比特币 ETF 在经历一周资金流出后出现积极流入

加密货币市场比特币 ETF 流出出现逆转，昨日流入 228.97 BTC。这是自 3 月 15 日以来的首次正资金流，此前经历了一段波动和近 10 亿美元的撤资。 Fidelity Wise Origin 比特币基金 (FBTC) 引领资金流入，而作为 ETF 股票托管人的 Coinbase 的股价由于与比特币表现密切相关而飙升 14%。

Bitcoin ETFs Witness Positive Inflows After Week of Outflows

比特币 ETF 在经历一周资金流出后出现积极流入

In a reversal of recent trends, Bitcoin spot ETFs experienced net inflows of 228.97 BTC yesterday, the first positive net flow since March 15th. This surge marks a departure from the $1 billion outflows witnessed during last week's market volatility.

与近期趋势相反，比特币现货 ETF 昨日净流入 228.97 BTC，这是自 3 月 15 日以来首次净流入。这一激增标志着上周市场波动期间 10 亿美元资金外流的背离。

At the current Bitcoin price of $71,014.23, the inflows amount to approximately $15 million. Bitcoin's market capitalization now hovers around $1.4 trillion, with $47 billion worth of coins traded in the past 24 hours.

按当前比特币价格 71,014.23 美元计算，流入金额约为 1500 万美元。比特币的市值目前徘徊在 1.4 万亿美元左右，过去 24 小时内交易了价值 470 亿美元的比特币。

Fidelity's FBTC Leads Inflows

富达的 FBTC 引领资金流入

Fidelity's Wise Origin Bitcoin Fund (FBTC) emerged as the top performer yesterday, attracting BTC inflows of $262 million. BlackRock's iShares Bitcoin Trust (IBIT) followed suit with $35 million worth of new shares created, while Franklin Templeton's Franklin Bitcoin ETF (EZBC) saw inflows of $20.5 million.

富达旗下的 Wise Origin 比特币基金 (FBTC) 昨天成为表现最好的基金，吸引了 2.62 亿美元的 BTC 流入。贝莱德 (BlackRock) 的 iShares 比特币信托 (IBIT) 紧随其后，发行了价值 3500 万美元的新股，而富兰克林邓普顿 (Franklin Templeton) 的富兰克林比特币 ETF (EZBC) 则流入了 2050 万美元。

Wall Street Titans Dominate ETF Market

华尔街巨头主导 ETF 市场

Wall Street giants have outpaced more crypto-specific firms in accumulating assets under management for their Bitcoin ETFs. The exception to this trend is Grayscale Bitcoin Trust (GBTC), which has been trading over-the-counter since 2013. However, since its conversion to a spot ETF in January, it has experienced withdrawals exceeding $14 billion.

华尔街巨头在积累比特币 ETF 管理资产方面已经超过了更多加密货币公司。这一趋势的例外是灰度比特币信托基金（GBTC），该基金自 2013 年以来一直在场外交易。然而，自 1 月份转换为现货 ETF 以来，其提款额已超过 140 亿美元。

Industry Experts Affirm Pent-Up Demand

行业专家确认需求被压抑

Despite GBTC's outflows, executives and analysts suggest that the success of the new ETFs reflects pent-up demand from institutional investors for direct exposure to Bitcoin.

尽管 GBTC 资金流出，但高管和分析师表示，新 ETF 的成功反映了机构投资者对直接投资比特币的被压抑的需求。

"The announcement of the spot ETFs cannot be separated from the surge in demand for Bitcoin," stated John O'Loghlen, Managing Director of Coinbase Asia-Pacific.

Coinbase 亚太区董事总经理 John O'Loghlen 表示：“现货 ETF 的推出与比特币需求的激增密不可分。”

Coinbase Stock Rides Bitcoin's Coattails

Coinbase 股票搭上了比特币的顺风车

The rise in Bitcoin prices has also fueled gains for publicly traded crypto exchange Coinbase. Its shares, traded under the COIN ticker on Nasdaq, closed at $279.71 on Monday, marking a 14% daily increase. Pre-market trading on Tuesday witnessed a further 2% climb to $285.60.

比特币价格的上涨也推动了公开交易的加密货币交易所 Coinbase 的上涨。其股票在纳斯达克交易，股票代码为 COIN，周一收于 279.71 美元，日涨幅为 14%。周二盘前交易进一步上涨 2%，至 285.60 美元。

COIN's stock has become increasingly correlated with Bitcoin, partly due to its role as custodian for a large portion of the BTC backing ETF shares. Analysts anticipate that the impact of this on Coinbase's financial performance will be revealed during its Q1 2024 earnings call in May.

COIN 的股票与比特币的相关性越来越高，部分原因是它作为大部分 BTC 支持的 ETF 股票的托管人。分析师预计，这对 Coinbase 财务业绩的影响将在 5 月份的 2024 年第一季度财报电话会议上揭晓。