比特幣 ETF 和機構現在控制著總供應量的 9%

在巨大的拋售壓力之後，美國受監管的現貨比特幣 ETF（交易所交易基金）資金流入再度出現

Bitcoin ETFs (exchange-traded funds) in the U.S. continue to see strong inflows, even as the cryptocurrency’s price stalls and faces selling pressure.

儘管加密貨幣價格停滯並面臨拋售壓力，但美國的比特幣 ETF（交易所交易基金）仍持續出現強勁資金流入。

Data from SoSo Value and Ecoinmetrics shows that Bitcoin ETFs have been accumulating BTC in their holdings at a steady pace, despite a brief dip in inflows at the start of June. However, inflows have picked up again at an accelerated rate since July 1.

SoSo Value 和 Ecoinmetrics 的數據顯示，儘管 6 月初流入量出現短暫下降，但比特幣 ETF 一直在穩步增持 BTC。然而，自7月1日以來，資金流入再次加速回升。

Specifically, on July 31, the Bitcoin spot ETF saw a net inflow of $298 million, while the Grayscale mini ETF BTC had a net inflow of $17.99 million. Additionally, the BlackRock ETF IBIT saw an inflow of $20.99 million.

具體來說，7月31日，比特幣現貨ETF淨流入2.98億美元，灰階迷你ETF BTC淨流入1,799萬美元。此外，貝萊德 ETF IBIT 流入 2,099 萬美元。

According to data from Ecoinmetrics, Bitcoin ETFs have added nearly 300,000 BTC to their holdings since their approval by the U.S. Securities and Exchange Commission (SEC) in January 2023.

根據 Ecoinmetrics 的數據，自 2023 年 1 月獲得美國證券交易委員會（SEC）批准以來，比特幣 ETF 已增持近 30 萬枚 BTC。

While the pace of accumulation has slowed compared to earlier this year, Ecoinmetrics highlights that the consistent inflows, even during periods of price stagnation, indicate persistent institutional demand for Bitcoin.

儘管比特幣累積的速度在今年稍早放緩，但 Ecoinmetrics 強調，即使在價格停滯時期，持續的資金流入也表明機構對比特幣的持續需求。

In total, institutions now control nearly 9% of the entire Bitcoin supply, with ETFs and ETF-like products accounting for approximately 5.2% of the total. Public companies hold another 1.6%, while private companies are estimated to hold at least 2% of the BTC supply.

總體而言，機構目前控制著整個比特幣供應量的近 9%，其中 ETF 和 ETF 類產品約佔總量的 5.2%。上市公司另外持有 1.6%，而私人公司預計持有至少 2% 的 BTC 供應量。

Meanwhile, the sentiment toward Bitcoin remains largely bullish, despite the cryptocurrency’s inability to breach the $69,000 resistance level in its latest uptrend and a recent retrace of over 5% in the past 24 hours.

同時，儘管比特幣在最新的上漲趨勢中無法突破 69,000 美元的阻力位，並且在過去 24 小時內回撤超過 5%，但人們對比特幣的情緒仍然基本看漲。

According to Santiment, the level of bullish commentary on Bitcoin this week was the highest since the week of May 15. This suggests that many in the crypto crowd believe that the Bitcoin price is preparing to reach the $70,000 milestone soon.

據 Santiment 稱，本週對比特幣的看漲評論水平是 5 月 15 日當週以來的最高水平。

Further supporting this sentiment, crypto analyst Ali Martinez noted that top traders on the Binance exchange are buying the Bitcoin dip, with nearly 70% of them going long on BTC, based on on-chain data.

加密貨幣分析師 Ali Martinez 指出，幣安交易所的頂級交易員正在逢低買入比特幣，根據鏈上數據，其中近 70% 的人做多 BTC，這進一步支持了這種情緒。

However, concerns remain regarding the cryptocurrency’s short-term price action, as if Bitcoin fails to close the day above the $64,200 mark, which corresponds to its 200-day exponential moving average (EMA), it could present challenges for the asset’s near-term price movement.

然而，人們仍然對加密貨幣的短期價格走勢感到擔憂，如果比特幣收盤未能突破64,200 美元大關（相當於其200 天指數移動平均線（EMA）），可能會對該資產的近期走勢帶來挑戰價格變動。

As evident on the daily BTC/USDT chart below, marked by the thick yellow line, the 200-day EMA has historically served as a strong support level for Bitcoin, but whenever the price has traded below this indicator, it has also acted as a significant resistance wall.

正如下面的BTC/USDT 每日圖表（以粗黃線標記）所示，200 日均線在歷史上一直是比特幣的強勁支撐位，但每當價格低於該指標時，它也會充當比特幣的強勁支撐位。

At the time of writing, BTC was trading at $62,830, having erased most of its gains from last month, as the cryptocurrency is up just 1.6% in the 30-day timeframe.

截至撰寫本文時，BTC 交易價格為 62,830 美元，抹去了上個月的大部分漲幅，因為該加密貨幣在 30 天的時間內僅上漲了 1.6%。