比特币 (BTC) 现货 ETF 需求依然强劲，但其可持续性取决于 BTC 价格维持在 6.1 万美元以上：Ki Young Ju

CryptoQuant 创始人兼首席执行官 Ki Young Ju 周一强调，对比特币现货 ETF 的需求一直强劲，价格水平高于 61,000 美元，净流入量显着。

Demand For Bitcoin Spot ETFs Remains Robust At Price Levels Above $61,000: CryptoQuant CEO Demand for Bitcoin spot exchange-traded funds remained strong at price levels above $61,000, according to CryptoQuant founder and CEO Ki Young Ju.

在价格水平高于 61,000 美元时，对比特币现货 ETF 的需求仍然强劲：CryptoQuant 首席执行官 据 CryptoQuant 创始人兼首席执行官 Ki Young Ju 表示，在价格水平高于 61,000 美元时，对比特币现货 ETF 的需求仍然强劲。

Young Ju highlighted this trend on Monday, adding that the sustainability of this demand hinges on Bitcoin maintaining its price above this key threshold.

Young Ju 周一强调了这一趋势，并补充说，这种需求的可持续性取决于比特币将其价格维持在这一关键阈值之上。

"As long as the BTC price holds above $61,000, ETF demand should remain steady, in my opinion," he stated in a post on X on Monday.

“我认为，只要 BTC 价格保持在 61,000 美元以上，ETF 需求就应该保持稳定，”他周一在 X 上发表的一篇文章中表示。

To provide further context on the market's current state, QCP Capital noted that vice president Kamala Harris and former president Donald Trump are locked in a tight race as odds on Polymarket moved closer to actual poll estimates.

为了提供有关市场当前状况的更多背景信息，QCP Capital 指出，随着 Polymarket 的赔率越来越接近实际民调估计，副总统卡马拉·哈里斯 (Kamala Harris) 和前总统唐纳德·特朗普 (Donald Trump) 陷入了一场激烈的竞争。

While Polymarket odds currently favor Trump at 55%, this is a substantial decline from 66% a week prior, reflecting a more balanced electoral outlook.

虽然 Polymarket 目前支持特朗普的赔率为 55%，但与一周前的 66% 相比大幅下降，反映出更加平衡的选举前景。

This uncertainty has kept leveraged perpetual positioning in check, with figures dropping from $30 billion to $26 billion across exchanges, signaling cautious sentiment.

这种不确定性使得杠杆永续仓位受到控制，各交易所的杠杆永续头寸从 300 亿美元降至 260 亿美元，表明市场情绪谨慎。

The report also touches on the sideways price action over the weekend, suggesting a potential build-up before a major move: "So, is this the calm before a break from the multi-month range and push toward all-time highs? The options market definitely thinks so, as we've seen an increase in topside positioning with substantial buying of end-Nov $75,000 Calls since last Friday."

该报告还谈到了周末的横向价格走势，表明在重大走势之前可能会出现上涨：“那么，这是突破数月区间并推向历史高点之前的平静吗？市场肯定是这么认为的，因为自上周五以来，我们看到上方仓位有所增加，大量买入 11 月底 75,000 美元的看涨期权。”

According to the report, election-date options positions have been rising, with implied volatility above 87%, despite realized volatility sitting at 40%.

报告称，选举日期权头寸一直在上升，隐含波动率超过 87%，尽管实际波动率高达 40%。

Meanwhile, the surge in spot ETF inflows comes as major financial institutions like BlackRock and Fidelity ramp up their involvement in the Bitcoin market.

与此同时，随着贝莱德和富达等主要金融机构加大对比特币市场的参与力度，现货 ETF 资金流入激增。

"BlackRock's IBIT recorded the highest weekly netflows since March 2024, with $2.11 billion flowing into the Bitcoin market," Young Ju said.

Young Ju 表示：“贝莱德的 IBIT 录得自 2024 年 3 月以来最高的每周净流量，有 21.1 亿美元流入比特币市场。”

Fidelity's FBTC also reported strong inflows, especially when Bitcoin's price touched the $73,000 level, showcasing growing interest from institutional investors.

富达 (Fidelity) 的 FBTC 也报告称资金流入强劲，尤其是当比特币价格触及 73,000 美元水平时，这表明机构投资者的兴趣日益浓厚。

The potential implications of this sustained demand will be a focal topic at Benzinga's Future of Digital Assets event on Nov. 19.

这种持续需求的潜在影响将成为 Benzinga 11 月 19 日数字资产未来活动的焦点话题。

The event will host industry leaders who will analyze the effect of ETF inflows on the crypto market and discuss broader trends in digital asset investment.

该活动将邀请行业领袖，他们将分析 ETF 流入对加密货币市场的影响，并讨论数字资产投资的更广泛趋势。