BlackRock, Inc. (BLK)'s Gonna Win Big In Stablecoins, Says Jim Cramer

We recently published 9 Stocks Jim Cramer Discussed As He Commented On Big Tech. BlackRock, Inc. (NYSE:BLK) is one of the stocks Jim Cramer recently discussed.

BlackRock, Inc. (NYSE:BLK) is one of the biggest asset managers in the world. The resurgence in market activity following record-high interest rates has suited the firm as its shares have gained 10.8% year-to-date. However, BlackRock, Inc. (NYSE:BLK)’s journey in the stock market in 2025 has been far from perfect. For instance, the shares dipped by 5.9% in July after the firm’s latest earnings report revealed that it had experienced a 9.8% net long-term inflow drop due to an Asian client’s withdrawal. As for Cramer, he believes BlackRock, Inc. (NYSE:BLK)’s $12 trillion in assets under management provide it with an advantage in the budding stablecoin market:

“Well we’ll see what Larry Fink does. Larry Fink is watching all of these things. Larry Fink is gonna be the winner in this because he’s got the 12 trillion. He’s got a lot of trillions under management.”

The CNBC TV host discussed BlackRock, Inc. (NYSE:BLK) in detail recently. Here’s what he said:

“Oh, then BlackRock comes out. Now I’ve championed BlackRock since $600, but it’s what have you done for me lately game. I hear it was at $1,111. I look at the headlines, and they seem solid, but there’s a seemingly disappointing line about inflows… When I saw the stock up 20, I knew whoever was excited about how BlackRock beat the quarter was a dead man walking. Why? Well, because this is an inflow story, and those moronic quick draws would lose money, but I had no idea they’d lose almost 90 points.

When the stock opened, it was a charnel house. And even as I liked the direction that the business is going, it didn’t matter. Brutal from my perspective because we own BlackRock for the Charitable Trust, and I failed people because I didn’t tell them to sell. Suddenly, my era of good feeling stemming from NVIDIA seemed like a distant memory. Sure, it turns out that a big account left the firm, knocking down the inflows. No solace whatsoever that my sponsorship came much lower. BlackRock misses. I stink…

Now I’m quite confident that both stocks are going higher eventually, but now they have to shake out all the weak hands before that happens, and that takes time. You have to build a whole new shareholder base. The companies might help. They might come on and tell us where the sellers were wrong… But in earnings season, there’s no such thing as do-overs. The fact is that if BlackRock or Wells Fargo had reported quarters that were in keeping with what was expected, they wouldn’t necessarily be higher today, but they certainly wouldn’t have ruined earnings season for me.”

While we acknowledge the potential of BLK as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.