比特幣 ETF 資金流入創歷史新高，標誌著華爾街重新燃起了興趣

現貨比特幣交易所交易基金(ETF) 週一淨流入 228.97 BTC，這是自3 月15 日以來的首次正流入。Fidelity Wise Origin Bitcoin Fund (FBTC) 以 2.62 億美元領先流入，其次是BlackRock 的iShares Bitcoin Trust (IBIT) 擁有 3500 萬美元，富蘭克林鄧普頓 (Franklin Templeton) 的富蘭克林比特幣 ETF (EZBC) 擁有 2050 萬美元。儘管灰階比特幣信託基金（GBTC）出現資金流出，但高層和分析師認為，現貨 ETF 的成功表明機構對 BTC 的需求被壓抑。

Bitcoin ETFs Witness Historic Inflows, Signaling Renewed Institutional Interest

比特幣 ETF 見證歷史性資金流入，顯示機構興趣重燃

After a week of steady outflows, Bitcoin spot exchange-traded funds (ETFs) experienced a surge in inflows, amassing 228.97 BTC yesterday. This positive net flow marks the first instance of such a trend since March 15.

經過一週的穩定資金流出後，比特幣現貨交易所交易基金（ETF）資金流入激增，昨天累計流入 228.97 BTC。這一正淨流量標誌著自 3 月 15 日以來首次出現這種趨勢。

The influx of capital into Bitcoin ETFs comes on the heels of a period of volatility for the cryptocurrency, during which the funds saw outflows of nearly $1 billion. However, with Bitcoin's recovery to $71,014.23, the ETFs have absorbed approximately $15 million.

資金湧入比特幣 ETF 是在該加密貨幣經歷了一段波動時期之後，在此期間資金流出了近 10 億美元。然而，隨著比特幣回升至 71,014.23 美元，ETF 已吸收約 1,500 萬美元。

Leading the charge in this inflow was the Fidelity Wise Origin Bitcoin Fund (FBTC), which saw BTC inflows worth $262 million on Monday. BlackRock's iShares Bitcoin Trust (IBIT) followed suit with $35 million in new shares created, while Franklin Templeton's Franklin Bitcoin ETF (EZBC) added $20.5 million.

在這筆資金流入中領頭羊的是 Fidelity Wise Origin Bitcoin Fund (FBTC)，該基金週一的 BTC 流入價值為 2.62 億美元。貝萊德(BlackRock) 的iShares 比特幣信託(IBIT) 緊隨其後，增發了3500 萬美元的新股，而富蘭克林鄧普頓(Franklin Templeton) 的富蘭克林比特幣ETF (EZBC) 則增發了2050 萬美元。

This recent surge in institutional demand for Bitcoin ETFs is indicative of a broader trend in the financial industry. Wall Street titans like Fidelity and BlackRock have been rapidly growing their assets under management in this sector, outpacing their more crypto-specific counterparts.

最近機構對比特幣 ETF 的需求激增表明了金融業的更廣泛趨勢。像富達和貝萊德這樣的華爾街巨頭一直在迅速增加其在該領域管理的資產，超過了更專注於加密貨幣的同行。

The Grayscale Bitcoin Trust (GBTC), an outlier in this group, has experienced significant outflows since its conversion to a spot ETF in January. However, analysts and industry executives maintain that the success of the new ETFs demonstrates a significant pent-up demand from institutions for BTC.

灰階比特幣信託基金 (GBTC) 是該類別中的一個異類，自 1 月轉換為現貨 ETF 以來，經歷了大幅資金外流。然而，分析師和產業高層堅持認為，新 ETF 的成功表明機構對 BTC 的需求被大量壓抑。

"The new demand for Bitcoin cannot be separated from the introduction of spot ETFs," said John O'Loghlen, Managing Director of Coinbase Asia-Pacific. "This reality has set in, and we must monitor how the situation evolves."

Coinbase 亞太區董事總經理 John O'Loghlen 表示：“對比特幣的新需求與現貨 ETF 的推出密不可分。” “這個現實已經到來，我們必須監視局勢的發展。”

The positive inflow into Bitcoin ETFs has had a ripple effect on the publicly traded crypto exchange Coinbase, whose shares have seen a significant boost due to BTC's gains. On Monday, the company closed at $279.71, representing a 14% increase in a single day. Pre-market trading on Tuesday morning has witnessed an additional 2% surge to $285.60.

比特幣 ETF 的積極流入對公開交易的加密貨幣交易所 Coinbase 產生了連鎖反應，該交易所的股價因 BTC 的上漲而大幅上漲。週一，該公司收盤價為279.71美元，單日上漲14%。週二上午的盤前交易中，該股上漲 2%，至 285.60 美元。

Analysts attribute this close correlation between Coinbase's stock and Bitcoin to the exchange's role as custodian for a substantial portion of the 206,000 BTC backing ETF shares. They eagerly anticipate Coinbase's Q1 2024 earnings call in May, where the impact of this custody service on the company's bottom line will be revealed.

分析師將 Coinbase 股票與比特幣之間的密切相關性歸因於該交易所作為 206,000 份 BTC 支援 ETF 股票中很大一部分的託管人。他們熱切期待 Coinbase 5 月的 2024 年第一季財報電話會議，將揭示這項託管服務對公司利潤的影響。

The recent inflows into Bitcoin ETFs and the positive impact on Coinbase's stock underscore the growing institutional recognition of Bitcoin as a legitimate asset class. As the cryptocurrency market continues to mature, we can expect to see further demand for vehicles that provide exposure to this digital gold.

最近流入比特幣 ETF 以及對 Coinbase 股票的正面影響凸顯了機構日益認可比特幣作為合法資產類別。隨著加密貨幣市場的不斷成熟，我們預計對提供這種數位黃金的工具的需求將會進一步增加。