blackrock

BlackRock has kicked off 2026 with a bold message for investors: AI isn’t just a tech story anymore — it’s moving entire markets.
In its latest global outlook, the world’s largest asset manager shared how AI spending, digital finance, and changing portfolio strategies will shape investing over the next few years. Here are the key takeaways — explained in simple terms.
🔺 1. Micro Is Becoming Macro
BlackRock says a few giant AI players — like cloud platforms and chip makers — are now investing so much money into infrastructure that they are influencing the whole economy.
AI capital spending is expected to hit $5–8 trillion between 2025–2030.
This surge could push U.S. economic growth much higher than normal — potentially 3x more than historical averages.
But there’s a catch: nobody knows if revenue will show up fast enough to justify the spending.
In short: AI might spark a real growth boom, but investors need to watch how profits flow and whether smaller companies benefit — or get squeezed out.
💳 2. Rising Debt and Leverage
AI builders are spending aggressively before earning returns — and that means borrowing.
Add high government debt, and the system carries more risk if interest rates stay elevated.
Because of this shift, BlackRock prefers: ✔ Private credit
✔ Infrastructure funding
✘ Underweighting long-term U.S. government bonds
The logic: when borrowing is expensive and leverage rises, long-term bonds offer weaker returns.
🎭 3. Diversification Isn’t What It Looks Like
Traditional rules — like buying many sectors to reduce risk — may stop working during mega-trends like AI.
Reason:
When everything moves with tech, diversification becomes fake diversification.
A “balanced portfolio” might still be overexposed to the same growth engines.
BlackRock suggests:
Stay flexible
Use active investing instead of “set-and-forget”
Explore private markets and hedge funds for unique return sources
🌐 Stablecoins Enter the Mainstream
One of the most interesting parts of the report: BlackRock is no longer treating crypto like speculation.
Instead, it says:
Stablecoins are becoming the global payment rails
They act like digital dollars moving quickly across borders
They are connecting banks, crypto, and traditional finance
Adoption will grow fastest where payments are slow or expensive (emerging markets)
Crypto isn't replacing the system — it’s quietly becoming part of the financial plumbing that moves money worldwide.
The future isn’t coming slowly — it’s being built right now.$BTC
“Do you think AI will drive the next bull run?”
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#BullRun

"Institucionální géant" znovu dělá rámus. Dnes, 12. ledna 2026, provedl BlackRock řadu významných převodů – přesunul 3 143 BTC a 7 204 $ETH – částku přesahující 300 milionů dolarů – přímo na Coinbase Prime.
Když světově největší správce aktiv přesune takové množství prostředků na řetězec, nikdy to není "jen test". Jedná se o pozici, která ovlivňuje trh.
🔍 Za institucionálními "potrubími"
Po nestabilním prvním týdnu roku 2026 tyto pohyby signalizují, že most mezi TradFi (tradiční financemi) a kryptoměnami je nyní dálnicí s vysokou rychlostí. Tento krok pravděpodobně znamená: