FOMO 抓住了比特币。美国总统大选前夕，ETF 流量创下历史新高。 1,000,000 比特币……

比特币 ETF 取得了巨大成功，尤其是在散户投资者中。后者占 ETF 投资的 70% 以上。

Bitcoin ETFs are seeing record inflows ahead of the US presidential election, with a total of 872 million dollars being absorbed by BlackRock’s ETF.

在美国总统大选之前，比特币 ETF 的资金流入创历史新高，贝莱德 ETF 吸收了总计 8.72 亿美元的资金。

In total, Bitcoin ETFs have attracted nearly 25 billion dollars, an increase of over 40% since the beginning of September. The total figure is 43 billion if we add the Grayscale ETF that previously existed in the form of a trust.

比特币 ETF 总共吸引了近 250 亿美元，自 9 月初以来增长了 40% 以上。如果加上之前以信托形式存在的灰度ETF，总数为430亿。

Here is the graph representing these daily net flows since January:

下面的图表代表了自一月份以来的每日净流量：

Bitcoin ETFs are a huge success, particularly among retail investors. The latter represent over 70% of investments via ETFs. Large institutional investors are also showing up. Notably Morgan Stanley, Millennium, and the State of Wisconsin, which have invested several hundred million dollars.

比特币 ETF 取得了巨大成功，尤其是在散户投资者中。后者占 ETF 投资的 70% 以上。大型机构投资者也纷纷现身。尤其是摩根士丹利、千禧银行和威斯康星州，它们已投资数亿美元。

The CEO of the Bitcoin ETF Bitwise stated this week that “70% of large investment funds hold bitcoins”. For him, Bitcoin will cross the $100,000 mark by 2025.

比特币 ETF Bitwise 的首席执行官本周表示，“70% 的大型投资基金持有比特币”。对他来说，比特币到 2025 年将突破 10 万美元大关。

Overall, ETFs now hold more than one million bitcoins on behalf of their clients. BlackRock is leading ahead of Fidelity. Here is the global ranking:

总体而言，ETF 目前代表客户持有超过 100 万枚比特币。贝莱德领先于富达。以下是全球排名：

1) Satoshi Nakamoto (1.1 M BTC)

1）中本聪（110万比特币）

2) Binance (667,000 BTC)

2）币安（667,000 BTC）

3) BlackRock (417,000 BTC)

3）贝莱德（417,000 BTC）

4) Grayscale (254,000 BTC)

4）灰度（254,000 BTC）

5) Microstrategy (252,220 BTC)

5）微观策略（252,220 BTC）

6) US Government (203,000 BTC)

6）美国政府（203,000 BTC）

7) Chinese Government (194,000 BTC)

7）中国政府（194,000 BTC）

8) Fidelity (188,000 BTC)

8) 富达 (188,000 BTC)

The price of Bitcoin is currently around $72,000, which maintains a bullish sentiment and even keeps a certain “FOMO” alive.

比特币的价格目前在 72,000 美元左右，维持看涨情绪，甚至保持一定的“FOMO”情绪。

At the dawn of a Bull Run

在牛市的黎明时

The American election is certainly not unrelated to the marked rise in Bitcoin, which flirts with its all-time high.

美国大选当然与比特币的显着上涨不无关系，比特币正触及历史新高。

The daily volume of ETFs is close to 5 billion dollars. Here too, we are very close to the historical record:

ETF的日交易量接近50亿美元。在这里，我们也非常接近历史记录：

The recent binge of BlackRock’s ETF is due to several key factors, notably the reduction of interest rates by central banks. The increase in global money supply has the effect of raising the price of all assets.

最近贝莱德 ETF 的热销是由几个关键因素造成的，其中最明显的是央行降息。全球货币供应量的增加会导致所有资产价格上涨。

On the contrary, the volume on Ethereum ETFs represents less than 100 million dollars per day. That is, less than 2% of Bitcoin’s volume. Sophisticated investors have little appetite for a pre-mined shitcoin at 70%…

相反，以太坊 ETF 的交易量每天不到 1 亿美元。也就是说，不到比特币交易量的 2%。老练的投资者对 70% 的预挖垃圾币没什么兴趣……

The anticipation of a victory for Donald Trump also contributes to the rally. The Republican candidate has clearly embraced the cause of Bitcoiners.

对唐纳德·特朗普获胜的预期也促成了这次集会。这位共和党候选人显然已经接受了比特币支持者的事业。

“Bitcoin is money and we should pay a capital gains tax when we use it to buy a coffee? I was talking to a friend who told me that it really shouldn’t be the case and I agree”, he stated this Wednesday.

“比特币是钱，当我们用它买咖啡时，我们应该缴纳资本利得税吗？我正在和一位朋友交谈，他告诉我这确实不应该是这样，我同意”，他在周三表示。

It’s hard to say whether traders will sell the news ahead of Donald Trump’s likely victory this Tuesday, November 5. But in the medium term, a boulevard is opening up.

很难说交易员是否会在唐纳德·特朗普本周二（即 11 月 5 日）获胜之前卖出这一消息。但从中期来看，一条大道正在开放。

“In the short term, all eyes are on Bitcoin to see if it can reach a new all-time high”, said Min Jung, a researcher at Presto Research. “If it breaks through the resistance of $73,800, it could trigger a rally, as some are waiting for a breakout to enter the market.”

Presto Research 研究员 Min Jung 表示：“短期内，所有人都在关注比特币，看它能否创下历史新高。” “如果突破 73,800 美元的阻力位，可能会引发反弹，因为一些人正在等待突破进入市场。”

Another event could also be very bullish: the Microsoft shareholders’ vote on adopting a Bitcoin strategy for its treasury. Results in December.

另一个事件也可能非常乐观：微软股东投票决定采用比特币作为其财务战略。十二月出结果。

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Bitcoin, geopolitical, economic and energy journalist.

比特币、地缘政治、经济和能源记者。