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貝萊德旗下 IBIT 比特幣 ETF 打破了連續 71 天的資金流入記錄,這是該基金自推出以來首次未能吸引新投資。在此背景下,比特幣 ETF 投資大幅下降,灰階資金大幅流出。貝萊德的 IBIT 仍然是最大的比特幣 ETF,但它面臨著來自香港即將推出的比特幣現貨 ETF 的日益激烈的競爭。
BlackRock's Bitcoin ETF Momentum Stalls as Market Cools
隨著市場降溫,貝萊德的比特幣 ETF 勢頭陷入停滯
BlackRock's iShares Bitcoin Trust (IBIT), a prominent Bitcoin-linked exchange-traded fund (ETF), has experienced its first days of zero inflow since its inception. This break in the 71-day streak of continuous inflows signals a potential shift in market sentiment as Bitcoin's price faces uncertainty following the recent halving.
貝萊德旗下的 iShares 比特幣信託基金 (IBIT) 是一家著名的比特幣掛鉤交易所交易基金 (ETF),自成立以來,首日經歷了零資金流入。連續 71 天的資金流入中斷標誌著市場情緒可能轉變,因為比特幣價格在最近減半後面臨不確定性。
Unprecedented Inflow Streak Ends
前所未有的資金連續流入結束
Since its launch in October 2021, IBIT has witnessed a remarkable 71-day period of uninterrupted net inflows, attracting substantial investor interest in the Bitcoin market. However, on Wednesday, April 24, this impressive streak came to an end.
自 2021 年 10 月推出以來,IBIT 見證了連續 71 天不間斷的淨流入,吸引了投資者對比特幣市場的濃厚興趣。然而,4 月 24 日星期三,這一令人印象深刻的連續紀錄結束了。
The market's recent cooling-off period, coupled with concerns over Bitcoin's price trajectory post-halving, has seemingly dampened investor enthusiasm. Over the past ten days, IBIT has recorded diminishing inflows, with investors expressing caution regarding the potential impact of the halving on Bitcoin's value.
市場最近的冷靜期,加上對比特幣減半後價格走勢的擔憂,似乎削弱了投資者的熱情。在過去的十天裡,IBIT 的資金流入不斷減少,投資者對減半對比特幣價值的潛在影響表示謹慎。
Persistence Amidst Adversity
逆境中堅持
Despite the setback, the 71-day inflow streak remains a significant accomplishment for IBIT. Among all ETFs, only nine have surpassed this duration, including JPMorgan's JEPI US Equity with a record 160-day inflow period. Remarkably, IBIT stands out as the sole ETF on this list whose underlying asset, Bitcoin, is less than two decades old.
儘管遭遇挫折,連續 71 天的資金流入仍然是 IBIT 的重大成就。在所有ETF中,只有9只超過了這一期限,其中包括摩根大通的JEPI US Equity,其流入期限為創紀錄的160天。值得注意的是,IBIT 脫穎而出,成為名單上唯一一隻基礎資產比特幣歷史不到二十年的 ETF。
Additionally, IBIT has contributed significantly to BlackRock's overall ETF portfolio. Since January, IBIT has accounted for an impressive 20% of all investments in BlackRock's ETF offerings, highlighting its sizable impact.
此外,IBIT 對貝萊德整體 ETF 投資組合做出了重大貢獻。自 1 月以來,IBIT 已佔貝萊德 ETF 產品所有投資的 20%,令人印象深刻,凸顯了其巨大影響力。
Broad Market Woes
廣闊的市場困境
While BlackRock's IBIT ETF garnered considerable attention, the broader Bitcoin ETF market has faced challenges in recent weeks. On Wednesday, only Fidelity's FBTC and ARK's ARKB ETFs recorded inflows of $5.6 million and $4.2 million, respectively. Grayscale's Bitcoin Trust (GBTC) experienced a significant outflow of $130.4 million, bringing the total industry outflow to $120.6 million.
儘管貝萊德的 IBIT ETF 引起了相當大的關注,但更廣泛的比特幣 ETF 市場在最近幾週面臨著挑戰。週三,僅 Fidelity 的 FBTC 和 ARK 的 ARKB ETF 分別錄得 560 萬美元和 420 萬美元的流入。 Grayscale的比特幣信託(GBTC)經歷了1.304億美元的大幅流出,使該行業總流出達到1.206億美元。
The situation worsened on Thursday, with Fidelity losing $22.6 million, Ark losing $31.3 million, and Valkyrie's BRRR ETF losing $20.2 million. Combined with Grayscale's losses, the sector shed a substantial $217.6 million, marking its highest one-day outflow since April 8.
週四情況進一步惡化,Fidelity 損失 2,260 萬美元,Ark 損失 3,130 萬美元,Valkyrie 的 BRRR ETF 損失 2,020 萬美元。加上 Grayscale 的虧損,該行業損失了 2.176 億美元,創下 4 月 8 日以來最高單日流出量。
Grayscale's Decline and Hong Kong's Rise
灰階的衰退與香港的崛起
Despite these setbacks, Grayscale's GBTC remains the market leader in Bitcoin ETFs. However, the company has faced significant outflows in recent months, losing $1.2 billion in April alone and a staggering $17.1 billion since converting its Bitcoin Trust into an ETF. At this rate, BlackRock's IBIT, with its current assets worth $15.476 billion, is well-positioned to overtake Grayscale as the leading Bitcoin ETF.
儘管遇到這些挫折,Grayscale 的 GBTC 仍然是比特幣 ETF 的市場領導者。然而,該公司近幾個月面臨大幅資金外流,光是 4 月就損失了 12 億美元,自將比特幣信託基金轉換為 ETF 以來,損失額高達 171 億美元。以這個速度,貝萊德的 IBIT 以其流動資產價值 154.76 億美元,完全有能力超越 Grayscale,成為領先的比特幣 ETF。
Meanwhile, the American ETF market may soon face increased competition from Asia. Hong Kong is set to welcome its first Bitcoin spot ETFs on Monday, attracting capital from both Hong Kong and mainland China, which has previously banned direct investment in cryptocurrency.
與此同時,美國 ETF 市場可能很快就會面臨來自亞洲的日益激烈的競爭。香港將於週一迎來首個比特幣現貨 ETF,吸引來自香港和中國大陸的資金,而中國大陸先前禁止直接投資加密貨幣。
Bitcoin Price Volatility
比特幣價格波動
At the time of writing, Bitcoin trades at $64,400, exhibiting a modest 0.55% gain over the past 24 hours. However, the market remains volatile, with investors closely monitoring the impact of the halving and the regulatory landscape surrounding cryptocurrency.
截至撰寫本文時,比特幣交易價格為 64,400 美元,在過去 24 小時內小幅上漲 0.55%。然而,市場仍然波動,投資者密切關注減半的影響以及圍繞加密貨幣的監管環境。
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