貝萊德比特幣信託 (IBIT) 2025 年首日交易流出創紀錄的 3.33 億美元

IBIT 是所有比特幣 ETF 中規模最大的，淨資產約為 540 億美元。這一創紀錄的流出是在 2024 年表現強勁之後出現的

BlackRock's iShares Bitcoin Trust (IBIT) saw its largest single-day net outflow on Thursday as investors pulled a total of $332.6 million from the exchange-traded fund, according to data from Farside Investors.

根據 Farside Investors 的數據，貝萊德旗下 iShares 比特幣信託 (IBIT) 週四出現最大單日淨流出，投資者從該交易所交易基金撤資總計 3.326 億美元。

The outflows come as no surprise considering that IBIT, which is the largest of all the bitcoin ETFs with about $54 billion in net assets, saw record-breaking inflows in 2024. Specifically, IBIT saw inflows of over $37 billion last year, which helped propel bitcoin to an all-time high of over $108,000 in December. Notably, Thursday marked the third consecutive day of outflows for IBIT, bringing the total outflows for the week to nearly $393 million.

考慮到IBIT 是所有比特幣ETF 中規模最大的，擁有約540 億美元的淨資產，2024 年資金流入創紀錄，因此資金流出並不令人意外。美元，這有助於推動比特幣ETF 的發展。值得注意的是，週四是 IBIT 連續第三天流出，使本週總流出額達到近 3.93 億美元。

However, Bloomberg ETF analyst Eric Balchunas doesn't necessarily see this activity as a bearish indicator. "It's gonna be two steps [forward] and one step back and lately it's been like 6 steps [forward] so long overdue IMO," Balchunas posted on X.

然而，彭博 ETF 分析師 Eric Balchunas 並不一定將這項活動視為看跌指標。 Balchunas 在 X 上發帖稱：“這將是[前進]兩步，後退一步，最近好像是[前進]六步，在我看來，這是姍姍來遲的。”

Other bitcoin ETFs saw minor inflows on the first day of trading in 2025; however, these flows were nowhere near what would be necessary to make up for IBIT's outflows.

其他比特幣 ETF 在 2025 年交易首日出現小幅流入；然而，這些資金流遠不足以彌補 IBIT 的資金流出。

For instance, IBIT competitors such as Bitwise's BITB and Fidelity's FBTC saw inflows of $48 million and $36 million, respectively. In aggregate, ether ETFs also performed poorly on Thursday with outflows of $77.5 million in total, according to Farside Investors.

例如，IBIT 的競爭對手 Bitwise 的 BITB 和 Fidelity 的 FBTC 分別流入 4,800 萬美元和 3,600 萬美元。據 Farside Investors 稱，總體而言，以太坊 ETF 週四也表現不佳，資金流出總額為 7,750 萬美元。

Bitcoin is currently trading around $98,000. Some analysts, such as Blockware Solutions' William Clemente, now believe that the crypto asset could rally to new all-time highs of $180,000 or higher in 2025 with potential nation state adoption being a key indicator to watch for this year.

比特幣目前的交易價格約為 98,000 美元。 Blockware Solutions 的 William Clemente 等一些分析師現在認為，加密資產可能會在 2025 年漲至 18 萬美元或更高的歷史新高，而潛在的國家採用將成為今年值得關注的關鍵指標。