密歇根退休系统成为首个投资以太坊 ETF 的州养老基金

这一战略举措标志着机构投资数字资产迈出了重要一步，因为密歇根退休系统为州雇员管理着约 1,440 亿美元的养老基金资产。

The State of Michigan has disclosed substantial investments in cryptocurrency exchange-traded funds (ETFs) for Bitcoin and Ethereum in a 13F filing with the US Securities and Exchange Commission (SEC) on Monday.

密歇根州周一在向美国证券交易委员会 (SEC) 提交的 13F 文件中披露了对比特币和以太坊加密货币交易所交易基金 (ETF) 的大量投资。

This strategic move marks a significant step for institutional investment in digital assets, as the Michigan Retirement System manages approximately $144 million in pension fund assets for state employees.

这一战略举措标志着机构投资数字资产迈出了重要一步，因为密歇根退休系统为州雇员管理着约 1.44 亿美元的养老基金资产。

The Michigan Retirement System disclosed an investment of over $6.9 million in the ARK/21Shares Bitcoin ETF, equating to around 110,000 shares of the fund.

密歇根退休系统披露，ARK/21Shares 比特币 ETF 投资额超过 690 万美元，相当于该基金约 110,000 股。

Furthermore, Michigan has become the first state pension fund to invest in an ETF that holds Ethereum, further diversifying its crypto portfolio.

此外，密歇根州已成为第一个投资持有以太坊的 ETF 的国家养老基金，进一步使其加密货币投资组合多元化。

Matthew Sigel, head of digital asset research at VanEck, noted that Michigan has now entered the top five holders of Ethereum and the Grayscale Ethereum Trust (ETHE).

VanEck 数字资产研究主管 Matthew Sigel 指出，密歇根州现已进入以太坊和灰度以太坊信托（ETHE）持有者的前五名。

Bloomberg ETF expert Eric Balchunas highlighted the significant investment Michigan has made in Ethereum ETFs, amounting to $10 million, which surpasses its Bitcoin ETF investment.

彭博 ETF 专家 Eric Balchunas 强调了密歇根州对以太坊 ETF 的重大投资，金额达 1000 万美元，超过了其比特币 ETF 投资。

In contrast, the state of Wisconsin’s investment board, which manages $156 billion for its retirement system, has previously disclosed holdings in Bitcoin ETFs, including BlackRock’s iShares Bitcoin Trust and the Grayscale Bitcoin Trust.

相比之下，威斯康星州投资委员会为其退休制度管理着 1560 亿美元，此前曾披露过持有比特币 ETF，包括贝莱德 (BlackRock) 的 iShares 比特币信托 (iShares Bitcoin Trust) 和灰度比特币信托 (Grayscale Bitcoin Trust)。

These disclosures are part of the quarterly 13F filings, which provide a snapshot of institutional investment strategies approximately 45 days after the end of each quarter.

这些披露是季度 13F 文件的一部分，该文件提供了每个季度结束后大约 45 天的机构投资策略的概况。

Demand for spot Bitcoin ETFs reached a six-month high in the latest week, signaling strong interest in Bitcoin as an investment vehicle.

最近一周，现货比特币 ETF 的需求达到六个月高点，表明人们对比特币作为投资工具的浓厚兴趣。

However, Ethereum ETFs are yet to see the same success in the US market.

然而，以太坊 ETF 尚未在美国市场取得同样的成功。

Despite a strong performance through October, Bitcoin ETFs faced challenges at the beginning of November, with a reported net outflow of $54.9 million on November 1.

尽管 10 月份表现强劲，但比特币 ETF 在 11 月初面临挑战，据报道 11 月 1 日净流出 5490 万美元。

Fidelity's FBTC accounted for nearly half of this outflow, totaling approximately $25.64 million, while ARK & 21Shares' ARKB experienced a similar drop of $24.13 million.

Fidelity 的 FBTC 占此次流出的近一半，总计约 2564 万美元，而 ARK & 21Shares 的 ARKB 也经历了类似的下降，为 2413 万美元。

Grayscale's GBTC, traditionally associated with capital outflows, only recorded $5.51 million in outflows, indicating a relative stabilization compared to previous trends.

传统上与资本流出相关的 Grayscale 的 GBTC 仅记录了 551 万美元的流出，表明与之前的趋势相比相对稳定。

Interestingly, BlackRock's iShares Bitcoin Trust (IBIT) did not register any inflow or outflow on November 1, marking a pause after 14 consecutive days of capital influx.

有趣的是，贝莱德旗下的 iShares Bitcoin Trust (IBIT) 在 11 月 1 日没有出现任何资金流入或流出，标志着连续 14 天资金流入的暂停。

Prior to this, IBIT had experienced a significant net inflow of $872 million on October 30.

在此之前，IBIT在10月30日曾经历过8.72亿美元的大幅净流入。

At the time of writing, the largest cryptocurrency on the market, Bitcoin, is trading at $67,970, down nearly 2% in 24 hours. Ethereum, on the other hand, is down 3% over the same period, trading at $2,407.

截至撰写本文时，市场上最大的加密货币比特币的交易价格为 67,970 美元，24 小时内下跌近 2%。另一方面，以太坊同期下跌 3%，交易价格为 2,407 美元。

Featured image from DALL-E, chart from TradingView.com

精选图片来自 DALL-E，图表来自 TradingView.com