高盛（Goldman Sachs）用$ 1.4B的ibit Holtings擊倒比特幣

根據向美國證券交易委員會（SEC）提交的最新13F文件，高盛大大增加了其比特幣交易所交易資金（ETF）持有

According to its latest 13F filing with the U.S. Securities and Exchange Commission (SEC), Goldman Sachs (NYSE:GS) has significantly increased its Bitcoin (BTC) exchange-traded funds (ETF) holdings. This marks a substantial shift in the investment strategy of the seventh-largest investment bank, fueled by shifting macro conditions and rising institutional demand for crypto.

根據其向美國證券交易委員會（SEC）提交的最新13F文件，高盛（NYSE：GS）已大大增加了其比特幣（BTC）交易所交易貿易資金（ETF）的持股。這標誌著第七大投資銀行的投資策略發生了很大的轉變，這是由於宏觀條件的轉移和對加密的機構需求的增加所推動。

This discovery comes less than three months after Goldman Sachs acknowledged crypto in its annual shareholder letter for the first time ever.

這一發現不到三個月後，高盛首次在其年度股東信中承認加密貨幣。

The Wall Street giant now holds 30.8 million shares of BlackRock’s (NYSE:BLK) iShares Bitcoin Trust (NASDAQ:IBIT), the largest of the spot ETFs, valued at over $1.4 billion. This marks a 28% increase from its holdings at the start of Q1 2025 and makes Goldman the biggest institutional holder of IBIT. By outpacing other major investors such as Brevan Howard and Jane Street, Goldman positions itself at the forefront of institutional crypto exposure.

華爾街巨頭現在擁有3000萬股貝萊德（NYSE：BLK）Ishares比特幣信託基金（NASDAQ：IBIT），該股票是最大的ETF，價值超過14億美元。這比第1季度2025年初的持股量增加了28％，並使高盛成為IBIT最大的機構持有人。通過超過其他主要投資者，例如布雷文·霍華德（Brevan Howard）和簡街（Jane Street），高盛將自己定位在機構加密貨幣的最前沿。

This comes as the IBIT has enjoyed net inflows over the last 20 trading days, marking the longest winning streak for any spot Bitcoin ETF on the market in 2025. The fund has amassed roughly $5 billion during this period, SoSoValue data shows, outpacing other BTC ETFs in the market.

這是因為IBIT在過去20個交易日內享受了淨流入，這標誌著2025年市場上任何現貨比特幣ETF的連勝紀錄最長。在此期間，該基金在此期間積累了約50億美元，SOSOLALUE數據顯示，超過了市場上其他BTC ETF。

“One interesting note also is $IBIT taking in SO much more then the rest of them (altho 10 of them have seen inflows). Usually there’s much more parity tho. Why is this? My theory, return of the HF basis trade and some big fish biting after the decoupling and subsequent rally,” Bloomberg’s senior ETF analyst Eric Balchunas noted in an X post earlier this month.

“一個有趣的注意事項也是$ ibit的收入要比其餘的更多（其中10個已經看到了流入）。通常，這是更多的奇偶校驗。為什麼這是？我的理論，HF基礎交易的回歸以及在退化和後續集會後咬了一些大魚，“ Bloomberg的高級ETF分析師Eric Balchunas在本月早些時候沒有X pord。

The increased exposure from Goldman, which also holds 3.5 million shares of Fidelity’s Wise Origin Bitcoin ETF (FBTC), the industry’s second-biggest spot BTC ETF by assets under management, comes with the firm’s bullish outlook on Bitcoin.

高盛（Goldman）的曝光率也增加了，該公司還擁有350萬股富達的股份比特幣ETF（FBTC），這是該行業第二大的BTC ETF（按資產管理的資產）持有的，該公司對比特幣的看漲看法。

The investment behemoth previously predicted that BTC could rally to $433,000 in the next few years, especially if institutions continue to allocate capital to the cryptocurrency.

投資龐然大物先前預測，BTC在未來幾年內可能會升至433,000美元，尤其是如果機構繼續將資本分配給加密貨幣。

Earlier this year, Goldman Sachs initiated coverage of both Coinbase (NASDAQ:COIN) and Block (NYSE:SQ), setting a ‘neutral’ rating for the former and an outperform rating for the latter.

今年早些時候，高盛（Goldman Sachs）啟動了Coinbase（NASDAQ：COIN）和Block（NYSE：SQ）的覆蓋，為前者設定了“中性”評級，並為後者設定了跑贏大盤評級。

As of publication, BTC was changing hands at $104,310, just 4% away from its current lifetime high of $108,786 set on January 20.

截至出版時，BTC的價格為104,310美元，距1月20日目前的終生高點僅4％。