比特币和以太坊现货 ETF 预计到 2024 年底资金将大幅流出，但专家对长期前景仍持乐观态度

2024 年 12 月 30 日，12 只现货比特币 ETF 报告集体撤资 4.26 亿美元，延续了两天的连续流出，总流出量达到 7.23 亿美元

Major Bitcoin exchange-traded funds (ETFs) in the United States experienced collective outflows on December 30, extending a two-day streak. These outflows come amid fluctuating cryptocurrency prices and year-end portfolio re-balancing.

12月30日，美国主要比特币交易所交易基金（ETF）出现集体流出，延续两日连续流出。这些资金外流是在加密货币价格波动和年终投资组合重新平衡的背景下发生的。

On December 30, 12 spot Bitcoin ETFs experienced a collective outflow of $426 million, extending a two-day total to $723 million, according to data from SoSoValue. Among these funds, Fidelity’s Wise Origin Bitcoin Fund (FBTC) saw the largest outflow at $154.64 million.

SoSoValue 的数据显示，12 月 30 日，12 只现货比特币 ETF 集体流出 4.26 亿美元，两天总流出额达 7.23 亿美元。其中，富达旗下Wise Origin比特币基金（FBTC）的流出量最大，达1.5464亿美元。

Other funds also experienced substantial outflows, including Bitwise’s BITB, Grayscale’s Bitcoin Mini Trust, and ARK 21Shares Bitcoin ETF. Notably, none of the Bitcoin ETFs reported any inflows on the day.

其他基金也经历了大量资金流出，包括 Bitwise 的 BITB、Grayscale 的比特币迷你信托和 ARK 21Shares 比特币 ETF。值得注意的是，当天没有一只比特币 ETF 报告有任何资金流入。

This outflow trend also extended to Ethereum spot ETFs, with the asset class recording a net outflow of $55.4 million on December 30, concluding four straight days of inflows. Among those, Fidelity’s Ethereum Fund recorded the steepest outflow at $20.41 million.

这种流出趋势也延伸到了以太坊现货ETF，该资产类别在12月30日录得净流出5540万美元，结束了连续四天的流入。其中，富达以太坊基金的流出量最大，达 2041 万美元。

Grayscale’s Ethereum Trust and Mini Ethereum Trust also experienced outflows of $17.36 million and $13.75 million, respectively. However, Ethereum ETFs recorded a strong month overall, with over $2 billion in net inflows in December.

Grayscale的以太坊信托和迷你以太坊信托也分别经历了1736万美元和1375万美元的流出。然而，以太坊 ETF 整体表现强劲，12 月份净流入超过 20 亿美元。

This outflow from Bitcoin and Ethereum ETFs comes as investor apprehension mounts amid fluctuating cryptocurrency prices. Bitcoin, trading at $92,458 at press time, saw a slight dip of 1% on December 30.

比特币和以太坊 ETF 资金流出之际，投资者对加密货币价格波动的担忧加剧。截至发稿时，比特币交易价格为 92,458 美元，12 月 30 日小幅下跌 1%。

Meanwhile, Ethereum's price fell to $3,353, indicating a 9% monthly decline.

与此同时，以太坊的价格跌至 3,353 美元，月跌幅为 9%。

These outflows may also be attributed to year-end portfolio re-balancing strategies by investors and traders. Analysts view the recent outflows as a short-term reaction rather than an indication of diminished long-term confidence in Bitcoin and Ethereum.

这些资金外流也可能归因于投资者和交易员的年终投资组合重新平衡策略。分析师认为，最近的资金外流是一种短期反应，而不是表明人们对比特币和以太坊的长期信心减弱。

Despite the recent outflows, Bitcoin ETFs recorded an impressive $35.66 billion in net inflows throughout 2024, surpassing early industry projections.

尽管最近出现资金流出，但比特币 ETF 在 2024 年全年的净流入量仍高达 356.6 亿美元，超出了早期的行业预测。

Among these funds, BlackRock’s iShares Bitcoin Trust (IBIT) led the market with $37.31 billion in inflows, followed by Fidelity’s FBTC and ARK’s 21Shares Bitcoin ETF with inflows of $11.84 billion and $2.49 billion, respectively.

在这些基金中，贝莱德的iShares Bitcoin Trust（IBIT）以373.1亿美元的流入量领跑市场，其次是富达的FBTC和ARK的21Shares Bitcoin ETF，分别流入118.4亿美元和24.9亿美元。

Overall, the long-term outlook for Bitcoin and Ethereum ETFs appears optimistic, with experts anticipating a return to inflows as the market stabilizes.

总体而言，比特币和以太坊 ETF 的长期前景似乎乐观，专家预计随着市场稳定，资金将回归流入。