比特币和以太坊 ETF 出现大幅资金外流，反映出投资者的谨慎情绪

比特币 ETF 净流出 2,152 BTC（约 2.0121 亿美元），其中 Fidelity 净流出 2,752 BTC（约 2.5726 亿美元）。

Bitcoin and Ethereum ETFs saw significant outflows on Jan. 10, according to Lookonchain.

Lookonchain 的数据显示，比特币和以太坊 ETF 在 1 月 10 日出现大量资金流出。

Bitcoin ETFs experienced a net outflow of 2,152 BTC (around $201.21 million), with major outflows from Fidelity, which saw 2,752 BTC ($257.26 million) being pulled out. However, Fidelity still holds a massive 205,488 BTC, valued at $19.21 billion.

比特币 ETF 净流出 2,152 BTC（约合 2.0121 亿美元），其中富达基金 (Fidelity) 净流出 2,752 BTC（约合 2.5726 亿美元）。然而，富达仍然持有大量 205,488 枚 BTC，价值 192.1 亿美元。

Meanwhile, Ethereum ETFs had a net outflow of 45,684 ETH ($148.11 million), largely driven by outflows from Fidelity, which amounted to 44,998 ETH ($145.88 million).

与此同时，以太坊 ETF 净流出 45,684 ETH（1.4811 亿美元），主要是由富达 (Fidelity) 流出 44,998 ETH（1.4588 亿美元）推动。

Jan 10 Update:10 #Bitcoin ETFsNetFlow: -2,152 $BTC(-$201.21M)🔴#Fidelity outflows 2,752 $BTC($257.26M) and currently holds 205,488 $BTC($19.21B).9 #Ethereum ETFsNetFlow: -45,684 $ETH(-$148.11M)🔴#Fidelity outflows 44,998 $ETH($145.88M) and currently holds 415,503… pic.twitter.com/R2iiBMhaHI

1 月 10 日更新：10 #Bitcoin ETFsNetFlow: -2,152 $BTC(-$201.21M)🔴#Fidelity 流出 2,752 $BTC($257.26M)，目前持有 205,488 $BTC($19.21B).9 #Ethereum ETFsNetFlow: -45,684 $ETH(-$148.11M)🔴#Fidelity 流出 44,998 $ETH($145.88M)，目前持有 415,503… pic.twitter.com/R2iiBMhaHI

Fidelity's total Ethereum holdings now stand at 415,503 ETH, valued at $1.35 billion. These movements appear to be part of a recalibration of holdings, which could be influenced by prevailing market conditions or strategic rebalancing as investors navigate early 2025 trends.

富达目前持有的以太坊总量为 415,503 ETH，价值 13.5 亿美元。这些变动似乎是持股重新调整的一部分，随着投资者把握 2025 年初的趋势，这可能会受到当前市场状况或战略再平衡的影响。

Related: BlackRock outshone by Fidelity in spot ETF

相关：贝莱德 (BlackRock) 在现货 ETF 交易中被富达 (Fidelity) 击败

As previously reported by U.Today, Fidelity has been showing its strength in the Bitcoin ETF domain, leaving behind industry giant BlackRock in weekly net inflows.

正如《今日美国》此前报道的那样，富达一直在比特币 ETF 领域展现其实力，在每周净流入方面落后于行业巨头贝莱德。

This development comes after a rough period for BlackRock, which saw two large Bitcoin outflows in December — the biggest since the ETF's launch.

这一进展是在贝莱德经历了一段艰难时期之后发生的，该公司在 12 月经历了两次大规模的比特币流出——这是该 ETF 推出以来最大的一次。

Fidelity's aggressive accumulation efforts are highlighting its dedication to bolstering its presence in the crypto ETF market, signaling increasing institutional interest and competition within this rapidly evolving space.

富达积极积累的努力凸显了其致力于加强其在加密 ETF 市场的地位，表明机构对这个快速发展的领域的兴趣和竞争不断增加。

Top ETF analyst Eric Balchunas of Bloomberg offered a nuanced take on the recent large outflows from Bitcoin ETFs. Acknowledging the outflows in historical context, Balchunas framed them as natural and long overdue after a sustained period of inflows.

彭博社的顶级 ETF 分析师埃里克·巴尔丘纳斯 (Eric Balchunas) 对近期比特币 ETF 的大量资金流出提出了细致入微的看法。巴尔丘纳斯承认历史背景下的资本外流，认为资本外流是自然现象，而且是在持续一段时间的资本流入之后才出现的。

suggesting that while the outflows are historically large, they're natural after a period of consistent inflows (outflows were outpacing inflows until early December). It's also to be expected after two solid months of almost nonstop gains in the markets.

这表明虽然历史上资金流出量很大，但经过一段时间的持续流入（直到 12 月初流出量超过流入量）之后，流出量是自然的。在市场连续两个月几乎不间断上涨之后，这也是可以预料的。

"Bitcoin ETFs had 2 large outflows this week, the biggest being $6.5M out of the PXE ETF on Friday. Together, they pulled out about 3.2k BTC from ETFs, which is the most outflows since March 2023 (Bitcoin ETFs saw outflows for most of '22). Balchunas ETF analysis (2/7)“He went on to suggest that Bitcoin ETFs are unlikely to continue expanding at the previous pace indefinitely, highlighting the withdrawals as more indicative of a shift in the market than a reversal.

“比特币 ETF 本周出现 2 次大规模资金流出，其中最大一笔是周五从 PXE ETF 流出 650 万美元。总共从 ETF 中撤出约 3200 枚 BTC，这是自 2023 年 3 月以来流出最多的一次（比特币 ETF 中大多数资金流出） '22）Balchunas ETF 分析（2/7）“他接着表示，比特币 ETF 不太可能继续以之前的速度扩张。无限期地强调，撤资更多地表明了市场的转变，而不是逆转。

"Some are surprised by outflows, but it was bound to happen. Outflows were outpacing inflows until early December. After that & 2 months of almost nonstop gains in the markets, this is the market taking a breather in its' long rally from the March lows, which is normal." Balchunas ETF analysis (7/7)suggesting that the outflows, while surprising to some, are more indicative of a shift in the market than a reversal. He likens the situation to a "breather" in a long journey, a normal pause in an otherwise forward-moving trajectory.

“有些人对资金流出感到惊讶，但这必然会发生。直到 12 月初，资金流出量才超过流入量。在那之后，市场几乎不间断地上涨了 2 个月，这是市场在自 3 月份以来的长期反弹中喘口气的时刻。低点，这是正常的。” Balchunas ETF 分析 (7/7) 表明，资金外流虽然令一些人感到惊讶，但更多地表明市场正在发生转变，而不是逆转。他将这种情况比作长途旅行中的“喘口气”，是前进轨迹中的正常停顿。