随着贝莱德的崛起，灰度比特币信托资金外流引发了对主导地位的质疑

比特币现货ETF获批后，比特币生态系统出现了大量资金流入，其中灰度比特币信托基金（GBTC）主导了ETF市场。然而，GBTC 近期出现大幅资金流出，2024 年 3 月 21 日资金流出总额为 3.588 亿美元，3 月 18 日资金流出总额为 6.42 亿美元，引发了对看空资金流入的担忧。

The Grayscale Bitcoin Trust Outflow: A Sign of Diminishing Dominance?

灰度比特币信托流出：主导地位减弱的迹象？

Following the introduction of the Bitcoin spot ETF, billions of dollars have flooded into the Bitcoin ecosystem. Prominent providers such as GBTC, BlackRock, and others have emerged, with Grayscale leading the pack. However, recent data suggests a significant outflow from the GBTC ecosystem, raising questions about its continued dominance.

随着比特币现货ETF的推出，数十亿美元涌入比特币生态系统。 GBTC、BlackRock 等知名提供商已经出现，其中 Grayscale 处于领先地位。然而，最近的数据表明 GBTC 生态系统出现大量资金外流，引发了对其持续主导地位的质疑。

Is BlackRock Creeping Up on GBTC's Turf?

贝莱德正在悄悄蚕食 GBTC 的地盘吗？

GBTC, despite its global footprint, has experienced a substantial outflow of funds in recent days. Notably, on March 21, 2024, the Grayscale Bitcoin Trust reported net outflows of $358.8 million, following a week-long outflow of $642 million. This raises eyebrows, as the ETF category boasts eleven players, including BlackRock, which has been steadily increasing its inflow.

尽管 GBTC 业务遍及全球，但最近几天却出现了大幅资金外流。值得注意的是，2024 年 3 月 21 日，灰度比特币信托报告称，继一周流出 6.42 亿美元之后，净流出达 3.588 亿美元。这引起了人们的关注，因为 ETF 类别拥有 11 家参与者，其中包括一直在稳步增加资金流入的贝莱德 (BlackRock)。

The Battle for ETF Supremacy: Who's Gaining Ground?

ETF 霸主之战：谁在取得进展？

To paint a clearer picture, here's a breakdown of the Bitcoin ETF inflows for March 21, 2024:

为了更清晰地描绘出一幅图景，以下是 2024 年 3 月 21 日比特币 ETF 流入的明细：

• IBIT (BlackRock): $233.4 million
• FBTC: $2.9 million
• BITB: $12 million
• ARKB: $2 million
• BTCO: $4.2 million
• EZBC: $3.8 million
• BRRR: $4.7 million
• HODL: $1.8 million
• BTCW: $0 million
• GBTC: -$358.8 million

Is GBTC Losing Its Grip?

IBIT（贝莱德）：2.334亿美元FBTC：290万美元BITB：1200万美元ARKB：200万美元ARKB：200万美元BTCO：420万美元EZBC：380万美元BRRR：470万美元HODL：180万美元BTCW：000万美元GBTC：-3.588亿美元 GBTC正在失去控制力吗？

James Seyffart, a market observer, notes that GBTC has lost a staggering 42.3% of its shares since converting to an ETF. This raises concerns about the fund's appeal, especially considering BlackRock's growing presence in the market.

市场观察家 James Seyffart 指出，自转换为 ETF 以来，GBTC 已损失了 42.3% 的惊人股份。这引发了对该基金吸引力的担忧，特别是考虑到贝莱德在市场上的影响力不断增强。

Other ETF Providers: A Quiet Ascent

其他 ETF 提供商：悄然崛起

While BlackRock and GBTC dominate the headlines, other ETF providers are also gradually increasing their presence. In the past 24 hours, the total volume in the Bitcoin ETF category reached $4.80 billion, with a market capitalization of $56.81 billion.

尽管贝莱德和 GBTC 占据了头条新闻，但其他 ETF 提供商也在逐渐增加其影响力。过去24小时，比特币ETF类别总成交量达到48.0亿美元，市值为568.1亿美元。

Holdings Battles: Who Has the Lion's Share?

控股之战：谁拥有最大的份额？

As of this writing:

截至撰写本文时：

• Grayscale (GBTC) holds 350,281 Bitcoin
• BlackRock (IBIT) holds 242,816 Bitcoin
• Fidelity holds 135,742 Bitcoin
• Ark/21 Shares holds 40,213 Bitcoin
• Bitwise holds 30,036 Bitcoin
• Van Eck holds 8,112 Bitcoin
• Valkyrie holds 6,531 Bitcoin
• Invesco holds 5,049 Bitcoin

Other Market Movements

Grayscale (GBTC) 持有 350,281 比特币BlackRock (IBIT) 持有 242,816 比特币Fidelity 持有 135,742 比特币Ark/21 Shares 持有 40,213 比特币Bitwise 持有 30,036 比特币Van Eck 持有 8,112 比特币Valkyrie 持有 6,531 比特币Invesco 持有 5,049 比特币其他市场走势

• Estonia has enacted a bill requiring legal licensing for digital asset service providers.
• The United Nations has adopted a resolution on artificial intelligence, emphasizing the protection of human rights and personal data.
• Patrick McHenry suggests that the stablecoin bill is nearing readiness for a House vote, indicating bipartisan support for digital currency regulation.

Market Update: The Rollercoaster Continues

爱沙尼亚颁布法案，要求数字资产服务提供商获得合法许可。联合国通过人工智能决议，强调保护人权和个人数据。帕特里克·麦克亨利表示，稳定币法案已接近准备众议院投票，表明两党对数字货币监管的支持。市场更新：过山车仍在继续

The crypto market remains volatile, with significant bullish and bearish swings in recent months. Market capitalization has plunged over 5% in the last 24 hours, standing at $2.41 trillion.

加密货币市场仍然波动，近几个月出现显着的看涨和看跌波动。过去 24 小时内，市值暴跌超过 5%，至 2.41 万亿美元。

Bitcoin (BTC) has struggled to gain traction intraday, losing 4.41% of its value. Analysts attribute this to the ongoing investigation into the Ethereum foundation and the delayed approval of Ether ETFs. The regulatory green signal for Ethereum spot ETFs is expected in May 2024.

比特币 (BTC) 盘中难以获得牵引力，价值下跌 4.41%。分析师将此归因于对以太坊基金会正在进行的调查以及以太坊 ETF 的延迟批准。以太坊现货 ETF 的监管绿色信号预计将于 2024 年 5 月发出。

Disclaimer

免责声明

Views expressed in this article are for informational purposes only and do not constitute financial or investment advice.

本文表达的观点仅供参考，并不构成财务或投资建议。