灰度 ETF 提款激增，比特币现货 ETF 出现资金外流

4 月 1 日，比特币现货 ETF 净流出 8584 万美元，其中 Grayscale 的 GBTC 净流出 3.02 亿美元。尽管存在这些负流入，比特币现货 ETF 的累计净流入仍高达 120.4 亿美元。这种情绪的转变恰逢对美国持续通胀压力的担忧，导致投资者调整对美联储宽松货币政策的预期，这影响了更广泛的加密市场，包括即将到来的比特币减半事件。

Bitcoin Spot ETFs Witness Net Outflows as Grayscale ETF Experiences Surge in Withdrawals

灰度 ETF 提款激增，比特币现货 ETF 出现净流出

New York, April 1, 2022 - On Monday, April 1, the collective net flow into all nine Bitcoin spot exchange-traded funds (ETFs) turned negative once again, signaling a shift in investor sentiment. This development is primarily driven by a surge in outflows from the Grayscale Bitcoin Trust (GBTC), the largest Bitcoin ETF.

纽约，2022 年 4 月 1 日 - 4 月 1 日星期一，所有九只比特币现货交易所交易基金 (ETF) 的集体净流入再次变为负值，表明投资者情绪发生转变。这一发展主要是由最大的比特币 ETF 灰度比特币信托基金 (GBTC) 的资金流出激增推动的。

According to data from Farside Investors, the total net outflow from all Bitcoin spot ETFs on April 1 reached $85.84 million. Notably, GBTC recorded a substantial single-day net outflow of $302 million, marking a significant increase in withdrawals from the fund.

Farside Investors的数据显示，4月1日所有比特币现货ETF的净流出总额达到8584万美元。值得注意的是，GBTC 录得单日大幅净流出 3.02 亿美元，标志着该基金的提款大幅增加。

Despite the overall negative flows, two Bitcoin spot ETFs managed to attract inflows. BlackRock's iShares Bitcoin Strategy ETF (IBIT) saw a net inflow of $165 million, while Fidelity's Wise Origin Bitcoin Trust (FBTC) witnessed a net inflow of $43.99 million.

尽管整体资金流为负值，但两只比特币现货 ETF 仍成功吸引资金流入。贝莱德的 iShares 比特币策略 ETF（IBIT）净流入 1.65 亿美元，富达的 Wise Origin Bitcoin Trust（FBTC）净流入 4399 万美元。

This negative sentiment in Bitcoin spot ETFs coincides with a sharp correction in the Bitcoin price, which has declined by approximately 5.5% to hover around $66,000. The broader cryptocurrency market has also experienced a wave of liquidations in the past 24 hours.

比特币现货 ETF 的这种负面情绪与比特币价格的大幅调整同时发生，比特币价格已下跌约 5.5%，徘徊在 66,000 美元左右。过去24小时内，更广泛的加密货币市场也经历了一波清算浪潮。

Interestingly, this correction comes just weeks before the highly anticipated Bitcoin halving event, which is scheduled to occur on May 1, 2022. The halving, which reduces the block reward for Bitcoin miners by half, has historically been associated with upward price movements. However, the current market dynamics cast doubt on whether Bitcoin will be able to reach $75,000 by the halving event, as some analysts had predicted.

有趣的是，这次调整发生在备受期待的比特币减半事件（计划于 2022 年 5 月 1 日）发生前几周。减半会将比特币矿工的区块奖励减少一半，历史上一直与价格上涨有关。然而，当前的市场动态让人怀疑比特币是否能够像一些分析师预测的那样在减半事件之前达到 75,000 美元。

The negative flows into Bitcoin spot ETFs and the correction in the Bitcoin price reflect a broader shift in sentiment within global markets. Lingering inflationary pressures in the United States have prompted investors to scale back their expectations for looser monetary policies and interest rate cuts from the Federal Reserve.

比特币现货 ETF 的负流入和比特币价格的调整反映了全球市场情绪的更广泛转变。美国持续存在的通胀压力促使投资者降低了对美联储宽松货币政策和降息的预期。

Stefan von Haenisch, Head of Trading at OSL SG Pte in Singapore, commented that the anticipation of reduced interest rate cuts by the Fed is weighing on the cryptocurrency market. This sentiment is evident in the widespread sell-off observed across various sectors, particularly in meme coins that have outperformed Bitcoin in recent months.

新加坡 OSL SG Pte 交易主管 Stefan von Haenisch 评论称，美联储减少降息的预期正在给加密货币市场带来压力。这种情绪在各个领域的广泛抛售中都很明显，尤其是近几个月表现优于比特币的模因币。

The recent developments in Bitcoin spot ETFs and the cryptocurrency market overall highlight the dynamic and volatile nature of the digital asset ecosystem. As investors grapple with changing macroeconomic conditions and uncertainties surrounding the upcoming Bitcoin halving event, it remains to be seen how the market will evolve in the coming weeks and months.

比特币现货ETF和加密货币市场的近期发展总体上凸显了数字资产生态系统的动态和波动性。随着投资者努力应对不断变化的宏观经济状况以及即将到来的比特币减半事件的不确定性，未来几周和几个月市场将如何演变仍有待观察。