比特币 ETF 和机构现在控制着总供应量的 9%

在巨大的抛售压力之后，美国受监管的现货比特币 ETF（交易所交易基金）资金流入再度出现

Bitcoin ETFs (exchange-traded funds) in the U.S. continue to see strong inflows, even as the cryptocurrency’s price stalls and faces selling pressure.

尽管加密货币价格停滞并面临抛售压力，但美国的比特币 ETF（交易所交易基金）继续出现强劲资金流入。

Data from SoSo Value and Ecoinmetrics shows that Bitcoin ETFs have been accumulating BTC in their holdings at a steady pace, despite a brief dip in inflows at the start of June. However, inflows have picked up again at an accelerated rate since July 1.

SoSo Value 和 Ecoinmetrics 的数据显示，尽管 6 月初流入量出现短暂下降，但比特币 ETF 一直在稳步增持 BTC。然而，自7月1日以来，资金流入再次加速回升。

Specifically, on July 31, the Bitcoin spot ETF saw a net inflow of $298 million, while the Grayscale mini ETF BTC had a net inflow of $17.99 million. Additionally, the BlackRock ETF IBIT saw an inflow of $20.99 million.

具体来说，7月31日，比特币现货ETF净流入2.98亿美元，灰度迷你ETF BTC净流入1799万美元。此外，贝莱德 ETF IBIT 流入 2099 万美元。

According to data from Ecoinmetrics, Bitcoin ETFs have added nearly 300,000 BTC to their holdings since their approval by the U.S. Securities and Exchange Commission (SEC) in January 2023.

根据 Ecoinmetrics 的数据，自 2023 年 1 月获得美国证券交易委员会（SEC）批准以来，比特币 ETF 已增持近 30 万枚 BTC。

While the pace of accumulation has slowed compared to earlier this year, Ecoinmetrics highlights that the consistent inflows, even during periods of price stagnation, indicate persistent institutional demand for Bitcoin.

尽管比特币积累的速度较今年早些时候有所放缓，但 Ecoinmetrics 强调，即使在价格停滞时期，持续的资金流入也表明机构对比特币的持续需求。

In total, institutions now control nearly 9% of the entire Bitcoin supply, with ETFs and ETF-like products accounting for approximately 5.2% of the total. Public companies hold another 1.6%, while private companies are estimated to hold at least 2% of the BTC supply.

总体而言，机构目前控制着整个比特币供应量的近 9%，其中 ETF 和 ETF 类产品约占总量的 5.2%。上市公司另外持有 1.6%，而私营公司预计持有至少 2% 的 BTC 供应量。

Meanwhile, the sentiment toward Bitcoin remains largely bullish, despite the cryptocurrency’s inability to breach the $69,000 resistance level in its latest uptrend and a recent retrace of over 5% in the past 24 hours.

与此同时，尽管比特币在最新的上涨趋势中无法突破 69,000 美元的阻力位，并且在过去 24 小时内回撤超过 5%，但人们对比特币的情绪仍然基本看涨。

According to Santiment, the level of bullish commentary on Bitcoin this week was the highest since the week of May 15. This suggests that many in the crypto crowd believe that the Bitcoin price is preparing to reach the $70,000 milestone soon.

据 Santiment 称，本周对比特币的看涨评论水平是 5 月 15 日当周以来的最高水平。这表明加密货币人群中的许多人认为比特币价格即将达到 70,000 美元的里程碑。

Further supporting this sentiment, crypto analyst Ali Martinez noted that top traders on the Binance exchange are buying the Bitcoin dip, with nearly 70% of them going long on BTC, based on on-chain data.

加密货币分析师 Ali Martinez 指出，币安交易所的顶级交易员正在逢低买入比特币，根据链上数据，其中近 70% 的人做多 BTC，这进一步支持了这种情绪。

However, concerns remain regarding the cryptocurrency’s short-term price action, as if Bitcoin fails to close the day above the $64,200 mark, which corresponds to its 200-day exponential moving average (EMA), it could present challenges for the asset’s near-term price movement.

然而，人们仍然对加密货币的短期价格走势感到担忧，如果比特币收盘未能突破 64,200 美元大关（相当于其 200 天指数移动平均线（EMA）），可能会对该资产的近期走势带来挑战价格变动。

As evident on the daily BTC/USDT chart below, marked by the thick yellow line, the 200-day EMA has historically served as a strong support level for Bitcoin, but whenever the price has traded below this indicator, it has also acted as a significant resistance wall.

正如下面的 BTC/USDT 每日图表（以粗黄线标记）所示，200 日均线在历史上一直是比特币的强劲支撑位，但每当价格低于该指标时，它也会充当比特币的强劲支撑位。显着的阻力墙。

At the time of writing, BTC was trading at $62,830, having erased most of its gains from last month, as the cryptocurrency is up just 1.6% in the 30-day timeframe.

截至撰写本文时，BTC 交易价格为 62,830 美元，抹去了上个月的大部分涨幅，因为该加密货币在 30 天的时间内仅上涨了 1.6%。