比特幣 (BTC) 和以太坊 (ETH) 現貨 ETF 資金流入激增 1.2B 美元，顯示機構配置增加

僅比特幣 ETF 就實現了 9.87 億美元的淨流入，其中富達 (Fidelity) 的 FBTC 領先，達 3.7 億美元，貝萊德 (BlackRock) 的 IBIT 達 2.09 億美元。

Bitcoin and Ethereum spot exchange-traded funds (ETFs) experienced a collective surge in inflows on Friday, amassing nearly $1.2 billion, as reported by ETF data provider SoSo Value.

根據 ETF 數據提供商 SoSo Value 報導，比特幣和以太坊現貨交易所交易基金 (ETF) 週五資金流入集體激增，資金流入近 12 億美元。

Bitcoin ETFs specifically witnessed $987 million in net inflows, with Fidelity’s FBTC ETF leading the pack at $370 million, followed by BlackRock’s IBIT ETF, which secured $209 million in inflows.

比特幣 ETF 尤其見證了 9.87 億美元的淨流入，其中富達 (Fidelity) 的 FBTC ETF 以 3.7 億美元的淨流入領先，其次是貝萊德 (BlackRock) 的 IBIT ETF，獲得 2.09 億美元的流入。

Meanwhile, Ethereum ETFs experienced a net inflow of $129 million. The total net asset value of the Ethereum spot ETF market now stands at $13.466 billion, with BlackRock’s ETHA ETF alone receiving $124 million in inflows.

同時，以太坊 ETF 淨流入 1.29 億美元。以太坊現貨ETF市場的總資產淨值目前為134.66億美元，光是貝萊德的ETHA ETF就獲得了1.24億美元的流入。

This surge in ETF activity coincides with Bitcoin’s spot price premium on Coinbase, which analysts at QCP Capital suggest may indicate an increase in institutional allocations toward Bitcoin, especially considering the impending expiration of Bitcoin miners’ selling pressure in 2025.

ETF 活動的激增與Coinbase 上的比特幣現貨價格溢價同時發生，QCP Capital 的分析師認為，這可能表明機構對比特幣的配置增加，特別是考慮到2025 年比特幣礦商的拋售壓力即將到期。

Moreover, positive regulatory narratives, such as the potential for a pro-crypto Prime Minister in Canada, as predicted by Polymarket, are also contributing to the favorable market sentiment.

此外，積極的監管敘述，例如 Polymarket 預測的加拿大有可能出現支持加密貨幣的總理，也促進了有利的市場情緒。

However, QCP Capital also cautions against potential market volatility due to the reinstatement of the U.S. Treasury debt ceiling in mid-January. This may create uncertainty and put pressure on markets as the government can only use extraordinary measures to fund federal expenditures.

不過，QCP Capital 也對 1 月中旬美國國債上限恢復而可能出現的市場波動發出警告。這可能會造成不確定性，並對市場造成壓力，因為政府只能使用非常措施來為聯邦支出提供資金。

Despite these positive trends, the surge in ETF inflows is occurring amidst an undercurrent of fiscal and political uncertainty, which may ultimately lead to volatility as the situation develops throughout the month.

儘管有這些積極的趨勢，但 ETF 流入量的激增是在財政和政治不確定性的暗流中發生的，隨著整個月局勢的發展，這可能最終導致波動。