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在过去的几周里,我一直在 X 上关注 HODL15Capital,他们在发布一些最快的进入市场方面做得非常出色
Nikolaus is keeping a close eye on the U.S. spot Bitcoin ETFs, and recently he has posted two charts in particular that have caught his attention.
Nikolaus 正在密切关注美国现货比特币 ETF,最近他特别发布了两张引起他注意的图表。
Nine months have passed since the SEC approved these ETFs for trading, and during eight of those months, the ETFs have seen large inflows. Since their launch, these ETFs have seen inflows of 312,488 BTC, while miners have only created 169,942 new bitcoin.
自 SEC 批准这些 ETF 交易以来已经过去了九个月,其中 8 个月,ETF 出现了大量资金流入。自推出以来,这些 ETF 已流入 312,488 枚比特币,而矿工仅创造了 169,942 枚新比特币。
These ETFs have seen the fastest growth in history, as BlackRock CEO Larry Fink has stated, and there are no signs of this slowing down, especially as we enter a period of time that has been historically bullish for Bitcoin.
正如贝莱德首席执行官拉里·芬克(Larry Fink)所说,这些 ETF 经历了历史上最快的增长,而且没有任何放缓迹象,特别是当我们进入历史上对比特币看涨的时期时。
These ETFs are quickly gobbling up all the available BTC, leading many to wonder who could possibly be selling at this time. According to HODL15Capital, it appears to be smaller BTC holders, who are selling directly into the hands of the ETFs and institutions.
这些 ETF 正在迅速吞噬所有可用的 BTC,让许多人怀疑此时谁可能会出售。据 HODL15Capital 称,似乎是规模较小的 BTC 持有者直接将其出售给 ETF 和机构。
We're seeing state pension funds, large institutions, wealthy investors and other major players buying and holding shares of these ETFs. Even ETF issuers like BlackRock are buying shares of its own Bitcoin ETF for their other funds. In short, I'm seeing smart money pouring into this asset class and, while that is great for the price of BTC, it pains me to watch smaller holders sell their bitcoin directly to the institutions.
我们看到国家养老基金、大型机构、富有的投资者和其他主要参与者购买并持有这些 ETF 的股票。甚至像贝莱德这样的 ETF 发行人也在为其其他基金购买自己的比特币 ETF 股票。简而言之,我看到聪明的资金涌入这一资产类别,虽然这对 BTC 的价格来说很好,但看到小持有者直接将比特币出售给机构让我感到痛苦。
Over the long term, holding Bitcoin has proven to be one of the best ways to build wealth. This is a real chance for those interested in investing for their future, who may not currently have proper savings, to start building up wealth in a sovereign way by accumulating BTC and holding the keys to their coins. Instead, these coins are being mostly "locked up" in these ETFs, where those who buy them can only redeem their shares for US dollars and don't experience the benefits of the attributes that make bitcoin so unique (e.g, freedom to transact globally without permission from a third party).
从长远来看,持有比特币已被证明是积累财富的最佳方式之一。对于那些有兴趣为未来进行投资的人(他们目前可能没有适当的储蓄)来说,这是一个真正的机会,可以通过积累比特币并持有其代币的钥匙,开始以主权方式积累财富。相反,这些代币大多被“锁定”在这些 ETF 中,购买它们的人只能将其股票赎回为美元,而无法体验到比特币如此独特的属性带来的好处(例如,在全球范围内交易的自由)未经第三方许可)。
Based on this data, I fear many of these smaller bitcoin holders are letting a great opportunity to build wealth via holding BTC slip through their fingers. Also, buy not buying bitcoin directly and holding it in self-custody, as opposed to purchasing shares of the ETFs, investors are missing out on what it truly means to own censorship resistant sovereign money. Such a feeling often has the effect of making investors hold bitcoin for the long-term as opposed selling in the short-term based on fear.
根据这些数据,我担心许多较小的比特币持有者正在让通过持有比特币积累财富的绝佳机会从他们的指缝中溜走。此外,购买比特币而不是直接购买比特币并将其自我托管,而不是购买 ETF 的股票,投资者错过了拥有不受审查的主权货币的真正含义。这种感觉往往会促使投资者长期持有比特币,而不是出于恐惧而短期抛售比特币。
The smart money knows exactly what opportunity is here, and they don't care too much about the freedom aspects of Bitcoin. They're just filling their BTC bags in a vehicle that suits them better.
聪明的资金清楚地知道这里有什么机会,他们并不太关心比特币的自由方面。他们只是将比特币装进更适合他们的车辆中。
Cheap BTC does not last forever. Major players will continue scooping up huge swaths of shares of the ETFs as we hit new all time highs and beyond. If there's one thing I leave you with today: Don't sell your BTC to the corporations, and hold the keys to your coins.
廉价的比特币不会永远持续下去。随着我们创下历史新高及更高水平,主要参与者将继续大量买入 ETF 股票。如果我今天要留给你一件事:不要将你的比特币卖给公司,并保管好你的比特币的钥匙。
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