市场动荡之际，Ark Invest 比特币 ETF 资金流出激增

Cathie Wood 的 Ark 21 Shares 比特币 ETF (ARKB) 的资金流出不断升级，4 月 16 日资金流出总额为 1,290 万美元，17 日资金流出总额为 4,270 万美元，这是自本月开始以来连续第一天出现资金流出。比特币 ETF 市场出现更广泛的资金流出趋势，昨天资金流出总额达到 1.65 亿美元，主要是由 GBTC 的 1.331 亿美元资金流出推动。

Accelerating Outflows from Ark Invest's Bitcoin ETF Raise Concerns Amidst Market Turbulence

Ark Invest 比特币 ETF 加速流出引发市场动荡之际的担忧

New York, April 18, 2024 - While the cryptocurrency community eagerly anticipates a potential "flippening" in the world of Bitcoin exchange-traded funds (ETFs), a different ETF has sent shockwaves through the industry with its accelerating outflows.

纽约，2024 年 4 月 18 日 - 尽管加密货币社区热切期待比特币交易所交易基金 (ETF) 领域可能出现“翻转”，但另一种 ETF 的资金外流加速，给整个行业带来了冲击波。

Ark Invest's Ark 21 Shares Bitcoin ETF (ARKB) has experienced two consecutive days of outflows for the first time since the start of the month, signaling a shift in investor sentiment towards Bitcoin. On April 16th, the fund witnessed $12.9 million in outflows, followed by a substantial $42.7 million exodus on April 17th.

Ark Invest 的 Ark 21 Shares Bitcoin ETF (ARKB) 自本月初以来首次出现连续两天资金流出，表明投资者情绪转向比特币。 4 月 16 日，该基金出现 1,290 万美元的资金外流，随后于 4 月 17 日出现 4,270 万美元的大幅外流。

According to data from the 21 Shares website, ARKB currently manages $2.7 billion in assets, with an impressive year-to-date return of 37.08%. This growth has largely mirrored Bitcoin's price appreciation, which has surged from around $42,000 at the beginning of the year to its current level hovering around $63,000.

根据21 Shares网站的数据，ARKB目前管理着27亿美元的资产，年初至今的回报率高达37.08%，令人印象深刻。这种增长在很大程度上反映了比特币价格的升值，比特币价格已从年初的 42,000 美元左右飙升至目前徘徊在 63,000 美元左右的水平。

ARKB's outflows echo a broader trend in the Bitcoin ETF market, which has witnessed a significant decline in net inflows since the start of last week. Total net outflows reached a staggering $165 million yesterday, with Grayscale's GBTC accounting for a lion's share of the exodus, experiencing outflows of $133.1 million.

ARKB 的资金流出反映了比特币 ETF 市场的整体趋势，自上周初以来，比特币 ETF 市场的净流入量大幅下降。昨天，净流出总额达到惊人的 1.65 亿美元，其中 Grayscale 的 GBTC 占流出量的最大份额，流出额为 1.331 亿美元。

Inflows into BlackRock's IBIT have also slowed down, with only $18.1 million entering the fund yesterday. This has raised concerns among analysts, who fear that IBIT may not overtake GBTC in assets under management by the end of the month, as previously predicted by Bloomberg Intelligence analyst Eric Balchunas.

流入贝莱德 IBIT 的资金也有所放缓，昨天仅有 1,810 万美元流入该基金。这引起了分析师的担忧，他们担心，正如 Bloomberg Intelligence 分析师 Eric Balchunas 此前预测的那样，到本月底，IBIT 管理的资产规模可能不会超过 GBTC。

Grayscale CEO Michael Sonnenshein recently suggested that outflows from GBTC had reached a "bit of an equilibrium," attributing the initial outflows to selling pressure linked to the bankruptcies of FTX and other crypto companies. However, the recent outflows from ARKB indicate a broader shift in investor sentiment than previously anticipated.

Grayscale 首席执行官 Michael Sonnenshein 最近表示，GBTC 的资金流出已达到“某种程度的平衡”，并将最初的资金流出归因于 FTX 和其他加密货币公司破产带来的抛售压力。然而，近期 ARKB 的资金流出表明投资者情绪的转变比之前预期的更为广泛。

ARKB's outflows coincide with Ark Invest facing declining market share in the U.S. ETF market. Over the past year, Ark's ETFs have experienced outflows of $2.7 billion, with $1.8 billion leaving its funds in the first three months of 2024.

ARKB 的资金流出恰逢 Ark Invest 在美国 ETF 市场份额下降的情况。在过去的一年里，Ark 的 ETF 经历了 27 亿美元的资金流出，其中 18 亿美元在 2024 年前三个月离开了其基金。

In a bid to regain momentum, the firm recently launched its first European ETFs, Ark Innovation UCITS ETF (ARKK), Ark Genomic Revolution UCITS ETF (ARKG), and Ark Artificial Intelligence & Robots UCITS ETF (ARKI).

为了重拾势头，该公司最近推出了首个欧洲 ETF：方舟创新 UCITS ETF (ARKK)、方舟基因组革命 UCITS ETF (ARKG) 和方舟人工智能与机器人 UCITS ETF (ARKI)。

"Over the past decade, a substantial portion of our website traffic, subscriber base, inbound requests, and social media traffic have come from people in Europe," Wood said in a statement about the launch of the European funds, "a clear signal of the strong interest and demand for Ark’s investment strategies within the European market."

伍德在关于欧洲基金启动的一份声明中表示：“在过去的十年中，我们的网站流量、用户群、入站请求和社交媒体流量的很大一部分都来自欧洲人。”欧洲市场对方舟投资策略的浓厚兴趣和需求。”

Analysts remain divided on the implications of the outflows from ARKB. Some argue that it is a short-term reaction to market volatility, while others believe it reflects a waning interest in Bitcoin ETFs.

分析师对于 ARKB 资金流出的影响仍存在分歧。一些人认为这是对市场波动的短期反应，而另一些人则认为这反映了人们对比特币 ETF 的兴趣减弱。

One analyst, who wished to remain anonymous, commented, "These outflows are a warning sign that investors are growing cautious about Bitcoin ETFs. They are seeking safer havens for their money during this period of uncertainty."

一位不愿透露姓名的分析师评论道：“这些资金外流是一个警告信号，表明投资者对比特币 ETF 越来越谨慎。在这个不确定的时期，他们正在为自己的资金寻找更安全的避风港。”

Another analyst, however, expressed optimism, saying, "ARKB's outflows are likely a temporary blip. Bitcoin remains a strong investment with long-term growth potential. Investors who stay the course will be rewarded in the end."

然而，另一位分析师表示乐观，他表示，“ARKB 的资金外流可能只是暂时现象。比特币仍然是一项具有长期增长潜力的强大投资。坚持到底的投资者最终将获得回报。”

As the cryptocurrency market continues to navigate turbulent waters, the outflows from ARKB will undoubtedly intensify scrutiny of Bitcoin ETFs. Investors are advised to carefully evaluate their investment decisions and seek professional guidance if necessary.

随着加密货币市场继续在动荡的水域中航行，ARKB的资金流出无疑将加剧对比特币ETF的审查。建议投资者仔细评估自己的投资决策，必要时寻求专业指导。