin by offering convenient, regulated products rather than destroying the network.
- Incentives like collateral, estate planning, and liquidity drive holders to move coins into traditional custody.
