2025-12-03 01:23:29

Recently, in this wave of market activity, some people are watching the excitement, while others are looking for the details. The market has just climbed out of the consolidation period, and BlackRock has started to buy crazily—investing 600 million USD in just three days, directly pocketing over 4,000 Bitcoins and 80,000 Ethers. The balance on the exchange? It's already fallen to the lowest point in half a year.

After watching the market for so many years, I can say this time is different. The giants are taking action, and it is definitely not just a whim; they are here to rewrite the rules. On the surface, it looks like "buy buy buy", but in reality, there are two layers of logic hidden beneath. Only by understanding these can one know how to make money next.

**The ETF line is the real money-making machine**

Stop always thinking about the "institutions coming to harvest leeks" narrative. BlackRock's recent actions, to put it bluntly, are driven by its own products - the scale of its Bitcoin compliant products has already exceeded 100 billion USD, and the Ethereum-related ones have surged to 17 billion USD. What does this mean? Every time a client comes to buy these products, BlackRock has to go to the market to grab the spot, it’s not just about wanting to buy, it’s a must.

It's like installing an "automatic shopping machine" for the market. Whatever money comes in, that amount of assets must be purchased.

The more ruthless part is yet to come——it employs a "dual-track strategy". On one hand, it captures a massive amount of funds from traditional finance with compliant products, and on the other hand, it has created a tokenized fund exceeding 2.8 billion, locking the money firmly in mainstream coins. It's like building a highway between the bank and the crypto market, where funds can only flow in one direction and can also circulate repeatedly.

The ambition of this layout is not as simple as making a quick buck.

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LayerZeroHero

· 21h ago

Wait, I need to test this data myself—has the exchange balance really dropped to a six-month low? I need to verify the exact numbers on-chain to check for any statistical bias. BlackRock's dual-track strategy is indeed as ingenious as a bridging mechanism, but the key is still to see which main chain the assets ultimately flow to, not just the superficial "automatic vending machine" narrative.

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ForeverBuyingDips

· 12-04 13:39

Damn, BlackRock’s move is really ruthless, but I still feel like retail investors are getting fewer and fewer chances to pick up bargains. Wait, this dual-track strategy sounds like a financial black hole. Can the money really come out once it goes in? I just want to ask, are the institutions setting us up again with this move? But seriously, the exchange balance hitting a six-month low is really painful to see. Understanding this logic finally made me realize why I keep losing money. This is the so-called “automatic shopping machine.” It really feels like we’re being systematically harvested.

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NFTregretter

· 12-03 19:13

Damn, BlackRock's move is really insane... an automatic shopping machine? How the hell did I not think of that?

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FancyResearchLab

· 12-03 01:53

Wait a minute, BlackRock's "automatic shopping machine" logic... It sounds theoretically feasible, but will the actual operation be another story? Let me try this smart trap and see if there's any arbitrage opportunity that I might have overlooked... --- The dual-track strategy is indeed interesting, but if this "highway of funds" can really loop repeatedly, wouldn't that just lock itself in again? Luban No. 7 is under construction again. --- $600 million directly dumped in three days, the exchange's balance hits a six-month low... Is it just another useless innovation? Or is this time really different? I bet on the latter but don't dare to fully trust it. --- A product scale at the level of hundreds of billions forces a focus on spot trading, academic value MAX, practical value MIN—this is what it feels like to be hijacked by one's own scale. --- Wait a minute, a $2.8 billion tokenized fund has "firmly locked" its money in mainstream tokens... It sounds like creating an ultimate liquidity trap, smart as it is, but can this really loop repeatedly?

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WalletInspector

· 12-03 01:50

Wow, BlackRock's move is truly amazing, the exchange's chips have evaporated directly, this is real hoarding.

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ForkTongue

· 12-03 01:50

6 billion thrown in, the exchange coins are almost gone, this is the real game changer. BlackRock’s strategy is incredible, they’re not harvesting retail investors, they’re casting a huge net. The analogy of the ETF as an automatic shopping machine is brilliant—no wonder exchange balances are at a six-month low. This time really does feel different, have to watch closely to see what happens next. The dual-track strategy directly ties traditional finance and crypto together—impressive. After understanding this logic, I feel like I need to rethink my approach. Money can only flow in one direction, looping over and over—this is wild. BlackRock isn’t just trading coins this time, they’re changing the rules of the game.

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BridgeNomad

· 12-03 01:49

ngl, the exchange outflow metrics here are giving me serious flashbacks to pre-2017 accumulation patterns... but here's what keeps me up at night—all this liquidity concentration creates the *perfect* attack surface for a catastrophic depeg scenario. seen it before, not pretty.

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Ser_Liquidated

· 12-03 01:47

BlackRock's strategy is really brilliant; it brings the water of TradFi in, and it can't get out. --- Exchange balances have fallen to a six-month low? This is a signal, the Spot has been drained. --- The dual-track tactic sounds nice, but to put it bluntly, it’s using Compliance products as bait to lock retail investors' money. --- An automatic shopping machine sounds ridiculous; they are not short of money but of chips, what about us? --- A product scale of 100 billion dollars... Once this scheme is laid out, do retail investors still have a chance? --- Can you understand two layers of logic? I only understand one layer, and I really don’t get how I should make money. --- The highway is built, and funds can only flow in one direction; the question is, where are we on that end? --- Rewriting the rules sounds precarious; the rules are set by them. --- Exchange balances have fallen to a historical low, which says more than anything else; the coin has really been packed in.

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token_therapist

· 12-03 01:43

BlackRock's move is incredible, directly bringing the waters of TradFi into the mix, while the suckers are still struggling with when to enter a position. The exchange balances have hit a new low, and that's the real signal. The dual-track strategy sounds good, but to put it bluntly, it’s just about draining all the retail investors' chips. This time is really different, but the differences might not be what you think. 600 million dumped in three days, is the urgency indicative of something we don't know? The automatic vending machine is something else, feels like it's equipped with a perpetual motion machine, just absurd. When the rules are rewritten, the first ones to be affected are often the retail investors' accounts. So what if we understand it, it still doesn't change that it's not our turn.

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