高盛（Goldman Sachs）用$ 1.4B的ibit Holtings击倒比特币

根据向美国证券交易委员会（SEC）提交的最新13F文件，高盛大大增加了其比特币交易所交易资金（ETF）持有

According to its latest 13F filing with the U.S. Securities and Exchange Commission (SEC), Goldman Sachs (NYSE:GS) has significantly increased its Bitcoin (BTC) exchange-traded funds (ETF) holdings. This marks a substantial shift in the investment strategy of the seventh-largest investment bank, fueled by shifting macro conditions and rising institutional demand for crypto.

根据其向美国证券交易委员会（SEC）提交的最新13F文件，高盛（NYSE：GS）已大大增加了其比特币（BTC）交易所交易贸易资金（ETF）的持股。这标志着第七大投资银行的投资策略发生了很大的转变，这是由于宏观条件的转移和对加密的机构需求的增加所推动。

This discovery comes less than three months after Goldman Sachs acknowledged crypto in its annual shareholder letter for the first time ever.

这一发现不到三个月后，高盛首次在其年度股东信中承认加密货币。

The Wall Street giant now holds 30.8 million shares of BlackRock’s (NYSE:BLK) iShares Bitcoin Trust (NASDAQ:IBIT), the largest of the spot ETFs, valued at over $1.4 billion. This marks a 28% increase from its holdings at the start of Q1 2025 and makes Goldman the biggest institutional holder of IBIT. By outpacing other major investors such as Brevan Howard and Jane Street, Goldman positions itself at the forefront of institutional crypto exposure.

华尔街巨头现在拥有3000万股贝莱德（NYSE：BLK）Ishares比特币信托基金（NASDAQ：IBIT），该股票是最大的ETF，价值超过14亿美元。这比第1季度2025年初的持股量增加了28％，并使高盛成为IBIT最大的机构持有人。通过超过其他主要投资者，例如布雷文·霍华德（Brevan Howard）和简街（Jane Street），高盛将自己定位在机构加密货币的最前沿。

This comes as the IBIT has enjoyed net inflows over the last 20 trading days, marking the longest winning streak for any spot Bitcoin ETF on the market in 2025. The fund has amassed roughly $5 billion during this period, SoSoValue data shows, outpacing other BTC ETFs in the market.

这是因为IBIT在过去20个交易日内享受了净流入，这标志着2025年市场上任何现货比特币ETF的连胜纪录最长。在此期间，该基金在此期间积累了约50亿美元，SOSOLALUE数据显示，超过了市场上其他BTC ETF。

“One interesting note also is $IBIT taking in SO much more then the rest of them (altho 10 of them have seen inflows). Usually there’s much more parity tho. Why is this? My theory, return of the HF basis trade and some big fish biting after the decoupling and subsequent rally,” Bloomberg’s senior ETF analyst Eric Balchunas noted in an X post earlier this month.

“一个有趣的注意事项也是$ ibit的收入要比其余的更多（其中10个已经看到了流入）。通常，这是更多的奇偶校验。为什么这是？我的理论，HF基础交易的回归以及在退化和后续集会后咬了一些大鱼，“ Bloomberg的高级ETF分析师Eric Balchunas在本月早些时候没有X pord。

The increased exposure from Goldman, which also holds 3.5 million shares of Fidelity’s Wise Origin Bitcoin ETF (FBTC), the industry’s second-biggest spot BTC ETF by assets under management, comes with the firm’s bullish outlook on Bitcoin.

高盛（Goldman）的曝光率也增加了，该公司还拥有350万股富达的股份比特币ETF（FBTC），这是该行业第二大的BTC ETF（按资产管理的资产）持有的，该公司对比特币的看涨看法。

The investment behemoth previously predicted that BTC could rally to $433,000 in the next few years, especially if institutions continue to allocate capital to the cryptocurrency.

投资庞然大物先前预测，BTC在未来几年内可能会升至433,000美元，尤其是如果机构继续将资本分配给加密货币。

Earlier this year, Goldman Sachs initiated coverage of both Coinbase (NASDAQ:COIN) and Block (NYSE:SQ), setting a ‘neutral’ rating for the former and an outperform rating for the latter.

今年早些时候，高盛（Goldman Sachs）启动了Coinbase（NASDAQ：COIN）和Block（NYSE：SQ）的覆盖，为前者设定了“中性”评级，并为后者设定了跑赢大盘评级。

As of publication, BTC was changing hands at $104,310, just 4% away from its current lifetime high of $108,786 set on January 20.

截至出版时，BTC的价格为104,310美元，距1月20日目前的终生高点仅4％。