比特币 (BTC) 和以太坊 (ETH) 现货 ETF 资金流入激增 1.2B 美元，表明机构配置增加

仅比特币 ETF 就实现了 9.87 亿美元的净流入，其中富达 (Fidelity) 的 FBTC 领先，达 3.7 亿美元，贝莱德 (BlackRock) 的 IBIT 达 2.09 亿美元。

Bitcoin and Ethereum spot exchange-traded funds (ETFs) experienced a collective surge in inflows on Friday, amassing nearly $1.2 billion, as reported by ETF data provider SoSo Value.

据 ETF 数据提供商 SoSo Value 报道，比特币和以太坊现货交易所交易基金 (ETF) 周五资金流入集体激增，资金流入近 12 亿美元。

Bitcoin ETFs specifically witnessed $987 million in net inflows, with Fidelity’s FBTC ETF leading the pack at $370 million, followed by BlackRock’s IBIT ETF, which secured $209 million in inflows.

比特币 ETF 尤其见证了 9.87 亿美元的净流入，其中富达 (Fidelity) 的 FBTC ETF 以 3.7 亿美元的净流入领先，其次是贝莱德 (BlackRock) 的 IBIT ETF，获得 2.09 亿美元的流入。

Meanwhile, Ethereum ETFs experienced a net inflow of $129 million. The total net asset value of the Ethereum spot ETF market now stands at $13.466 billion, with BlackRock’s ETHA ETF alone receiving $124 million in inflows.

与此同时，以太坊 ETF 净流入 1.29 亿美元。以太坊现货ETF市场的总资产净值目前为134.66亿美元，仅贝莱德的ETHA ETF就获得了1.24亿美元的流入。

This surge in ETF activity coincides with Bitcoin’s spot price premium on Coinbase, which analysts at QCP Capital suggest may indicate an increase in institutional allocations toward Bitcoin, especially considering the impending expiration of Bitcoin miners’ selling pressure in 2025.

ETF 活动的激增与 Coinbase 上的比特币现货价格溢价同时发生，QCP Capital 的分析师认为，这可能表明机构对比特币的配置增加，特别是考虑到 2025 年比特币矿商的抛售压力即将到期。

Moreover, positive regulatory narratives, such as the potential for a pro-crypto Prime Minister in Canada, as predicted by Polymarket, are also contributing to the favorable market sentiment.

此外，积极的监管叙述，例如 Polymarket 预测的加拿大有可能出现支持加密货币的总理，也促进了有利的市场情绪。

However, QCP Capital also cautions against potential market volatility due to the reinstatement of the U.S. Treasury debt ceiling in mid-January. This may create uncertainty and put pressure on markets as the government can only use extraordinary measures to fund federal expenditures.

不过，QCP Capital 也对因 1 月中旬美国国债上限恢复而可能出现的市场波动发出警告。这可能会造成不确定性，并对市场造成压力，因为政府只能使用非常措施来为联邦支出提供资金。

Despite these positive trends, the surge in ETF inflows is occurring amidst an undercurrent of fiscal and political uncertainty, which may ultimately lead to volatility as the situation develops throughout the month.

尽管有这些积极的趋势，但 ETF 流入量的激增是在财政和政治不确定性的暗流中发生的，随着整个月局势的发展，这可能最终导致波动。