HBO 紀錄片引發對 BTC 的期待，比特幣 ETF 資金流入達 2.35 億美元

美國現貨比特幣交易所交易基金（ETF）淨流入大幅增加。比特幣 ETF 上週一資本額為 2.3519 億美元

U.S. spot Bitcoin exchange-traded funds (ETFs) saw a significant surge in net inflows on Monday, amassing a collective $235.19 million after two days of capital inflows. This trend reflects a growing investor interest in the market, especially considering the market conditions.

美國現貨比特幣交易所交易基金（ETF）週一淨流入大幅增加，經過兩天的資金流入，資金流入總額達 2.3519 億美元。這一趨勢反映出投資者對市場的興趣日益濃厚，特別是考慮到市場狀況。

The FBTC ETF from Fidelity led the net inflows on Monday, bringing in $103.68 million in capital. Following closely behind was BlackRock’s IBIT ETF, which saw inflows of $97.88 million. This marks a strong recovery for the fund after it saw no flows on Friday.

富達 (Fidelity) 的 FBTC ETF 週一引領淨流入，帶來 1.0368 億美元的資金。緊隨其後的是貝萊德的 IBIT ETF，流入資金為 9,788 萬美元。這標誌著該基金在周五沒有資金流入後強勁復甦。

Other ETFs, including Fidelity and BlackRock, also reported big inflows. New investments for Ark and 21Shares’ ARKB ETF saw $12.63 million, while Bitwise’s BITB ETF drew $13.09 million. A diverse interest emerged from VanEck’s HODL ETF, which saw inflows of $5.37 million, and Invesco’s BTCO ETF, which saw inflows of $2.53 million. This demonstrates a shift in preference towards products that offer alternatives to the top, most significant funds for settling in a steady pool.

其他ETF，包括富達和貝萊德，也報告有大量資金流入。 Ark 和 21Shares 的 ARKB ETF 的新投資為 1,263 萬美元，而 Bitwise 的 BITB ETF 則吸引了 1,309 萬美元。 VanEck 的 HODL ETF 和 Invesco 的 BTCO ETF 出現了不同的興趣，前者流入了 537 萬美元，後者流入了 253 萬美元。這表明人們對那些為頂級、最重要的資金提供替代方案以穩定資金池的產品的偏好發生了轉變。

Overall, Bitcoin ETFs traded a combined $1.22 billion on Monday, following a $1.19 billion volume reported on Friday. Altogether, this showcases growing market activity with positive data on the capital front.

總體而言，繼週五公佈的 11.9 億美元交易量之後，週一比特幣 ETF 的交易總額達到 12.2 億美元。總而言之，這表明市場活動不斷增長，資本方面的數據積極。

On the other side of the spectrum, U.S. spot Ethereum ETFs saw a stagnant net inflows period. These funds reported $0 inflows on Monday, a shift from the $7.39 million seven days prior. However, the combined trading volume for the nine Ethereum ETFs took a downturn, dropping to $118.43 million from $148.01 million on Friday.

另一方面，美國現貨以太坊 ETF 經歷了淨流入停滯期。這些基金週一報告資金流入為 0 美元，而 7 天前為 739 萬美元。然而，9隻以太坊ETF的總交易量出現下滑，從週五的1.4801億美元降至1.1843億美元。

Bitcoin and Ethereum prices dropped in light of the mixed ETF performance. Bitcoin slid 2.65% to $62,539, and Ethereum dropped 3.45% to $2,430. Despite the lower prices, the net inflows into Bitcoin ETFs reflect a divergence of sentiment towards the two leading cryptocurrencies.

由於 ETF 表現參差不齊，比特幣和以太幣價格下跌。比特幣下跌 2.65% 至 62,539 美元，以太幣下跌 3.45% 至 2,430 美元。儘管價格較低，但比特幣 ETF 的淨流入反映了人們對兩種主要加密貨幣的情緒分歧。

Digital Asset Products Faced $147 Million Outflows

數位資產產品面臨1.47億美元資金流出

Digital asset investment products saw outflows of $147 million last week, a shift in capital trends as investor caution increased. Overall, the market saw a minimal change in direction. Strong economic indicators have steered people’s expectations towards less-than-expected interest rate cuts.

數位資產投資產品上週流出 1.47 億美元，隨著投資者謹慎態度的增強，資本趨勢發生了轉變。整體而言，市場方向發生了微小的變化。強勁的經濟指標使人們對降息預期不如預期。

Despite this, exchange traded products (ETPs) trading volumes rose by 15% to $10 billion. This increase runs counter to the broader crypto market’s lower activity levels. Notably, outflows from Bitcoin were at the heart of this movement, with $159 million in outflows from the protocol.

儘管如此，交易所交易產品 (ETP) 交易量仍成長 15%，達到 100 億美元。這種成長與更廣泛的加密貨幣市場較低的活動水平背道而馳。值得注意的是，比特幣的資金外流是這項運動的核心，該協議的資金外流達 1.59 億美元。

Specifically, $2.8 million flowed into products explicitly meant to short Bitcoin, an indication of investor hedging in the market under uncertain conditions. Similarly, outflows from Ethereum picked up as interest waned, with $29 million leaving the protocol.

具體來說，有 280 萬美元流入了明確旨在做空比特幣的產品，這表明投資者在不確定的條件下在市場上進行對沖。同樣，隨著興趣減弱，以太坊的資金流出增加，有 2900 萬美元流出該協議。

In contrast to Bitcoin and Ethereum, multi-asset investment products continued to see outperformance. Inflows of $29 million into these products marked the 16th consecutive weekly increase. Investors seeking a diversified product have steered a total of $431 million into multi-asset products since June.

與比特幣和以太坊相反，多元資產投資產品繼續表現出色。這些產品的流入量為 2,900 萬美元，連續第 16 週增加。自 6 月以來，尋求多元化產品的投資者已將總計 4.31 億美元的資金投入多元資產產品。

Market analysts are beginning to build on the “Uptober” narrative. Strong Non-Farm Payroll (NFP) data has sparked renewed interest in Bitcoin. Also boding well for Bitcoin is the anticipation for an upcoming HBO Bitcoin documentary.

市場分析師開始以「Uptober」的說法為基礎。強勁的非農就業（NFP）數據再次引發了人們對比特幣的興趣。對於比特幣來說，另一個好兆頭是即將上映的 HBO 比特幣紀錄片。

The bullish outlook for Bitcoin in the 4th quarter is evident in the options flow. December BTC call spreads are in a hot zone, with price targets of $75,000 and $95,000. The result is a rather bullish bet amongst investors on a strong October performance as market dynamics shift.

比特幣第四季的看漲前景在期權流中顯而易見。 12 月 BTC 看漲期權價差處於熱門區域，目標價為 75,000 美元和 95,000 美元。結果是，隨著市場動態的轉變，投資人對 10 月的強勁表現抱持相當樂觀的押注。