NYDIG：尽管第三季度表现疲软，比特币在 2024 年仍是“表现最佳的资产”类别

根据 NYDIG 的数据，随着 ETF 流入和企业采用率上升，比特币在 2024 年第三季度上涨了 2.5%。

Bitcoin price rose 2.5% in Q3 2024, largely due to rising ETF inflows and corporate adoption, despite overall weak performance.

尽管总体表现疲软，但比特币价格在 2024 年第三季度上涨了 2.5%，这主要是由于 ETF 流入量和企业采用率的增加。

Bitcoin's third-quarter performance in 2024 saw a modest recovery, according to a detailed analysis by NYDIG, a financial services and infrastructure firm. Per the analysis, the crypto posted a 2.5% gain following a previous decline in the second quarter. Despite this rebound, Bitcoin's price remained confined to a narrow range, trading between $70,000 and $54,000 over the past six months.

根据金融服务和基础设施公司 NYDIG 的详细分析，比特币在 2024 年第三季度的表现出现了温和复苏。根据分析，继第二季度下跌之后，加密货币上涨了 2.5%。尽管出现反弹，但比特币的价格仍局限于窄幅区间，过去六个月交易价格在 70,000 美元至 54,000 美元之间。

The report highlighted that while the crypto struggled to make significant upward moves, it demonstrated resilience in a challenging market environment. This report caught the attention of the crypto community. The head of research at Uphold, Martin Hiesboeck, highlighted a statement by NYDIG that Bitcoin remains the best-performing asset class in 2024, even with the weaker Q3 performance.

该报告强调，虽然加密货币难以大幅上涨，但它在充满挑战的市场环境中表现出了韧性。这份报告引起了加密社区的关注。 Uphold 研究主管 Martin Hiesboeck 强调了 NYDIG 的一份声明，即比特币仍然是 2024 年表现最佳的资产类别，即使第三季度表现较弱。

"Still the best performing asset" class in 2024 despite weak Q3: NYDIG pic.twitter.com/DHT5gYIdzk

尽管第三季度表现疲软，但 2024 年“仍然是表现最佳的资产”类别：NYDIG pic.twitter.com/DHT5gYIdzk

— Dr Martin Hiesboeck (@MHiesboeck) October 7, 2024

— Martin Hiesboeck 博士 (@MHiesboeck) 2024 年 10 月 7 日

Highlighting key developments that affected Bitcoin's price in the third quarter, NYDIG's analysis noted the resolution of major bankruptcy cases, such as the Mt. Gox proceedings, which saw the return of substantial amounts of Bitcoin to creditors. This, combined with significant sales of Bitcoin by the U.S. and German governments, exerted pressure on the asset.

NYDIG 的分析强调了第三季度影响比特币价格的关键进展，并指出了重大破产案件的解决，例如 Mt. Gox 程序，该程序将大量比特币返还给债权人。再加上美国和德国政府大量出售比特币，给该资产带来了压力。

NYDIG's analysis suggests that the anticipation of these coins entering the market had a greater impact on Bitcoin's price than the actual sales themselves.

NYDIG 的分析表明，这些代币进入市场的预期对比特币价格的影响比实际销售本身的影响更大。

On the other hand, exchange-traded funds (ETFs) played a positive role, with U.S. spot Bitcoin ETFs drawing $4.3 billion in inflows. BlackRock's iShares Bitcoin Trust became the top contender, outperforming competitors by a significant margin. However, Grayscale's introduction of its Bitcoin Mini Trust added to the competition, although its effect on Grayscale's larger operations was felt.

另一方面，交易所交易基金（ETF）发挥了积极作用，美国现货比特币ETF吸引了43亿美元的资金流入。贝莱德 (BlackRock) 的 iShares 比特币信托 (iShares Bitcoin Trust) 成为最大的竞争者，其表现大幅领先竞争对手。然而，灰度推出的比特币迷你信托加剧了竞争，尽管它对灰度更大的业务产生了影响。

The report also pointed to disappointing results for Ethereum-based ETFs, which saw $523 million in outflows during their first quarter of launch. NYDIG attributed the underperformance to a lack of strong catalysts and Ethereum's different use case compared to Bitcoin.

该报告还指出，基于以太坊的 ETF 的业绩令人失望，在推出第一季度，资金流出达 5.23 亿美元。 NYDIG 将表现不佳归因于缺乏强有力的催化剂以及以太坊与比特币相比的不同用例。

However, corporate involvement in Bitcoin continued to grow, with companies such as MicroStrategy increasing their Bitcoin holdings to a total of $15.2 billion. Marathon Digital also added $249 million worth of Bitcoin to its balance sheet.

然而，企业对比特币的参与持续增长，MicroStrategy 等公司将其比特币持有量增加至 152 亿美元。 Marathon Digital 还在其资产负债表中增加了价值 2.49 亿美元的比特币。

Other firms, including Semler Scientific and Metaplanet, adopted Bitcoin treasury strategies, contributing to growth in corporate ownership during the quarter.

包括 Semler Scientific 和 Metaplanet 在内的其他公司采用了比特币金库策略，促进了本季度企业所有权的增长。

In a recent interview, Mike Novogratz, CEO of Galaxy Digital, indicated that the approval of options trading for Bitcoin ETFs could significantly boost demand. He also highlighted the ongoing inflows into Bitcoin ETFs, which he predicts will continue over the coming years.

Galaxy Digital 首席执行官 Mike Novogratz 在最近的一次采访中表示，比特币 ETF 期权交易的批准可能会显着提振需求。他还强调了比特币 ETF 的持续流入，他预计这种情况在未来几年将持续下去。

Looking ahead, regulatory clarity in the U.S. could accelerate traditional finance's adoption of crypto and stimulate innovation in blockchain technology. Notably, Novogratz suggested that both the House and Senate are likely to adopt pro-crypto stances, regardless of the outcome of the 2024 U.S. presidential election.

展望未来，美国监管的明确性可能会加速传统金融对加密货币的采用，并刺激区块链技术的创新。值得注意的是，诺沃格拉茨表示，无论 2024 年美国总统选举结果如何，众议院和参议院都可能采取支持加密货币的立场。