贝莱德的比特币 ETF 以前所未有的 70 天连续资金流入统治华尔街

贝莱德旗下的 iShares 比特币信托基金 (IBIT) 取得了非凡的成功，创下了历史性的连续 70 天资金流入记录，一举跻身交易所交易基金 (ETF) 的单日流入时间最长的前 10 名。投资者兴趣的激增导致 IBIT 管理的比特币价值超过 150 亿美元，使其有可能超越灰度比特币信托 (GBTC)，成为全球最大的比特币基金。富达 (Fidelity) 比特币 ETF (FBTC) 的出现带来了竞争，但 IBIT 与贝莱德 (BlackRock) 的关系赋予其显着优势。著名 ETF 分析师 Eric Balchunas 赞扬了 IBIT 的表现，并将其与 JETS ETF 成功的 70 天连续资金流入进行比较。然而，由于加密货币的波动性和监管的不确定性，与比特币相关的投资的长期可行性仍然存在疑问。

BlackRock's Bitcoin ETF Dominates the Financial Landscape with Unprecedented Growth

贝莱德的比特币 ETF 以前所未有的增长主导金融格局

BlackRock's iShares Bitcoin Trust (IBIT), a ground-breaking exchange-traded fund (ETF) that provides investors with exposure to the price movements of Bitcoin, has emerged as a juggernaut within the financial realm. With a record-shattering 70 consecutive days of inflows, IBIT has propelled itself into the elite ranks of the top 10 ETFs with the most extended daily inflow streaks, joining the league of industry titans. This unparalleled achievement has sent ripples through the financial community, sparking intense debates and speculations about the underlying factors driving IBIT's meteoric rise.

贝莱德的 iShares 比特币信托 (IBIT) 是一款开创性的交易所交易基金 (ETF)，为投资者提供了解比特币价格变动的机会，已成为金融领域的巨头。 IBIT凭借创纪录的连续70天资金流入，跻身单日资金流入最长的前10名ETF行列，跻身行业巨头联盟。这一无与伦比的成就在金融界引起了轩然大波，引发了关于推动IBIT迅速崛起的根本因素的激烈辩论和猜测。

A New Era for Bitcoin Investing

比特币投资的新时代

The advent of spot Bitcoin ETFs in early 2024 has revolutionized the investment landscape for cryptocurrencies. Unlike their futures-based counterparts, spot Bitcoin ETFs enable investors to gain exposure to the price movements of the flagship cryptocurrency without the complexities of owning and storing Bitcoin directly. This newfound accessibility has ignited a surge in investor interest, propelling IBIT to the forefront of this transformative trend.

2024 年初现货比特币 ETF 的出现彻底改变了加密货币的投资格局。与基于期货的同类产品不同，现货比特币 ETF 使投资者能够了解旗舰加密货币的价格变动，而无需直接拥有和存储比特币的复杂性。这种新发现的可及性激发了投资者兴趣的激增，推动 IBIT 走在这一变革趋势的最前沿。

IBIT's Dominance and the Dethronement of GBTC

IBIT 的统治地位与 GBTC 的废墟

IBIT's relentless inflows have amassed a substantial war chest of over $15 billion worth of Bitcoin, a testament to its overwhelming popularity. This rapid accumulation has financial analysts predicting IBIT's imminent supremacy over the Grayscale Bitcoin Trust (GBTC), the erstwhile titan of the Bitcoin fund industry. GBTC, operating on a different structural framework, has lately experienced consistent outflows, further solidifying IBIT's position as the preferred destination for Bitcoin investors.

IBIT 的持续资金流入已经积累了价值超过 150 亿美元的大量比特币，这证明了其压倒性的受欢迎程度。这种快速积累让金融分析师预测 IBIT 即将超越灰度比特币信托基金 (GBTC)，后者是比特币基金行业的昔日巨头。 GBTC 在不同的结构框架上运行，最近经历了持续的资金外流，进一步巩固了 IBIT 作为比特币投资者首选目的地的地位。

Battle for Bitcoin ETF Supremacy: IBIT vs. FBTC

比特币 ETF 霸主之战：IBIT 与 FBTC

While IBIT reigns supreme in terms of total holdings, a formidable challenger has emerged on the horizon – Fidelity's Bitcoin ETF (FBTC). In recent trading sessions, FBTC has managed to outpace IBIT in daily inflows, highlighting the intensifying competition within the burgeoning Bitcoin ETF space. However, IBIT retains a distinct advantage – the unwavering backing of BlackRock, a financial behemoth with a colossal asset portfolio exceeding $11 trillion. BlackRock's unparalleled reputation, extensive reach, and institutional investor base could prove instrumental in attracting even more capital towards IBIT, solidifying its dominance in the years to come.

