比特币 ETF 目前持有比特币总供应量的 6%，管理资产达 109B 美元

美国证券交易委员会批准第一只现货比特币 ETF 已经一年了，许多人认为这是加密行业的一个里程碑式的决定。

One year ago, the Securities and Exchange Commission (SEC) made history by approving the first spot bitcoin exchange-traded funds (ETFs), a decision that has had a profound impact on the crypto industry.

一年前，美国证券交易委员会（SEC）批准了第一个现货比特币交易所交易基金（ETF），创造了历史，这一决定对加密行业产生了深远的影响。

As of January 10, these ETFs boast an impressive $109 billion in assets under management (AUM), collectively holding approximately 6% of the total bitcoin supply. Even before reaching this one-year milestone, bitcoin ETFs had already achieved a remarkable feat by “flipping” gold ETFs in AUM on December 17, as reported by K33 Research.

截至 1 月 10 日，这些 ETF 的管理资产 (AUM) 高达 1090 亿美元，合计约占比特币总供应量的 6%。据 K33 Research 报道，甚至在达到这一一年里程碑之前，比特币 ETF 就已经在 12 月 17 日“翻转”了黄金 ETF 的资产管理规模，取得了非凡的成就。

This approval has played a significant role in driving up the asset's value. On January 10, 2024, bitcoin was trading at around $46,000. At the time of writing, the asset is hovering at $94,000, having crossed the $100,000 mark for the first time on December 4 and again on January 6.

此次批准对资产价值的提升起到了重要作用。 2024 年 1 月 10 日，比特币交易价格约为 46,000 美元。截至撰写本文时，该资产徘徊在 94,000 美元，于 12 月 4 日首次突破 100,000 美元大关，并于 1 月 6 日再次突破 100,000 美元大关。

Among the bitcoin ETFs, BlackRock's iShares Bitcoin Trust has emerged as the clear frontrunner, boasting almost $53 billion in AUM. As Bloomberg aptly put it, “Simply put, no ETF has ever had a better debut.”

在比特币 ETF 中，贝莱德 (BlackRock) 的 iShares Bitcoin Trust 已成为明显的领跑者，其资产管理规模接近 530 亿美元。正如彭博社恰当地指出的那样，“简而言之，没有任何 ETF 能有如此出色的首次亮相。”

After BlackRock's bitcoin ETF, the other funds rounding up the top five include:

继贝莱德的比特币 ETF 之后，跻身前五名的其他基金包括：

Fidelity Wise Origin Bitcoin Fund: $19.6 billion in AUM

Fidelity Wise Origin 比特币基金：管理规模 196 亿美元

Grayscale Bitcoin Trust ETF: $19.2 billion in AUM

灰度比特币信托 ETF：管理规模 192 亿美元

ARK 21Shares Bitcoin ETF: $4.5 billion in AUM

ARK 21Shares 比特币 ETF：资产管理规模 45 亿美元

Bitwise Bitcoin ETF: $4.2 billion in AUM

Bitwise 比特币 ETF：资产管理规模 42 亿美元

Following the approval of bitcoin ETFs, the next logical step was spot ethereum ETFs, which received the green light and commenced trading in July 2024. According to BlockWorks, these ETFs currently hold $10.1 billion in AUM.

在比特币 ETF 获得批准后，下一个合乎逻辑的步骤是现货以太坊 ETF，它获得批准并于 2024 年 7 月开始交易。根据 BlockWorks 的数据，这些 ETF 目前持有 101 亿美元的资产管理规模。

With the crypto-friendly Trump administration now in place, optimism is running high among bulls for the approval of a range of altcoin ETFs this year. Among the anticipated launches, a solana ETF may materialize soon, with both VanEck and 21Shares having filed applications for the product. Additionally, Ripple President Monica Long recently told Bloomberg that an XRP ETF could be on the horizon.

随着对加密货币友好的特朗普政府就位，多头对今年批准一系列山寨币 ETF 的乐观情绪高涨。在预期推出的产品中，solana ETF 可能很快就会实现，VanEck 和 21Shares 都已提交该产品的申请。此外，Ripple 总裁 Monica Long 最近告诉彭博社，XRP ETF 可能即将推出。

The author of this article, Yaël Bizouati-Kennedy, is a financial journalist who has written for Dow Jones, The Financial Times Group, and Business Insider, among others.

本文作者 Yaël Bizouati-Kennedy 是一位财经记者，曾为道琼斯、金融时报集团和商业内幕等机构撰稿。