高盛披露价值 4.61 亿美元的贝莱德比特币 ETF 股份，标志着投资策略的重大转变

主要投资银行高盛披露了其在现货比特币 ETF（交易所交易基金）中的大量股份。这家曾经是比特币直言不讳的批评者的金融巨头似乎正在将其投资策略转向加密资产，特别是全球市值最大的加密货币。

Investment banking powerhouse Goldman Sachs has unveiled its substantial stake in spot Bitcoin exchange-traded funds (ETFs). The finance behemoth, which was once a vocal critic of Bitcoin, appears to be shifting its investment strategy towards crypto assets, particularly the world’s largest cryptocurrency by market capitalization.

投资银行巨头高盛公布了其在现货比特币交易所交易基金（ETF）中的大量股份。这家曾经直言不讳地批评比特币的金融巨头似乎正在将其投资策略转向加密资产，尤其是全球市值最大的加密货币。

Goldman Sachs Discloses $461 Million In BlackRock’s Bitcoin ETF

高盛披露贝莱德价值 4.61 亿美元的比特币 ETF

On Thursday, November 14, Goldman Sachs disclosed its holdings of approximately $718 million in eight Bitcoin ETFs in a filing with the United States Securities and Exchange Commission (SEC). The firm’s latest quarterly report revealed that the bank has increased its Bitcoin fund portfolio by $300 million.

11 月 14 日星期四，高盛在向美国证券交易委员会 (SEC) 提交的文件中披露了其持有 8 只比特币 ETF，价值约 7.18 亿美元。该公司最新的季度报告显示，该银行已将其比特币基金投资组合增加了 3 亿美元。

Goldman Sachs initially entered the U.S. Bitcoin ETF market in the second quarter of 2024, revealing a Bitcoin fund investment of $418 million. However, the BTC exchange-traded fund portfolio has now grown by over 71%, reaching $718 million.

高盛于 2024 年第二季度首次进入美国比特币 ETF 市场，透露比特币基金投资额为 4.18 亿美元。然而，BTC 交易所交易基金投资组合现已增长超过 71%，达到 7.18 亿美元。

According to the filing on Nov 14 with the U.S. SEC, Goldman Sachs now holds $461 million in BlackRock’s spot Bitcoin ETF (ticker: IBIT). The investment bank also disclosed a $96 million holding in Fidelity’s Wise Origin Bitcoin Fund (ticker: FBTC).

根据 11 月 14 日向美国 SEC 提交的文件，高盛目前持有 4.61 亿美元的贝莱德现货比特币 ETF（股票代码：IBIT）。该投资银行还披露了富达 Wise Origin 比特币基金（股票代码：FBTC）的 9600 万美元资产。

Moreover, Goldman Sachs disclosed approximately $72 million in the Grayscale Bitcoin Trust ETF (GBTC) and around $60 million in the Invesco Galaxy Bitcoin exchange-traded fund. The bank’s $22 million and $3 million investments in Bitwise’s Bitcoin fund and Ark/21Shares’ ETF, respectively, are also noteworthy.

此外，高盛披露了灰度比特币信托ETF（GBTC）约7200万美元，景顺银河比特币交易所交易基金约6000万美元。该银行对 Bitwise 比特币基金和 Ark/21Shares ETF 分别投资 2200 万美元和 300 万美元也值得注意。

Besides the Bitcoin ETFs, Goldman Sachs also engaged in the recently launched spot Ethereum exchange-traded funds, investing $22.6 million in the Grayscale Ethereum Mini Trust ETF and $2.6 million in the Fidelity Ethereum Fund.

除了比特币ETF之外，高盛还参与了最近推出的现货以太坊交易所交易基金，向Grayscale以太坊迷你信托ETF投资了2260万美元，向Fidelity以太坊基金投资了260万美元。

While the spot Bitcoin exchange-traded funds have attracted significant capital and attention since launching, the Ethereum ETFs have largely underperformed since hitting the market. However, the Ethereum ETFs are currently experiencing a period of restitution, having recorded six consecutive days of inflows.

虽然现货比特币交易所交易基金自推出以来吸引了大量资金和关注，但以太坊 ETF 自上市以来表现基本上不佳。然而，以太坊ETF目前正经历一段恢复期，已连续六天录得资金流入。

What Else Has Goldman Sachs Been Up To?

高盛还做了什么？

As mentioned earlier, Goldman Sachs has been making major moves in the cryptocurrency industry throughout the year. While investing in crypto exchange-traded funds is a clear path, the banking firm has also considered blockchain technology ventures.

如前所述，高盛全年在加密货币行业不断有重大举措。虽然投资加密货币交易所交易基金是一条明确的道路，但该银行公司也考虑了区块链技术企业。

As reported in July, Goldman Sachs unveiled its plans to expand its crypto offering, focusing on the tokenization sector. Global Head of Digital Assets Matthew McDermott disclosed the bank’s intentions to launch three tokenization projects before 2024 ends.

据 7 月份报道，高盛公布了扩大加密货币产品的计划，重点关注代币化领域。数字资产全球主管 Matthew McDermott 透露，该银行打算在 2024 年底前推出三个代币化项目。