比特幣 ETF 反彈，資金流入超過 1.17 億美元

分析師 Eric Balchunas 駁斥了當前因比特幣 ETF 失敗而引發的騷動。他表示，這些項目最近再次被確定為資金流入的一部分。

Analyst Eric Balchunas has downplayed the recent buzz around the supposed failure of Bitcoin ETFs. He noted that these instruments have been highlighted again recently in the context of the inflows. Now consider a scenario where the skeptics were preparing to write about such instruments after a string of poor performances.

分析師 Eric Balchunas 淡化了最近有關比特幣 ETF 失敗的傳聞。他指出，最近在資金流入的背景下，這些工具再次受到關注。現在考慮這樣一個場景：懷疑論者在經歷了一系列糟糕的表現後正準備撰寫有關此類工具的文章。

Balchunas' data shows that year-to-date inflows of Bitcoin ETFs are back in positive territory at $17.1 billion. The analyst poked fun at both crypto proponents and skeptics for being overly "reactionary," noting that equities investors tend to behave differently.

Balchunas 的數據顯示，今年迄今，比特幣 ETF 的流入量已恢復正值，達到 171 億美元。這位分析師嘲笑加密貨幣支持者和懷疑者過於“反動”，並指出股票投資者的行為往往有所不同。

So after all the drama/hand-wringing about the "failure" of the bitcoin ETFs (insert 'leads?' cop from Big Lebowski laughing hysterically) they back to taking in cash. YTD net flows back over high water mark of +$17.1b and the 1W and 1M outflows have shrunk to less than 1% of… pic.twitter.com/nWE8kpUOdk

因此，在經歷了所有關於比特幣 ETF 的“失敗”的戲劇性/令人揪心的事件之後（插入“線索？”來自 Big Lebowski 的警察歇斯底里地大笑），他們又開始收取現金了。今年迄今淨資金回流超過 +$17.1b 的高水位，1W 和 1M 流出量已縮減至不到 1%… pic.twitter.com/nWE8kpUOdk

Bitcoin ETFs rebound with over $117 million in inflows

比特幣 ETF 反彈，資金流入超過 1.17 億美元

On Tuesday, US spot Bitcoin ETFs saw a resurgence with $117 million in inflows. Leading this was the $63 million net infusion from Fidelity's Bitcoin Fund (FBTC). This follows several huge withdrawals from some of the biggest cryptocurrency ETFs in recent weeks.

週二，美國現貨比特幣 ETF 出現復甦，資金流入達 1.17 億美元。其中領先的是富達比特幣基金 (FBTC) 的 6,300 萬美元淨注資。在此之前，最近幾週一些最大的加密貨幣 ETF 曾發生多次巨額撤資。

It was on Tuesday that saw the highest net investment into Fidelity’s Bitcoin Fund, to the tune of $63 million. This also brings the total net fund inflows to $9.5 billion after just eight months of operation.

週二，富達比特幣基金淨投資額達 6,300 萬美元。這也使營運僅8個月後的資金淨流入總額達到95億美元。

Currently, FBTC has $10.5 billion in assets, making it the world’s third-largest Bitcoin ETF after Grayscale Bitcoin Trust (GBTC) and BlackRock's iShares Bitcoin Trust (IBIT). Other funds also saw positive inflows.

目前，FBTC 擁有 105 億美元的資產，使其成為繼灰階比特幣信託（GBTC）和貝萊德 iShares 比特幣信託（IBIT）之後的全球第三大比特幣 ETF。其他基金也出現正向流入。

Grayscale’s Bitcoin Mining Trust pulled in $41 million, and ARK Invests Bitcoin ETF had $13 million. While multiple ETFs saw one-day inflows of Bitcoin purchases, the largest one, BlackRock's IBIT, and several smaller ones, showed no inflows.

Grayscale 的比特幣礦業信託基金籌集了 4,100 萬美元，ARK Invests 比特幣 ETF 籌集了 1,300 萬美元。雖然多個 ETF 出現了比特幣購買的單日流入，但最大的 ETF（貝萊德的 IBIT）和幾隻規模較小的 ETF 卻沒有出現任何流入。

Despite recent losses, the interest from investors is evident in the surging inflows. After major outflows that began at the end of August and continued into the first few days of September, inflows resumed on Tuesday. During this time, over $1 billion in Bitcoin and Ethereum funds were withdrawn.

儘管最近出現了損失，但投資者的興趣在資金流入激增中顯而易見。在8月底開始並持續到9月初的大規模資金流出之後，資金流入於週二恢復。在此期間，超過 10 億美元的比特幣和以太坊資金被撤出。

BlackRock’s IBIT, saw its second withdrawal since it was launched in January. In an effort to protect themselves from lower prices, short-Bitcoin products were ‘topped up’ with $3.9 million from wary investors.

貝萊德 (BlackRock) 的 IBIT 出現自 1 月推出以來的第二次撤資。為了保護自己免受價格下跌的影響，謹慎的投資者向做空比特幣產品「追加」了 390 萬美元。

Bitcoin in particular had a rough September, which in the crypto world is called “Rektember.”

比特幣的九月尤其艱難，在加密世界中被稱為「Rektember」。

Restoring Confidence Among the Investors

恢復投資者信心

There were some instances and skepticism in the early days, but the concept is slowly gaining traction. The withdrawal percentage from the total capital during the past week and month was less than 1% AUM.

早期存在一些實例和懷疑，但這個概念正在慢慢獲得關注。過去一週和一個月的總資金提取比例低於AUM的1%。

While analysts have previously raised concerns about the performance of these ETFs, they are now stabilizing. According to Bloomberg analyst Eric Balchunas, Bitcoin ETFs have “done a great job” at preventing outflows amid volatile market conditions, which is helping to restore confidence among investors.

儘管分析師先前曾對這些 ETF 的表現表示擔憂，但目前它們已趨於穩定。彭博社分析師 Eric Balchunas 表示，比特幣 ETF 在防止市場波動的情況下資金外流方面“做得很好”，這有助於恢復投資者的信心。

Additionally, Bitwise CIO Matt Hougan stated that financial advisers have adopted Bitcoin ETFs at the fastest rate among any new ETF category in history. The rapid adoption showcases the increasing interest from financial professionals, despite the market volatility.

此外，Bitwise 資訊長 Matt Hougan 表示，財務顧問採用比特幣 ETF 的速度是史上所有新 ETF 類別中最快的。儘管市場波動，但這種快速採用表明金融專業人士的興趣與日俱增。