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    Will BlackRock’s (BLK) Crypto Bets and Stablecoin Stance Reshape Its Digital-Asset Narrative?

    Simply Wall St·01/05/2026 02:18:31
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    • In early January 2026, BlackRock moved 1,134 BTC and 7,255 ETH to Coinbase while deepening its backing of crypto ventures that raised over US$25.00 billion in 2025.
    • Together with its public stance that stablecoins could challenge monetary control in emerging markets, these actions highlight BlackRock’s growing role at the intersection of traditional finance and digital assets.
    • We’ll now examine how BlackRock’s expanded digital-asset involvement, especially its stablecoin outlook, may influence the existing investment narrative on the company.

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    BlackRock Investment Narrative Recap

    To own BlackRock, I think you need to believe in its ability to compound fee and technology revenue across public, private, and now digital assets, even as industry-wide fee pressure weighs on margins. The recent Bitcoin and Ethereum transfers to Coinbase, and BlackRock’s louder voice on stablecoins, do not materially change the near term focus on fee compression as the key catalyst and risk for the shares right now.

    Among recent developments, the October update on BSTBL and related stablecoin and money market products is most relevant, because it shows how BlackRock is trying to embed tokenization and digital liquidity into its existing cash and technology franchises. That fits directly beside its growing crypto venture exposure and public stablecoin commentary, and may be an early test of whether new digital products can offset the revenue impact of lower fees in core ETFs.

    Yet while product innovation grabs headlines, investors should also be aware that...

    Read the full narrative on BlackRock (it's free!)

    BlackRock's narrative projects $28.7 billion in revenue and $8.9 billion in earnings by 2028.

    Uncover how BlackRock's forecasts yield a $1319 fair value, a 22% upside to its current price.

    Exploring Other Perspectives

    BLK 1-Year Stock Price Chart
    BLK 1-Year Stock Price Chart

    Fifteen members of the Simply Wall St Community value BlackRock between US$724 and US$1,392 per share, with estimates spread across the full range. When you weigh those views against the ongoing risk of industry fee compression, it becomes clear why many investors compare multiple perspectives before deciding how BlackRock’s business mix could affect future performance.

    Explore 15 other fair value estimates on BlackRock - why the stock might be worth 33% less than the current price!

    Build Your Own BlackRock Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.