ARKB 比特币 ETF 资金流出创历史新高，超过 Grayscale Trust

ARK Invest 的 ARKB 比特币 ETF 于 4 月 2 日出现创纪录的 8700 万美元流出，首次超过 Grayscale 的 GBTC，损失约 1,300 BTC。 GBTC 也出现 8190 万美元的流出，低于近期平均水平。尽管资金流出，贝莱德的基金仍收到了 1.505 亿美元的流入，导致当日净流入总额达到 4030 万美元。资金流出正值比特币价格较上周高点下跌 9%，且比特币 ETF 活动增加，ProShares 推出了 2 倍和 -2 倍杠杆现货比特币 ETF。

ARK 21 Shares Bitcoin ETF Experiences Unprecedented Outflow, Surpassing Grayscale's Trust

ARK 21股票比特币ETF经历前所未有的流出，超越灰度的信任

On April 2nd, ARK 21 Shares Bitcoin ETF (ARKB), an American investment management firm, witnessed a significant daily outflow of $87 million, marking the first instance since the launch of spot Bitcoin ETFs in the United States that it has surpassed Grayscale's Bitcoin Trust (GBTC). This outflow represents approximately 1,300 BTC.

4月2日，美国投资管理公司ARK 21 Shares比特币ETF（ARKB）单日大幅流出8700万美元，这是自美国推出现货比特币ETF以来首次超过灰度旗下比特币信托（GBTC）。此次流出量约为 1,300 BTC。

Outflow Comparison and Market Dynamics

资金流出对比及市场动态

ARKB's outflow was preceded by a loss of $300,000 on April 1st, marking its first-ever day of outflow. In contrast, GBTC experienced an outflow of $81.9 million, a figure lower than its recent daily average of $254 million. Over the past three months, Grayscale has recorded a loss of $15.1 billion.

在 ARKB 流出之前，4 月 1 日损失了 30 万美元，这是其首次流出。相比之下，GBTC 的资金流出量为 8190 万美元，低于近期的日均流出量 2.54 亿美元。过去三个月，灰度亏损达 151 亿美元。

Despite these outflows, BlackRock's fund received an inflow of $150.5 million, resulting in a net aggregate inflow of $40.3 million for the day. ARKB remains the third-largest spot ETF among recently launched products, with $2.2 billion in assets under management (AUM), trailing only BlackRock and Fidelity.

尽管有这些资金流出，贝莱德的基金仍收到了 1.505 亿美元的流入，导致当日净流入总额达到 4030 万美元。 ARKB 仍然是最近推出的产品中第三大现货 ETF，管理资产 (AUM) 为 22 亿美元，仅次于贝莱德和富达。

BTC Holdings and Price Volatility

BTC持有量和价格波动

ARKB currently holds 44,662 BTC, positioning it as the sixth-largest BTC holder among funds and miners. However, GBTC retains its dominance in terms of total Bitcoin held, with an approximate 329,000 BTC under its custody.

ARKB 目前持有 44,662 BTC，是基金和矿工中第六大 BTC 持有者。然而，就比特币持有总量而言，GBTC 仍然占据主导地位，其托管的比特币数量约为 329,000 个。

The price of Bitcoin has experienced a downturn, declining by 9% from its peak last week to reach approximately $66,041 amid these increasing ETF outflows. The launch of the first 2x and -2x leveraged spot Bitcoin ETFs (BITU and SBIT) by ProShares has contributed to the growing activity in Bitcoin ETFs, which traded around $111 billion in volume in March alone.

随着 ETF 资金流出的增加，比特币的价格经历了低迷，从上周的峰值下跌了 9%，至约 66,041 美元。 ProShares 推出的首批 2 倍和 -2 倍杠杆现货比特币 ETF（BITU 和 SBIT）促进了比特币 ETF 活动的不断增长，仅 3 月份的交易量就达到了约 1,110 亿美元。

Ongoing ETF Trends and Future Implications

ETF 的持续趋势和未来影响

The recent outflow from ARKB and the continued outflows from GBTC raise questions about the long-term viability of Bitcoin ETFs as investment vehicles. While BlackRock's inflow provides a positive counterpoint, it remains to be seen if these trends will persist or reverse in the future.

最近 ARKB 的资金流出以及 GBTC 的持续资金流出引发了人们对比特币 ETF 作为投资工具的长期可行性的质疑。虽然贝莱德的资金流入提供了积极的对比，但这些趋势未来是否会持续或逆转仍有待观察。

Analysts will be closely monitoring the performance of these ETFs in the coming weeks and months to gain insights into the evolving landscape of digital asset investment and the role that spot ETFs will play in shaping it.

分析师将在未来几周和几个月内密切关注这些 ETF 的表现，以深入了解数字资产投资不断变化的格局以及现货 ETF 在塑造这一格局中将发挥的作用。