银行客户刚刚涉足比特币 ETF，但第四季度可能会出现 FOMO 飙升

机构投资者提交的最新一批 13F 报告与第三季度比特币的价格走势一样平静。

Wealth management clients of top Wall Street banks continued to slowly accumulate bitcoin (BTC) in the third quarter via spot bitcoin exchange-traded funds (ETFs), according to the latest batch of 13F reports filed by institutional investors.

根据机构投资者提交的最新一批 13F 报告，华尔街顶级银行的财富管理客户在第三季度继续通过现货比特币交易所交易基金（ETF）缓慢积累比特币（BTC）。

The filings showed that Goldman Sachs reported holding spot bitcoin ETF shares to the tune of $710 million in the quarter that ended Sept. 30, as clients' allocations into the ETFs nearly doubled, up from $418 million in the previous quarter. Most of the bank's shares were in BlackRock's iShares Bitcoin Trust (IBIT), in which it held just shy of 13 million shares.

文件显示，高盛报告称，在截至 9 月 30 日的季度中，持有现货比特币 ETF 份额达 7.1 亿美元，客户对 ETF 的配置几乎翻了一番，高于上一季度的 4.18 亿美元。该银行的大部分股票都在贝莱德的 iShares 比特币信托基金 (IBIT) 中，其持有的股票接近 1300 万股。

Other top-tier banks/wealth management operations, including Morgan Stanley, Cantor Fitzgerald, Royal Bank of Canada, Bank of America, UBS and HSBC, didn't add to or subtract much from their positions. A new entrant was Australian investment bank Macquarie Group, which purchased 132,355 shares of IBIT, worth $4.8 million.

其他顶级银行/财富管理业务，包括摩根士丹利、Cantor Fitzgerald、加拿大皇家银行、美国银行、瑞银和汇丰银行，其头寸并未增加或减少太多。澳大利亚投资银行麦格理集团（Macquarie Group）是新进入者，该公司购买了 132,355 股 IBIT 股票，价值 480 万美元。

Wells Fargo, which has a very minor stake in the ETFs, held most of its shares in the Grayscale Bitcoin Trust (GBTC) and Grayscale Bitcoin Mini Trust (BTC).

富国银行在 ETF 中持有极少量股份，但持有灰度比特币信托 (GBTC) 和灰度比特币迷你信托 (BTC) 的大部分股份。

The positions were reported in 13F filings, a quarterly report that institutional investors with over $100 million in assets under management are required to file to disclose their holdings of certain securities. The deadline for the third quarter was Thursday.

这些头寸在 13F 文件中报告，这是一份季度报告，管理资产超过 1 亿美元的机构投资者需要提交文件披露其持有的某些证券。第三季度的截止日期是周四。

BlackRock disclosed a stake of 2.54 million shares, worth $91.6 million as of Sept. 30, in its own fund.

贝莱德披露，截至 9 月 30 日，其自有基金持有 254 万股股票，价值 9,160 万美元。

The three-month period from the start of July to the end of September signaled a period of flat to downward price action for bitcoin, with the price largely ranging from $53,000 to $66,000. This followed the flat to downward price action during much of the second quarter, so it's possible the tepid institutional interest reflected the pall that sat over the market.

从 7 月初到 9 月底的三个月期间，标志着比特币价格走势平稳到下跌的时期，价格大致在 53,000 美元到 66,000 美元之间。在此之前，第二季度大部分时间价格走势持平甚至下跌，因此机构兴趣不温不火可能反映了市场的阴霾。

Things, of course, have changed in a big way in the fourth quarter amid the run-up to and following the election of crypto-friendly Donald Trump to the U.S. presidency. Bitcoin blasted out of its multi-month range, quickly taking out March's record of $73,700 and continuing this week to as high as $93,400.

当然，在对加密货币友好的唐纳德·特朗普当选美国总统之前和之后，第四季度情况发生了巨大变化。比特币突破了数月区间，迅速刷新了 3 月份 73,700 美元的纪录，并在本周继续升至 93,400 美元的高位。

The recent price action, combined with a hoped-for crypto embrace by the Trump administration taking office in January might inspire a good deal of "fear of missing out" (FOMO) in institutional players and their clients. It's at least somewhat possible the next batch of 13Fs coming after the start of 2025 could prove far more interesting than this quarter's.

最近的价格走势，加上一月份上任的特朗普政府对加密货币的期待，可能会激发机构参与者及其客户的“害怕错过”（FOMO）情绪。至少在某种程度上，2025 年初后推出的下一批 13F 可能会比本季度的更有趣。

"I expect a lot of scrambling behind the scenes to make sure institutions have at the bare minimum a 1% allocation due to crypto-friendly president Donald Trump and bitcoin breaking," said James Van Straten, senior analyst at CoinDesk.

CoinDesk 高级分析师 James Van Straten 表示：“由于对加密货币友好的总统唐纳德·特朗普和比特币的破坏，我预计幕后会进行大量的争先恐后，以确保机构至少拥有 1% 的分配。”

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Edited by Disclosures: Our editors have impartially selected interesting articles from a wide range of news sources to reflect different perspectives on财经. The inclusion of an article does not necessarily mean that CoinDesk泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷泷