Bitcoin News Today: BlackRock's Bitcoin ETF Inflows Defy Market Turmoil, Stabilize Price Above $100K

BlackRock, the world's largest asset manager, has intensified its Bitcoin accumulation, injecting $324.3 million into its Bitcoin ETF (IBIT) between October 20 and 24, 2025, according to CoinCentral. This surge in institutional buying has helped stabilize Bitcoin's price above the critical $100,000 threshold amid broader market fluctuations. The firm's strategy underscores growing institutional confidence in Bitcoin as a hedge against volatility, even as the cryptocurrency faces regulatory and macroeconomic uncertainties.

The inflows followed a volatile week for Bitcoin ETFs. On October 20, BlackRock experienced a net outflow of $100.7 million amid a slight dip in Bitcoin's price, according to Finbold. However, investor sentiment quickly reversed, with inflows rebounding to $210.9 million by October 21 and remaining strong through October 23. By October 24, inflows had slowed to $32.7 million, but the overall trend remained bullish. Fidelity Investments, another major player, added $57.92 million to its Bitcoin ETF (FBTC) on October 23, contributing to a total of $90.6 million in Bitcoin ETF inflows that day, according to The Coin Republic.

Institutional demand for Bitcoin appears to be structural, with analysts citing long-term buying pressure from large investors. Tiger Research projects a $200,000 price target for Bitcoin in Q4 2025, citing continued institutional accumulation. On-chain data also highlights a growing "dolphin" cohort—wallets holding 100 to 1,000 BTC—which now controls 26% of the total supply, reflecting sustained retail and institutional demand.

The shift toward Bitcoin ETFs has also reshaped the broader market. As of October 25, BlackRock's IBIT alone held $65.09 billion in assets, representing 43% of the $151.58 billion in total Bitcoin ETF assets under management (AUM), according to TradingNews. This concentration of institutional capital has tightened liquidity spreads and reduced volatility compared to earlier in the year. Meanwhile, Ethereum ETFs recorded $93.6 million in outflows on the same day, highlighting Bitcoin's dominance in the institutional space.

The U.S. government shutdown, which entered its 25th day in early November 2025, has added uncertainty to market dynamics. However, Bitcoin and Ethereum prices remained higher than the previous day, suggesting that institutional flows may be offsetting broader macroeconomic risks.

BlackRock's aggressive Bitcoin buying aligns with a broader trend of capital rotation into crypto. Analysts at Bull Theory estimate that even a 0.2% shift of global assets into Bitcoin could add $93.8 billion to its market cap, potentially pushing the price toward $160,000 by year-end, according to Coinotag. This projection is bolstered by declining volatility in Bitcoin's 30-day price swings, which now mirror levels seen in traditional assets like silver.

As of October 25, Bitcoin traded at $111,702, up 0.6% in the last 24 hours. While short-term technical indicators suggest consolidation, the 200-day moving average at $105,582 remains a key support level. Institutional analysts, including those at Standard Chartered, argue that Bitcoin's liquidity and scarcity position it as a superior store of value compared to gold, which has seen a 5.9% single-day drop in October 2025.