尽管现货 ETF 获得批准，但自合并以来，以太坊 (ETH) 的表现仍比比特币 (BTC) 低 44%

CoinMarketCap 的数据显示，ETH 目前交易价格为 2,311 美元（3,456 澳元），24 小时内上涨 1.47%，但过去 30 天内下跌 11.10%。

Crypto markets consolidated on Monday as the world’s largest cryptocurrency, Bitcoin (BTC), remained above US$42,000 (AU$62,780).

周一，加密货币市场盘整，全球最大的加密货币比特币 (BTC) 仍保持在 42,000 美元（62,780 澳元）以上。

Data from CoinMarketCap shows BTC is currently trading at US$42,233 (AU$63,180), a 0.08% decrease in 24 hours, but a 6.33% increase in the last 30 days.

CoinMarketCap 的数据显示，BTC 目前交易价格为 42,233 美元（63,180 澳元），24 小时内下跌 0.08%，但过去 30 天上涨 6.33%。

Meanwhile, the crypto market cap is sitting at US$2.28 trillion (AU$3.41 trillion), a 0.83% decrease in the last day, indicating a consolidation.

与此同时，加密货币市值为 2.28 万亿美元（3.41 万亿澳元），较前一天下跌 0.83%，表明正在盘整。

What’s Driving BTC’s Performance Today?

是什么推动了比特币今天的表现？

Bitcoin’s performance today comes as the US Food and Drug Administration (FDA) granted marketing approval for渤健(纳斯达克股票代码:渤健)’s experimental Alzheimer’s drug, making it the first new treatment for the disease approved in the country in nearly two decades.

比特币今天的表现正值美国食品和药物管理局（FDA）批准了渤健（纳斯达克股票代码：渤健）的实验性阿尔茨海默氏症药物的上市，使其成为该国批准的第一个治疗该疾病的新疗法近二十年来。

This approval follows a contentious debate over the drug’s effectiveness and a congressional investigation into渤健’s handling of the clinical trial data.

此次批准是在对该药物的有效性进行了有争议的辩论以及国会对渤健处理临床试验数据的调查之后进行的。

Despite the approval, some experts and patient advocates remain skeptical of the drug’s benefits, and it is expected to face limited use initially due to the FDA’s decision to restrict its use to patients with mild cognitive impairment or mild dementia.

尽管获得批准，一些专家和患者权益倡导者仍然对该药物的益处持怀疑态度，并且由于 FDA 决定将其使用限制于患有轻度认知障碍或轻度痴呆的患者，预计该药物最初的使用将受到限制。

Bitcoin’s performance also comes as the US Securities and Exchange Commission (SEC) is reportedly preparing to sue Paxos Trust Co over its Binance USD (BUSD) stablecoin, which could have major implications for the crypto industry.

据报道，比特币的表现正值美国证券交易委员会（SEC）准备就其币安美元（BUSD）稳定币起诉 Paxos Trust Co，这可能对加密行业产生重大影响。

According to the Wall Street Journal, the SEC has informed Paxos that it plans to allege that BUSD is an unregistered security.

据《华尔街日报》报道，SEC 已通知 Paxos，计划指控 BUSD 为未注册证券。

The move comes after the SEC’s recent crackdown on cryptocurrencies and other digital assets, which has seen the agency file several lawsuits against companies and executives.

此举是在美国证券交易委员会最近对加密货币和其他数字资产进行打击之后做出的，该机构已对公司和高管提起了几起诉讼。

If the SEC were to succeed in classifying BUSD as a security, it would have a significant impact on the stablecoin and the crypto industry more broadly.

如果 SEC 成功将 BUSD 归类为证券，将对稳定币和更广泛的加密行业产生重大影响。

Bitcoin funds have faced eight consecutive days of outflows, totaling over US$700 million (AU$1,046M). Overall, major withdrawals took place last week—US$287.8M million (AU$429M) on Tuesday, US$37 million (AU$55.3M) on Wednesday, US$211 million (AU$315.5M) on Thursday, and US$170 million (AU$254.3M) on Friday.

比特币基金已连续八天面临资金流出，资金总额超过 7 亿美元（10.46 亿澳元）。总体而言，上周发生了重大提款——周二为 2.878 亿美元（4.29 亿澳元），周三为 3700 万美元（5530 万澳元），周四为 2.11 亿美元（3.155 亿澳元），以及 1.7 亿美元（2.543 亿澳元）。 M）周五。

Fidelity’s FBTC fund was hit the hardest, leading losses on three of the four days. Researcher Jim Bianco stated that spot BTC ETFs have basically become a “small tourist tool and on-chain is returning to Tradfi”.

富达 (Fidelity) 的 FBTC 基金受到的打击最为严重，在四天中有三天出现亏损。研究员 Jim Bianco 表示，现货 BTC ETF 基本上已经成为“小型旅游工具，链上正在回归 Tradfi”。

Eric Balchunas, Senior analyst at Bloomberg, had a differing opinion.

彭博社高级分析师埃里克·巴尔丘纳斯(Eric Balchunas)持有不同意见。

Bitcoin ETFs have failed lol https://t.co/Ik4tpF2xdx pic.twitter.com/Y5HFSFl2Mq

比特币 ETF 失败了哈哈 https://t.co/Ik4tpF2xdx pic.twitter.com/Y5HFSFl2Mq

Meanwhile, Ethereum funds are also facing outflows, with the largest fund, Grayscale Ethereum Trust (ETHE), seeing outflows.

与此同时，以太坊基金也面临资金外流，其中最大的基金灰度以太坊信托（ETHE）出现资金外流。

ETHE’s tracking stock, ticker GETH, has fallen by 96% since its April 2021 peak, as the asset manager continues to face difficulties in converting its Grayscale Bitcoin Trust (GBTC) into a spot ETF.

ETHE 的跟踪股票（股票代码 GETH）自 2021 年 4 月的峰值以来已下跌 96%，因为该资产管理公司在将其灰度比特币信托 (GBTC) 转换为现货 ETF 方面继续面临困难。

Data shows most of these funds are practically dead regarding price movement.

数据显示，这些基金中的大多数在价格变动方面实际上已经死了。

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