贝莱德比特币信托 (IBIT) 2025 年首日交易流出创纪录的 3.33 亿美元

IBIT 是所有比特币 ETF 中规模最大的，净资产约为 540 亿美元。这一创纪录的流出是在 2024 年表现强劲之后出现的

BlackRock's iShares Bitcoin Trust (IBIT) saw its largest single-day net outflow on Thursday as investors pulled a total of $332.6 million from the exchange-traded fund, according to data from Farside Investors.

根据 Farside Investors 的数据，贝莱德旗下 iShares 比特币信托 (IBIT) 周四出现最大单日净流出，投资者从该交易所交易基金撤资总计 3.326 亿美元。

The outflows come as no surprise considering that IBIT, which is the largest of all the bitcoin ETFs with about $54 billion in net assets, saw record-breaking inflows in 2024. Specifically, IBIT saw inflows of over $37 billion last year, which helped propel bitcoin to an all-time high of over $108,000 in December. Notably, Thursday marked the third consecutive day of outflows for IBIT, bringing the total outflows for the week to nearly $393 million.

考虑到 IBIT 是所有比特币 ETF 中规模最大的，拥有约 540 亿美元的净资产，2024 年资金流入创纪录，因此资金流出并不令人意外。具体而言，IBIT 去年的资金流入超过 370 亿美元，这有助于推动比特币 ETF 的发展。 12 月，比特币价格创下历史新高，超过 108,000 美元。值得注意的是，周四是 IBIT 连续第三天流出，使本周总流出额达到近 3.93 亿美元。

However, Bloomberg ETF analyst Eric Balchunas doesn't necessarily see this activity as a bearish indicator. "It's gonna be two steps [forward] and one step back and lately it's been like 6 steps [forward] so long overdue IMO," Balchunas posted on X.

然而，彭博 ETF 分析师 Eric Balchunas 并不一定将这一活动视为看跌指标。 Balchunas 在 X 上发帖称：“这将是[前进]两步，后退一步，最近好像是[前进]六步，在我看来，这是姗姗来迟的。”

Other bitcoin ETFs saw minor inflows on the first day of trading in 2025; however, these flows were nowhere near what would be necessary to make up for IBIT's outflows.

其他比特币 ETF 在 2025 年交易首日出现小幅流入；然而，这些资金流远不足以弥补 IBIT 的资金流出。

For instance, IBIT competitors such as Bitwise's BITB and Fidelity's FBTC saw inflows of $48 million and $36 million, respectively. In aggregate, ether ETFs also performed poorly on Thursday with outflows of $77.5 million in total, according to Farside Investors.

例如，IBIT 的竞争对手 Bitwise 的 BITB 和 Fidelity 的 FBTC 分别流入 4800 万美元和 3600 万美元。据 Farside Investors 称，总体而言，以太坊 ETF 周四也表现不佳，资金流出总额为 7750 万美元。

Bitcoin is currently trading around $98,000. Some analysts, such as Blockware Solutions' William Clemente, now believe that the crypto asset could rally to new all-time highs of $180,000 or higher in 2025 with potential nation state adoption being a key indicator to watch for this year.

比特币目前的交易价格约为 98,000 美元。 Blockware Solutions 的 William Clemente 等一些分析师现在认为，加密资产可能会在 2025 年涨至 180,000 美元或更高的历史新高，而潜在的国家采用将成为今年值得关注的关键指标。