比特币 ETF 资产规模突破 1000 亿美元，接近黄金 ETF

据彭博社报道，11 月 21 日，美国比特币 ETF 净资产首次突破 1000 亿美元。

U.S. Bitcoin (BTC) exchange-traded funds (ETFs) reached a new milestone on Monday, with their net assets crossing the $100 billion mark for the first time.

美国比特币（BTC）交易所交易基金（ETF）周一达到了新的里程碑，其净资产首次突破 1000 亿美元大关。

The ETFs have rapidly gained ground on gold ETFs this year, highlighting a shift in asset investment trends.

今年，ETF 迅速超越黄金 ETF，凸显了资产投资趋势的转变。

According to Bloomberg Intelligence, the total net assets of U.S. Bitcoin ETFs reached $104 billion on November 21.

据彭博社报道，11 月 21 日，美国比特币 ETF 总净资产达到 1040 亿美元。

This marks a significant increase from the beginning of 2024, when the net assets of Bitcoin ETFs stood at only $7 billion.

这标志着与 2024 年初相比大幅增长，当时比特币 ETF 的净资产仅为 70 亿美元。

The launch of spot BTC ETFs in January quickly propelled Bitcoin to become the leading asset in the exchange-traded fund market.

一月份推出的现货 BTC ETF 迅速推动比特币成为交易所交易基金市场的领先资产。

Following the U.S. presidential election on November 5, which saw Donald Trump clinch the victory, investor sentiment toward crypto-friendly assets picked up steam.

11 月 5 日美国总统大选唐纳德·特朗普 (Donald Trump) 获胜后，投资者对加密货币友好型资产的情绪升温。

Currently, Bitcoin ETFs hold around $104 billion in assets. They are closing in on overtaking gold ETFs in terms of net assets, with the latter having a combined AUM of nearly $120 billion as of November 21, according to the Bitcoin Archive.

目前，比特币 ETF 持有约 1040 亿美元的资产。根据比特币档案馆的数据，它们在净资产方面即将超越黄金 ETF，截至 11 月 21 日，后者的资产管理规模总计近 1200 亿美元。

"Crypto ETFs are now 97% of the way to passing Satoshi as the biggest holder and 82% of the way to passing gold ETFs," Eric Balchunas, an ETF analyst for Bloomberg Intelligence, stated in a post on the X platform on November 21.

彭博资讯 (Bloomberg Intelligence) ETF 分析师 Eric Balchunas 于 11 月 21 日在 X 平台上发帖称，“加密 ETF 目前有 97% 的可能性超越中本聪成为最大持有者，82% 的可能性超越黄金 ETF”。 。

BlackRock, Fidelity Lead in Bitcoin ETFs

贝莱德、富达在比特币 ETF 领域处于领先地位

Among the cryptocurrency trusts, the highest inflows this year went to BlackRock's iShares Bitcoin Trust (IBIT), which received $30 billion in net inflows since January, according to Bloomberg.

据彭博社报道，在加密货币信托中，今年资金流入最多的是贝莱德旗下的 iShares 比特币信托（IBIT），自 1 月份以来该公司净流入额达到 300 亿美元。

The second most popular Bitcoin exchange-traded fund (ETF) in 2024 was Fidelity Wise Origin Bitcoin Fund (FBTC), which had over $11 billion in investors' money, according to Bloomberg.

据彭博社报道，2024 年第二受欢迎的比特币交易所交易基金 (ETF) 是 Fidelity Wise Origin Bitcoin Fund (FBTC)，该基金拥有超过 110 亿美元的投资者资金。

After Trump's victory, the market for cryptocurrencies surged, as many people believe that his presidency will be favorable for the cryptocurrency industry, according to Cointelegraph.

据 Cointelegraph 报道，特朗普获胜后，加密货币市场飙升，因为许多人认为他的总统任期将有利于加密货币行业。

According to Google Finance data, on November 21, spot Bitcoin was trading at over $96,000, up nearly 120% since the beginning of 2024.

根据谷歌财经数据，11 月 21 日，现货比特币交易价格超过 96,000 美元，自 2024 年初以来上涨近 120%。

Following the investor's rush to cryptocurrency in response to Trump's election victory, IBIT had its "biggest volume day ever" on November 6, according to a post by Balchunas on Nov. 6 X.

根据 Balchunas 于 11 月 6 日发布的帖子，随着投资者因特朗普当选而纷纷涌入加密货币，IBIT 在 11 月 6 日迎来了“有史以来成交量最大的一天”。

Record Inflows Show Investor Confidence

创纪录的资金流入显示投资者信心

After two days of outflows that totaled $113.3 million, IBIT regained its status as an inflow on November 7, with $1.1 billion in inflows, according to Farside data.

根据 Farside 的数据，在经历了两天总计 1.133 亿美元的流出之后，IBIT 在 11 月 7 日恢复了流入状态，流入了 11 亿美元。

According to MV Global, the price of one bitcoin is predicted to reach $100,000 to $150,000.

据MV Global称，一枚比特币的价格预计将达到10万至15万美元。

Despite launching only in January, BlackRock's IBIT already has more assets than the asset manager's gold ETF, according to BlackRock's data.

根据贝莱德的数据，尽管贝莱德的 IBIT 仅在一月份推出，但其资产规模已超过该资产管理公司的黄金 ETF。

Investors are shifting their attention toward gold and Bitcoin in what they are calling a "debasement trade" in anticipation of a "catastrophic scenario" fueled by rising geopolitical tensions, according to research by JPMorgan on Oct. 3.

摩根大通 10 月 3 日的研究显示，由于地缘政治紧张局势加剧将引发“灾难性场景”，投资者正在将注意力转向黄金和比特币，他们称之为“贬值交易”。