Gemini 聯合創始人 Cameron Winklevoss 表示，比特幣 (BTC) 價格達到 80,000 美元是由於機構需求，而不是零售 FOMO

比特幣達到 80,000 美元主要是由於機構透過現貨比特幣 ETF 的持續需求，而不是散戶投資者的活動

Bitcoin’s price surged to nearly $80,000 in the final quarter of 2023, and while many pointed to retail activity and FOMO, Gemini co-founder Cameron Winklevoss believes that the institutional demand was the main driver behind the rally.

比特幣的價格在 2023 年最後一個季度飆升至近 8 萬美元，儘管許多人指出零售活動和 FOMO，但 Gemini 聯合創始人 Cameron Winklevoss 認為機構需求是上漲背後的主要推動力。

According to Winklevoss, the sticky demand from institutional investors is a sign of sustained bullish sentiment, and that the current market cycle is still in its early stages.

文克萊沃斯認為，機構投資人的黏性需求是持續看漲情緒的標誌，目前的市場週期仍處於早期階段。

"The road to $80k bitcoin was paved with steady ETF demand," Winklevoss stated. "Not retail FOMO. Little fanfare. People buy ETFs, they don’t sell them. This is sticky HODL-like capital. Floor keeps rising."

Winklevoss 表示：“比特幣通往 8 萬美元的道路是由穩定的 ETF 需求鋪平的。” “不是散戶 FOMO。沒有大張旗鼓。人們購買 ETF，而不是出售它們。這是類似 HODL 的粘性資本。底線不斷上升。”

Highlighting the role of ETFs in the institutional demand, Winklevoss added, "We just won the coin toss, innings haven't started."

Winklevoss 強調了 ETF 在機構需求中的作用，他補充道：“我們剛剛贏得了擲硬幣的勝利，比賽還沒有開始。”

The performance of US crypto ETFs this week was largely influenced by the outcome of the presidential elections. Following Trump's declaration of victory on November 5, spot Bitcoin and Ethereum ETFs experienced a trend reversal.

本周美國加密貨幣 ETF 的表現很大程度上受到總統選舉結果的影響。 11 月 5 日川普宣布獲勝後，現貨比特幣和以太坊 ETF 經歷了趨勢逆轉。

According to data from Farside Investors, the group of eleven spot Bitcoin ETFs attracted around $622 million in net inflows on Wednesday. Notably, BlackRock's IBIT saw a record $4.1 billion in trading volume despite experiencing outflows that day.

根據 Farside Investors 的數據，週三，這 11 隻現貨比特幣 ETF 吸引了約 6.22 億美元的淨流入。值得注意的是，儘管當天出現資金流出，但貝萊德的 IBIT 交易量仍創下了 41 億美元的創紀錄水平。

However, IBIT went on to record over $1 billion in net inflows on Thursday, boosting its assets under management to more than $33 billion. This now positions the ETF as larger than BlackRock's iShares Gold Trust (IAU).

然而，IBIT 週四繼續錄得超過 10 億美元的淨流入，使其管理的資產增加至超過 330 億美元。現在，該 ETF 的規模超過了貝萊德的 iShares Gold Trust (IAU)。

Overall, US spot Bitcoin ETFs collectively saw around $2.3 billion in net inflows during the three trading days following Election Day. Other crypto products also saw inflows, with spot Ethereum ETFs attracting nearly $218 million from Wednesday to Friday, Farside Investors data showed.

整體而言，選舉日後的三個交易日內，美國現貨比特幣 ETF 的淨流入總額約為 23 億美元。 Farside Investors 的數據顯示，其他加密產品也出現資金流入，週三至週五現貨以太坊 ETF 吸引了近 2.18 億美元。