Blackrock’s 2025 Investment Themes Put Bitcoin and IBIT Front and Center.
Blackrock has placed bitcoin alongside Treasury bills and mega-cap U.S. equities as one of the defining investment themes of 2025, spotlighting its Ishares Bitcoin Trust (IBIT) directly on the firm’s website.
The feature signals a notable shift in tone from the world’s largest asset manager, treating bitcoin less like a novelty and more like a permanent portfolio fixture. The “2025 investing wrapped” section groups IBIT with two familiar mainstays of traditional finance: short-term Treasurys via SGOV and large-cap U.S. equities through TOPT.
By positioning bitcoin within that trio, Blackrock frames digital asset exposure as part of the year’s most influential market narratives rather than a side bet for adventurous investors. That framing carries weight given how capital moved during the year. IBIT consistently ranked near the top of global ETF inflow tables throughout 2025, ultimately landing among the top ten exchange-traded funds worldwide by new money attracted.
