BlackRock Names Bitcoin Top 2025 Investment Theme Alongside U.S. Treasuries and Tech Seven Giants
BlackRock designated Bitcoin as the most important investment theme for 2025 at a high-profile investment summit in New York on Dec. 22, 2025, financefeeds reports. The head of its iShares division outlined a strategy placing Bitcoin alongside U.S. Treasuries and 'Tech Seven Giants' stocks as the three pillars of a modern diversified portfolio. BlackRock's 2025 thesis frames Bitcoin as 'digital gold' within a 'macro mirror' view, arguing its performance increasingly reflects concerns over sovereign debt and currency devaluation, and that institutional investors are seeking non-correlated assets outside the traditional banking system. Financefeeds added the shift could culminate in 2026 with income-oriented products such as a Bitcoin premium income ETF that aims to generate returns via covered call strategies, moving the debate from 'why hold Bitcoin' to 'how to optimize Bitcoin positions'.