大量比特幣流入推動 ETF 接近 100 萬比特幣里程碑

九個月前，美國證券交易委員會（SEC）批准了 11 隻現貨比特幣 ETF。灰階的比特幣迷你信託現已加入其中

Bitcoin exchange-traded funds (ETFs) have seen a strong start to the year, with the 12 ETFs now holding just 42,000 BTC away from reaching 1 million bitcoin.

比特幣交易所交易基金 (ETF) 今年開局強勁，12 檔 ETF 目前僅持有 42,000 比特幣，距離達到 100 萬比特幣還有一段距離。

As of this weekend, the funds are collectively holding 958,079.02 BTC, valued at $65.6 billion at current exchange rates. Nine months ago, the U.S. Securities and Exchange Commission (SEC) approved 11 spot bitcoin ETFs. With Grayscale’s Bitcoin Mini Trust now in the mix, the count has risen to 12.

截至本週末，這些基金總共持有 958,079.02 BTC，以當前匯率計算價值 656 億美元。九個月前，美國證券交易委員會（SEC）批准了 11 隻現貨比特幣 ETF。隨著 Grayscale 的比特幣迷你信託基金加入其中，這一數字已上升至 12 個。

Before these approvals, Grayscale’s flagship Bitcoin Trust, known as GBTC, held around 620,000 BTC—a stash valued at $42.4 billion at the time. At the time, GBTC traded over-the-counter (OTC), but with the SEC’s greenlight, it transitioned into a publicly listed fund on the New York Stock Exchange (NYSE).

在獲得這些批准之前，Grayscale 的旗艦比特幣信託基金（即 GBTC）持有約 62 萬枚 BTC，當時價值 424 億美元。當時，GBTC 進行場外交易（OTC），但隨著 SEC 的批准，它轉型為紐約證券交易所（NYSE）的公開上市基金。

Grayscale also rolled out the Bitcoin Mini Trust (ticker: BTC), a new spot bitcoin exchange-traded product (ETP) with a notably lower fee than GBTC. Since its debut, this mini fund has secured its place as the sixth-largest BTC holder among the 12.

Grayscale 也推出了比特幣迷你信託（股票代號：BTC），這是一種新的現貨比特幣交易所交易產品（ETP），其費用明顯低於 GBTC。自推出以來，這檔迷你基金已成為 12 家基金中第六大 BTC 持有者。

At the forefront is Blackrock’s Ishares Bitcoin Trust (IBIT), which, since Jan. 11, has seen net inflows reaching a total of $22.84 billion. IBIT holds approximately 385,590.90 BTC, valued at $26.3 billion, based on current rates.

排在前列的是貝萊德旗下的 Ishares 比特幣信託基金 (IBIT)，自 1 月 11 日以來，該基金的淨流入總額已達到 228.4 億美元。 IBIT 持有約 385,590.90 BTC，根據當前匯率，價值 263 億美元。

While Grayscale’s GBTC remains the second-largest BTC holder in this ETF lineup, it has faced significant outflows since going public. Currently, GBTC’s holdings are lower than that of the publicly traded company Microstrategy, which holds 252,220 BTC. GBTC now secures 220,821.30 BTC and has divested around $20.10 billion since its NYSE debut.

儘管 Grayscale 的 GBTC 仍然是該 ETF 陣容中第二大 BTC 持有者，但自上市以來，它已面臨大量資金外流。目前，GBTC 的持股低於上市公司 Microstrategy 的持有量，後者持有 252,220 BTC。 GBTC 目前持有 220,821.30 BTC，自紐約證券交易所上市以來已撤資約 201 億美元。

Next in line is Fidelity’s FBTC, which has amassed 184,612.53 BTC, worth roughly $12.6 billion. These three ETFs are the only ones with BTC holdings exceeding 100,000.

接下來是富達 (Fidelity) 的 FBTC，它已累積了 184,612.53 BTC，價值約 126 億美元。這三隻ETF是唯一持有BTC超過10萬的ETF。

Further down, Ark Invest and 21shares’ ARKB fund holds 50,749 BTC, valued at $3.4 billion, while Bitwise’s BITB fund commands a stash of 41,799.16 BTC, worth about $2.8 billion.

再往下看，Ark Invest 和 21shares 的 ARKB 基金持有 50,749 BTC，價值 34 億美元，而 Bitwise 的 BITB 基金持有 41,799.16 BTC，價值約 28 億美元。

Following them is Grayscale’s mini fund, with 33,665.64 BTC, valued at $2.3 billion. The remaining funds hold under 15,000 BTC each. Vaneck’s HODL fund comes next, holding 12,500.69 BTC valued at $855.2 million. After that, there’s the Coinshares’ Valkyrie BRRR fund, which holds 9,081.95 BTC worth $621 million.

緊隨其後的是 Grayscale 的迷你基金，擁有 33,665.64 BTC，價值 23 億美元。其餘基金每人持有 15,000 比特幣以下。 Vaneck 的 HODL 基金緊隨其後，持有 12,500.69 BTC，價值 8.552 億美元。接下來是 Coinshares 的 Valkyrie BRRR 基金，該基金持有 9,081.95 BTC，價值 6.21 億美元。

Invesco’s BTCO holds 7,941 BTC, valued at $543 million, while Franklin Templeton’s EZBC has collected 7,421.64 BTC, valued at $507 million. Wisdomtree’s BTCW owns 3,747.21 BTC, valued at $256 million, and Hashdex’s DEFI fund secures 148 BTC, worth $10 million.

景順 (Invesco) 的 BTCO 持有 7,941 BTC，價值 5.43 億美元，而富蘭克林鄧普頓 (Franklin Templeton) 的 EZBC 則持有 7,421.64 BTC，價值 5.07 億美元。 Wisdomtree 的 BTCW 擁有 3,747.21 BTC，價值 2.56 億美元，Hashdex 的 DEFI 基金擁有 148 BTC，價值 1,000 萬美元。

Altogether, these 12 funds collectively hold 958,079.02 BTC — just 41,920.974 BTC shy of reaching the coveted 1 million BTC mark. While that might not seem like a massive gap, at current exchange rates, it represents around $2.9 billion in inflows.

這 12 檔基金總共持有 958,079.02 BTC，距離達到令人垂涎的 100 萬 BTC 大關僅差 41,920.974 BTC。雖然這看起來似乎不是一個巨大的缺口，但以目前的匯率計算，它代表著約 29 億美元的資金流入。

Over the last six days, these funds have gained approximately $2.39 billion, suggesting that, if this pace keeps up, they could surpass the 1 million BTC mark in just over a week of open trading days.

在過去的六天裡，這些基金已經獲得了約 23.9 億美元的收益，這表明，如果這一速度保持下去，它們可能會在一周多一點的開放交易日內突破 100 萬比特幣大關。