随着选举猜测升温，比特币 ETF 流入量创历史新高

美国比特币 ETF 创下自成立以来的最高单日流入量，周二累计流入 8.7 亿美元。这一投资激增恰逢比特币逐渐逼近 73,700 美元的历史高点

US Bitcoin exchange-traded funds (ETFs) saw their highest daily inflows since their launch, raking in a substantial $870 million on Tuesday, as per Bloomberg data. This surge in investment corresponds with Bitcoin’s ascent towards its all-time high of $73,700, attained in March.

根据彭博社的数据，美国比特币交易所交易基金 (ETF) 创下自推出以来的最高单日流入量，周二流入金额高达 8.7 亿美元。这一投资激增与比特币升至 3 月份创下的 73,700 美元历史高点相对应。

Apparent enthusiasm among investors is fueled by speculation regarding a potential victory by Republican candidate Donald Trump over Vice President Kamala Harris. Many anticipate that such an outcome would foster a favorable climate for the digital asset ecosystem, ultimately benefiting crypto prices.

关于共和党候选人唐纳德·特朗普可能战胜副总统卡马拉·哈里斯的猜测加剧了投资者的热情。许多人预计，这样的结果将为数字资产生态系统营造有利的氛围，最终有利于加密货币价格。

The subscriptions on Tuesday pushed the year-to-date inflows for the group of 12 Bitcoin ETFs to over $23 billion, according to Bloomberg. Analysts attribute the growing demand for Bitcoin exposure to Trump’s improving odds in election betting markets.

据彭博社报道，周二的认购将 12 只比特币 ETF 的今年迄今的资金流入推至超过 230 亿美元。分析师将对比特币的需求不断增长归因于特朗普在选举博彩市场的胜算不断提高。

However, while Trump leads in prediction markets, polls indicate a close race against Vice President Harris, who has pledged support for a regulatory framework for the cryptocurrency industry.

然而，尽管特朗普在预测市场上处于领先地位，但民意调查显示，他与副总统哈里斯的竞争非常激烈，后者已承诺支持加密货币行业的监管框架。

Despite this, Trump's stance on crypto seems to align more closely with the community's sentiments.

尽管如此，特朗普对加密货币的立场似乎更符合社区的情绪。

Adding to the speculative fervor, Bitcoin options markets suggest a one-third probability of a price fluctuation exceeding 10% on election day, November 5. According to Nick Forster, founder of crypto trading platform Derive.xyz, such volatility often prompts traders to anticipate potential market movements, which contributes to the demand for Bitcoin ETFs and the current price rally.

比特币期权市场表明，在 11 月 5 日选举日，价格波动超过 10% 的可能性有三分之一，这加剧了投机热情。加密货币交易平台 Derive.xyz 的创始人 Nick Forster 表示，这种波动往往会促使交易者预期潜在的市场走势，这有助于比特币 ETF 的需求和当前的价格上涨。

ETF expert Eric Balchunas also commented on the bullish sentiment, stating that these funds are on track to reach 1 million BTC in holdings as early as today. In a recent social media post, Balchunas noted that US spot ETFs could surpass 1 million BTC by next Wednesday, and the funds’ holdings might outpace Bitcoin’s mysterious creator, Satoshi Nakamoto's stash by mid-December, with the funds adding roughly 17,000 BTC each week.

ETF 专家 Eric Balchunas 也对看涨情绪发表了评论，表示这些基金的持有量最早有望在今天达到 100 万比特币。 Balchunas 在最近的社交媒体帖子中指出，到下周三，美国现货 ETF 的持有量可能会超过 100 万 BTC，到 12 月中旬，这些基金的持有量可能会超过比特币的神秘创造者中本聪的持有量，这些基金每周会增加大约 17,000 BTC 。

Yet, after Tuesday's performance, Balchunas remarked, “We’re going to need to move up our predictions,” highlighting that Bitcoin ETFs had acquired over 12,000 coins in just one day, now holding a total of 996,000 BTC. He expressed optimism about breaching the 1 million mark soon, given the “extraordinary” trading volume from the previous day, which is likely to translate into significant inflows.

然而，在周二的表现之后，巴尔丘纳斯表示，“我们需要提高我们的预测”，并强调比特币 ETF 在短短一天内就购买了超过 12,000 个比特币，目前总共持有 996,000 个比特币。鉴于前一天交易量“异常”，他对很快突破 100 万大关表示乐观，这可能会转化为大量资金流入。

Balchunas also cautioned about the fluidity of market conditions, adding, “Anything can happen,” and highlighting the potential for a sudden selloff that could delay reaching the 1 million BTC milestone.

Balchunas 还对市场状况的流动性提出警告，并补充道，“任何事情都有可能发生”，并强调了突然抛售的可能性，这可能会延迟达到 100 万比特币的里程碑。

On the other hand, if Bitcoin prices continue to rise and a Trump victory sparks market enthusiasm, fear of missing out (FOMO) could drive even more rapid accumulation.

另一方面，如果比特币价格继续上涨并且特朗普的胜利激发了市场热情，那么对错过机会（FOMO）的恐惧可能会推动更快速的积累。

At the latest update, Bitcoin's price showed an upward trend, trading at $72,360, up over 8% in the past 7 days.

在最新的更新中，比特币的价格呈现上涨趋势，交易价格为 72,360 美元，过去 7 天上涨超过 8%。