贝莱德比特币信托基金自美国 ETF 推出以来首日实现零流入

贝莱德旗下的 iShares 比特币信托基金 (IBIT) 经历了自 1 月份美国比特币 ETF 成立以来首个没有资金流入的日子，其他产品也出现了放缓。尽管如此，美国比特币 ETF 市场仍持有 123 亿美元的比特币，而美国的以太坊 ETF 申请因 SEC 的延迟而仍在等待审理，而香港则为比特币和以太坊 ETF 开绿灯。

BlackRock's Bitcoin Trust Experiences First Day of Zero Inflows Since US ETF Launch

贝莱德比特币信托基金自美国 ETF 推出以来首日实现零流入

BlackRock's iShares Bitcoin Trust (IBIT) has reached a milestone, experiencing its first full day without any inflows since the inception of Bitcoin (BTC) exchange-traded funds (ETFs) in the United States in January, according to data from Farside.

据 Farside 数据显示，贝莱德旗下 iShares 比特币信托 (IBIT) 已达到一个里程碑，自 1 月份美国比特币 (BTC) 交易所交易基金 (ETF) 成立以来，首次全天没有任何资金流入。

Since its launch on January 11, IBIT has consistently garnered millions of dollars in daily investments, amassing nearly $15.5 billion in just 71 days. However, on April 24, the inflow streak came to an end as BlackRock registered zero inflows.

自 1 月 11 日推出以来，IBIT 持续获得数百万美元的日常投资，在短短 71 天内就积累了近 155 亿美元。然而，4月24日，随着贝莱德的资金流入为零，连续的资金流入结束。

This lack of inflows was not isolated to IBIT, as other products also faced a lull. Only Fidelity Wise Origin Bitcoin Fund (FBTC) and ARK 21Shares Bitcoin ETF (ARKB) recorded inflows, amounting to $5.6 million and $4.2 million, respectively. In contrast, Grayscale Bitcoin Trust ETF (GBTC) continued to experience outflows, with a recorded $130.4 million on April 24. Cumulatively, spot Bitcoin ETFs realized a net outflow of $120.6 million that day.

这种资金流入不足的现象并非 IBIT 所独有，其他产品也面临着停滞。只有 Fidelity Wise Origin Bitcoin Fund (FBTC) 和 ARK 21Shares Bitcoin ETF (ARKB) 录得资金流入，分别为 560 万美元和 420 万美元。相比之下，灰度比特币信托ETF（GBTC）继续出现资金流出，4月24日流出额达到1.304亿美元。当日现货比特币ETF累计实现净流出1.206亿美元。

While the absence of inflows is a first for IBIT, it is not an uncommon occurrence among other ETF participants. Fidelity's FBTC, for instance, has recorded three days of zero inflows in the past two weeks.

虽然缺乏资金流入对于 IBIT 来说是第一次，但在其他 ETF 参与者中这种情况并不少见。例如，富达的 FBTC 在过去两周内连续三天出现零流入。

To date, the U.S. Bitcoin ETF market has accumulated a sizeable net $12.3 billion in Bitcoin. However, GBTC outflows have counterbalanced some of the inflows accrued by the remaining nine Bitcoin ETFs, with outflows surpassing $17 billion since January 11.

迄今为止，美国比特币 ETF 市场已积累了 123 亿美元的比特币净值。然而，GBTC 的资金流出抵消了其余 9 只比特币 ETF 的部分流入，自 1 月 11 日以来资金流出超过 170 亿美元。

Broader ETF Landscape

更广泛的 ETF 格局

Beyond Bitcoin, the Bitcoin ETF market is witnessing a growing interest in Ethereum (ETH) ETFs. Several market participants have submitted applications for ETH ETFs in the United States. However, the Securities and Exchange Commission (SEC) has recently delayed approval decisions for several of these applications.

除了比特币之外，比特币 ETF 市场对以太坊 (ETH) ETF 的兴趣也日益浓厚。一些市场参与者已经在美国提交了 ETH ETF 的申请。然而，美国证券交易委员会 (SEC) 最近推迟了对其中几项申请的批准决定。

For instance, the SEC has extended its decision on whether to permit Grayscale's ETH Trust to be converted into a spot ETH exchange-traded product on NYSE Arca by 60 days to June 23.

例如，SEC 将是否允许 Grayscale 的 ETH Trust 在 NYSE Arca 转换为现货 ETH 交易所交易产品的决定延长了 60 天，至 6 月 23 日。

This deferral follows BlackRock's filing for its Ethereum spot ETF in mid-November last year, and the SEC opening a comment period on these instruments earlier this month.

此次推迟是在贝莱德于去年 11 月中旬提交其以太坊现货 ETF 申请，以及美国证券交易委员会于本月早些时候对这些工具开启评论期之后进行的。

Notably, Hong Kong regulators have recently authorized the establishment of the region's first spot Bitcoin and Ethereum exchange-traded funds (ETFs).

值得注意的是，香港监管机构最近授权设立该地区首个现货比特币和以太坊交易所交易基金（ETF）。