兩隻泰國比特幣共同基金在 6 月推出後回報率高達 30%

只有兩家資產管理公司——One Asset Management (ONEAM) 和 MFC Asset Management (MFC)——獲得了美國證券交易委員會的批准

Two Thai Bitcoin mutual funds have posted stellar returns reaching 30% following their launches in June, drawing strong demand from investors as the world's largest cryptocurrency continues to trade at record highs, approaching $100,000 following Donald Trump's victory in the US presidential election.

兩隻泰國比特幣共同基金在6 月推出後，回報率達到30%，吸引了投資者的強勁需求，因為唐納德·川普在美國總統大選中獲勝後，全球最大的加密貨幣繼續創下歷史新高，接近10 萬美元。

Only two asset management companies -- One Asset Management (ONEAM) and MFC Asset Management (MFC) -- have been approved by the Securities and Exchange Commission (SEC) to launch mutual funds investing in spot Bitcoin exchange-traded funds (ETFs).

只有兩家資產管理公司——One Asset Management (ONEAM) 和 MFC Asset Management (MFC)——已獲得美國證券交易委員會 (SEC) 批准推出投資現貨比特幣交易所交易基金 (ETF) 的共同基金。

The SEC restricted investment in mutual funds tied to spot Bitcoin ETFs to institutional investors and ultra-accredited investors (UI) because of the high risks associated with cryptocurrencies and digital assets. These investors are required to have extensive knowledge and the capacity to manage significant investment risks.

由於加密貨幣和數位資產存在高風險，美國證券交易委員會限制機構投資者和超級認可投資者 (UI) 投資與現貨比特幣 ETF 相關的共同基金。這些投資者需要擁有豐富的知識和管理重大投資風險的能力。

The world's largest cryptocurrency rose 0.9% to $95,964 on Friday, with analysts expecting the price to reach $100,000 later this year.

全球最大的加密貨幣週五上漲 0.9% 至 95,964 美元，分析師預計今年稍後價格將達到 10 萬美元。

One of the funds is ONE Bitcoin ETF Fund of Funds Unhedged (not for retail investors), with a ticker of ONE-BTCETFOF-UI, launched by ONEAM on June 6.

其中一檔基金是 ONE Bitcoin ETF Fund of Funds Unhedged（不適合散戶投資者），股票代號為 ONE-BTCETFOF-UI，由 ONEAM 於 6 月 6 日推出。

The fund has diversified investments in several master funds, including Franklin Bitcoin ETF (50.6% of the portfolio), iShares Bitcoin Trust Fund (38.4%) and Fidelity Wise Origin Bitcoin Fund (10.5%). Total assets as of Nov 26 amounted to 327 million baht.

該基金對多個主基金進行多元化投資，包括富蘭克林比特幣ETF（佔投資組合的50.6％）、iShares比特幣信託基金（38.4％）和Fidelity Wise Origin比特幣基金（10.5％）。截至11月26日，總資產達3.27億泰銖。

Pote Harinasuta, chief executive of ONEAM, said ONE-BTCETFOF-UI achieved returns of more than 30%, mirroring the performance of its master funds.

ONEAM 執行長 Pote Harinasuta 表示，ONE-BTCETFOF-UI 實現了超過 30% 的回報，反映了其主基金的表現。

"Investor interest has surged as Bitcoin reached all-time highs, driven by Trump's pro-Bitcoin policies," he said.

他表示：“在川普支持比特幣的政策的推動下，隨著比特幣創下歷史新高，投資者的興趣激增。”

Investing in digital assets through regulated mutual funds offers benefits such as exemption from withholding tax and reliable asset custody by SEC-regulated management companies. This makes such funds a safer and more secure option than non-regulated platforms, said Mr Pote.

透過受監管的共同基金投資數位資產可帶來許多好處，例如免預扣稅以及由受 SEC 監管的管理公司提供可靠的資產託管。波特表示，這使得此類基金比不受監管的平台更安全。

MFC Bitcoin ETF Tracker Fund (not for retail investors), with a ticker of MBTCETF-UI, invests in Bitcoin ETFs, particularly through iShares Bitcoin Trust, managed by BlackRock, the world's largest ETF provider.

MFC 比特幣 ETF Tracker 基金（不適用於散戶投資者），股票代號為 MBTCETF-UI，投資於比特幣 ETF，特別是透過由全球最大 ETF 提供商貝萊德管理的 iShares Bitcoin Trust 進行投資。

Chaovakorn Chotibunt, executive vice-president and head of investment strategy at MFC, said MBTCETF-UI delivered a return of roughly 30% since its inception on June 7. As of Nov 23, iShares Bitcoin Trust yielded a return of 99%, while Bitcoin itself delivered a 134% return.

MFC 執行副總裁兼投資策略主管 Chaovakorn Chotibunt 表示，自 6 月 7 日成立以來，MBTCETF-UI 的回報率約為 30%。其本身的回報率為134%。

Mr Chaovakorn attributed the price surge to market speculation driven by Trump's policies, which have created optimism about Bitcoin's potential roles in the financial system. Based on rising demand, MFC expanded MBTCETF-UI's registered asset size from 2 billion baht to 5 billion on Nov 14.

Chaovakorn 先生將價格飆升歸因於川普政策推動的市場投機，這讓人們對比特幣在金融體系中的潛在作用產生了樂觀情緒。基於不斷增長的需求，MFC於11月14日將MBTCETF-UI的註冊資產規模從20億泰銖擴大到50億泰銖。

As of Nov 27, the fund's net asset value reached 2.5 billion baht.

截至11月27日，該基金的資產淨值達到25億泰銖。

"Bitcoin and digital assets are alternative investments with very high risks," he said. "We generally recommend allocating only 1% of your portfolio to this segment, or an amount aligned with your risk tolerance."

「比特幣和數位資產是另類投資，風險非常高，」他說。 “我們通常建議僅將投資組合的 1% 分配給該細分市場，或與您的風險承受能力相符的金額。”

Younger investors show more interest in digital assets, while some investors are turning to Bitcoin because of concerns about the US dollar's stability, said Mr Chaovakorn.

Chaovakorn 表示，年輕投資者對數位資產表現出更大的興趣，而一些投資者則出於對美元穩定性的擔憂而轉向比特幣。