比特币（BTC-USD）现货 ETF 资金大量流出，导致近期价格下跌

比特币周四下跌超过 2%，至 60,269.91 美元（45,945.86 英镑）

Bitcoin (BTC-USD) fell further on Thursday, hitting a two-week low and adding to recent losses as the digital asset faced pressure from both internal and external factors, including large-scale outflows from US spot bitcoin exchange-traded funds (ETFs) and geopolitical tensions in the Middle East.

比特币（BTC-USD）周四进一步下跌，触及两周低点，并加剧近期跌幅，因该数字资产面临内外因素的压力，包括美国现货比特币交易所交易基金（ETF）的大规模资金流出）和中东地缘政治紧张局势。

The world’s largest cryptocurrency fell over 2% to $60,269.91 (£45,945.86) by early afternoon in New York. Bitcoin had dropped as low as $60,300 on Tuesday, and was last seen changing hands at $61,166.05 on Wednesday.

截至下午早些时候，全球最大的加密货币在纽约下跌超过 2%，至 60,269.91 美元（45,945.86 英镑）。比特币周二跌至 60,300 美元，最后一次转手价格为周三 61,166.05 美元。

Fresh data from Farside Investors showed that US spot bitcoin ETFs experienced net outflows of $52.9m on Wednesday. This included selling from BlackRock's (BLK) iShares Bitcoin Trust (IBIT), marking the first time in many weeks that the world’s largest fund manager has reduced its ETF holdings.

Farside Investors 的最新数据显示，美国现货比特币 ETF 周三净流出 5290 万美元。其中包括贝莱德 (BLK) iShares 比特币信托 (IBIT) 的抛售，这是这家全球最大基金管理公司数周以来首次减少 ETF 持有量。

Geopolitical tensions shake markets

地缘政治紧张局势震动市场

Bitcoin also faced pressure from external macroeconomic factors, losing as much as 6% on Tuesday amid escalating tensions in the Middle East, where Iran fired more than 180 ballistic missiles at Israel in response to Israeli attacks on Hezbollah positions in southern Lebanon.

比特币还面临外部宏观经济因素的压力，周二因中东紧张局势升级而下跌高达6%，伊朗向以色列发射了180多枚弹道导弹，以回应以色列袭击黎巴嫩南部真主党阵地。

This geopolitical flare-up shook global markets, contributing to bitcoin's drop to a low of $60,300 — wiping out nearly all gains since the US Federal Reserve's interest rate cut on 18 September.

这场地缘政治的爆发震动了全球市场，导致比特币跌至 60,300 美元的低点，抹去了自美联储 9 月 18 日降息以来的几乎所有涨幅。

However, since Tuesday’s sell-off, bitcoin posted a slight recovery from the $60,000 support level, climbing back above $61,100 and stabilising to trade mostly flat over the past 24 hours.

然而，自周二的抛售以来，比特币从 60,000 美元的支撑位小幅回升，回升至 61,100 美元上方，并在过去 24 小时内稳定下来，交易基本持平。

Despite broader market uncertainty, on-chain data suggests renewed optimism among large bitcoin holders.

尽管市场存在更大的不确定性，但链上数据表明大型比特币持有者重新燃起乐观情绪。

Whale accumulation points to potential bull run

鲸鱼的积累预示着潜在的牛市

Whales — large holders of bitcoin — have been increasing their accumulation of the cryptocurrency amid the recent downturn, raising expectations of a future bull run, despite the overall sluggish market performance since the beginning of October, according to on-chain data from CryptoQuant.

根据 CryptoQuant 的链上数据，尽管自 10 月初以来整体市场表现低迷，但在最近的经济低迷时期，鲸鱼——比特币的大持有者——一直在增加加密货币的积累，提高了对未来牛市的预期。

"Look at how fiercely the new whales are stacking bitcoin, this market has never seen such accumulation," CryptoQuant founder Ki Young-Ju said in a post on X.

CryptoQuant 创始人 Ki Young-Ju 在 X 上的一篇帖子中表示：“看看新鲸鱼囤积比特币的力度有多猛烈，这个市场从未见过这样的囤积。”

He added that these large bitcoin holders are focusing on purchasing actual bitcoin in the spot market and making over-the-counter (OTC) deals directly with other major traders, rather than speculating on future price movements through futures contracts, remaining unconcerned about short-term price volatility.

他补充说，这些大型比特币持有者正专注于在现货市场购买实际比特币，并直接与其他主要交易商进行场外交易（OTC），而不是通过期货合约推测未来价格走势，也不关心短期交易。期限价格波动。

Volatility mars the start of 'Uptober'

波动性损害了“Uptober”的启动

Bitcoin's recent volatile performance casts doubt on the prospects for "Uptober," the nickname the crypto community has given to October, which historically has tended to be a strong month for bitcoin.

比特币最近的波动表现让人对“Uptober”的前景产生怀疑，这是加密货币社区给十月起的绰号，从历史上看，十月往往是比特币表现强劲的月份。

Read more: How BNY Mellon’s SEC approval could reshape crypto custody landscape

阅读更多：纽约梅隆银行获得 SEC 批准将如何重塑加密货币托管格局

Bitcoin ended September with a positive monthly return, and historically, a strong September has frequently paved the way for gains in the final quarter of the year. Since 2013, bitcoin has only posted negative returns in October twice — once in 2014 and again in 2018, according to Coinglass data.

比特币在 9 月份结束时实现了正月度回报，从历史上看，强劲的 9 月份经常为今年最后一个季度的上涨铺平道路。根据 Coinglass 的数据，自 2013 年以来，比特币仅在 10 月份两次出现负回报——一次是在 2014 年，另一次是在 2018 年。

Analysts remain hopeful, with several pointing to favourable macroeconomic conditions that could reignite risk-on sentiment in the coming weeks.

分析师仍然充满希望，一些人指出有利的宏观经济条件可能会在未来几周内重新点燃风险情绪。

"Middle East geopolitics could steal the limelight for now, but the shallow sell-off after the intensification of the conflict suggests that the market remains well bid for risk assets, and this minor setback shouldn't distract from the bigger picture," QCP Capital analysts said in a report on Wednesday.

QCP Capital表示：“中东地缘政治目前可能会成为众人瞩目的焦点，但冲突加剧后的小幅抛售表明市场对风险资产的竞价仍然不错，这一小小的挫折不应分散人们对大局的注意力。”分析师在周三的一份报告中表示。

"The flush of liquidity from the People's Bank of China and potential fiscal support will likely support asset prices in China, with bullish sentiment potentially spilling over globally to support risk assets, including crypto."

“中国人民银行的流动性充沛和潜在的财政支持可能会支撑中国的资产价格，而看涨情绪可能会蔓延到全球范围内，以支持包括加密货币在内的风险资产。”

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