Capula Management 和 Semler Scientific 押注比特幣

Capula Management 披露透過現貨交易所交易基金 (ETF) 大量購買了價值超過 4.64 億美元的比特幣

Capula Management, Europe's fourth-largest hedge fund, has acquired a substantial stake in Bitcoin through exchange-traded funds (ETFs), according to a recent 13F filing with the US Securities and Exchange Commission. The filings show that Capula now holds 4,022,346 shares in the Fidelity Wise Origin Bitcoin ETF (FBTC) and 7,419,208 shares in BlackRock's iShares Bitcoin fund (IBIT), for a total holding of about $464 million in the two ETFs.

根據最近向美國證券交易委員會提交的 13F 文件，歐洲第四大對沖基金 Capula Management 已透過交易所交易基金 (ETF) 收購了比特幣的大量股份。文件顯示，Capula 目前持有 Fidelity Wise Origin 比特幣 ETF (FBTC) 4,022,346 股，以及貝萊德 iShares 比特幣基金 (IBIT) 7,419,208 股，這兩檔 ETF 的總持有量約為 4.64 億美元。

This move comes as Bitcoin dropped to a five-month low of $49,000, though it quickly rebounded to over $55,700. Despite the price fluctuations, the hedge fund's aggressive acquisition highlights a strong belief in the digital asset's resilience.

這項舉措發生之際，比特幣跌至五個月低點 49,000 美元，但很快就反彈至 55,700 美元以上。儘管價格波動，但對沖基金的積極收購凸顯了對數位資產彈性的堅定信念。

According to Bloomberg ETF analyst Eric Balchunas, trading volumes remained high during these market shifts, with around $2.5 billion being exchanged during peak hours. However, he noted that high volumes on down days are often indicative of investor anxiety.

彭博 ETF 分析師 Eric Balchunas 表示，在這些市場轉變期間，交易量仍然很高，高峰時段的交易量約為 25 億美元。然而，他指出，下跌時期的高交易量通常表明投資者感到焦慮。

"If you [are a] Bitcoin bull, you actually don't want to see crazy volume today as ETF volume on bad days is a pretty reliable measure of fear,” Balchunas wrote on X (Twitter). This observation was confirmed when Bitcoin ETFs saw a net outflow of 168.44 million on a notably volatile Monday.

Balchunas 在X (Twitter) 上寫道：“如果你是比特幣多頭，你實際上不想看到今天瘋狂的交易量，因為在糟糕的日子裡ETF 交易量是衡量恐懼的一個相當可靠的指標。”這一觀察在比特幣發佈時得到了證實。

Semler Scientific, on the other hand, is ramping up its Bitcoin strategy. In its second-quarter financial report for 2024, the company announced the acquisition of an additional 101 BTC at a cost of $6 million.

另一方面，塞姆勒科學公司正在加強其比特幣策略。該公司在2024年第二季財務報告中宣布，斥資600萬美元額外收購101個BTC。

The company's total cryptocurrency investment now stands at 929 BTC, with an aggregate cost of $63.0 million. The strategy involves utilizing operational cash flows and proceeds from a $150 million shelf registration statement for continuous purchases.

該公司目前的加密貨幣投資總額為 929 BTC，總成本為 6,300 萬美元。該策略涉及利用營運現金流和 1.5 億美元的貨架登記表收益進行持續採購。

"We are very encouraged by the strong positive reaction to our recent announcement of a Bitcoin treasury strategy. We continue to firmly believe that Bitcoin is a compelling investment and plan on acquiring additional BTC with our cash from operations, as well as with cash generated from the sale of securities under our $150.0 million shelf registration statement, once effective,” said Eric Semler, Semler Scientific's chairman, regarding their strategy.

「我們最近宣布的比特幣金庫策略得到了強烈的積極反應，這讓我們深受鼓舞。我們仍然堅信比特幣是一項引人注目的投資，並計劃用我們的營運現金以及透過營運產生的現金購買更多比特幣。

These strategic moves by Capula and Semler are part of a broader trend of increasing institutional engagement with cryptocurrencies, indicating a deeper acceptance of digital assets within traditional investment portfolios.

Capula 和 Semler 的這些策略舉措是增加機構對加密貨幣的參與這一更廣泛趨勢的一部分，表明傳統投資組合中數位資產的接受度越來越高。