比特币 ETF 资金流入创历史新高，标志着华尔街重新燃起了兴趣

现货比特币交易所交易基金 (ETF) 周一净流入 228.97 BTC，这是自 3 月 15 日以来的首次正流入。 Fidelity Wise Origin Bitcoin Fund (FBTC) 以 2.62 亿美元领跑流入，其次是 BlackRock 的 iShares Bitcoin Trust (IBIT) 拥有 3500 万美元，富兰克林邓普顿 (Franklin Templeton) 的富兰克林比特币 ETF (EZBC) 拥有 2050 万美元。尽管灰度比特币信托基金（GBTC）出现资金流出，但高管和分析师认为，现货 ETF 的成功表明机构对 BTC 的需求被压抑。

Bitcoin ETFs Witness Historic Inflows, Signaling Renewed Institutional Interest

比特币 ETF 见证历史性资金流入，表明机构兴趣重燃

After a week of steady outflows, Bitcoin spot exchange-traded funds (ETFs) experienced a surge in inflows, amassing 228.97 BTC yesterday. This positive net flow marks the first instance of such a trend since March 15.

经过一周的稳定资金流出后，比特币现货交易所交易基金（ETF）资金流入激增，昨天累计流入 228.97 BTC。这一正净流量标志着自 3 月 15 日以来首次出现这种趋势。

The influx of capital into Bitcoin ETFs comes on the heels of a period of volatility for the cryptocurrency, during which the funds saw outflows of nearly $1 billion. However, with Bitcoin's recovery to $71,014.23, the ETFs have absorbed approximately $15 million.

资金涌入比特币 ETF 是在该加密货币经历了一段波动时期之后，在此期间资金流出了近 10 亿美元。然而，随着比特币回升至 71,014.23 美元，ETF 已吸纳约 1500 万美元。

Leading the charge in this inflow was the Fidelity Wise Origin Bitcoin Fund (FBTC), which saw BTC inflows worth $262 million on Monday. BlackRock's iShares Bitcoin Trust (IBIT) followed suit with $35 million in new shares created, while Franklin Templeton's Franklin Bitcoin ETF (EZBC) added $20.5 million.

在这一资金流入中领头羊的是 Fidelity Wise Origin Bitcoin Fund (FBTC)，该基金周一的 BTC 流入价值为 2.62 亿美元。贝莱德 (BlackRock) 的 iShares 比特币信托 (IBIT) 紧随其后，增发了 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) 则增发了 2050 万美元。

This recent surge in institutional demand for Bitcoin ETFs is indicative of a broader trend in the financial industry. Wall Street titans like Fidelity and BlackRock have been rapidly growing their assets under management in this sector, outpacing their more crypto-specific counterparts.

最近机构对比特币 ETF 的需求激增表明了金融行业的更广泛趋势。像富达和贝莱德这样的华尔街巨头一直在迅速增加其在该领域管理的资产，超过了更专注于加密货币的同行。

The Grayscale Bitcoin Trust (GBTC), an outlier in this group, has experienced significant outflows since its conversion to a spot ETF in January. However, analysts and industry executives maintain that the success of the new ETFs demonstrates a significant pent-up demand from institutions for BTC.

灰度比特币信托基金 (GBTC) 是该类别中的一个异类，自 1 月份转换为现货 ETF 以来，经历了大幅资金外流。然而，分析师和行业高管坚持认为，新 ETF 的成功表明机构对 BTC 的需求被大量压抑。

"The new demand for Bitcoin cannot be separated from the introduction of spot ETFs," said John O'Loghlen, Managing Director of Coinbase Asia-Pacific. "This reality has set in, and we must monitor how the situation evolves."

Coinbase 亚太区董事总经理 John O'Loghlen 表示：“对比特币的新需求与现货 ETF 的推出密不可分。” “这个现实已经到来，我们必须监视局势的发展。”

The positive inflow into Bitcoin ETFs has had a ripple effect on the publicly traded crypto exchange Coinbase, whose shares have seen a significant boost due to BTC's gains. On Monday, the company closed at $279.71, representing a 14% increase in a single day. Pre-market trading on Tuesday morning has witnessed an additional 2% surge to $285.60.

比特币 ETF 的积极流入对公开交易的加密货币交易所 Coinbase 产生了连锁反应，该交易所的股价因 BTC 的上涨而大幅上涨。周一，该公司收盘价为279.71美元，单日上涨14%。周二上午的盘前交易中，该股上涨 2%，至 285.60 美元。

Analysts attribute this close correlation between Coinbase's stock and Bitcoin to the exchange's role as custodian for a substantial portion of the 206,000 BTC backing ETF shares. They eagerly anticipate Coinbase's Q1 2024 earnings call in May, where the impact of this custody service on the company's bottom line will be revealed.

分析师将 Coinbase 股票与比特币之间的密切相关性归因于该交易所作为 206,000 份 BTC 支持 ETF 股票中很大一部分的托管人。他们热切期待 Coinbase 5 月份的 2024 年第一季度财报电话会议，会上将揭示这项托管服务对公司利润的影响。

The recent inflows into Bitcoin ETFs and the positive impact on Coinbase's stock underscore the growing institutional recognition of Bitcoin as a legitimate asset class. As the cryptocurrency market continues to mature, we can expect to see further demand for vehicles that provide exposure to this digital gold.

最近流入比特币 ETF 以及对 Coinbase 股票的积极影响凸显了机构日益认可比特币作为合法资产类别。随着加密货币市场的不断成熟，我们预计对提供这种数字黄金的工具的需求将会进一步增加。