Capula Management 和 Semler Scientific 押注比特币

Capula Management 披露通过现货交易所交易基金 (ETF) 大量购买了价值超过 4.64 亿美元的比特币

Capula Management, Europe's fourth-largest hedge fund, has acquired a substantial stake in Bitcoin through exchange-traded funds (ETFs), according to a recent 13F filing with the US Securities and Exchange Commission. The filings show that Capula now holds 4,022,346 shares in the Fidelity Wise Origin Bitcoin ETF (FBTC) and 7,419,208 shares in BlackRock's iShares Bitcoin fund (IBIT), for a total holding of about $464 million in the two ETFs.

根据最近向美国证券交易委员会提交的 13F 文件，欧洲第四大对冲基金 Capula Management 已通过交易所交易基金 (ETF) 收购了比特币的大量股份。文件显示，Capula 目前持有 Fidelity Wise Origin 比特币 ETF (FBTC) 4,022,346 股，以及贝莱德 iShares 比特币基金 (IBIT) 7,419,208 股，这两只 ETF 的总持有量约为 4.64 亿美元。

This move comes as Bitcoin dropped to a five-month low of $49,000, though it quickly rebounded to over $55,700. Despite the price fluctuations, the hedge fund's aggressive acquisition highlights a strong belief in the digital asset's resilience.

这一举措发生之际，比特币跌至五个月低点 49,000 美元，但很快反弹至 55,700 美元以上。尽管价格波动，但对冲基金的积极收购凸显了对数字资产弹性的坚定信念。

According to Bloomberg ETF analyst Eric Balchunas, trading volumes remained high during these market shifts, with around $2.5 billion being exchanged during peak hours. However, he noted that high volumes on down days are often indicative of investor anxiety.

彭博 ETF 分析师 Eric Balchunas 表示，在这些市场转变期间，交易量仍然很高，高峰时段的交易量约为 25 亿美元。然而，他指出，下跌时期的高交易量通常表明投资者感到焦虑。

"If you [are a] Bitcoin bull, you actually don't want to see crazy volume today as ETF volume on bad days is a pretty reliable measure of fear,” Balchunas wrote on X (Twitter). This observation was confirmed when Bitcoin ETFs saw a net outflow of 168.44 million on a notably volatile Monday.

Balchunas 在 X (Twitter) 上写道：“如果你是比特币多头，你实际上不想看到今天疯狂的交易量，因为在糟糕的日子里 ETF 交易量是衡量恐惧的一个相当可靠的指标。”这一观察在比特币发布时得到了证实。周一波动明显，ETF 净流出 1.6844 亿。

Semler Scientific, on the other hand, is ramping up its Bitcoin strategy. In its second-quarter financial report for 2024, the company announced the acquisition of an additional 101 BTC at a cost of $6 million.

另一方面，塞姆勒科学公司正在加强其比特币战略。该公司在2024年第二季度财务报告中宣布，斥资600万美元额外收购101个BTC。

The company's total cryptocurrency investment now stands at 929 BTC, with an aggregate cost of $63.0 million. The strategy involves utilizing operational cash flows and proceeds from a $150 million shelf registration statement for continuous purchases.

该公司目前的加密货币投资总额为 929 BTC，总成本为 6300 万美元。该战略涉及利用运营现金流和 1.5 亿美元的货架登记表收益进行持续采购。

"We are very encouraged by the strong positive reaction to our recent announcement of a Bitcoin treasury strategy. We continue to firmly believe that Bitcoin is a compelling investment and plan on acquiring additional BTC with our cash from operations, as well as with cash generated from the sale of securities under our $150.0 million shelf registration statement, once effective,” said Eric Semler, Semler Scientific's chairman, regarding their strategy.

“我们最近宣布的比特币金库策略得到了强烈的积极反应，这让我们深受鼓舞。我们仍然坚信比特币是一项引人注目的投资，并计划用我们的运营现金以及通过运营产生的现金购买更多比特币。 Semler Scientific 董事长埃里克·塞姆勒 (Eric Semler) 在谈到他们的策略时表示：“一旦生效，我们将根据我们价值 1.5 亿美元的搁置注册声明出售证券。”

These strategic moves by Capula and Semler are part of a broader trend of increasing institutional engagement with cryptocurrencies, indicating a deeper acceptance of digital assets within traditional investment portfolios.

Capula 和 Semler 的这些战略举措是增加机构对加密货币的参与这一更广泛趋势的一部分，表明传统投资组合中数字资产的接受度越来越高。