高盛披露價值 4.61 億美元的貝萊德比特幣 ETF 股份，標誌著投資策略的重大轉變

主要投資銀行高盛揭露了其在現貨比特幣 ETF（交易所交易基金）中的大量股份。這家曾經是比特幣直言不諱的批評者的金融巨頭似乎正在將其投資策略轉向加密資產，特別是全球市值最大的加密貨幣。

Investment banking powerhouse Goldman Sachs has unveiled its substantial stake in spot Bitcoin exchange-traded funds (ETFs). The finance behemoth, which was once a vocal critic of Bitcoin, appears to be shifting its investment strategy towards crypto assets, particularly the world’s largest cryptocurrency by market capitalization.

投資銀行巨頭高盛公佈了其在現貨比特幣交易所交易基金（ETF）中的大量股份。這家曾經直言不諱地批評比特幣的金融巨頭似乎將其投資策略轉向加密資產，尤其是全球市值最大的加密貨幣。

Goldman Sachs Discloses $461 Million In BlackRock’s Bitcoin ETF

高盛披露貝萊德價值 4.61 億美元的比特幣 ETF

On Thursday, November 14, Goldman Sachs disclosed its holdings of approximately $718 million in eight Bitcoin ETFs in a filing with the United States Securities and Exchange Commission (SEC). The firm’s latest quarterly report revealed that the bank has increased its Bitcoin fund portfolio by $300 million.

11 月 14 日星期四，高盛在向美國證券交易委員會 (SEC) 提交的文件中披露了其持有 8 只比特幣 ETF，價值約 7.18 億美元。該公司最新的季度報告顯示，該銀行已將其比特幣基金投資組合增加了 3 億美元。

Goldman Sachs initially entered the U.S. Bitcoin ETF market in the second quarter of 2024, revealing a Bitcoin fund investment of $418 million. However, the BTC exchange-traded fund portfolio has now grown by over 71%, reaching $718 million.

高盛於 2024 年第二季首次進入美國比特幣 ETF 市場，透露比特幣基金投資額為 4.18 億美元。然而，BTC 交易所交易基金投資組合現已成長超過 71%，達到 7.18 億美元。

According to the filing on Nov 14 with the U.S. SEC, Goldman Sachs now holds $461 million in BlackRock’s spot Bitcoin ETF (ticker: IBIT). The investment bank also disclosed a $96 million holding in Fidelity’s Wise Origin Bitcoin Fund (ticker: FBTC).

根據 11 月 14 日向美國 SEC 提交的文件，高盛目前持有 4.61 億美元的貝萊德現貨比特幣 ETF（股票代號：IBIT）。該投資銀行還揭露了富達 Wise Origin 比特幣基金（股票代號：FBTC）的 9,600 萬美元資產。

Moreover, Goldman Sachs disclosed approximately $72 million in the Grayscale Bitcoin Trust ETF (GBTC) and around $60 million in the Invesco Galaxy Bitcoin exchange-traded fund. The bank’s $22 million and $3 million investments in Bitwise’s Bitcoin fund and Ark/21Shares’ ETF, respectively, are also noteworthy.

此外，高盛揭露了灰階比特幣信託ETF（GBTC）約7,200萬美元，景順銀河比特幣交易所交易基金約6,000萬美元。該銀行分別向 Bitwise 的比特幣基金和 Ark/21Shares 的 ETF 投資了 2,200 萬美元和 300 萬美元，這也值得注意。

Besides the Bitcoin ETFs, Goldman Sachs also engaged in the recently launched spot Ethereum exchange-traded funds, investing $22.6 million in the Grayscale Ethereum Mini Trust ETF and $2.6 million in the Fidelity Ethereum Fund.

除了比特幣ETF之外，高盛還參與了最近推出的現貨以太坊交易所交易基金，向Grayscale以太坊迷你信託ETF投資了2260萬美元，向Fidelity以太坊基金投資了260萬美元。

While the spot Bitcoin exchange-traded funds have attracted significant capital and attention since launching, the Ethereum ETFs have largely underperformed since hitting the market. However, the Ethereum ETFs are currently experiencing a period of restitution, having recorded six consecutive days of inflows.

雖然現貨比特幣交易所交易基金自推出以來吸引了大量資金和關注，但以太坊 ETF 自上市以來基本上表現不佳。然而，以太坊ETF目前正經歷一段恢復期，已連續六天錄得資金流入。

What Else Has Goldman Sachs Been Up To?

高盛還做了什麼？

As mentioned earlier, Goldman Sachs has been making major moves in the cryptocurrency industry throughout the year. While investing in crypto exchange-traded funds is a clear path, the banking firm has also considered blockchain technology ventures.

如前所述，高盛全年在加密貨幣產業不斷有重大舉措。雖然投資加密貨幣交易所交易基金是一條明確的道路，但該銀行公司也考慮了區塊鏈技術企業。

As reported in July, Goldman Sachs unveiled its plans to expand its crypto offering, focusing on the tokenization sector. Global Head of Digital Assets Matthew McDermott disclosed the bank’s intentions to launch three tokenization projects before 2024 ends.

根據 7 月報道，高盛公佈了擴大加密貨幣產品的計劃，並專注於代幣化領域。數位資產全球主管 Matthew McDermott 透露，該銀行打算在 2024 年底前推出三個代幣化計畫。