灰度比特币信托 ETF 打破连跌，11 周以来首次出现资金流入

灰度比特币信托 ETF (GBTC) 扭转了连续 11 周负现金流的局面，收益达 6300 万美元。尽管自 1 月份竞争现货比特币 ETF 获得批准以来资金持续流出，但这一情况还是出现了。对于 Grayscale 来说，资金的积极流入是一个可喜的信号，因为其 GBTC 仍然是最大的比特币现货 ETF，管理的资产超过 187 亿美元。

Grayscale Bitcoin Trust ETF Breaks Losing Streak, Securing Inflows for the First Time in 11 Weeks

灰度比特币信托 ETF 打破连跌，11 周以来首次获得资金流入

The Grayscale Bitcoin Trust ETF (GBTC), the largest Bitcoin spot ETF globally, has finally halted an 11-week outflow streak, recording inflows of $63 million, according to data from CoinGlass. This positive development marks a significant shift in sentiment for the fund, which has faced a steady exodus of investors since the approval of competing spot Bitcoin ETFs in January.

CoinGlass 的数据显示，全球最大的比特币现货 ETF 灰度比特币信托 ETF (GBTC) 终于结束了连续 11 周的资金流出，资金流入达 6300 万美元。这一积极的发展标志着该基金情绪的重大转变，自 1 月份比特币现货 ETF 竞争性获得批准以来，该基金一直面临着投资者的稳定流失。

The inflows, which snapped an 80-day string of outflows, have been met with surprise and optimism by analysts. Bloomberg ETF analyst Eric Balchunas expressed his astonishment on Twitter, stating, "Holy crap $GBTC had inflows today. Their 80 day-ish streak is finally over. I had to run my eyes and double check the data but it's true."

这些资金流入结束了连续 80 天的资金流出，分析师对此感到惊讶和乐观。彭博 ETF 分析师埃里克·巴尔丘纳斯 (Eric Balchunas) 在 Twitter 上表达了他的惊讶之情，他表示：“天哪，$GBTC 今天有资金流入。他们长达 80 天的连续走势终于结束了。我不得不仔细检查数据，但这是真的。”

Despite the positive inflows, GBTC remains the largest Bitcoin spot ETF by a significant margin, holding over $18.7 billion in assets under management (AUM) and approximately 297,000 Bitcoin. However, constant outflows have allowed newer competitors to close the gap, with the BlackRock iShares Bitcoin Trust (IBIT) now holding $17.2 billion in AUM as of Tuesday.

尽管有大量资金流入，GBTC 仍然是最大的比特币现货 ETF，遥遥领先，持有超过 187 亿美元的管理资产 (AUM) 和约 297,000 枚比特币。然而，持续的资金外流使得新的竞争对手缩小了差距，截至周二，贝莱德 iShares 比特币信托 (IBIT) 的资产管理规模目前为 172 亿美元。

The turnaround for Grayscale comes amidst a challenging period for spot Bitcoin ETFs. On Wednesday, the market witnessed its worst day on record, with over $563 million in net outflows coinciding with a drop in the price of Bitcoin. This massive outflow surpassed the previous daily record of $326 million set in mid-March, indicating significant investor uncertainty.

灰度的转变正值现货比特币 ETF 面临挑战的时期。周三，市场经历了有记录以来最糟糕的一天，净流出超过 5.63 亿美元，同时比特币价格下跌。这一巨额资金流出超过了 3 月中旬创下的 3.26 亿美元的单日记录，表明投资者存在巨大的不确定性。

The recent inflows and positive sentiment toward GBTC offer a glimmer of hope for the nascent spot Bitcoin ETF industry. Although competition remains intense, the breaking of the outflow streak suggests that investors are regaining confidence in Grayscale's flagship fund.

最近的资金流入和对 GBTC 的积极情绪为新兴的现货比特币 ETF 行业带来了一线希望。尽管竞争依然激烈，但资金外流的打破表明投资者正在重拾对灰度旗舰基金的信心。

As the regulatory landscape for digital assets continues to evolve, the performance of spot Bitcoin ETFs will remain a key indicator of investor sentiment and the overall health of the cryptocurrency market. With the recovery of GBTC and the evolving regulatory framework, the future of Bitcoin ETFs appears promising, potentially leading to wider adoption and increased institutional investment in the space.

随着数字资产监管环境的不断发展，现货比特币 ETF 的表现仍将是投资者情绪和加密货币市场整体健康状况的关键指标。随着 GBTC 的复苏和不断发展的监管框架，比特币 ETF 的未来似乎充满希望，有可能导致该领域更广泛的采用和机构投资的增加。