比特币 (BTC) ETF 创下单日大规模流出记录

美国上市的现货比特币 ETF 在录得两天资金流出后，本月初表现不佳。

Bitcoin (BTC) exchange-traded funds (ETFs) saw their second-largest single-day net outflow on Monday, a day before the US elections, as the broader markets reacted to the market volatility and speculation.

周一，即美国大选前一天，随着大盘对市场波动和投机做出反应，比特币（BTC）交易所交易基金（ETF）出现第二大单日净流出。

The crypto-based investment products saw their second consecutive red day before the US elections, ending a seven-day positive streak.

基于加密货币的投资产品在美国大选前连续第二天出现下跌，结束了连续 7 天的上涨势头。

Bitcoin ETFs Record Massive Outflow Day, What’s Next?

比特币 ETF 创下巨额流出日，接下来会发生什么？

US-listed spot Bitcoin (BTC) ETFs started the month negatively after recording two days of outflows. The investment products performed remarkably for most of October, seeing four consecutive green weeks and surpassing the $2 billion mark twice.

美国上市的现货比特币 ETF 在录得两天资金流出后，本月初表现不佳。这些投资产品在 10 月份的大部分时间里表现出色，连续四周呈绿色，并两次突破 20 亿美元大关。

Last week, Bitcoin ETF recorded $2.2 billion in inflows, leading the crypto investment products’ positive performance for the fourth week straight. However, the funds saw a significant net flow decrease from October 30 to October 31 as Bitcoin’s price struggled, going from $893.3 million in inflows to only $32.3 million.

上周，比特币 ETF 录得 22 亿美元资金流入，连续第四周引领加密货币投资产品的积极表现。然而，由于比特币价格陷入困境，从 10 月 30 日到 10 月 31 日，这些基金的净流量大幅减少，流入量从 8.933 亿美元降至仅 3230 万美元。

On Friday, BTC ETFs had their first red day since October 22, ending their seven-day streak with $54.9 million in outflows. The negative sentiment continued at the start of this week, as Bitcoin-based investment products registered the second-largest single-day net outflow since their launch in January.

周五，BTC ETF 迎来了自 10 月 22 日以来的首个红色日，以 5490 万美元的资金流出结束了连续 7 天的流出。本周初，负面情绪仍在持续，基于比特币的投资产品录得自 1 月份推出以来第二大单日净流出。

The funds saw their largest red-performing day on May 2, with $563 million in outflows. Meanwhile, Bitcoin ETFs saw $541.1 million in outflows this Monday. Reportedly, Bitwise’s BITB, AKR Invest’s ARKB, and Grayscale’s Mini Trust (BTC) had record outflow days on November 4.

这些基金在 5 月 2 日出现了最大的红色表现，流出了 5.63 亿美元。与此同时，周一比特币 ETF 资金流出 5.411 亿美元。据报道，Bitwise 的 BITB、AKR Invest 的 ARKB 和 Grayscale 的 Mini Trust（BTC）在 11 月 4 日的流出天数创下了纪录。

According to data from Farside Investors, BITB and BTC saw $79.8 million and $89.5 million in outflows, respectively, while ARB registered $138.3 million in negative net flows. Nonetheless, Fidelity’s FBTC led yesterday’s losses with $169.6 million in outflows, its second worst-performing day.

Farside Investors 的数据显示，BITB 和 BTC 的资金流出分别为 7980 万美元和 8950 万美元，而 ARB 的净流出为 1.383 亿美元。尽管如此，富达 (Fidelity) 旗下的 FBTC 昨天仍以 1.696 亿美元的资金流出领跌，这是其表现第二差的一天。

BlackRock’s IBIT was the only BTC ETF to see a positive net flow yesterday, with $38.4 million in inflows.

贝莱德的 IBIT 是昨天唯一一只出现净流入的 BTC ETF，流入额为 3840 万美元。

Bitcoin ETFs To Continue Thriving Despite Election Results

尽管选举结果如何，比特币 ETF 仍将继续蓬勃发展

The massive outflows from Bitcoin ETFs come just one day before the US elections, which have brought market volatility and speculation to the forefront. Several experts concurred that the investment products are being affected by the event.

就在美国大选前一天，比特币 ETF 出现大规模资金流出，这使得市场波动和投机行为成为焦点。多位专家一致认为，投资产品正受到该事件的影响。

In a Tuesday interview, Bloomberg analyst Eric Balchunas noted that the election is a big variable that could further impact Bitcoin’s price action and ETFs’ performance.

彭博社分析师 Eric Balchunas 在周二的采访中指出，选举是一个很大的变量，可能会进一步影响比特币的价格走势和 ETF 的表现。

However, he considers that the investment products’ net flow, which is at $29 billion, has held “real thought” throughout the “couple of downturns” seen this year, suggesting BTC ETFs’ performance will surpass all expectations for its first year, even if the election’s outcome negatively impacts the market.

然而，他认为投资产品 290 亿美元的净流量在今年的“几次低迷”中一直保持着“真实的想法”，这表明 BTC ETF 的表现将超出第一年的所有预期，即使如果选举结果对市场产生负面影响。

Balchunas called ETFs the “premier vehicle” for traditional investors and a “disruptive powerhouse” that has “a lot of spiritual connection” with Bitcoin. To the analyst, these connections make Bitcoins ETFs a strong long-term combination.

Balchunas 称 ETF 是传统投资者的“首要工具”，也是与比特币有“很多精神联系”的“颠覆性动力”。对于分析师来说，这些联系使比特币 ETF 成为一个强大的长期组合。

Meanwhile, Bitwise’s Chief Investment Officer (CIO), Matt Hougan, asserted that “crypto has already won” regardless of the election’s outcome but suggested that a Trump victory would be better for the market in the short term.

与此同时，Bitwise 首席投资官 (CIO) Matt Hougan 断言，无论选举结果如何，“加密货币已经获胜”，但暗示特朗普的胜利在短期内对市场来说会更好。

To Hougan, the only possible “bad” outcome would be a Democratic sweep. Nevertheless, he would remain bullish on that scenario and buy the dip as the past four years have taught him that “Washington can’t stop crypto.”

对霍根来说，唯一可能的“坏”结果就是民主党大获全胜。尽管如此，他仍然看好这种情况并逢低买入，因为过去四年告诉他“华盛顿无法阻止加密货币”。

In the end, Bitwise’s CIO stated that spot crypto-based ETFs will continue to see inflows, and the industry will keep growing, even if the market slows down.

最后，Bitwise 的 CIO 表示，即使市场放缓，基于现货加密货币的 ETF 将继续出现资金流入，该行业也将继续增长。