全部 11 隻現貨比特幣 ETF 均出現正流量流入，資金流入創歷史新高

所有 11 檔現貨比特幣交易所交易基金 (ETF) 自 1 月推出以來首次出現資金流入。彭博社分析師 Eric Balchunas 於 5 月 3 日報道了這一進展，同時對其再次出現表示懷疑。儘管之前有資金流出且比特幣價格跌破 6 萬美元，但超過 95% 的投資者仍持有這些 ETF 的資金。

Spot Bitcoin ETFs Witness Unprecedented Inflows

現貨比特幣 ETF 見證了前所未有的資金流入

In a significant development within the cryptocurrency market, all 11 spot Bitcoin exchange-traded funds (ETFs) have registered positive inflows for the first time since their inception in January 2024.

加密貨幣市場取得了重大發展，所有 11 檔現貨比特幣交易所交易基金 (ETF) 自 2024 年 1 月成立以來首次出現正資金流入。

According to Bloomberg analyst Eric Balchunas, this unprecedented surge in capital inflows occurred on May 3, 2024. However, Balchunas cautioned against overly optimistic interpretations, expressing doubts that such a phenomenon would recur.

彭博分析師 Eric Balchunas 表示，這種史無前例的資本流入激增發生在2024 年5 月3 日。現像是否會再次出現表示懷疑。

Notably, the convergence of positive inflows across all spot Bitcoin ETFs is a first-time occurrence, signaling a shift in investor sentiment towards holding rather than liquidating their assets.

值得注意的是，所有現貨比特幣 ETF 均出現正向資金流入的情況，這尚屬首次，這表明投資者情緒已轉向持有而非清算資產。

"First-time-ever 1D flows all green, no red for the Bitcoin Bunch," Balchunas tweeted. "Not going to spike the football like some did during the outflow period but will point out that over 95% of the ETF investors HOLD-ed during what was a pretty nasty and persistent downturn."

Balchunas 在推特上寫道：“比特幣群有史以來第一次 1D 流全部為綠色，沒有紅色。” “不會像一些人在資金流出期間那樣炒作，但會指出，在相當嚴重且持續的低迷時期，超過 95% 的 ETF 投資者都持有股票。”

Balchunas highlighted the resilience of investors, emphasizing that despite earlier capital outflows from spot Bitcoin ETFs and Bitcoin's decline below $60,000, over 95% of investors maintained their capital within the funds.

Balchunas 強調了投資者的韌性，他強調，儘管早期現貨比特幣 ETF 出現資金流出且比特幣跌破 60,000 美元，但超過 95% 的投資者仍將資金保留在基金內。

"Will the same happen next time? Who knows, but track record says it will be a pretty high % again," Balchunas remarked.

「下次還會發生同樣的情況嗎？誰知道呢，但過往記錄表明，這將再次達到相當高的百分比，」巴爾丘納斯評論道。

Analysts anticipate that the spot ETF market will experience cyclical patterns of inflows and outflows. However, they believe that these funds will ultimately exhibit characteristics of net growth and investor confidence.

分析師預計現貨ETF市場將經歷資金流入和流出的週期性模式。不過，他們認為這些基金最終將表現出淨成長和投資者信心的特徵。

Grayscale Investments' spot Bitcoin ETF, one of the most prominent in the market, recorded positive inflows for the first time since its launch. Since its introduction, BlackRock's fund has amassed over $15 billion in net inflows, pushing its assets under management (AUM) to $16.93 billion.

Grayscale Investments 的現貨比特幣 ETF 是市場上最著名的ETF之一，自推出以來首次錄得正資金流入。自推出以來，貝萊德的基金已累積淨流入超過 150 億美元，使其管理資產 (AUM) 達到 169.3 億美元。

On May 3, capital inflows into spot Bitcoin ETFs surged to $378.2 million, reversing the trend of May 1 when a record $563.7 million was withdrawn from cryptocurrency ETFs.

5 月 3 日，流入現貨比特幣 ETF 的資金激增至 3.782 億美元，扭轉了 5 月 1 日從加密貨幣 ETF 撤資創紀錄的 5.637 億美元的趨勢。

This positive development in the spot Bitcoin ETF market suggests a growing appetite among investors to hold Bitcoin through regulated investment instruments. It also reflects the resilience of cryptocurrency investors and their conviction in the long-term prospects of Bitcoin as an asset class.

比特幣 ETF 現貨市場的積極發展表明，投資者透過受監管的投資工具持有比特幣的興趣日益濃厚。它也反映了加密貨幣投資者的韌性以及他們對比特幣作為資產類別的長期前景的信念。