比特幣 (BTC) 現貨 ETF 需求仍然強勁，但其可持續性取決於 BTC 價格維持在 6.1 萬美元以上：Ki Young Ju

CryptoQuant 創辦人兼執行長 Ki Young Ju 週一強調，對比特幣現貨 ETF 的需求一直強勁，價格水準高於 61,000 美元，淨流入量顯著。

Demand For Bitcoin Spot ETFs Remains Robust At Price Levels Above $61,000: CryptoQuant CEO Demand for Bitcoin spot exchange-traded funds remained strong at price levels above $61,000, according to CryptoQuant founder and CEO Ki Young Ju.

在價格水平高於61,000 美元時，對比特幣現貨ETF 的需求仍然強勁：CryptoQuant 首席執行官據CryptoQuant 創始人兼首席執行官Ki Young Ju 表示，在價格水平高於61,000 美元時，對比特幣現貨ETF的需求仍然強勁。

Young Ju highlighted this trend on Monday, adding that the sustainability of this demand hinges on Bitcoin maintaining its price above this key threshold.

Young Ju 週一強調了這一趨勢，並補充說，這種需求的可持續性取決於比特幣將其價格維持在這一關鍵閾值之上。

"As long as the BTC price holds above $61,000, ETF demand should remain steady, in my opinion," he stated in a post on X on Monday.

「我認為，只要 BTC 價格保持在 61,000 美元以上，ETF 需求就應該保持穩定，」他週一在 X 上發表的一篇文章中表示。

To provide further context on the market's current state, QCP Capital noted that vice president Kamala Harris and former president Donald Trump are locked in a tight race as odds on Polymarket moved closer to actual poll estimates.

為了提供有關市場當前狀況的更多背景信息，QCP Capital 指出，隨著Polymarket 的賠率越來越接近實際民調估計，副總統卡馬拉·哈里斯(Kamala Harris) 和前總統唐納德·特朗普(Donald Trump) 陷入了一場激烈的競爭。

While Polymarket odds currently favor Trump at 55%, this is a substantial decline from 66% a week prior, reflecting a more balanced electoral outlook.

雖然 Polymarket 目前支持川普的賠率為 55%，但與一周前的 66% 相比大幅下降，反映出更平衡的選舉前景。

This uncertainty has kept leveraged perpetual positioning in check, with figures dropping from $30 billion to $26 billion across exchanges, signaling cautious sentiment.

這種不確定性使得槓桿永續部位受到控制，各交易所的槓桿永續部位從 300 億美元降至 260 億美元，顯示市場情緒謹慎。

The report also touches on the sideways price action over the weekend, suggesting a potential build-up before a major move: "So, is this the calm before a break from the multi-month range and push toward all-time highs? The options market definitely thinks so, as we've seen an increase in topside positioning with substantial buying of end-Nov $75,000 Calls since last Friday."

該報告還談到了周末的橫向價格走勢，表明在重大走勢之前可能會出現上漲：「那麼，這是突破數月區間並推向歷史高點之前的平靜嗎？市場肯定是這麼認為的，因為自自上週五以來，我們看到上方部位增加，大量買入11 月底75,000 美元的看漲期權。

According to the report, election-date options positions have been rising, with implied volatility above 87%, despite realized volatility sitting at 40%.

報告稱，選舉日期權部位一直在上升，隱含波動率超過 87%，儘管實際波動率高達 40%。

Meanwhile, the surge in spot ETF inflows comes as major financial institutions like BlackRock and Fidelity ramp up their involvement in the Bitcoin market.

同時，隨著貝萊德和富達等主要金融機構加強對比特幣市場的參與力度，現貨 ETF 資金流入激增。

"BlackRock's IBIT recorded the highest weekly netflows since March 2024, with $2.11 billion flowing into the Bitcoin market," Young Ju said.

Young Ju 表示：“貝萊德的 IBIT 錄得自 2024 年 3 月以來最高的每週淨流量，有 21.1 億美元流入比特幣市場。”

Fidelity's FBTC also reported strong inflows, especially when Bitcoin's price touched the $73,000 level, showcasing growing interest from institutional investors.

富達 (Fidelity) 的 FBTC 也報告稱資金流入強勁，尤其是當比特幣價格觸及 73,000 美元水平時，這表明機構投資者的興趣日益濃厚。

The potential implications of this sustained demand will be a focal topic at Benzinga's Future of Digital Assets event on Nov. 19.

這種持續需求的潛在影響將成為 Benzinga 11 月 19 日數位資產未來活動的焦點議題。

The event will host industry leaders who will analyze the effect of ETF inflows on the crypto market and discuss broader trends in digital asset investment.

該活動將邀請行業領袖，他們將分析 ETF 流入對加密貨幣市場的影響，並討論數位資產投資的更廣泛趨勢。