高盛的比特币ETF控股爆炸至15亿美元

著名的加密分析师Macroscope（@Macroscope17）首先引起人们的注意，强调了高盛（Goldman上一季度。

Goldman Sachs’ Holdings in Bitcoin ETF Surged to $1.5 Billion

高盛（Goldman Sachs）在比特币ETF中的持股量飙升至15亿美元

Institutions continue to show strong interest in cryptocurrencies, evident in Goldman Sachs’ massive holdings in spot Bitcoin exchange-traded funds (ETFs) which amounted to over $1.5 billion at the end of 2024, according to the latest 13F filing with the US Securities and Exchange Commission (SEC).

根据最新的13F美国证券和交易所文件，机构继续对加密货币表现出浓厚的兴趣，这在高盛在现货比特币交易所交易所资金（ETF）中显而易见，该资金在2024年底达到了15亿美元以上。委员会（SEC）。

The filing revealed a significant expansion in both BTC and Ethereum-related positions, reflecting growing institutional confidence in digital assets. Notably, the bank increased its stake in BlackRock’s iShares Bitcoin Trust (IBIT) by an impressive 88%, with holdings valued at about $1.27 billion (24,077,861 shares).

该文件显示，BTC和与以太坊相关的职位均显着扩大，这反映了对数字资产的机构信心的增长。值得注意的是，该银行将其在BlackRock的Ishares Bitcoin Trust（IBIT）的股份增加了88％，其股份价值约为12.7亿美元（24,077,861股）。

Moreover, Goldman boosted its allocation to Fidelity’s Wise Origin Bitcoin Fund (FBTC) by 105%, bringing that position to around $288 million (3,530,486 shares).

此外，高盛（Goldman）将其对富达（Fidelity）明智的比特币基金（FBTC）的分配提高了105％，使该职位提高到约2.88亿美元（3,530,486股）。

In addition to these core ETF holdings, Goldman reported $3.6 million in the Grayscale BTC Trust (GBTC) while closing or reducing smaller positions in other spot BTC ETFs, including those offered by ARK 21Shares (ARKB), Bitwise (BITB), Grayscale (Mini Trust), Invesco Galaxy (BTCO), and WisdomTree (BTCW).

除这些核心ETF持有外，高盛还报告了360万美元的灰度BTC信托（GBTC），同时关闭或减少其他位置BTC ETF的较小位置，包括ARK 21Shares（Arkb），Bitwise（Bitwise（Bitwise（Bitb）），灰色（Mini）（Mini）（Mini）（Mini）（Mini）（Mini）信任），envesco Galaxy（BTCO）和WisdomTree（BTCW）。

Interestingly, the bank also had significant options positions, with a IBIT call option valued at $157 million and puts on IBIT and FBTC for Q4 valued at $527 million and $84 million, respectively. These strategies suggest that Goldman was hedging potential downside while trying to capitalize on any further BTC price surges.

有趣的是，该银行还拥有重要的期权职位，IBIT电话期权价值为1.57亿美元，并以IBIT和FBTC的价格为4 Q4，价值5.27亿美元和8400万美元。这些策略表明，高盛（Goldman）试图利用任何进一步的BTC价格飙升，使潜在的不利之处。

Goldman’s bullish tilt on BTC aligns with rising interest among major financial institutions in digital assets. The bank, which first waded into spot Bitcoin ETFs in mid-2024, now appears poised to deepen its involvement, buoyed by ongoing price gains and what many observers see as a more constructive regulatory environment.

高盛对BTC的看涨倾向与数字资产的主要金融机构之间的兴趣不断增加。该银行在2024年中期首先涉水到现货比特币ETF中，现在似乎有望加深其参与，并受到持续的价格上涨以及许多观察家将其视为更具建设性的监管环境的推动。

With Bitcoin hitting highs of $109,000 shortly before the US Presidential inauguration, Goldman’s expanded crypto positions highlight a broader trend: more traditional Wall Street players are seeking to capture the upside of digital assets.

在美国总统就职典礼前不久，比特币达到了109,000美元的高潮，高盛的扩大加密货币立场突出了一个更广泛的趋势：更传统的华尔街玩家正在寻求捕捉数字资产的上涨空间。