NYDIG：儘管第三季表現疲軟，比特幣在 2024 年仍是「表現最佳的資產」類別

根據 NYDIG 的數據，隨著 ETF 流入和企業採用率上升，比特幣在 2024 年第三季上漲了 2.5%。

Bitcoin price rose 2.5% in Q3 2024, largely due to rising ETF inflows and corporate adoption, despite overall weak performance.

儘管整體表現疲弱，但比特幣價格在 2024 年第三季上漲了 2.5%，這主要是由於 ETF 流入量和企業採用率的增加。

Bitcoin's third-quarter performance in 2024 saw a modest recovery, according to a detailed analysis by NYDIG, a financial services and infrastructure firm. Per the analysis, the crypto posted a 2.5% gain following a previous decline in the second quarter. Despite this rebound, Bitcoin's price remained confined to a narrow range, trading between $70,000 and $54,000 over the past six months.

根據金融服務和基礎設施公司 NYDIG 的詳細分析，比特幣在 2024 年第三季的表現出現了溫和復甦。根據分析，繼第二季下跌之後，加密貨幣上漲了 2.5%。儘管出現反彈，但比特幣的價格仍局限於窄幅區間，過去六個月交易價格在 70,000 美元至 54,000 美元之間。

The report highlighted that while the crypto struggled to make significant upward moves, it demonstrated resilience in a challenging market environment. This report caught the attention of the crypto community. The head of research at Uphold, Martin Hiesboeck, highlighted a statement by NYDIG that Bitcoin remains the best-performing asset class in 2024, even with the weaker Q3 performance.

該報告強調，雖然加密貨幣難以大幅上漲，但它在充滿挑戰的市場環境中展現了韌性。這份報告引起了加密社群的關注。 Uphold 研究主管 Martin Hiesboeck 強調了 NYDIG 的一份聲明，即比特幣仍然是 2024 年表現最佳的資產類別，即使第三季度表現較弱。

"Still the best performing asset" class in 2024 despite weak Q3: NYDIG pic.twitter.com/DHT5gYIdzk

儘管第三季表現疲軟，但 2024 年「仍然是表現最佳的資產」類別：NYDIG pic.twitter.com/DHT5gYIdzk

— Dr Martin Hiesboeck (@MHiesboeck) October 7, 2024

— Dr. Martin Hiesboeck (@MHiesboeck) 2024 年 10 月 7 日

Highlighting key developments that affected Bitcoin's price in the third quarter, NYDIG's analysis noted the resolution of major bankruptcy cases, such as the Mt. Gox proceedings, which saw the return of substantial amounts of Bitcoin to creditors. This, combined with significant sales of Bitcoin by the U.S. and German governments, exerted pressure on the asset.

NYDIG 的分析強調了第三季度影響比特幣價格的關鍵進展，並指出了重大破產案件的解決，例如 Mt. Gox 程序，該程序將大量比特幣返還給債權人。再加上美國和德國政府大量出售比特幣，給了該資產壓力。

NYDIG's analysis suggests that the anticipation of these coins entering the market had a greater impact on Bitcoin's price than the actual sales themselves.

NYDIG 的分析表明，這些代幣進入市場的預期對比特幣價格的影響比實際銷售本身的影響更大。

On the other hand, exchange-traded funds (ETFs) played a positive role, with U.S. spot Bitcoin ETFs drawing $4.3 billion in inflows. BlackRock's iShares Bitcoin Trust became the top contender, outperforming competitors by a significant margin. However, Grayscale's introduction of its Bitcoin Mini Trust added to the competition, although its effect on Grayscale's larger operations was felt.

另一方面，交易所交易基金（ETF）發揮了積極作用，美國現貨比特幣ETF吸引了43億美元的資金流入。貝萊德 (BlackRock) 的 iShares 比特幣信託 (iShares Bitcoin Trust) 成為最大的競爭者，其表現大幅領先競爭對手。然而，灰階推出的比特幣迷你信託加劇了競爭，儘管它對灰階更大的業務產生了影響。

The report also pointed to disappointing results for Ethereum-based ETFs, which saw $523 million in outflows during their first quarter of launch. NYDIG attributed the underperformance to a lack of strong catalysts and Ethereum's different use case compared to Bitcoin.

該報告還指出，基於以太坊的 ETF 的業績令人失望，在推出第一季度，資金流出達 5.23 億美元。 NYDIG 將表現不佳歸因於缺乏強大的催化劑以及以太坊與比特幣相比的不同用例。

However, corporate involvement in Bitcoin continued to grow, with companies such as MicroStrategy increasing their Bitcoin holdings to a total of $15.2 billion. Marathon Digital also added $249 million worth of Bitcoin to its balance sheet.

然而，企業對比特幣的參與持續成長，MicroStrategy 等公司將其比特幣持有量增加至 152 億美元。 Marathon Digital 還在其資產負債表中增加了價值 2.49 億美元的比特幣。

Other firms, including Semler Scientific and Metaplanet, adopted Bitcoin treasury strategies, contributing to growth in corporate ownership during the quarter.

包括 Semler Scientific 和 Metaplanet 在內的其他公司採用了比特幣金庫策略，促進了本季企業所有權的成長。

In a recent interview, Mike Novogratz, CEO of Galaxy Digital, indicated that the approval of options trading for Bitcoin ETFs could significantly boost demand. He also highlighted the ongoing inflows into Bitcoin ETFs, which he predicts will continue over the coming years.

Galaxy Digital 執行長 Mike Novogratz 在最近的一次採訪中表示，比特幣 ETF 選擇權交易的批准可能會顯著提振需求。他還強調了比特幣 ETF 的持續流入，他預計這種情況在未來幾年將持續下去。

Looking ahead, regulatory clarity in the U.S. could accelerate traditional finance's adoption of crypto and stimulate innovation in blockchain technology. Notably, Novogratz suggested that both the House and Senate are likely to adopt pro-crypto stances, regardless of the outcome of the 2024 U.S. presidential election.

展望未來，美國監管的明確性可能會加速傳統金融對加密貨幣的採用，並刺激區塊鏈技術的創新。值得注意的是，諾沃格拉茨表示，無論 2024 年美國總統選舉結果如何，眾議院和參議院都可能採取支持加密貨幣的立場。