比特幣 ETF 目前持有比特幣總供應量的 6%，管理資產達 $109B

美國證券交易委員會批准第一隻現貨比特幣 ETF 已經一年了，許多人認為這是加密產業的一個里程碑式的決定。

One year ago, the Securities and Exchange Commission (SEC) made history by approving the first spot bitcoin exchange-traded funds (ETFs), a decision that has had a profound impact on the crypto industry.

一年前，美國證券交易委員會（SEC）批准了第一隻現貨比特幣交易所交易基金（ETF），創造了歷史，這項決定對加密產業產生了深遠的影響。

As of January 10, these ETFs boast an impressive $109 billion in assets under management (AUM), collectively holding approximately 6% of the total bitcoin supply. Even before reaching this one-year milestone, bitcoin ETFs had already achieved a remarkable feat by “flipping” gold ETFs in AUM on December 17, as reported by K33 Research.

截至 1 月 10 日，這些 ETF 的管理資產 (AUM) 高達 1,090 億美元，合計約佔比特幣總供應量的 6%。根據 K33 Research 報道，甚至在達到這一一年里程碑之前，比特幣 ETF 就已經在 12 月 17 日「翻轉」了黃金 ETF 的資產管理規模，取得了非凡的成就。

This approval has played a significant role in driving up the asset's value. On January 10, 2024, bitcoin was trading at around $46,000. At the time of writing, the asset is hovering at $94,000, having crossed the $100,000 mark for the first time on December 4 and again on January 6.

此次批准對資產價值的推升到了重要角色。 2024 年 1 月 10 日，比特幣交易價格約為 46,000 美元。截至撰寫本文時，該資產徘徊在 94,000 美元，並於 12 月 4 日首次突破 100,000 美元大關，並於 1 月 6 日再次突破 100,000 美元大關。

Among the bitcoin ETFs, BlackRock's iShares Bitcoin Trust has emerged as the clear frontrunner, boasting almost $53 billion in AUM. As Bloomberg aptly put it, “Simply put, no ETF has ever had a better debut.”

在比特幣 ETF 中，貝萊德 (BlackRock) 的 iShares Bitcoin Trust 已成為明顯的領跑者，其資產管理規模接近 530 億美元。正如彭博社恰當地指出的那樣，“簡而言之，沒有任何 ETF 能有如此出色的首次亮相。”

After BlackRock's bitcoin ETF, the other funds rounding up the top five include:

繼貝萊德的比特幣 ETF 之後，躋身前五名的其他基金包括：

Fidelity Wise Origin Bitcoin Fund: $19.6 billion in AUM

Fidelity Wise Origin 比特幣基金：管理規模 196 億美元

Grayscale Bitcoin Trust ETF: $19.2 billion in AUM

灰階比特幣信託 ETF：管理規模 192 億美元

ARK 21Shares Bitcoin ETF: $4.5 billion in AUM

ARK 21Shares 比特幣 ETF：資產管理規模 45 億美元

Bitwise Bitcoin ETF: $4.2 billion in AUM

Bitwise 比特幣 ETF：資產管理規模 42 億美元

Following the approval of bitcoin ETFs, the next logical step was spot ethereum ETFs, which received the green light and commenced trading in July 2024. According to BlockWorks, these ETFs currently hold $10.1 billion in AUM.

在比特幣 ETF 獲得批准後，下一個合乎邏輯的步驟是現貨以太坊 ETF，它獲得批准並於 2024 年 7 月開始交易。

With the crypto-friendly Trump administration now in place, optimism is running high among bulls for the approval of a range of altcoin ETFs this year. Among the anticipated launches, a solana ETF may materialize soon, with both VanEck and 21Shares having filed applications for the product. Additionally, Ripple President Monica Long recently told Bloomberg that an XRP ETF could be on the horizon.

隨著對加密貨幣友善的川普政府就位，多頭對今年批准一系列山寨幣 ETF 的樂觀情緒高漲。在預期推出的產品中，solana ETF 可能很快就會實現，VanEck 和 21Shares 都已提交該產品的申請。此外，Ripple 總裁 Monica Long 最近告訴彭博社，XRP ETF 可能即將推出。

The author of this article, Yaël Bizouati-Kennedy, is a financial journalist who has written for Dow Jones, The Financial Times Group, and Business Insider, among others.

本文作者 Yaël Bizouati-Kennedy 是一位財經記者，曾為道瓊斯、金融時報集團和商業內幕等機構撰稿。