密西根州退休系統成為首個投資以太坊 ETF 的州退休基金

這項策略性舉措標誌著機構投資數位資產邁出了重要一步，因為密西根州退休系統為州僱員管理約 1,440 億美元的退休基金資產。

The State of Michigan has disclosed substantial investments in cryptocurrency exchange-traded funds (ETFs) for Bitcoin and Ethereum in a 13F filing with the US Securities and Exchange Commission (SEC) on Monday.

密西根州週一在向美國證券交易委員會 (SEC) 提交的 13F 文件中披露了對比特幣和以太坊加密貨幣交易所交易基金 (ETF) 的大量投資。

This strategic move marks a significant step for institutional investment in digital assets, as the Michigan Retirement System manages approximately $144 million in pension fund assets for state employees.

這項策略性舉措標誌著機構投資數位資產邁出了重要一步，因為密西根州退休系統為州僱員管理約 1.44 億美元的退休基金資產。

The Michigan Retirement System disclosed an investment of over $6.9 million in the ARK/21Shares Bitcoin ETF, equating to around 110,000 shares of the fund.

密西根州退休系統披露，ARK/21Shares 比特幣 ETF 投資額超過 690 萬美元，相當於該基金約 11 萬股。

Furthermore, Michigan has become the first state pension fund to invest in an ETF that holds Ethereum, further diversifying its crypto portfolio.

此外，密西根州已成為第一個投資持有以太坊的 ETF 的國家退休基金，進一步使其加密貨幣投資組合多元化。

Matthew Sigel, head of digital asset research at VanEck, noted that Michigan has now entered the top five holders of Ethereum and the Grayscale Ethereum Trust (ETHE).

VanEck 數位資產研究主管 Matthew Sigel 指出，密西根州現已進入以太坊和灰階以太坊信託（ETHE）持有者的前五名。

Bloomberg ETF expert Eric Balchunas highlighted the significant investment Michigan has made in Ethereum ETFs, amounting to $10 million, which surpasses its Bitcoin ETF investment.

彭博 ETF 專家 Eric Balchunas 強調了密西根州對以太坊 ETF 的重大投資，金額達 1,000 萬美元，超過了其比特幣 ETF 投資。

In contrast, the state of Wisconsin’s investment board, which manages $156 billion for its retirement system, has previously disclosed holdings in Bitcoin ETFs, including BlackRock’s iShares Bitcoin Trust and the Grayscale Bitcoin Trust.

相較之下，威斯康辛州投資委員會為其退休制度管理1,560 億美元，此前曾披露持有比特幣ETF，包括貝萊德(BlackRock) 的iShares 比特幣信託(iShares Bitcoin Trust) 和灰階比特幣信託(Grayscale Bitcoin Trust)。

These disclosures are part of the quarterly 13F filings, which provide a snapshot of institutional investment strategies approximately 45 days after the end of each quarter.

這些揭露是季度 13F 文件的一部分，該文件提供了每個季度結束後約 45 天的機構投資策略的概況。

Demand for spot Bitcoin ETFs reached a six-month high in the latest week, signaling strong interest in Bitcoin as an investment vehicle.

最近一周，現貨比特幣 ETF 的需求達到六個月高點，顯示人們對比特幣作為投資工具的濃厚興趣。

However, Ethereum ETFs are yet to see the same success in the US market.

然而，以太坊 ETF 尚未在美國市場取得同樣的成功。

Despite a strong performance through October, Bitcoin ETFs faced challenges at the beginning of November, with a reported net outflow of $54.9 million on November 1.

儘管 10 月表現強勁，但比特幣 ETF 在 11 月初面臨挑戰，據報導 11 月 1 日淨流出 5,490 萬美元。

Fidelity's FBTC accounted for nearly half of this outflow, totaling approximately $25.64 million, while ARK & 21Shares' ARKB experienced a similar drop of $24.13 million.

Fidelity 的 FBTC 佔此次流出的近一半，總計約 2,564 萬美元，而 ARK & 21Shares 的 ARKB 也經歷了類似的下降，為 2,413 萬美元。

Grayscale's GBTC, traditionally associated with capital outflows, only recorded $5.51 million in outflows, indicating a relative stabilization compared to previous trends.

傳統上與資本流出相關的 Grayscale 的 GBTC 僅記錄了 551 萬美元的流出，顯示與先前的趨勢相比相對穩定。

Interestingly, BlackRock's iShares Bitcoin Trust (IBIT) did not register any inflow or outflow on November 1, marking a pause after 14 consecutive days of capital influx.

有趣的是，貝萊德旗下的 iShares Bitcoin Trust (IBIT) 在 11 月 1 日沒有出現任何資金流入或流出，這標誌著連續 14 天資金流入的暫停。

Prior to this, IBIT had experienced a significant net inflow of $872 million on October 30.

在此之前，IBIT曾在10月30日經歷8.72億美元的大幅淨流入。

At the time of writing, the largest cryptocurrency on the market, Bitcoin, is trading at $67,970, down nearly 2% in 24 hours. Ethereum, on the other hand, is down 3% over the same period, trading at $2,407.

截至撰寫本文時，市場上最大的加密貨幣比特幣的交易價格為 67,970 美元，24 小時內下跌近 2%。另一方面，以太坊同期下跌 3%，交易價格為 2,407 美元。

Featured image from DALL-E, chart from TradingView.com

精選圖片來自 DALL-E，圖表來自 TradingView.com