比特币 ETF 会卷土重来吗？

在连续五天净流出后，3 月 26 日，美国现货比特币 (BTC) 交易所交易基金 (ETF) 净流入 4.18 亿美元。在贝莱德和富达基金大量资金流入的带动下，所有 10 只获批的现货比特币 ETF 都见证了这一积极转变。尽管 Grayscale 的比特币信托基金 (GBTC) 继续出现资金流出，但总流入量超过了流出量，表明投资者对现货比特币 ETF 重新产生了兴趣。

Are Bitcoin ETFs Back in Vogue?

比特币 ETF 又重新流行起来了吗？

Fresh cash is pouring into U.S. spot Bitcoin exchange-traded funds (ETFs) after a five-day slump of net outflows.

在净流出连续五天大幅下滑之后，新的现金正在涌入美国现货比特币交易所交易基金（ETF）。

Led by robust inflows into BlackRock's and Fidelity's funds, the ten recently approved spot Bitcoin ETFs collectively garnered $418 million on March 26th, according to Farside Investors data.

根据 Farside Investors 的数据，在贝莱德和富达基金大量资金流入的带动下，最近批准的 10 只现货比特币 ETF 于 3 月 26 日总计获得 4.18 亿美元的收益。

Fidelity's Fund Soars

富达基金飙升

Fidelity's fund experienced its highest single-day inflow since March 13th, raking in $279.1 million on March 26th. The investment behemoth purchased 4,000 additional BTC. This marked the fund's second consecutive day of inflows exceeding $260 million.

富达基金的单日资金流入量为 3 月 13 日以来最高，3 月 26 日达到 2.791 亿美元。这家投资巨头额外购买了 4,000 个 BTC。这标志着该基金的资金流入连续第二天超过 2.6 亿美元。

BlackRock Chipping In

贝莱德介入

BlackRock's fund also attracted inflows of $162.2 million, although its daily inflows remain modest compared to earlier this month, when they averaged over $300 million per day.

贝莱德的基金也吸引了 1.622 亿美元的资金流入，尽管与本月初平均每天超过 3 亿美元的资金流入量相比，其每日流入量仍然不大。

Other Contenders

其他竞争者

Ark 21Shares Bitcoin ETF fund had its banner day since March 12th, amassing $73.6 million in inflows, while Invesco Galaxy, Franklin Templeton, and Valkyrie all saw inflows of over $26 million across their respective funds.

Ark 21Shares 比特币 ETF 基金自 3 月 12 日以来表现出色，累计流入 7360 万美元，而 Invesco Galaxy、Franklin Templeton 和 Valkyrie 各自基金的流入均超过 2600 万美元。

Grayscale's Exodus Continues

灰度的流失仍在继续

Meanwhile, Grayscale's Bitcoin Trust (GBTC) continued to hemorrhage, posting a daily outflow of $212 million. However, it was not substantial enough to offset the net inflows of its rivals.

与此同时，灰度的比特币信托（GBTC）继续大出血，每日流出 2.12 亿美元。然而，这一金额不足以抵消其竞争对手的净流入。

ETF Giants Emerge

ETF巨头涌现

In a March 26th post on X, Bloomberg senior ETF analyst Eric Balchunas highlighted the presence of Bitcoin ETFs among the largest 30 asset funds in their initial 50 days of trading.

彭博社高级 ETF 分析师 Eric Balchunas 在 3 月 26 日的 X 帖子中强调，比特币 ETF 在最初 50 天的交易中跻身最大的 30 只资产基金之列。

Four Bitcoin ETFs made the cut, with BlackRock's IBIT and Fidelity's FBTC "in a class of their own," he noted.

他指出，四只比特币 ETF 上榜，其中贝莱德 (BlackRock) 的 IBIT 和富达 (Fidelity) 的 FBTC “自成一类”。

Balchunas also observed that even the Bitwise Bitcoin ETF (BITB), currently the 18th largest Bitcoin ETF in terms of assets under management, is larger than the world's largest SPDR Gold Shares (GLD) fund.

Balchunas 还观察到，就管理资产而言，目前排名第 18 位的比特币 ETF Bitwise 比特币 ETF（BITB）也比全球最大的 SPDR Gold Shares（GLD）基金还要大。

Newcomer Joins the Fray

新人加入战局

Crypto asset management firm Hashdex joined the ranks of spot Bitcoin ETF issuers in the United States on March 26th. The company converted its futures fund to a spot product, which now trades under the ticker DEFI.

加密资产管理公司 Hashdex 于 3 月 26 日加入美国现货比特币 ETF 发行人行列。该公司将其期货基金转换为现货产品，目前交易代码为 DEFI。