Bitcoin ETF Nears $100B, $40B Data-Center Deal Shakes Markets!
- Crypto ETF Boom: BlackRock’s spot Bitcoin ETF (IBIT) has exploded to roughly $90–95 billion AUM [1] [2] – making it the firm’s fastest-growing, most profitable fund. Bitcoin itself recently hit all-time highs (~$125K) in early Oct. 2025 [3], driving massive ETF inflows. Analysts are extremely bullish: Standard Chartered sees BTC at $135K “near term” (up to $200K in a bull case) and JPMorgan now targets $165K by year-end [4] [5]. Crypto strategist Eric Balchunas (Bloomberg Intelligence) notes IBIT may break into the top-10 U.S. ETFs by 2026 (it’s only “about $50 billion away”) [6].
- AI-Themed ETF Surge: BlackRock’s new AI/tech ETF, iShares A.I. Innovation & Tech Active (BAI), launched in Oct 2024 and is up ~33%…