美国比特币ETF净流出，香港市场飙升

5 月 2 日，美国比特币 ETF 净流出 3440 万美元，较前一天创纪录的 5.637 亿美元大幅下降。 Grayscale 旗下领先的比特币基金 GBTC 出现 5500 万美元的资金外流。相比之下，Ark Invest 的 ARKB 吸引了 1300 万美元的资金流入，富兰克林邓普顿 (Franklin Templeton)、Valkyrie、Invesco 和 Galaxy Digital 的现货比特币 ETF 则录得温和的资金流入，总计 600 万美元。

Bitcoin ETFs Experience Net Outflow in the US, But Hong Kong Market Shows Optimism

美国比特币ETF出现净流出，但香港市场表现乐观

May 3rd, 2024

2024 年 5 月 3 日

Bitcoin exchange-traded funds (ETFs) in the United States witnessed a net outflow of $34.4 million on Thursday, May 2nd, a significant decline compared to the record-breaking $563.7 million outflow on the preceding day. While this slowdown provides some respite, experts caution against complacency.

5 月 2 日星期四，美国比特币交易所交易基金 (ETF) 净流出 3440 万美元，较前一日创纪录的 5.637 亿美元流出大幅下降。虽然这种放缓提供了一些喘息的机会，但专家警告不要自满。

Grayscale's GBTC Sees Continued Withdrawals

Grayscale 的 GBTC 提款持续增加

Grayscale's Bitcoin Trust (GBTC), the longest-standing Bitcoin fund, faced a net outflow of $55 million on Thursday, echoing the ongoing trend of withdrawals. This has raised concerns among investors, given GBTC's substantial market share.

历史最悠久的比特币基金 Grayscale 的比特币信托 (GBTC) 周四面临 5500 万美元的净流出，与持续的撤资趋势相呼应。鉴于 GBTC 的巨大市场份额，这引起了投资者的担忧。

Positive Inflows for Spot Bitcoin ETFs

现货比特币 ETF 资金积极流入

Other notable developments included a substantial $13 million net inflow for Ark Invest's ARKB ETF, indicating that some investors still view Bitcoin as a viable investment. Additionally, modest inflows were observed in spot Bitcoin ETFs from Franklin Templeton, Valkyrie, Invesco, and Galaxy Digital, totaling $6 million.

其他值得注意的进展包括 Ark Invest 的 ARKB ETF 净流入 1300 万美元，这表明一些投资者仍然将比特币视为可行的投资。此外，富兰克林邓普顿 (Franklin Templeton)、Valkyrie、景顺 (Invesco) 和 Galaxy Digital 的现货比特币 ETF 也出现了适度的资金流入，总计 600 万美元。

No Net Flows for BlackRock and Fidelity's Bitcoin ETFs

贝莱德和富达的比特币 ETF 没有净流量

Interestingly, BlackRock and Fidelity's Bitcoin ETFs, ranking second and third in terms of total net assets, recorded zero net flows on Thursday. Analyst James Seyffart from Bloomberg attributed this to typical occurrences within the ETF landscape.

有趣的是，贝莱德和富达的比特币ETF在总净资产方面排名第二和第三，周四净流量为零。彭博社分析师 James Seyffart 将其归因于 ETF 领域的典型现象。

Hong Kong ETF Market Flourishes

香港ETF市场蓬勃发展

In contrast to the US market, Bitcoin ETFs in Hong Kong experienced a surge in assets under management (AUM), totaling an increase of $248 million. This uptick is partly attributed to unique features offered by Hong Kong ETFs, such as the ability to contribute Bitcoin directly rather than solely relying on market purchases.

与美国市场相比，香港比特币ETF的管理资产（AUM）大幅增加，总计增加了2.48亿美元。这种上升的部分原因是香港 ETF 提供的独特功能，例如能够直接贡献比特币，而不是仅仅依靠市场购买。

Bitcoin Price Rebound Boosts Market Sentiment

比特币价格反弹提振市场情绪

The price of Bitcoin rose from $56,500 to $59,000 on Thursday, reflecting underlying market support. This upward trend has boosted investor confidence in Bitcoin's long-term potential, despite short-term fluctuations.

周四，比特币价格从 56,500 美元上涨至 59,000 美元，反映了潜在的市场支撑。尽管存在短期波动，但这种上升趋势增强了投资者对比特币长期潜力的信心。

Cryptocurrency Market Shows Resilience

加密货币市场表现出弹性

The broader cryptocurrency market also displayed resilience, with Ethereum surpassing $3,000 and other altcoins experiencing notable gains. This upward momentum underscores the growing mainstream adoption and belief in the future of the crypto landscape.

更广泛的加密货币市场也表现出弹性，以太坊突破 3,000 美元，其他山寨币也出现显着上涨。这种上升势头凸显了主流采用率的不断增长以及对加密货币前景的信心。

BNP Paribas Invests in BlackRock's Bitcoin ETF

法国巴黎银行投资贝莱德的比特币 ETF

Further bolstering investor confidence was the news that European banking giant BNP Paribas invested in BlackRock's Bitcoin ETF (IBIT). While the initial investment was $41,684, it signifies growing institutional interest in the cryptocurrency market.

欧洲银行业巨头法国巴黎银行投资贝莱德的比特币 ETF (IBIT) 的消息进一步提振了投资者的信心。虽然初始投资为 41,684 美元，但这表明机构对加密货币市场的兴趣日益浓厚。

Outlook Uncertain, Future Trajectory Hinges on Key Factors

前景不确定，未来轨迹取决于关键因素

The recent slowdown in Bitcoin ETF outflows offers a glimmer of hope, but the situation remains fluid. Bitcoin price momentum and regulatory developments will be key determinants in shaping the future trajectory of the cryptocurrency market.

最近比特币 ETF 资金流出放缓带来了一线希望，但情况仍然不稳定。比特币价格势头和监管发展将是塑造加密货币市场未来轨迹的关键决定因素。