DeFi 在美国法院取得胜利，以太 ETF 的每周流入量首次超过比特币基金

11 月 22 日至 27 日的四个交易日内，现货以太 ETF 净流入 2.249 亿美元，而现货比特币 ETF 净流入 3520 万美元。

Ether ( ETH ) exchange-traded funds (ETFs) have seen more net inflows from investors than their Bitcoin counterparts for the first time since Nov. 22, as a key victory in a U.S. court this week boosted the decentralized finance (DeFi) ecosystem.

自 11 月 22 日以来，以太坊 (ETH) 交易所交易基金 (ETF) 的投资者净流入首次超过比特币同类基金，本周美国法院的一项重大胜利推动了去中心化金融 (DeFi) 生态系统的发展。

Spot Ether ETFs took in a total of $224.9 million in net inflows over the four trading days between Nov. 22-27, while spot Bitcoin ETFs tallied $35.2 million in net inflows mainly due to a heavy day of outflows on Nov. 25, data from Farside Investors showed.

11 月 22 日至 27 日期间的四个交易日中，现货以太坊 ETF 总计净流入 2.249 亿美元，而现货比特币 ETF 净流入 3520 万美元，主要是由于 11 月 25 日的大量资金流出。 Farside Investors 表示。

This follows an almost 8% Ether ( ETH ) price rally to more than $3,590 over the past seven days.

过去 7 天，以太坊 (ETH) 价格上涨近 8%，达到 3,590 美元以上。

According to one industry executive, the price gain could be attributed to Ethereum-based Tornado Cash’s recent court victory in the United States, as well as reports that crypto advocate Paul Atkins may replace Gary Gensler and lead a more crypto-friendly Securities and Exchange Commission (SEC).

一位行业高管表示，价格上涨可能归因于基于以太坊的 Tornado Cash 最近在美国法庭取得胜利，以及有报道称加密货币倡导者保罗·阿特金斯 (Paul Atkins) 可能取代加里·詹斯勒 (Gary Gensler) 并领导一个对加密货币更加友好的证券交易委员会（美国证券交易委员会）。

Spot Ether ETF flows since Nov. 11. Source: Farside Investors

现货以太坊 ETF 自 11 月 11 日起开始流动。来源：Farside Investors

Depending on how the Nov. 29 trading day goes, it could be the first week that the U.S. Ether funds beat spot Bitcoin ETFs in net inflow.

根据 11 月 29 日交易日的情况，这可能是美国以太基金净流入超过现货比特币 ETF 的第一周。

ETH to BTC price ratio rises

ETH 与 BTC 价格比率上升

Over the past seven days, Ethereum increased 7.7% to $3,590 while Bitcoin fell 2% to $96,780 — bringing the ETH to BTC price ratio back up to 0.037 BTC.

在过去 7 天里，以太坊上涨 7.7% 至 3,590 美元，而比特币下跌 2% 至 96,780 美元——使 ETH 与 BTC 的价格比率回升至 0.037 BTC。

Despite the recent slowdown, spot Bitcoin ETFs had a record-breaking month with more than $6.2 billion of net inflows in November — which includes an impressive $3.1 billion of inflows last week.

尽管近期经济放缓，但现货比特币 ETF 11 月份的净流入量仍破纪录，超过 62 亿美元，其中上周流入金额高达 31 亿美元，令人印象深刻。

Markus Thielen, founder of 10x Research, said that crypto privacy mixer Tornado Cash’s partial court victory likely contributed to Ethereum’s price rally as it is the dominant decentralized finance (DeFi) chain.

10x Research 创始人 Markus Thielen 表示，加密隐私混合器 Tornado Cash 的部分法庭胜利可能促进了以太坊价格上涨，因为它是占主导地位的去中心化金融（DeFi）链。

Thielen also suggested that reports of former SEC commissioner and crypto advocate Paul Atkins being the frontrunner to replace Gary Gensler as the SEC’s chair may have benefited Ethereum. He said:

蒂伦还表示，有关前 SEC 专员和加密货币倡导者 Paul Atkins 成为取代 Gary Gensler 担任 SEC 主席的领跑者的报道可能会让以太坊受益。他说：

Related: Ether price faces correction before rally to $20K in 2025 — Analysts

相关：分析师认为，以太坊价格在 2025 年涨至 2 万美元之前面临调整

According to Thielen, President-elect Donald Trump and his sons would benefit from a more robust DeFi ecosystem because of their involvement in DeFi protocol World Liberty Financial.

Thielen 表示，当选总统唐纳德·特朗普和他的儿子们将受益于更强大的 DeFi 生态系统，因为他们参与了 DeFi 协议 World Liberty Financial。

“[This] sends a strong signal of a potential DeFi renaissance under a Trump presidency.”

“[这]发出了一个强烈信号，表明特朗普总统任期内 DeFi 可能会复兴。”

Thielen added that Ethereum could also be seen as a “catch-up trade,” as it has lagged behind Bitcoin and Solana in this bull cycle.

Thielen 补充说，以太坊也可以被视为“追赶型交易”，因为它在本次牛市周期中落后于比特币和 Solana。

Meanwhile, leveraged spot Ether ETF demand has increased 160% since Trump’s election victory, K33 Research noted on Nov. 28.

与此同时，K33 Research 于 11 月 28 日指出，自特朗普当选以来，杠杆现货以太 ETF 需求已增加 160%。

Magazine: Make Ethereum feel like Ethereum again: Based rollups explained

杂志：让以太坊再次变得像以太坊：基于汇总的解释

Explore more articles like this

探索更多类似的文章

Subscribe to the Markets Outlook newsletter

订阅市场展望通讯

Get critical insights to spot investment opportunities, mitigate risks, and refine your trading strategies. Delivered every Monday

获取重要见解以发现投资机会、降低风险并完善您的交易策略。每周一发货

By subscribing, you agree to our Terms of Services and Privacy Policy

订阅即表示您同意我们的服务条款和隐私政策