๐ Harvard Endowment rebalances:
Reduced Bitcoin and increased Ethereum by $86.8M
According to recent SEC disclosures (13F โ Q4 2025), Harvard Endowment (~$57B) has:
โข Reduced its exposure to IBIT (Bitcoin ETF โ BlackRock) by about 21% ($72M)
โข Created a new position in ETHA (Ethereum ETF โ BlackRock) worth $86.8M (3.87M shares) โ the first announced entry into ETH
โข Retained approximately $265.8M in IBIT
โก๏ธ Current approximate allocation:
~75% BTC / ~25% ETH
(Total indirect crypto exposure ~ $352.6M)
Why is the move notable?
โข Rebalancing within the sector instead of full reliance on
$BTC โข
$ETH provides Yield potential through Staking (~3โ5% annually currently)
โข ETH/BTC at ~0.029โ0.032 โ relatively low historical level
โข Choosing regulated ETFs from BlackRock reflects a long-term institutional approach
Market Reaction
โข Improvement in ETH performance and increased trading volumes of ETH ETFs
โข BTC remained relatively stable
โข Growing interest in ETH as an application infrastructure
Conclusion
Harvard did not exit Bitcoin, but it added Ethereum for the first time at a significant size.
The move appears to be a calculated strategic diversification within the same asset class.
The key question:
Are we witnessing the beginning of institutional balance between BTC and ETH in 2026?
Or just a tactical redistribution?
๐ Your opinion?
#bitcoin #Ethereum #harvard #CryptoETFs #blackRock