貝萊德和富達的比特幣 ETF 飆升，以破紀錄的表現主導市場

貝萊德和富達的現貨比特幣 ETF IBIT 和 FBTC 在不到 50 天的交易時間內已成為兩家資產管理公司提供的最受歡迎的基金。儘管 ETF 市場表現更廣泛，但這些基金不斷創下創紀錄的數字，凸顯了比特幣在傳統金融圈中日益受歡迎。

BlackRock and Fidelity's Bitcoin ETFs Dominate Market, Setting New Records

貝萊德和富達的比特幣 ETF 主導市場，創下新紀錄

In a remarkable testament to Bitcoin's growing mainstream acceptance, BlackRock and Fidelity Investments' spot Bitcoin exchange-traded funds (ETFs) – IBIT and FBTC, respectively – have emerged as the most sought-after investment vehicles within their respective asset managers' portfolios in less than 50 trading days.

貝萊德(BlackRock) 和富達投資(Fidelity Investments) 的現貨比特幣交易所交易基金(ETF)（分別為IBIT 和FBTC）已成為各自資產管理公司投資組合中最受歡迎的投資工具，這有力地證明了比特幣日益受到主流接受。超過50個交易日。

Exceptional Performance and Investor Confidence

卓越的業績和投資者的信心

Launched on January 11, IBIT and FBTC have consistently shattered records, outperforming the broader ETF market by a significant margin. This impressive performance underscores Bitcoin's increasing popularity within traditional financial circles.

IBIT 和 FBTC 於 1 月 11 日推出，不斷打破記錄，大幅領先更廣泛的 ETF 市場。這令人印象深刻的表現凸顯了比特幣在傳統金融圈中越來越受歡迎。

According to data shared by Bloomberg ETF analyst Eric Balchunas, IBIT accounted for more than half of BlackRock's net inflows for the year, despite the company's vast portfolio of 420 ETFs. The Bitcoin fund has attracted double the capital of any other ETF offered by the company since its inception.

根據彭博 ETF 分析師 Eric Balchunas 分享的數據，儘管該公司擁有 420 檔 ETF 的龐大投資組合，但 IBIT 仍佔貝萊德今年淨流入的一半以上。自成立以來，比特幣基金吸引的資金是該公司提供的任何其他 ETF 資金的兩倍。

Similarly, FBTC captured 70% of Fidelity's year-to-date flows, amassing five times more capital than any other ETF in the company's lineup. These figures underscore the pivotal role these ETFs play in attracting investor capital.

同樣，FBTC 佔了 Fidelity 年初至今流量的 70%，其累積的資金是該公司產品線中任何其他 ETF 的五倍。這些數字強調了這些 ETF 在吸引投資者資本方面發揮的關鍵作用。

Unprecedented Cash Inflow Streak

前所未有的現金流入

Balchunas further highlighted the remarkable achievement of these two spot Bitcoin ETFs in securing continuous cash inflows for 49 consecutive days, a rare feat in the ETF market.

Balchunas進一步強調，這兩隻現貨比特幣ETF在連續49天獲得持續現金流入方面取得了驕人的成績，這在ETF市場上是罕見的壯舉。

This achievement places them fourth among active streaks, trailing only behind $COWZ and $CALF – which have witnessed over 100 days of continuous inflows – and $SDVY. The sustained inflows into IBIT and FBTC reflect growing investor interest and confidence in these ETFs.

這項成就使它們在連續活躍資金中排名第四，僅次於 $COWZ 和 $CALF（它們已經見證了超過 100 天的持續資金流入）以及 $SDVY。 IBIT 和 FBTC 的持續流入反映出投資者對這些 ETF 的興趣和信心不斷增長。

ETF Investor Resilience

ETF 投資者的韌性

Recent discussions have centered on ETF investor behavior, particularly during market downturns. Despite the perception that ETF investors tend to withdraw during downturns, the actual market movements present a different narrative.

最近的討論集中在 ETF 投資者的行為上，特別是在市場低迷時期。儘管人們認為 ETF 投資者傾向於在經濟低迷時期退出，但實際的市場走勢卻呈現出不同的情況。

Balchunas challenged recent assertions that ETF investors lack sophistication or resilience. He noted that the Newborn Nine – a group of nine recently launched ETFs – collectively received approximately $1.2 billion over the past five days, even as Bitcoin prices declined by 8%.

Balchunas 對最近有關 ETF 投資者缺乏成熟度或彈性的說法提出了質疑。他指出，儘管比特幣價格下跌了 8%，「新生九人」——最近推出的 9 個 ETF——在過去五天內總共收到了約 12 億美元。

This inflow contradicts the notion of mass withdrawals from Bitcoin-related ETFs and suggests strategic investment choices by ETF investors.

這種資金流入與比特幣相關 ETF 大規模撤資的概念相矛盾，並建議 ETF 投資者進行策略性投資選擇。

Balchunas clarified that while $GBTC, the largest Bitcoin ETF, experienced outflows, these actions were primarily strategic exchanges by Genesis and did not indicate a broader lack of confidence among ETF investors. In fact, these movements were largely neutral in impact.

Balchunas 澄清說，雖然最大的比特幣 ETF $GBTC 經歷了資金外流，但這些行動主要是 Genesis 的策略交換，並未顯示 ETF 投資者普遍缺乏信心。事實上，這些運動的影響基本上是中性的。

Historical data further supports the resilience of ETF investors. In 2008, ETFs attracted $167 billion in inflows when the S&P 500 plummeted by 35%. Similarly, in 2021, despite an 18% drop in the S&P 500, ETFs drew another $600 billion. These events highlight the strategic patience and confidence of ETF investors across various market conditions.

歷史數據進一步支持了 ETF 投資者的韌性。 2008年，當標準普爾500指數暴跌35%時，ETF吸引了1,670億美元的資金流入。同樣，2021 年，儘管標普 500 指數下跌 18%，ETF 仍吸引了 6,000 億美元的資金。這些事件凸顯了 ETF 投資者在不同市場條件下的策略耐心和信心。

Conclusion

結論

The extraordinary success of BlackRock and Fidelity's spot Bitcoin ETFs, IBIT and FBTC, is a testament to Bitcoin's growing adoption within traditional finance. The sustained cash inflows, exceptional performance, and investor resilience exhibited by these ETFs underscore the increasing sophistication and confidence of ETF investors in the digital asset space.

貝萊德和富達的現貨比特幣 ETF、IBIT 和 FBTC 取得的非凡成功證明了比特幣在傳統金融領域的日益普及。這些 ETF 所表現出的持續現金流入、卓越表現和投資者韌性，凸顯了 ETF 投資者對數位資產領域日益成熟和信心。