Bitcoin News: Goldman Sachs Nearly Balances $2B Between BTC and ETH

Key Insights:

• Bitcoin news shows Goldman Sachs holds $1.1 billion in BTC and $1 billion in ETH via spot crypto ETFs in the Q4 2025 filing.
• US spot Bitcoin ETFs recorded $616 million in back-to-back inflows on Feb. 9 and 10, snapping weeks of outflows.
• Goldman CEO David Solomon speaks at the World Liberty Financial Forum as the firm attends the White House stablecoin meeting on Feb. 10.

Nobody expected this Bitcoin news. Goldman Sachs just filed its Q4 2025 holdings report. It shows $1.1 billion in Bitcoin and $1 billion in Ethereum. A mere $100 million separates the two.

From a bank that has always played it safe, that split surprised many people. Bitcoin was supposed to be the clear favorite. Apparently not anymore.

Goldman Sachs’ Bitcoin and Ethereum Bet Raises Eyebrows

The filing came out on Feb. 10. Goldman holds both positions through spot crypto ETFs. These are exchange-traded funds that follow Bitcoin or Ethereum prices. The bank does not own the coins directly. It owns a financial product tied to their price.

The total crypto bet sits at $2.36 billion. Sounds large, but it is just 0.33% of Goldman’s full portfolio. What stands out is not the size. It is the split. Goldman also filed $153 million in XRP and $108 million in Solana. Those two are much smaller. Bitcoin and Ethereum sit alone at the top.

Goldman CEO David Solomon will speak at the World Liberty Financial Forum in Palm Beach next week. The firm also attended a White House meeting on stablecoin yield on Feb. 10.

Banks like Goldman are no longer just buying crypto. They are sitting at the table where rules get written.

Bitcoin News Shows $616 Million ETF Inflows Return

Fresh Bitcoin news shows that US spot Bitcoin ETFs pulled in $371 million on February 6-9. Then another $145 million on February 9-10. Two days in a row. The first time that happened in nearly a month. Before that, outflows dominated for weeks.

Total net inflows into US spot Bitcoin ETFs have crossed $55 billion since launch. Assets under management sit near $97 billion. Ethereum ETFs are nowhere close to those numbers. They recorded $57 million in inflows on February 9.

One good day. But overall, since launch, Ethereum ETFs have seen more money leave than enter.

Bitcoin trades around $68,600 right now. It recently came back from lows near $60,000. The price is still not stable, but institutions kept buying during the drop instead of selling.

Goldman Allocation Challenges Bitcoin’s Institutional Edge

Ethereum does things Bitcoin cannot. People who hold Ethereum can earn passive income through staking. Developers build financial applications directly on Ethereum’s network. Companies are moving real assets like property and bonds onto Ethereum through tokenization. All of this creates constant activity and demand.

Bitcoin has none of those features. No yield. No applications. Its entire value comes from being scarce and trusted. Like gold but digital. That simple story brought $55 billion into Bitcoin ETFs. But Goldman putting nearly equal money into Ethereum shows some institutions want productivity too, not just scarcity.

Bitcoin still leads by every large measure. More ETF money, more assets under management, and more consistent institutional buying. But this Bitcoin news about Goldman’s $100 million gap is small enough to ask whether the next round of Wall Street money lands more evenly between the two than anyone predicted.