贝莱德和富达的比特币 ETF 飙升，以破纪录的表现主导市场

贝莱德和富达的现货比特币 ETF IBIT 和 FBTC 在不到 50 天的交易时间内已成为两家资产管理公司提供的最受欢迎的基金。尽管 ETF 市场表现更广泛，但这些基金不断创下创纪录的数字，凸显了比特币在传统金融圈中日益受欢迎。

BlackRock and Fidelity's Bitcoin ETFs Dominate Market, Setting New Records

贝莱德和富达的比特币 ETF 主导市场，创下新纪录

In a remarkable testament to Bitcoin's growing mainstream acceptance, BlackRock and Fidelity Investments' spot Bitcoin exchange-traded funds (ETFs) – IBIT and FBTC, respectively – have emerged as the most sought-after investment vehicles within their respective asset managers' portfolios in less than 50 trading days.

贝莱德 (BlackRock) 和富达投资 (Fidelity Investments) 的现货比特币交易所交易基金 (ETF)（分别为 IBIT 和 FBTC）已成为各自资产管理公司投资组合中最受欢迎的投资工具，这有力地证明了比特币日益受到主流接受。超过50个交易日。

Exceptional Performance and Investor Confidence

卓越的业绩和投资者的信心

Launched on January 11, IBIT and FBTC have consistently shattered records, outperforming the broader ETF market by a significant margin. This impressive performance underscores Bitcoin's increasing popularity within traditional financial circles.

IBIT 和 FBTC 于 1 月 11 日推出，不断打破记录，大幅领先于更广泛的 ETF 市场。这一令人印象深刻的表现凸显了比特币在传统金融圈中越来越受欢迎。

According to data shared by Bloomberg ETF analyst Eric Balchunas, IBIT accounted for more than half of BlackRock's net inflows for the year, despite the company's vast portfolio of 420 ETFs. The Bitcoin fund has attracted double the capital of any other ETF offered by the company since its inception.

根据彭博 ETF 分析师 Eric Balchunas 分享的数据，尽管该公司拥有 420 只 ETF 的庞大投资组合，但 IBIT 仍占贝莱德今年净流入的一半以上。自成立以来，比特币基金吸引的资金是该公司提供的任何其他 ETF 资金的两倍。

Similarly, FBTC captured 70% of Fidelity's year-to-date flows, amassing five times more capital than any other ETF in the company's lineup. These figures underscore the pivotal role these ETFs play in attracting investor capital.

同样，FBTC 占据了 Fidelity 年初至今流量的 70%，其积累的资金是该公司产品线中任何其他 ETF 的五倍。这些数字强调了这些 ETF 在吸引投资者资本方面发挥的关键作用。

Unprecedented Cash Inflow Streak

前所未有的现金流入

Balchunas further highlighted the remarkable achievement of these two spot Bitcoin ETFs in securing continuous cash inflows for 49 consecutive days, a rare feat in the ETF market.

Balchunas进一步强调，这两只现货比特币ETF在连续49天获得持续现金流入方面取得了骄人的成绩，这在ETF市场上是罕见的壮举。

This achievement places them fourth among active streaks, trailing only behind $COWZ and $CALF – which have witnessed over 100 days of continuous inflows – and $SDVY. The sustained inflows into IBIT and FBTC reflect growing investor interest and confidence in these ETFs.

这一成就使它们在连续活跃资金中排名第四，仅次于 $COWZ 和 $CALF（它们已经见证了超过 100 天的持续资金流入）以及 $SDVY。 IBIT 和 FBTC 的持续流入反映出投资者对这些 ETF 的兴趣和信心不断增长。

ETF Investor Resilience

ETF 投资者的韧性

Recent discussions have centered on ETF investor behavior, particularly during market downturns. Despite the perception that ETF investors tend to withdraw during downturns, the actual market movements present a different narrative.

最近的讨论集中在 ETF 投资者的行为上，特别是在市场低迷时期。尽管人们认为 ETF 投资者倾向于在经济低迷时期退出，但实际的市场走势却呈现出不同的情况。

Balchunas challenged recent assertions that ETF investors lack sophistication or resilience. He noted that the Newborn Nine – a group of nine recently launched ETFs – collectively received approximately $1.2 billion over the past five days, even as Bitcoin prices declined by 8%.

Balchunas 对最近有关 ETF 投资者缺乏成熟度或弹性的说法提出了质疑。他指出，尽管比特币价格下跌了 8%，“新生九人”——最近推出的 9 个 ETF——在过去五天内总共收到了约 12 亿美元。

This inflow contradicts the notion of mass withdrawals from Bitcoin-related ETFs and suggests strategic investment choices by ETF investors.

这种资金流入与比特币相关 ETF 大规模撤资的概念相矛盾，并建议 ETF 投资者进行战略投资选择。

Balchunas clarified that while $GBTC, the largest Bitcoin ETF, experienced outflows, these actions were primarily strategic exchanges by Genesis and did not indicate a broader lack of confidence among ETF investors. In fact, these movements were largely neutral in impact.

Balchunas 澄清说，虽然最大的比特币 ETF $GBTC 经历了资金外流，但这些行动主要是 Genesis 的战略交换，并不表明 ETF 投资者普遍缺乏信心。事实上，这些运动的影响基本上是中性的。

Historical data further supports the resilience of ETF investors. In 2008, ETFs attracted $167 billion in inflows when the S&P 500 plummeted by 35%. Similarly, in 2021, despite an 18% drop in the S&P 500, ETFs drew another $600 billion. These events highlight the strategic patience and confidence of ETF investors across various market conditions.

历史数据进一步支持了 ETF 投资者的韧性。 2008年，当标准普尔500指数暴跌35%时，ETF吸引了1670亿美元的资金流入。同样，2021 年，尽管标普 500 指数下跌 18%，ETF 仍吸引了 6000 亿美元的资金。这些事件凸显了 ETF 投资者在不同市场条件下的战略耐心和信心。

Conclusion

结论

The extraordinary success of BlackRock and Fidelity's spot Bitcoin ETFs, IBIT and FBTC, is a testament to Bitcoin's growing adoption within traditional finance. The sustained cash inflows, exceptional performance, and investor resilience exhibited by these ETFs underscore the increasing sophistication and confidence of ETF investors in the digital asset space.

贝莱德和富达的现货比特币 ETF、IBIT 和 FBTC 取得的非凡成功证明了比特币在传统金融领域的日益普及。这些 ETF 所表现出的持续现金流入、卓越表现和投资者韧性，凸显了 ETF 投资者对数字资产领域日益成熟和信心。