ARK 的比特币 ETF 流出量超过 Grayscale 的 GBTC，标志着一个分水岭时刻

ARK 21Shares 比特币 ETF (ARKB) 经历了 8700 万美元的最高日流出量，自美国推出现货比特币 ETF 以来首次超过 Grayscale 的比特币信托 (GBTC)。 ARKB 在过去两天内损失了 30 万美元的资产，而 GBTC 继续记录资金流出，在 4 月 2 日损失了 8190 万美元。尽管有这些资金流出，ARKB 仍然是第三大现货 ETF，管理资产达 22 亿美元。

ARK's Bitcoin ETF Witnesses Unprecedented Outflows, Surpassing Grayscale's GBTC

ARK的比特币ETF见证了前所未有的资金流出，超越了灰度的GBTC

On April 2nd, ARK 21 Shares Bitcoin (BTC) exchange-traded fund (ETF), known as ARKB, experienced an unprecedented outflow of $87.5 million, the first instance of daily outflows exceeding those of Grayscale's Bitcoin Trust (GBTC) since the introduction of spot Bitcoin ETFs in the United States.

4 月 2 日，ARK 21 股票比特币（BTC）交易所交易基金（ETF）（简称 ARKB）史无前例地流出 8750 万美元，这是自推出以来首次超过灰度比特币信托基金（GBTC）的日流出量。美国现货比特币 ETF。

According to preliminary data from Farside Investors, ARKB faced an exodus of assets amounting to approximately 1,300 BTC on April 2nd. This marks the second consecutive day of outflows for the fund, following a $300,000 decline in assets on its inaugural day of outflows, April 1st.

据 Farside Investors 初步数据显示，4 月 2 日，ARKB 面临约 1,300 BTC 的资产外流。继 4 月 1 日首个资金流出日资产减少 30 万美元后，这标志着该基金连续第二天出现资金流出。

Grayscale, which has consistently witnessed outflows every trading day since its transition into a spot ETF, incurred an additional $81.9 million daily outflow, a relatively subdued amount compared to its average daily outflow of $254 million over the preceding five trading sessions. Grayscale has shed a staggering $15.1 billion over the past three months alone.

自转型为现货 ETF 以来，Grayscale 的每个交易日都出现资金流出，该公司每日额外流出 8190 万美元，与前五个交易日平均每日流出 2.54 亿美元相比，这一数字相对较低。仅过去三个月，灰度就损失了惊人的 151 亿美元。

Despite ARKB and GBTC's outflows, a hefty inflow of $150.5 million into BlackRock's fund resulted in a net aggregate inflow of $40.3 million for the day.

尽管 ARKB 和 GBTC 出现资金流出，但贝莱德基金仍大量流入 1.505 亿美元，导致当日净流入总额达 4030 万美元。

Despite the recent outflows, ARKB remains the third largest among the ten newly introduced spot ETFs, excluding Grayscale, with $2.2 billion in assets under management (AUM). It trails behind BlackRock's and Fidelity's funds, which boast AUMs of $14.1 billion and $7.6 billion, respectively.

尽管最近出现资金流出，ARKB 仍是 10 只新推出的现货 ETF 中第三大（不包括 Grayscale），其管理资产 (AUM) 为 22 亿美元。它落后于贝莱德和富达的基金，后者的资产管理规模分别为 141 亿美元和 76 亿美元。

ARKB ranks as the sixth largest holder of BTC among funds, corporations, and miners, currently possessing a total of 44,662 BTC, as per data from HODL15Capital.

根据 HODL15Capital 的数据，ARKB 是基金、企业和矿工中第六大 BTC 持有者，目前总共拥有 44,662 BTC。

Despite losing a significant 291,000 Bitcoin since its conversion into an ETF, GBTC maintains its dominance in terms of total Bitcoin held, with approximately 329,000 Bitcoin on its books as of publication time.

尽管自转换为 ETF 以来损失了 291,000 枚比特币，但 GBTC 在持有的比特币总量方面仍保持主导地位，截至发稿时其账簿上约有 329,000 枚比特币。

Since the beginning of April, the price of Bitcoin has been on a downward trajectory, dropping roughly 9% from last week's high of $71,500 and briefly dipping below $65,000 on April 3rd amid escalating ETF outflows.

自 4 月初以来，比特币价格一直处于下行轨道，较上周高点 71,500 美元下跌约 9%，并在 ETF 流出不断升级的情况下于 4 月 3 日短暂跌破 65,000 美元。

On April 2nd, Bloomberg ETF analyst Eric Balchunas highlighted the launch of the first-ever 2x and -2x leveraged spot Bitcoin ETFs, traded under the tickers BITU and SBIT, respectively.

4 月 2 日，彭博 ETF 分析师 Eric Balchunas 强调了首款 2 倍和 -2 倍杠杆现货比特币 ETF 的推出，交易代码分别为 BITU 和 SBIT。

Balchunas projected these recent ETFs into the top five most volatile ETFs in the US, noting a standard deviation of approximately 150%.

Balchunas 将这些最近的 ETF 预测为美国波动性最高的前五名 ETF，并指出标准差约为 150%。

He further pointed out that Bitcoin ETFs traded an impressive volume of $111 billion in March, nearly three times the combined volume of February and January.

他进一步指出，3 月份比特币 ETF 交易量高达 1110 亿美元，几乎是 2 月和 1 月交易量总和的三倍。

This article has been updated to include inflow data for BlackRock.

本文已更新，包含贝莱德的流入数据。