美國比特幣ETF淨流出，香港市場飆漲

5 月 2 日，美國比特幣 ETF 淨流出 3,440 萬美元，較前一天創紀錄的 5.637 億美元大幅下降。 Grayscale 旗下領先的比特幣基金 GBTC 出現 5,500 萬美元的資金外流。相比之下，Ark Invest 的ARKB 吸引了1300 萬美元的資金流入，富蘭克林鄧普頓(Franklin Templeton)、Valkyrie、Invesco 和Galaxy Digital 的現貨比特幣ETF 則錄得溫和的資金流入，總計600 萬美元。

Bitcoin ETFs Experience Net Outflow in the US, But Hong Kong Market Shows Optimism

美國比特幣ETF出現淨流出，但香港市場表現樂觀

May 3rd, 2024

2024 年 5 月 3 日

Bitcoin exchange-traded funds (ETFs) in the United States witnessed a net outflow of $34.4 million on Thursday, May 2nd, a significant decline compared to the record-breaking $563.7 million outflow on the preceding day. While this slowdown provides some respite, experts caution against complacency.

5 月 2 日星期四，美國比特幣交易所交易基金 (ETF) 淨流出 3,440 萬美元，較前一日創紀錄的 5.637 億美元流出大幅下降。雖然這種放緩提供了一些喘息的機會，但專家警告不要自滿。

Grayscale's GBTC Sees Continued Withdrawals

Grayscale 的 GBTC 提款持續增加

Grayscale's Bitcoin Trust (GBTC), the longest-standing Bitcoin fund, faced a net outflow of $55 million on Thursday, echoing the ongoing trend of withdrawals. This has raised concerns among investors, given GBTC's substantial market share.

歷史最悠久的比特幣基金 Grayscale 的比特幣信託 (GBTC) 週四面臨 5500 萬美元的淨流出，與持續的撤資趨勢相呼應。鑑於 GBTC 的巨大市場份額，這引起了投資者的擔憂。

Positive Inflows for Spot Bitcoin ETFs

現貨比特幣 ETF 資金積極流入

Other notable developments included a substantial $13 million net inflow for Ark Invest's ARKB ETF, indicating that some investors still view Bitcoin as a viable investment. Additionally, modest inflows were observed in spot Bitcoin ETFs from Franklin Templeton, Valkyrie, Invesco, and Galaxy Digital, totaling $6 million.

其他值得注意的進展包括 Ark Invest 的 ARKB ETF 淨流入 1,300 萬美元，這表明一些投資者仍然將比特幣視為可行的投資。此外，富蘭克林鄧普頓 (Franklin Templeton)、Valkyrie、景順 (Invesco) 和 Galaxy Digital 的現貨比特幣 ETF 也出現了適度的資金流入，總計 600 萬美元。

No Net Flows for BlackRock and Fidelity's Bitcoin ETFs

貝萊德和富達的比特幣 ETF 沒有淨流量

Interestingly, BlackRock and Fidelity's Bitcoin ETFs, ranking second and third in terms of total net assets, recorded zero net flows on Thursday. Analyst James Seyffart from Bloomberg attributed this to typical occurrences within the ETF landscape.

有趣的是，貝萊德和富達的比特幣ETF在總淨資產方面排名第二和第三，週四淨流量為零。彭博分析師 James Seyffart 將其歸因於 ETF 領域的典型現象。

Hong Kong ETF Market Flourishes

香港ETF市場蓬勃發展

In contrast to the US market, Bitcoin ETFs in Hong Kong experienced a surge in assets under management (AUM), totaling an increase of $248 million. This uptick is partly attributed to unique features offered by Hong Kong ETFs, such as the ability to contribute Bitcoin directly rather than solely relying on market purchases.

與美國市場相比，香港比特幣ETF的管理資產（AUM）大幅增加，總計增加了2.48億美元。這種上升的部分原因是香港 ETF 提供的獨特功能，例如能夠直接貢獻比特幣，而不是僅僅依靠市場購買。

Bitcoin Price Rebound Boosts Market Sentiment

比特幣價格反彈提振市場情緒

The price of Bitcoin rose from $56,500 to $59,000 on Thursday, reflecting underlying market support. This upward trend has boosted investor confidence in Bitcoin's long-term potential, despite short-term fluctuations.

週四，比特幣價格從 56,500 美元上漲至 59,000 美元，反映了潛在的市場支撐。儘管存在短期波動，但這種上升趨勢增強了投資者對比特幣長期潛力的信心。

Cryptocurrency Market Shows Resilience

加密貨幣市場表現出彈性

The broader cryptocurrency market also displayed resilience, with Ethereum surpassing $3,000 and other altcoins experiencing notable gains. This upward momentum underscores the growing mainstream adoption and belief in the future of the crypto landscape.

更廣泛的加密貨幣市場也表現出彈性，以太幣突破 3,000 美元，其他山寨幣也顯著上漲。這種上升勢頭凸顯了主流採用率的不斷增長以及對加密貨幣前景的信心。

BNP Paribas Invests in BlackRock's Bitcoin ETF

法國巴黎銀行投資貝萊德的比特幣 ETF

Further bolstering investor confidence was the news that European banking giant BNP Paribas invested in BlackRock's Bitcoin ETF (IBIT). While the initial investment was $41,684, it signifies growing institutional interest in the cryptocurrency market.

歐洲銀行業巨頭法國巴黎銀行投資貝萊德的比特幣 ETF (IBIT) 的消息進一步提振了投資者的信心。雖然初始投資為 41,684 美元，但這表明機構對加密貨幣市場的興趣日益濃厚。

Outlook Uncertain, Future Trajectory Hinges on Key Factors

前景不確定，未來軌跡取決於關鍵因素

The recent slowdown in Bitcoin ETF outflows offers a glimmer of hope, but the situation remains fluid. Bitcoin price momentum and regulatory developments will be key determinants in shaping the future trajectory of the cryptocurrency market.

最近比特幣 ETF 資金流出放緩帶來了一線希望，但情況仍然不穩定。比特幣價格動能和監管發展將是塑造加密貨幣市場未來軌跡的關鍵決定因素。