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在過去的幾周里,我一直在 X 上關注 HODL15Capital,他們在發布一些最快的進入市場方面做得非常出色
Nikolaus is keeping a close eye on the U.S. spot Bitcoin ETFs, and recently he has posted two charts in particular that have caught his attention.
Nikolaus 正在密切關注美國現貨比特幣 ETF,最近他特別發布了兩張引起他注意的圖表。
Nine months have passed since the SEC approved these ETFs for trading, and during eight of those months, the ETFs have seen large inflows. Since their launch, these ETFs have seen inflows of 312,488 BTC, while miners have only created 169,942 new bitcoin.
自 SEC 批准這些 ETF 交易以來已經過去了九個月,其中 8 個月,ETF 出現了大量資金流入。自推出以來,這些 ETF 已流入 312,488 枚比特幣,而礦工僅創造了 169,942 枚新比特幣。
These ETFs have seen the fastest growth in history, as BlackRock CEO Larry Fink has stated, and there are no signs of this slowing down, especially as we enter a period of time that has been historically bullish for Bitcoin.
正如貝萊德首席執行官拉里·芬克(Larry Fink)所說,這些ETF 經歷了歷史上最快的增長,而且沒有任何放緩跡象,特別是當我們進入歷史上對比特幣看漲的時期時。
These ETFs are quickly gobbling up all the available BTC, leading many to wonder who could possibly be selling at this time. According to HODL15Capital, it appears to be smaller BTC holders, who are selling directly into the hands of the ETFs and institutions.
這些 ETF 正在迅速吞噬所有可用的 BTC,讓許多人懷疑此時誰可能會出售。據 HODL15Capital 稱,似乎是規模較小的 BTC 持有者直接將其出售給 ETF 和機構。
We're seeing state pension funds, large institutions, wealthy investors and other major players buying and holding shares of these ETFs. Even ETF issuers like BlackRock are buying shares of its own Bitcoin ETF for their other funds. In short, I'm seeing smart money pouring into this asset class and, while that is great for the price of BTC, it pains me to watch smaller holders sell their bitcoin directly to the institutions.
我們看到國家退休基金、大型機構、富有的投資者和其他主要參與者購買並持有這些 ETF 的股票。甚至像貝萊德這樣的 ETF 發行人也在為其其他基金購買自己的比特幣 ETF 股票。簡而言之,我看到聰明的資金湧入這個資產類別,雖然這對 BTC 的價格來說很好,但看到小持有者直接將比特幣出售給機構讓我感到痛苦。
Over the long term, holding Bitcoin has proven to be one of the best ways to build wealth. This is a real chance for those interested in investing for their future, who may not currently have proper savings, to start building up wealth in a sovereign way by accumulating BTC and holding the keys to their coins. Instead, these coins are being mostly "locked up" in these ETFs, where those who buy them can only redeem their shares for US dollars and don't experience the benefits of the attributes that make bitcoin so unique (e.g, freedom to transact globally without permission from a third party).
從長遠來看,持有比特幣已被證明是累積財富的最佳方式之一。對於有興趣為未來進行投資的人(他們目前可能沒有適當的儲蓄)來說,這是一個真正的機會,可以透過累積比特幣並持有其代幣的鑰匙,開始以主權方式累積財富。相反,這些代幣大多被「鎖定」在這些ETF 中,購買它們的人只能將其股票贖回為美元,而無法體驗到比特幣如此獨特的屬性帶來的好處(例如,在全球範圍內交易的自由)未經第三方許可)。
Based on this data, I fear many of these smaller bitcoin holders are letting a great opportunity to build wealth via holding BTC slip through their fingers. Also, buy not buying bitcoin directly and holding it in self-custody, as opposed to purchasing shares of the ETFs, investors are missing out on what it truly means to own censorship resistant sovereign money. Such a feeling often has the effect of making investors hold bitcoin for the long-term as opposed selling in the short-term based on fear.
根據這些數據,我擔心許多較小的比特幣持有者正在讓透過持有比特幣累積財富的絕佳機會從他們的指縫中溜走。此外,購買比特幣而不是直接購買比特幣並將其自我託管,而不是購買 ETF 的股票,投資者錯過了擁有不受審查的主權貨幣的真正含義。這種感覺往往會促使投資者長期持有比特幣,而不是出於恐懼而短期拋售比特幣。
The smart money knows exactly what opportunity is here, and they don't care too much about the freedom aspects of Bitcoin. They're just filling their BTC bags in a vehicle that suits them better.
聰明的資金清楚知道這裡有什麼機會,他們並不太關心比特幣的自由面。他們只是將比特幣裝進更適合他們的車輛中。
Cheap BTC does not last forever. Major players will continue scooping up huge swaths of shares of the ETFs as we hit new all time highs and beyond. If there's one thing I leave you with today: Don't sell your BTC to the corporations, and hold the keys to your coins.
廉價的比特幣不會永遠持續下去。隨著我們創下歷史新高及更高水平,主要參與者將繼續大量買入 ETF 股票。如果我今天要留給你一件事:不要把你的比特幣賣給公司,並保管好你的比特幣的鑰匙。
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