全球银行巨头通过现货 ETF 涉足比特币，标志着机构采用比特币

摩根大通和富国银行最近披露了通过现货比特币交易所交易基金（ETF）持有比特币的风险敞口，加入了法国巴黎银行和纽约梅隆银行等其他主要银行的行列，加入了这一增长趋势。摩根大通和富国银行均报告称其对比特币 ETF 的投资规模不大，前者向 BlackRock 的 IBIT、Bitwise 的 BITB、Fidelity 的 FBTC 和 Grayscale 的 GBTC 投资了 731,246 美元，后者向 Grayscale 的 GBTC 投资了 141,817 美元。这些披露表明传统金融机构对加密货币市场的兴趣日益浓厚，尽管对比特币的直接投资有限。

Global Banking Giants Dive into Bitcoin Exposure via Spot ETFs, Signaling Growing Institutional Adoption

全球银行巨头通过现货 ETF 涉足比特币投资，表明机构采用率不断提高

In a significant development for the cryptocurrency industry, two global banking behemoths, JP Morgan and Wells Fargo, have disclosed their exposure to Bitcoin through spot exchange-traded funds (ETFs). This recent move adds to the growing trend of traditional financial institutions embracing digital assets, albeit with modest initial investments.

加密货币行业的一项重大发展是，摩根大通和富国银行这两家全球银行业巨头已通过现货交易所交易基金（ETF）披露了其对比特币的敞口。最近的这一举措加剧了传统金融机构拥抱数字资产的日益增长的趋势，尽管初始投资规模不大。

JP Morgan and Wells Fargo Reveal Bitcoin ETF Holdings

摩根大通和富国银行公布比特币 ETF 持有量

The two banks filed their 13F disclosures on May 10, revealing their modest investments in Bitcoin ETFs. JP Morgan reported $731,246 spread across four spot Bitcoin ETFs: BlackRock's IBIT, Bitwise's BITB, Fidelity's FBTC, and Grayscale's GBTC. Wells Fargo, on the other hand, reported a $141,817 investment in Grayscale's GBTC during the first quarter.

这两家银行于 5 月 10 日提交了 13F 披露文件，披露了它们对比特币 ETF 的适度投资。摩根大通报告称，四只现货比特币 ETF 的价差为 731,246 美元：贝莱德的 IBIT、Bitwise 的 BITB、富达的 FBTC 和 Grayscale 的 GBTC。另一方面，富国银行报告第一季度对 Grayscale 的 GBTC 投资了 141,817 美元。

Institutional Interest Gathers Momentum

机构兴趣积聚动力

These disclosures follow similar revelations from BNP Paribas and BNY Mellon, signaling a growing trend among traditional financial institutions to explore Bitcoin investments. Notably, Morgan Stanley and UBS have also expressed intentions to allow clients to invest in spot Bitcoin ETFs, further bolstering the growing institutional interest in this asset class.

这些披露遵循法国巴黎银行和纽约梅隆银行的类似披露，表明传统金融机构探索比特币投资的趋势日益增长。值得注意的是，摩根士丹利和瑞银也表示有意允许客户投资现货比特币 ETF，进一步增强机构对这一资产类别日益增长的兴趣。

Institutional Flows into Bitcoin ETFs Set to Rise

流入比特币 ETF 的机构资金将增加

Industry experts, including BlackRock's head of digital assets, believe that the trend of institutional investment into Bitcoin ETFs is still in its early stages, with volumes expected to rise as more sophisticated money, such as sovereign wealth funds, enter the sector.

包括贝莱德数字资产主管在内的行业专家认为，机构投资比特币 ETF 的趋势仍处于早期阶段，随着主权财富基金等更复杂的资金进入该领域，预计交易量将会上升。

BlackRock's IBIT ETF Sets New Milestones

贝莱德 IBIT ETF 树立新里程碑

BlackRock's 13F filing on May 10 revealed a $6.6 million investment in its own IBIT fund. This strategy aligns with other spot Bitcoin ETF issuers that have made similar investments in their own funds, such as Ark Invest's $206.4 million holding in its ARKB fund and Van Eck's $98,000 investment in its HODL fund.

贝莱德 5 月 10 日提交的 13F 文件显示，对其自己的 IBIT 基金投资了 660 万美元。这一策略与其他对自己的基金进行类似投资的现货比特币 ETF 发行人是一致的，例如 Ark Invest 在其 ARKB 基金中持有 2.064 亿美元，Van Eck 在其 HODL 基金中投资了 98,000 美元。

BlackRock's IBIT has performed exceptionally well, boasting the highest cumulative inflows of any spot Bitcoin ETF at $15,490. It has also set a new record by reaching $10 billion in assets under management (AUM) in just 49 days, surpassing the previous record held by JEPQ.

贝莱德 (BlackRock) 的 IBIT 表现异常出色，在所有现货比特币 ETF 中累计流入量最高，达 15,490 美元。它还创造了新纪录，在短短 49 天内管理资产 (AUM) 达到 100 亿美元，超过了 JEPQ 之前保持的纪录。

Traditional Finance Embraces Bitcoin

传统金融拥抱比特币

The recent disclosures by JP Morgan, Wells Fargo, and other financial institutions highlight the growing acceptance of Bitcoin and other cryptocurrencies by traditional finance players. This trend is further evidenced by the investment in IBIT by CTC Alternative Strategies, a Chicago-based hedge fund, to the tune of $27.7 million.

摩根大通、富国银行和其他金融机构最近披露的信息凸显了传统金融机构对比特币和其他加密货币的接受程度不断提高。芝加哥对冲基金 CTC Alternative Strategies 对 IBIT 的 2770 万美元投资进一步证明了这一趋势。

Broad Institutional Participation in Bitcoin ETFs

机构广泛参与比特币 ETF

Data compiled by Fintel reveals that over 240 firms have invested in IBIT, while over 130 companies have invested in FBTC. Grayscale's GBTC, which existed before its conversion to an ETF in January, has attracted investments from over 467 firms.

Fintel 编制的数据显示，超过 240 家公司投资了 IBIT，超过 130 家公司投资了 FBTC。 Grayscale 的 GBTC 在 1 月份转换为 ETF 之前就已存在，已吸引了超过 467 家公司的投资。

Conclusion

结论

The entry of JP Morgan and Wells Fargo into the Bitcoin ETF market signals a significant shift in the attitude of traditional financial institutions towards digital assets. As institutional adoption grows, the credibility and legitimacy of Bitcoin and other cryptocurrencies will continue to strengthen, opening up vast new opportunities for investment and innovation in the cryptocurrency ecosystem.

摩根大通和富国银行进入比特币ETF市场，标志着传统金融机构对数字资产态度的重大转变。随着机构采用的增长，比特币和其他加密货币的可信度和合法性将继续增强，为加密货币生态系统的投资和创新带来巨大的新机会。