大量比特币流入推动 ETF 接近 100 万比特币里程碑

九个月前，美国证券交易委员会（SEC）批准了 11 只现货比特币 ETF。灰度的比特币迷你信托现已加入其中

Bitcoin exchange-traded funds (ETFs) have seen a strong start to the year, with the 12 ETFs now holding just 42,000 BTC away from reaching 1 million bitcoin.

比特币交易所交易基金 (ETF) 今年开局强劲，12 只 ETF 目前仅持有 42,000 比特币，距离达到 100 万比特币还有一段距离。

As of this weekend, the funds are collectively holding 958,079.02 BTC, valued at $65.6 billion at current exchange rates. Nine months ago, the U.S. Securities and Exchange Commission (SEC) approved 11 spot bitcoin ETFs. With Grayscale’s Bitcoin Mini Trust now in the mix, the count has risen to 12.

截至本周末，这些基金总共持有 958,079.02 BTC，按当前汇率计算价值 656 亿美元。九个月前，美国证券交易委员会（SEC）批准了 11 只现货比特币 ETF。随着 Grayscale 的比特币迷你信托基金加入其中，这一数字已上升至 12 个。

Before these approvals, Grayscale’s flagship Bitcoin Trust, known as GBTC, held around 620,000 BTC—a stash valued at $42.4 billion at the time. At the time, GBTC traded over-the-counter (OTC), but with the SEC’s greenlight, it transitioned into a publicly listed fund on the New York Stock Exchange (NYSE).

在获得这些批准之前，Grayscale 的旗舰比特币信托基金（即 GBTC）持有约 620,000 枚 BTC，当时价值 424 亿美元。当时，GBTC 进行场外交易（OTC），但随着 SEC 的批准，它转型为纽约证券交易所（NYSE）的公开上市基金。

Grayscale also rolled out the Bitcoin Mini Trust (ticker: BTC), a new spot bitcoin exchange-traded product (ETP) with a notably lower fee than GBTC. Since its debut, this mini fund has secured its place as the sixth-largest BTC holder among the 12.

Grayscale 还推出了比特币迷你信托（股票代码：BTC），这是一种新的现货比特币交易所交易产品（ETP），其费用明显低于 GBTC。自推出以来，这只迷你基金已成为 12 家基金中第六大 BTC 持有者。

At the forefront is Blackrock’s Ishares Bitcoin Trust (IBIT), which, since Jan. 11, has seen net inflows reaching a total of $22.84 billion. IBIT holds approximately 385,590.90 BTC, valued at $26.3 billion, based on current rates.

排在前列的是贝莱德旗下的 Ishares 比特币信托基金 (IBIT)，自 1 月 11 日以来，该基金的净流入总额已达到 228.4 亿美元。 IBIT 持有约 385,590.90 BTC，根据当前汇率，价值 263 亿美元。

While Grayscale’s GBTC remains the second-largest BTC holder in this ETF lineup, it has faced significant outflows since going public. Currently, GBTC’s holdings are lower than that of the publicly traded company Microstrategy, which holds 252,220 BTC. GBTC now secures 220,821.30 BTC and has divested around $20.10 billion since its NYSE debut.

尽管 Grayscale 的 GBTC 仍然是该 ETF 阵容中第二大 BTC 持有者，但自上市以来，它已面临大量资金外流。目前，GBTC 的持有量低于上市公司 Microstrategy 的持有量，后者持有 252,220 BTC。 GBTC 目前持有 220,821.30 BTC，自在纽约证券交易所上市以来已撤资约 201 亿美元。

Next in line is Fidelity’s FBTC, which has amassed 184,612.53 BTC, worth roughly $12.6 billion. These three ETFs are the only ones with BTC holdings exceeding 100,000.

接下来是富达 (Fidelity) 的 FBTC，它已积累了 184,612.53 BTC，价值约 126 亿美元。这三只ETF是唯一持有BTC超过10万的ETF。

Further down, Ark Invest and 21shares’ ARKB fund holds 50,749 BTC, valued at $3.4 billion, while Bitwise’s BITB fund commands a stash of 41,799.16 BTC, worth about $2.8 billion.

再往下看，Ark Invest 和 21shares 的 ARKB 基金持有 50,749 BTC，价值 34 亿美元，而 Bitwise 的 BITB 基金持有 41,799.16 BTC，价值约 28 亿美元。

Following them is Grayscale’s mini fund, with 33,665.64 BTC, valued at $2.3 billion. The remaining funds hold under 15,000 BTC each. Vaneck’s HODL fund comes next, holding 12,500.69 BTC valued at $855.2 million. After that, there’s the Coinshares’ Valkyrie BRRR fund, which holds 9,081.95 BTC worth $621 million.

紧随其后的是 Grayscale 的迷你基金，拥有 33,665.64 BTC，价值 23 亿美元。其余基金每人持有 15,000 比特币以下。 Vaneck 的 HODL 基金紧随其后，持有 12,500.69 BTC，价值 8.552 亿美元。接下来是 Coinshares 的 Valkyrie BRRR 基金，该基金持有 9,081.95 BTC，价值 6.21 亿美元。

Invesco’s BTCO holds 7,941 BTC, valued at $543 million, while Franklin Templeton’s EZBC has collected 7,421.64 BTC, valued at $507 million. Wisdomtree’s BTCW owns 3,747.21 BTC, valued at $256 million, and Hashdex’s DEFI fund secures 148 BTC, worth $10 million.

景顺 (Invesco) 的 BTCO 持有 7,941 BTC，价值 5.43 亿美元，而富兰克林邓普顿 (Franklin Templeton) 的 EZBC 则持有 7,421.64 BTC，价值 5.07 亿美元。 Wisdomtree 的 BTCW 拥有 3,747.21 BTC，价值 2.56 亿美元，Hashdex 的 DEFI 基金拥有 148 BTC，价值 1,000 万美元。

Altogether, these 12 funds collectively hold 958,079.02 BTC — just 41,920.974 BTC shy of reaching the coveted 1 million BTC mark. While that might not seem like a massive gap, at current exchange rates, it represents around $2.9 billion in inflows.

这 12 只基金总共持有 958,079.02 BTC，距离达到令人垂涎的 100 万 BTC 大关仅差 41,920.974 BTC。虽然这看起来似乎并不是一个巨大的缺口，但按照目前的汇率计算，它代表着大约 29 亿美元的资金流入。

Over the last six days, these funds have gained approximately $2.39 billion, suggesting that, if this pace keeps up, they could surpass the 1 million BTC mark in just over a week of open trading days.

在过去的六天里，这些基金已经获得了约 23.9 亿美元的收益，这表明，如果这一速度保持下去，它们可能会在一周多一点的开放交易日内突破 100 万比特币大关。