加密货币对冲基金无法与比特币相媲美

专注于加密货币的对冲基金在 2024 年实现了两位数的回报。这是根据 Galaxy Visiontrack 综合指数的数据

Crypto hedge funds had a fantastic year in 2024, delivering double-digit returns, according to data from Galaxy’s Visiontrack Composite Index, which measures the performance of 130 crypto-dedicated hedge funds.

Galaxy Visiontrack 综合指数的数据显示，加密货币对冲基金在 2024 年表现出色，实现了两位数的回报，该指数衡量了 130 只专注于加密货币的对冲基金的表现。

The hedge funds achieved returns of up to 40%, but this paled in comparison to bitcoin’s phenomenal 120% return over the same period.

对冲基金的回报率高达 40%，但这与比特币同期惊人的 120% 回报率相比相形见绌。

This is despite the fact that many hedge funds go above and beyond to set themselves apart by using proprietary or creative investment strategies, which included bitcoin in many cases.

尽管事实上许多对冲基金通过使用专有或创造性的投资策略（在许多情况下包括比特币）来超越自己，从而使自己脱颖而出。

However, last year, investors seeking crypto exposure also invested in bitcoin exchange-traded funds (ETFs), giving them access to the market without requiring them to adopt more expensive tactics.

然而，去年，寻求加密货币投资的投资者也投资了比特币交易所交易基金（ETF），让他们无需采取更昂贵的策略即可进入市场。

“2024 was a challenging year for a lot of crypto funds because it was a bitcoin and memecoins year. Those were the best assets, and everything else trailed behind,” said David Kalk, chief investment officer of Reflexive Capital.

“对于许多加密基金来说，2024 年是充满挑战的一年，因为这是比特币和模因币的一年。这些是最好的资产，其他一切都落后了，”Reflexive Capital 首席投资官戴维·卡尔克 (David Kalk) 表示。

According to Galaxy’s research, the majority of the gains for the crypto hedge funds occurred in the final quarter of 2024, when President Donald Trump became crypto’s biggest cheerleader with bitcoin and other cryptocurrencies surging to new highs as a result of his victory.

根据 Galaxy 的研究，加密对冲基金的大部分收益发生在 2024 年最后一个季度，当时唐纳德·特朗普总统成为加密货币最大的啦啦队长，比特币和其他加密货币因他的胜利而飙升至新高。

The successful introduction of U.S. spot bitcoin ETFs also contributed to the cryptocurrency’s stellar year, with Blackrock’s IBIT ETF breaking industry records as its assets rose to almost $50 billion in just 11 months.

美国现货比特币 ETF 的成功推出也为加密货币的辉煌一年做出了贡献，贝莱德的 IBIT ETF 打破了行业记录，其资产在短短 11 个月内升至近 500 亿美元。

With President Trump being very vocal about his support for the crypto industry, the encouraging returns are boosting confidence among companies and investors seeking to raise new funds.

随着特朗普总统直言不讳地表达了他对加密货币行业的支持，令人鼓舞的回报正在增强寻求筹集新资金的公司和投资者的信心。