虽然 IBIT 在总持有量方面占据主导地位，但一个强大的挑战者已经出现——富达的比特币 ETF (FBTC)。在最近的交易日中，FBTC 的每日资金流入量已超过 IBIT，凸显了新兴的比特币 ETF 领域的竞争加剧。然而，IBIT 保留了一个明显的优势——拥有超过 11 万亿美元庞大资产组合的金融巨头贝莱德的坚定支持。贝莱德无与伦比的声誉、广泛的影响力和机构投资者基础可能有助于吸引更多资本投资 IBIT，从而巩固其在未来几年的主导地位。

Top Analyst Weighs In: Eric Balchunas' Endorsement

顶级分析师的观点：埃里克·巴尔丘纳斯 (Eric Balchunas) 的认可

Adding further credence to IBIT's remarkable trajectory is the vocal support of Eric Balchunas, a renowned ETF analyst at Bloomberg. Balchunas, an astute observer of the ETF market, has been a staunch advocate for IBIT, celebrating its imminent 70-day inflow milestone and highlighting its potential to join the elite ranks of the most successful ETFs in history. Balchunas' comparison of IBIT's feat to the impressive 70-day inflow streak of the JETS ETF, which tracks airline industry companies, further underscores the significance of IBIT's achievement, particularly within the nascent Bitcoin ETF market.

彭博社著名 ETF 分析师 Eric Balchunas 的大力支持进一步证明了 IBIT 的非凡发展轨迹。 Balchunas 是 ETF 市场的敏锐观察者，一直是 IBIT 的坚定拥护者，庆祝其即将实现的 70 天资金流入里程碑，并强调其有潜力加入历史上最成功 ETF 的精英行列。 Balchunas 将 IBIT 的壮举与跟踪航空业公司的 JETS ETF 令人印象深刻的 70 天资金连续流入进行了比较，进一步强调了 IBIT 成就的重要性，特别是在新兴的比特币 ETF 市场中。

Sustainability Concerns: Long-Term Viability of IBIT

可持续性问题：IBIT 的长期生存能力

Despite IBIT's meteoric rise and the accolades it has garnered from industry experts, questions linger regarding its long-term viability as a sustainable investment option. The future of Bitcoin itself remains uncertain, subject to inherent volatility and fluctuations driven by market dynamics. The cryptocurrency's susceptibility to geopolitical events, regulatory changes, and technological advancements raises concerns about the stability and predictability of Bitcoin-linked investments. Additionally, evolving regulatory frameworks and potential shifts in government policies could potentially hinder IBIT's growth trajectory, introducing unforeseen obstacles to its continued success.

尽管 IBIT 迅速崛起并获得了行业专家的赞誉，但其作为可持续投资选择的长期可行性仍存在疑问。比特币本身的未来仍然不确定，受到市场动态驱动的内在波动和波动的影响。加密货币对地缘政治事件、监管变化和技术进步的敏感性引发了人们对比特币相关投资的稳定性和可预测性的担忧。此外，不断发展的监管框架和政府政策的潜在变化可能会阻碍 IBIT 的增长轨迹，为其持续成功带来不可预见的障碍。

Conclusion: A Paradigm Shift in Bitcoin Investing

结论：比特币投资范式的转变

IBIT's record-breaking 70 consecutive days of inflows have undoubtedly transformed the landscape of Bitcoin investing. As the first spot Bitcoin ETF, IBIT has paved the way for mainstream investors to gain exposure to the world's most popular cryptocurrency, attracting billions of dollars in capital and propelling its dominance within the ETF industry. While questions about its long-term sustainability linger, IBIT's unwavering momentum and the backing of BlackRock position it as a formidable force in the financial landscape. Only time will tell whether IBIT can sustain its remarkable trajectory and ultimately reshape the future of Bitcoin investing.

IBIT 创纪录的连续 70 天资金流入无疑改变了比特币投资的格局。作为首只现货比特币ETF，IBIT为主流投资者接触全球最受欢迎的加密货币铺平了道路，吸引了数十亿美元的资金，并推动其在ETF行业的主导地位。尽管对其长期可持续性的质疑依然存在，但 IBIT 坚定不移的势头和贝莱德的支持使其成为金融领域的一支强大力量。只有时间才能证明 IBIT 能否维持其非凡的发展轨迹并最终重塑比特币投资的未来。