高盛的比特幣ETF控股爆炸至15億美元

著名的加密分析師Macroscope（@Macroscope17）首先引起人們的注意，強調了高盛（Goldman上一季度。

Goldman Sachs’ Holdings in Bitcoin ETF Surged to $1.5 Billion

高盛（Goldman Sachs）在比特幣ETF中的持股量飆升至15億美元

Institutions continue to show strong interest in cryptocurrencies, evident in Goldman Sachs’ massive holdings in spot Bitcoin exchange-traded funds (ETFs) which amounted to over $1.5 billion at the end of 2024, according to the latest 13F filing with the US Securities and Exchange Commission (SEC).

根據最新的13F美國證券和交易所文件，機構繼續對加密貨幣表現出濃厚的興趣，這在高盛在現貨比特幣交易所交易所資金（ETF）中顯而易見，該資金在2024年底達到了15億美元以上。委員會（SEC）。

The filing revealed a significant expansion in both BTC and Ethereum-related positions, reflecting growing institutional confidence in digital assets. Notably, the bank increased its stake in BlackRock’s iShares Bitcoin Trust (IBIT) by an impressive 88%, with holdings valued at about $1.27 billion (24,077,861 shares).

該文件顯示，BTC和與以太坊相關的職位均顯著擴大，這反映了對數字資產的機構信心的增長。值得注意的是，該銀行將其在BlackRock的Ishares Bitcoin Trust（IBIT）的股份增加了88％，其股份價值約為12.7億美元（24,077,861股）。

Moreover, Goldman boosted its allocation to Fidelity’s Wise Origin Bitcoin Fund (FBTC) by 105%, bringing that position to around $288 million (3,530,486 shares).

此外，高盛（Goldman）將其對富達（Fidelity）明智的比特幣基金（FBTC）的分配提高了105％，使該職位提高到約2.88億美元（3,530,486股）。

In addition to these core ETF holdings, Goldman reported $3.6 million in the Grayscale BTC Trust (GBTC) while closing or reducing smaller positions in other spot BTC ETFs, including those offered by ARK 21Shares (ARKB), Bitwise (BITB), Grayscale (Mini Trust), Invesco Galaxy (BTCO), and WisdomTree (BTCW).

除這些核心ETF持有外，高盛還報告了360萬美元的灰度BTC信託（GBTC），同時關閉或減少其他位置BTC ETF的較小位置，包括ARK 21Shares（Arkb），Bitwise（Bitwise（Bitwise（ Bitb）），灰色（Mini）（Mini）（Mini）（Mini）（Mini）（Mini）信任），envesco Galaxy（BTCO）和WisdomTree（BTCW）。

Interestingly, the bank also had significant options positions, with a IBIT call option valued at $157 million and puts on IBIT and FBTC for Q4 valued at $527 million and $84 million, respectively. These strategies suggest that Goldman was hedging potential downside while trying to capitalize on any further BTC price surges.

有趣的是，該銀行還擁有重要的期權職位，IBIT電話期權價值為1.57億美元，並以IBIT和FBTC的價格為4 Q4，價值5.27億美元和8400萬美元。這些策略表明，高盛（Goldman）試圖利用任何進一步的BTC價格飆升，使潛在的不利之處。

Goldman’s bullish tilt on BTC aligns with rising interest among major financial institutions in digital assets. The bank, which first waded into spot Bitcoin ETFs in mid-2024, now appears poised to deepen its involvement, buoyed by ongoing price gains and what many observers see as a more constructive regulatory environment.

高盛對BTC的看漲傾向與數字資產的主要金融機構之間的興趣不斷增加。該銀行在2024年中期首先涉水到現貨比特幣ETF中，現在似乎有望加深其參與，並受到持續的價格上漲以及許多觀察家將其視為更具建設性的監管環境的推動。

With Bitcoin hitting highs of $109,000 shortly before the US Presidential inauguration, Goldman’s expanded crypto positions highlight a broader trend: more traditional Wall Street players are seeking to capture the upside of digital assets.

在美國總統就職典禮前不久，比特幣達到了109,000美元的高潮，高盛的擴大加密貨幣立場突出了一個更廣泛的趨勢：更傳統的華爾街玩家正在尋求捕捉數字資產的上漲空間。