比特幣 (BTC) 和以太幣 (ETH) 現貨 ETF 迎來資本湧入，MicroStrategy 披露價值 4.6B 美元的比特幣收購

比特幣現貨 ETF 出現了顯著的資金流入，11 月 22 日錄得 4.9 億美元的流入，標誌著連續第五天出現積極勢頭。

Bitcoin Spot ETFs saw a remarkable influx of capital on November 22, recording $490 million in inflows, marking the fifth consecutive day of positive momentum.

11 月 22 日，比特幣現貨 ETF 出現了顯著的資金流入，流入金額達到 4.9 億美元，連續第五天出現積極勢頭。

The total net asset value of Bitcoin Spot ETFs has now soared to $107.488 billion.

比特幣現貨ETF的總資產淨值現已飆升至1,074.88億美元。

MicroStrategy, led by Michael Saylor, disclosed on Monday that it had acquired $4.6 billion in Bitcoin. The firm also announced plans to raise an additional $1.75 billion through convertible notes to bolster its cryptocurrency holdings.

由 Michael Saylor 領導的 MicroStrategy 週一透露，它已收購了 46 億美元的比特幣。該公司還宣布計劃透過可轉換票據額外籌集 17.5 億美元，以增強其加密貨幣持有量。

Recently, MicroStrategy completed an offering of 0% convertible senior notes due in 2029, successfully raising $3 billion earmarked for further Bitcoin purchases. This offering included an initial $2.6 billion, with an additional $400 million issued through an option exercised by initial purchasers, finalised on Thursday.

最近，MicroStrategy 完成了 2029 年到期的 0% 可轉換優先票據發行，成功籌集了 30 億美元，專門用於進一步購買比特幣。此次發行包括 26 億美元的初始資金，以及透過初始購買者行使選擇權額外發行的 4 億美元，並於週四完成。

Similarly, Metaplanet has unveiled plans to raise $11.3 million through a new series of ordinary bonds to support its Bitcoin acquisition efforts.

同樣，Metaplanet 也公佈了透過一系列新的普通債券籌集 1,130 萬美元的計劃，以支持其比特幣收購工作。

In a related development, digital asset prime services platform Abra has launched a service aimed at corporates looking to hold cryptocurrencies as reserve assets on their balance sheets.

在相關開發中，數位資產主要服務平台 Abra 推出了一項服務，針對希望將加密貨幣作為資產負債表上的儲備資產持有的企業。

Meanwhile, Ethereum Spot ETFs saw a total of $91.2 million in inflows on November 22, reversing six consecutive days of outflows.

同時，11 月 22 日，以太坊現貨 ETF 資金流入總額為 9,120 萬美元，扭轉了連續六天的資金流出。

BlackRock’s ETHA ETF contributed significantly to these inflows, accounting for $99.67 million of the total.

貝萊德 (BlackRock) 的 ETHA ETF 對這些資金流入做出了巨大貢獻，佔總數的 9,967 萬美元。

Cboe Global Markets Inc. is set to launch the first cash-settled index options linked to Bitcoin’s spot price on December 2. These options will be based on Cboe’s ETF Index, which monitors a selection of U.S.-listed spot Bitcoin ETFs.

Cboe Global Markets Inc. 將於 12 月 2 日推出首個與比特幣現貨價格掛鉤的現金結算指數選擇權。

These options will be available for trading on the Cboe Options Exchange, pending regulatory approval. The launch follows Nasdaq’s recent introduction of Bitcoin ETF options, providing investors with new tools to hedge risks or speculate on Bitcoin price movements through derivatives.

這些選擇權將在芝加哥選擇權交易所 (Cboe) 選擇權交易所進行交易，尚待監管部門批准。在此之前，納斯達克最近推出了比特幣 ETF 選擇權，為投資者提供了新的工具來對沖風險或透過衍生性商品推測比特幣價格走勢。

Historically, crypto derivatives such as options and futures have been predominantly traded outside the U.S. This is due to the lack of approval for cash-settled crypto derivatives in the U.S., which has led to a flourishing derivatives market in places like Singapore and Dubai.

從歷史上看，選擇權和期貨等加密衍生性商品主要在美國境外交易，這是由於美國對現金結算的加密衍生性商品缺乏批准，這導致新加坡和杜拜等地的衍生性商品市場蓬勃發展。

However, growing institutional interest and a more accommodating regulatory landscape have encouraged major exchanges like Cboe to expand their offerings. Other industry players, including Grayscale and BlackRock, are also increasing their presence in options trading, enhancing market liquidity and attractiveness.

然而，不斷增長的機構興趣和更寬鬆的監管環境鼓勵芝加哥期權交易所等主要交易所擴大其產品範圍。其他行業參與者，包括灰階和貝萊德，也在增加其在選擇權交易中的影響力，增強市場流動性和吸引力。

As Bitcoin ETFs continue to gain traction, they now hold 5.33% of all mined Bitcoin. Significant price peaks observed in March and November were closely linked to $4 billion in ETF inflows, underscoring the influence these funds exert on market dynamics.

隨著比特幣 ETF 繼續受到關注，它們目前持有所有已開採比特幣的 5.33%。 3 月和 11 月觀察到的顯著價格高峰與 40 億美元的 ETF 流入密切相關，凸顯了這些基金對市場動態的影響。

Earlier this month, Bitcoin ETF trading volumes reached $7.22 billion, while Ethereum ETFs recorded $295 million in inflows, bolstered by institutional interest from firms like BlackRock and Fidelity. BlackRock’s Bitcoin ETF remains a market leader, with assets under management reaching $40 billion, placing it among the top 1% of global ETFs.

本月早些時候，在貝萊德和富達等公司的機構興趣推動下，比特幣 ETF 交易量達到 72.2 億美元，而以太坊 ETF 則錄得 2.95 億美元資金流入。貝萊德的比特幣 ETF 仍是市場領導者，管理資產達 400 億美元，躋身全球 ETF 前 1% 之列。