Bitcoin ETF IBIT outpaces gold GLD by 33 points as $13B capital rotation accelerates

The bank raised its reported IBIT holdings by 174% in the first quarter while also adding exposure to select Bitcoin, Ether and Solana-linked funds.

U.S. spot Bitcoin ETFs recorded $635 million in total net outflows on May 13, led by BlackRock’s IBIT. Spot Ethereum ETFs also saw $36.30 million in net outflows, with BlackRock’s ETHA posting the largest single-day loss. U.S. spot crypto ETFs had a rough session on May 13. Spot Bitcoin funds recorded $635 million in total [...]

The crypto market moved lower on Thursday as hotter-than-expected U.S. inflation data, heavy Bitcoin ETF outflows, and rising macroeconomic uncertainty pressured investor sentiment. The total crypto market capitalization dropped roughly 1.6% over the past 24 hours to around $2.58 trillion.…

Jane Street sharply reduced its Bitcoin ETF exposure in the first quarter of 2026, cutting reported holdings in BlackRock’s IBIT and Fidelity’s FBTC while increasing positions in Ether ETFs and several crypto-linked equities. The move has revived speculation that one of the market’s largest trading firms may have been a major force in Bitcoin’s recent price dynamics — and that a lighter reported position could remove a key overhang for BTC. According to the latest 13F filings, Jane Street cut its IBIT position by roughly 71% and its FBTC position by about 60% in Q1. Parker White, the Chief Operating Officer (COO) and Chief Investment Officer (CIO) of DeFi Development Corp (DFDV), renewed his thesis from February and argued via X that the filing may help answer questions that have circulated since a major IBIT trading dislocation on February 5 when BTC price saw a massive -18% drawdown. “It is now apparent that Jane Street cut their IBIT and FBTC holdings by roughly 70% in Q1 based on 1

Institutional de-risking amid geopolitical tensions may signal broader market caution, potentially influencing Bitcoin's short-term trajectory. The post Bitcoin ETF outflows hit $635M amid Middle East tensions appeared first on Crypto Briefing.

Bloomberg senior ETF analyst Eric Balchunas reported that the Bitcoin spot ETF iShares Bitcoin Trust (IBIT) has significantly outperformed the gold ETF SPDR Gold Shares (GLD) since March, outpacing it by roughly 33 percentage points in performance. According to Balchunas,…

Wells Fargo increased its exposure to ether ETFs and sharply expanded its position in Strategy during the first quarter, while trimming some bitcoin ETF holdings and significantly reducing its stake in Galaxy Digital. Bitcoin ETF Holdings Trimmed by Wells Fargo as Ether Exposure Grows Wells Fargo adjusted its crypto-related portfolio in the first quarter of […]

The post Why Jane Street Slashed Its Strategy MSTR Holdings by 78%? appeared on BitcoinEthereumNews.com. Jane Street reduced several major Bitcoin-linked holdings during the first quarter of 2026 while adding exposure to Ether exchange-traded funds and selected crypto equities, according to its latest 13F filing. The Wall Street trading firm sharply cut positions in two leading spot Bitcoin ETFs after building large exposure during late 2025. Its holding in BlackRock’s iShares Bitcoin Trust fell about 71% quarter-over-quarter to roughly 5.9 million shares, valued near $225 million at the end of March. Jane Street also reduced its stake in Fidelity’s Wise Origin Bitcoin Fund by about 60%, ending the quarter with around 2 million shares worth nearly $115 million. The filing showed a broad reduction in reportable Bitcoin ETF exposure during a period of volatile crypto and equity markets. The firm also lowered its position in Strategy, the Bitcoin treasury company led by Michael Saylor. Ja