比特币 ETF 反弹，资金流入超过 1.17 亿美元

分析师 Eric Balchunas 驳斥了当前因比特币 ETF 失败而引发的骚动。他表示，这些项目最近再次被确定为资金流入的一部分。

Analyst Eric Balchunas has downplayed the recent buzz around the supposed failure of Bitcoin ETFs. He noted that these instruments have been highlighted again recently in the context of the inflows. Now consider a scenario where the skeptics were preparing to write about such instruments after a string of poor performances.

分析师 Eric Balchunas 淡化了最近有关比特币 ETF 失败的传闻。他指出，最近在资金流入的背景下，这些工具再次受到关注。现在考虑这样一个场景：怀疑论者在经历了一系列糟糕的表现后正准备撰写有关此类工具的文章。

Balchunas' data shows that year-to-date inflows of Bitcoin ETFs are back in positive territory at $17.1 billion. The analyst poked fun at both crypto proponents and skeptics for being overly "reactionary," noting that equities investors tend to behave differently.

Balchunas 的数据显示，今年迄今为止，比特币 ETF 的流入量已恢复正值，达到 171 亿美元。这位分析师嘲笑加密货币支持者和怀疑者过于“反动”，并指出股票投资者的行为往往有所不同。

So after all the drama/hand-wringing about the "failure" of the bitcoin ETFs (insert 'leads?' cop from Big Lebowski laughing hysterically) they back to taking in cash. YTD net flows back over high water mark of +$17.1b and the 1W and 1M outflows have shrunk to less than 1% of… pic.twitter.com/nWE8kpUOdk

因此，在经历了所有关于比特币 ETF 的“失败”的戏剧性/令人揪心的事件之后（插入“线索？”来自 Big Lebowski 的警察歇斯底里地大笑），他们又开始收取现金了。今年迄今净资金回流超过 +$17.1b 的高水位，1W 和 1M 流出量已缩减至不到 1%…… pic.twitter.com/nWE8kpUOdk

Bitcoin ETFs rebound with over $117 million in inflows

比特币 ETF 反弹，资金流入超过 1.17 亿美元

On Tuesday, US spot Bitcoin ETFs saw a resurgence with $117 million in inflows. Leading this was the $63 million net infusion from Fidelity's Bitcoin Fund (FBTC). This follows several huge withdrawals from some of the biggest cryptocurrency ETFs in recent weeks.

周二，美国现货比特币 ETF 出现复苏，资金流入达 1.17 亿美元。其中领先的是富达比特币基金 (FBTC) 的 6300 万美元净注资。在此之前，最近几周一些最大的加密货币 ETF 曾发生多次巨额撤资。

It was on Tuesday that saw the highest net investment into Fidelity’s Bitcoin Fund, to the tune of $63 million. This also brings the total net fund inflows to $9.5 billion after just eight months of operation.

周二，富达比特币基金净投资额达到 6300 万美元。这也使运营仅八个月后的资金净流入总额达到95亿美元。

Currently, FBTC has $10.5 billion in assets, making it the world’s third-largest Bitcoin ETF after Grayscale Bitcoin Trust (GBTC) and BlackRock's iShares Bitcoin Trust (IBIT). Other funds also saw positive inflows.

目前，FBTC 拥有 105 亿美元的资产，使其成为继灰度比特币信托（GBTC）和贝莱德 iShares 比特币信托（IBIT）之后的全球第三大比特币 ETF。其他基金也出现积极流入。

Grayscale’s Bitcoin Mining Trust pulled in $41 million, and ARK Invests Bitcoin ETF had $13 million. While multiple ETFs saw one-day inflows of Bitcoin purchases, the largest one, BlackRock's IBIT, and several smaller ones, showed no inflows.

Grayscale 的比特币矿业信托基金筹集了 4100 万美元，ARK Invests 比特币 ETF 筹集了 1300 万美元。虽然多个 ETF 出现了比特币购买的单日流入，但最大的 ETF（贝莱德的 IBIT）和几只规模较小的 ETF 却没有出现任何流入。

Despite recent losses, the interest from investors is evident in the surging inflows. After major outflows that began at the end of August and continued into the first few days of September, inflows resumed on Tuesday. During this time, over $1 billion in Bitcoin and Ethereum funds were withdrawn.

尽管最近出现了损失，但投资者的兴趣在资金流入激增中显而易见。在8月底开始并持续到9月初的大规模资金流出之后，资金流入于周二恢复。在此期间，超过 10 亿美元的比特币和以太坊资金被撤出。

BlackRock’s IBIT, saw its second withdrawal since it was launched in January. In an effort to protect themselves from lower prices, short-Bitcoin products were ‘topped up’ with $3.9 million from wary investors.

贝莱德 (BlackRock) 的 IBIT 出现自 1 月份推出以来的第二次撤资。为了保护自己免受价格下跌的影响，谨慎的投资者向做空比特币产品“追加”了 390 万美元。

Bitcoin in particular had a rough September, which in the crypto world is called “Rektember.”

比特币的九月尤其艰难，在加密世界中被称为“Rektember”。

Restoring Confidence Among the Investors

恢复投资者信心

There were some instances and skepticism in the early days, but the concept is slowly gaining traction. The withdrawal percentage from the total capital during the past week and month was less than 1% AUM.

早期存在一些实例和怀疑，但这个概念正在慢慢获得关注。过去一周和一个月的总资金提取比例低于AUM的1%。

While analysts have previously raised concerns about the performance of these ETFs, they are now stabilizing. According to Bloomberg analyst Eric Balchunas, Bitcoin ETFs have “done a great job” at preventing outflows amid volatile market conditions, which is helping to restore confidence among investors.

尽管分析师此前曾对这些 ETF 的表现表示担忧，但目前它们已趋于稳定。彭博社分析师埃里克·巴尔丘纳斯 (Eric Balchunas) 表示，比特币 ETF 在防止市场波动的情况下资金外流方面“做得很好”，这有助于恢复投资者的信心。

Additionally, Bitwise CIO Matt Hougan stated that financial advisers have adopted Bitcoin ETFs at the fastest rate among any new ETF category in history. The rapid adoption showcases the increasing interest from financial professionals, despite the market volatility.

此外，Bitwise 首席信息官 Matt Hougan 表示，财务顾问采用比特币 ETF 的速度是历史上所有新 ETF 类别中最快的。尽管市场波动，但这种快速采用表明金融专业人士的兴趣与日俱增。