Gemini 联合创始人 Cameron Winklevoss 表示，比特币 (BTC) 价格达到 80,000 美元是由于机构需求，而不是零售 FOMO

比特币达到 80,000 美元主要是由于机构通过现货比特币 ETF 的持续需求，而不是散户投资者的活动

Bitcoin’s price surged to nearly $80,000 in the final quarter of 2023, and while many pointed to retail activity and FOMO, Gemini co-founder Cameron Winklevoss believes that the institutional demand was the main driver behind the rally.

比特币的价格在 2023 年最后一个季度飙升至近 80,000 美元，尽管许多人指出零售活动和 FOMO，但 Gemini 联合创始人 Cameron Winklevoss 认为机构需求是上涨背后的主要推动力。

According to Winklevoss, the sticky demand from institutional investors is a sign of sustained bullish sentiment, and that the current market cycle is still in its early stages.

文克莱沃斯认为，机构投资者的粘性需求是持续看涨情绪的标志，当前的市场周期仍处于早期阶段。

"The road to $80k bitcoin was paved with steady ETF demand," Winklevoss stated. "Not retail FOMO. Little fanfare. People buy ETFs, they don’t sell them. This is sticky HODL-like capital. Floor keeps rising."

Winklevoss 表示：“比特币通向 8 万美元的道路是由稳定的 ETF 需求铺平的。” “不是散户 FOMO。没有大张旗鼓。人们购买 ETF，而不是出售它们。这是类似 HODL 的粘性资本。底线不断上升。”

Highlighting the role of ETFs in the institutional demand, Winklevoss added, "We just won the coin toss, innings haven't started."

Winklevoss 强调了 ETF 在机构需求中的作用，他补充道：“我们刚刚赢得了掷硬币的胜利，比赛还没有开始。”

The performance of US crypto ETFs this week was largely influenced by the outcome of the presidential elections. Following Trump's declaration of victory on November 5, spot Bitcoin and Ethereum ETFs experienced a trend reversal.

本周美国加密货币 ETF 的表现很大程度上受到总统选举结果的影响。 11 月 5 日特朗普宣布获胜后，现货比特币和以太坊 ETF 经历了趋势逆转。

According to data from Farside Investors, the group of eleven spot Bitcoin ETFs attracted around $622 million in net inflows on Wednesday. Notably, BlackRock's IBIT saw a record $4.1 billion in trading volume despite experiencing outflows that day.

根据 Farside Investors 的数据，周三，这 11 只现货比特币 ETF 吸引了约 6.22 亿美元的净流入。值得注意的是，尽管当天出现资金流出，但贝莱德的 IBIT 交易量仍创下了 41 亿美元的创纪录水平。

However, IBIT went on to record over $1 billion in net inflows on Thursday, boosting its assets under management to more than $33 billion. This now positions the ETF as larger than BlackRock's iShares Gold Trust (IAU).

然而，IBIT 周四继续录得超过 10 亿美元的净流入，使其管理的资产增加至超过 330 亿美元。现在，该 ETF 的规模超过了贝莱德的 iShares Gold Trust (IAU)。

Overall, US spot Bitcoin ETFs collectively saw around $2.3 billion in net inflows during the three trading days following Election Day. Other crypto products also saw inflows, with spot Ethereum ETFs attracting nearly $218 million from Wednesday to Friday, Farside Investors data showed.

总体而言，选举日后的三个交易日内，美国现货比特币 ETF 的净流入总额约为 23 亿美元。 Farside Investors 的数据显示，其他加密产品也出现资金流入，周三至周五现货以太坊 ETF 吸引了近 2.18 亿美元。