比特幣 ETF 資產規模突破 1,000 億美元，接近黃金 ETF

根據彭博社報道，11 月 21 日，美國比特幣 ETF 淨資產首次突破 1,000 億美元。

U.S. Bitcoin (BTC) exchange-traded funds (ETFs) reached a new milestone on Monday, with their net assets crossing the $100 billion mark for the first time.

美國比特幣（BTC）交易所交易基金（ETF）週一達到了新的里程碑，其淨資產首次突破 1000 億美元大關。

The ETFs have rapidly gained ground on gold ETFs this year, highlighting a shift in asset investment trends.

今年，ETF 迅速超越黃金 ETF，凸顯了資產投資趨勢的轉變。

According to Bloomberg Intelligence, the total net assets of U.S. Bitcoin ETFs reached $104 billion on November 21.

根據彭博社報道，11 月 21 日，美國比特幣 ETF 總淨資產達 1,040 億美元。

This marks a significant increase from the beginning of 2024, when the net assets of Bitcoin ETFs stood at only $7 billion.

這標誌著與 2024 年初相比大幅成長，當時比特幣 ETF 的淨資產僅為 70 億美元。

The launch of spot BTC ETFs in January quickly propelled Bitcoin to become the leading asset in the exchange-traded fund market.

一月推出的現貨 BTC ETF 迅速推動比特幣成為交易所交易基金市場的領先資產。

Following the U.S. presidential election on November 5, which saw Donald Trump clinch the victory, investor sentiment toward crypto-friendly assets picked up steam.

11 月 5 日美國總統大選唐納德·川普 (Donald Trump) 獲勝後，投資者對加密貨幣友好型資產的情緒升溫。

Currently, Bitcoin ETFs hold around $104 billion in assets. They are closing in on overtaking gold ETFs in terms of net assets, with the latter having a combined AUM of nearly $120 billion as of November 21, according to the Bitcoin Archive.

目前，比特幣 ETF 持有約 1,040 億美元的資產。根據比特幣檔案館的數據，它們在淨資產方面即將超越黃金 ETF，截至 11 月 21 日，後者的資產管理規模總計近 1,200 億美元。

"Crypto ETFs are now 97% of the way to passing Satoshi as the biggest holder and 82% of the way to passing gold ETFs," Eric Balchunas, an ETF analyst for Bloomberg Intelligence, stated in a post on the X platform on November 21.

彭博資訊(Bloomberg Intelligence) ETF 分析師Eric Balchunas 於11 月21 日在X 平台上發文稱，「加密ETF 目前有97% 的可能性超越中本聰成為最大持有者，82% 的可能性超越黃金ETF」。 。

BlackRock, Fidelity Lead in Bitcoin ETFs

貝萊德、富達在比特幣 ETF 領域處於領先地位

Among the cryptocurrency trusts, the highest inflows this year went to BlackRock's iShares Bitcoin Trust (IBIT), which received $30 billion in net inflows since January, according to Bloomberg.

根據彭博社報道，在加密貨幣信託中，今年資金流入最多的是貝萊德旗下的 iShares 比特幣信託（IBIT），自 1 月以來該公司淨流入額達到 300 億美元。

The second most popular Bitcoin exchange-traded fund (ETF) in 2024 was Fidelity Wise Origin Bitcoin Fund (FBTC), which had over $11 billion in investors' money, according to Bloomberg.

根據彭博社報道，2024 年第二受歡迎的比特幣交易所交易基金 (ETF) 是 Fidelity Wise Origin Bitcoin Fund (FBTC)，該基金擁有超過 110 億美元的投資者資金。

After Trump's victory, the market for cryptocurrencies surged, as many people believe that his presidency will be favorable for the cryptocurrency industry, according to Cointelegraph.

根據 Cointelegraph 報導，在川普獲勝後，加密貨幣市場飆升，因為許多人認為他的總統任期將有利於加密貨幣行業。

According to Google Finance data, on November 21, spot Bitcoin was trading at over $96,000, up nearly 120% since the beginning of 2024.

根據Google財經數據，11 月 21 日，現貨比特幣交易價格超過 96,000 美元，自 2024 年初以來上漲近 120%。

Following the investor's rush to cryptocurrency in response to Trump's election victory, IBIT had its "biggest volume day ever" on November 6, according to a post by Balchunas on Nov. 6 X.

根據 Balchunas 於 11 月 6 日發布的帖子，隨著投資者因川普當選而紛紛湧入加密貨幣，IBIT 在 11 月 6 日迎來了「有史以來成交量最大的一天」。

Record Inflows Show Investor Confidence

創紀錄的資金流入顯示投資者信心

After two days of outflows that totaled $113.3 million, IBIT regained its status as an inflow on November 7, with $1.1 billion in inflows, according to Farside data.

根據 Farside 的數據，在經歷了兩天總計 1.133 億美元的流出之後，IBIT 在 11 月 7 日恢復了流入狀態，流入了 11 億美元。

According to MV Global, the price of one bitcoin is predicted to reach $100,000 to $150,000.

據MV Global稱，一枚比特幣的價格預計將達到10萬至15萬美元。

Despite launching only in January, BlackRock's IBIT already has more assets than the asset manager's gold ETF, according to BlackRock's data.

根據貝萊德的數據，儘管貝萊德的 IBIT 才在一月推出，但其資產規模已經超過了該資產管理公司的黃金 ETF。

Investors are shifting their attention toward gold and Bitcoin in what they are calling a "debasement trade" in anticipation of a "catastrophic scenario" fueled by rising geopolitical tensions, according to research by JPMorgan on Oct. 3.

摩根大通 10 月 3 日的研究顯示，由於地緣政治緊張局勢加劇將引發“災難性場景”，投資者正在將注意力轉向黃金和比特幣，他們稱之為“貶值交易”。