銀行客戶剛剛涉足比特幣 ETF，但第四季度可能會出現 FOMO 飆升

機構投資者提交的最新一批 13F 報告與第三季比特幣的價格走勢一樣平靜。

Wealth management clients of top Wall Street banks continued to slowly accumulate bitcoin (BTC) in the third quarter via spot bitcoin exchange-traded funds (ETFs), according to the latest batch of 13F reports filed by institutional investors.

根據機構投資者提交的最新一批 13F 報告，華爾街頂級銀行的財富管理客戶在第三季度繼續透過現貨比特幣交易所交易基金（ETF）緩慢累積比特幣（BTC）。

The filings showed that Goldman Sachs reported holding spot bitcoin ETF shares to the tune of $710 million in the quarter that ended Sept. 30, as clients' allocations into the ETFs nearly doubled, up from $418 million in the previous quarter. Most of the bank's shares were in BlackRock's iShares Bitcoin Trust (IBIT), in which it held just shy of 13 million shares.

文件顯示，高盛報告稱，在截至 9 月 30 日的季度中，持有現貨比特幣 ETF 份額達 7.1 億美元，客戶對 ETF 的配置幾乎翻了一番，高於上一季的 4.18 億美元。該銀行的大部分股票都在貝萊德的 iShares 比特幣信託基金 (IBIT) 中，其持有的股票接近 1,300 萬股。

Other top-tier banks/wealth management operations, including Morgan Stanley, Cantor Fitzgerald, Royal Bank of Canada, Bank of America, UBS and HSBC, didn't add to or subtract much from their positions. A new entrant was Australian investment bank Macquarie Group, which purchased 132,355 shares of IBIT, worth $4.8 million.

其他頂級銀行/財富管理業務，包括摩根士丹利、Cantor Fitzgerald、加拿大皇家銀行、美國銀行、瑞銀和匯豐銀行，其部位並未增加或減少太多。澳洲投資銀行麥格理集團（Macquarie Group）是新進者，該公司購買了 132,355 股 IBIT 股票，價值 480 萬美元。

Wells Fargo, which has a very minor stake in the ETFs, held most of its shares in the Grayscale Bitcoin Trust (GBTC) and Grayscale Bitcoin Mini Trust (BTC).

富國銀行在 ETF 中持有極少量股份，但持有灰階比特幣信託 (GBTC) 和灰階比特幣迷你信託 (BTC) 的大部分股份。

The positions were reported in 13F filings, a quarterly report that institutional investors with over $100 million in assets under management are required to file to disclose their holdings of certain securities. The deadline for the third quarter was Thursday.

這些頭寸在 13F 文件中報告，這是一份季度報告，管理資產超過 1 億美元的機構投資者需要提交文件來揭露其持有的某些證券。第三季的截止日期是星期四。

BlackRock disclosed a stake of 2.54 million shares, worth $91.6 million as of Sept. 30, in its own fund.

貝萊德披露，截至 9 月 30 日，其自有基金持有 254 萬股股票，價值 9,160 萬美元。

The three-month period from the start of July to the end of September signaled a period of flat to downward price action for bitcoin, with the price largely ranging from $53,000 to $66,000. This followed the flat to downward price action during much of the second quarter, so it's possible the tepid institutional interest reflected the pall that sat over the market.

從 7 月初到 9 月底的三個月期間，標誌著比特幣價格走勢平穩到下跌的時期，價格大致在 53,000 美元到 66,000 美元之間。在此之前，第二季大部分時間價格走勢持平甚至下跌，因此機構興趣不溫不火可能反映了市場的陰霾。

Things, of course, have changed in a big way in the fourth quarter amid the run-up to and following the election of crypto-friendly Donald Trump to the U.S. presidency. Bitcoin blasted out of its multi-month range, quickly taking out March's record of $73,700 and continuing this week to as high as $93,400.

當然，在對加密貨幣友好的唐納德·川普當選美國總統之前和之後，第四季度情況發生了巨大變化。比特幣突破了數月區間，迅速刷新了 3 月 73,700 美元的紀錄，並在本週繼續升至 93,400 美元的高點。

The recent price action, combined with a hoped-for crypto embrace by the Trump administration taking office in January might inspire a good deal of "fear of missing out" (FOMO) in institutional players and their clients. It's at least somewhat possible the next batch of 13Fs coming after the start of 2025 could prove far more interesting than this quarter's.

最近的價格走勢，加上一月份上任的川普政府對加密貨幣的期待，可能會激發機構參與者及其客戶的「害怕錯過」（FOMO）情緒。至少在某種程度上，2025 年初後推出的下一批 13F 可能會比本季的更有趣。

"I expect a lot of scrambling behind the scenes to make sure institutions have at the bare minimum a 1% allocation due to crypto-friendly president Donald Trump and bitcoin breaking," said James Van Straten, senior analyst at CoinDesk.

CoinDesk 高級分析師 James Van Straten 表示：“由於對加密貨幣友好的總統唐納德·川普和比特幣的破壞，我預計幕後會進行大量的爭先恐後，以確保機構至少擁有 1% 的分配。”

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