重拾信心：投资者对比特币 ETF 的兴趣激增

Does Investor Appetite for Bitcoin ETFs Signal Renewed Confidence?

投资者对比特币 ETF 的兴趣是否表明信心重拾？

Major U.S. banks are reportedly experiencing a surge in demand for spot Bitcoin exchange-traded funds (ETFs), according to industry analysts. This influx of interest suggests a shift in sentiment towards cryptocurrencies among institutional investors.

据行业分析师称，据报道，美国主要银行对现货比特币交易所交易基金（ETF）的需求激增。这种兴趣的涌入表明机构投资者对加密货币的情绪发生了转变。

Positive Inflows Break the Tide of Outflows

积极的资金流入打破了资金流出的浪潮

After a five-day stretch of net outflows, U.S. spot Bitcoin ETFs have finally turned positive. Data from BitMEX shows that on Monday, these funds attracted a net inflow of nearly $16 million, or 221.2 BTC. This marks a significant reversal from the previous week, where daily outflows peaked at $326.2 million on March 19.

在经历了连续五天的净流出之后，美国现货比特币 ETF 终于转正。 BitMEX 的数据显示，周一这些资金吸引了近 1600 万美元的净流入，即 221.2 BTC。这标志着与前一周的重大逆转，前一周的每日资金流出量在 3 月 19 日达到 3.262 亿美元的峰值。

Fidelity and BlackRock Take Center Stage

富达和贝莱德占据中心舞台

Among the various Bitcoin ETFs, Fidelity's FBTC emerged as the frontrunner, registering a staggering net inflow of $261.8 million, or 3,689.3 BTC. This brings its total Bitcoin holdings to a substantial $7.213 billion, or 136,886 BTC. In contrast, BlackRock's IBIT received a more modest inflow of around $35.5 million, its lowest since its SEC approval in January.

在各种比特币 ETF 中，富达 (Fidelity) 的 FBTC 成为领跑者，净流入达到惊人的 2.618 亿美元，即 3,689.3 BTC。这使其持有的比特币总额达到 72.13 亿美元，即 136,886 比特币。相比之下，贝莱德的 IBIT 收到的资金流入较为温和，约为 3550 万美元，这是自 1 月份获得 SEC 批准以来的最低水平。

Grayscale's GBTC Faces Continued Outflows

灰度的GBTC面临持续流出

Despite the overall positive inflows into ETFs, Grayscale's GBTC continues to experience outflows. On Monday, the fund shed 4,933.7 BTC, or $350.1 million, pushing its cumulative outflows to a substantial 275,059 BTC, or $14.1506 billion. GBTC has yet to record a single-day net inflow since the first U.S. Bitcoin ETF began trading.

尽管 ETF 整体资金流入积极，但 Grayscale 的 GBTC 仍持续出现资金流出。周一，该基金流出了 4,933.7 BTC，即 3.501 亿美元，使其累计流出达到 275,059 BTC，即 141.506 亿美元。自第一只美国比特币 ETF 开始交易以来，GBTC 尚未录得单日净流入。

ETF Trading Volume Shows Positive Trend

ETF交易量呈现积极趋势

ETF trading volume also saw a significant increase on Monday, nearly doubling from $3.1 billion on Friday to $6.1 billion. This surge in activity underscores the heightened interest in Bitcoin ETFs among investors.

周一 ETF 交易量也大幅增加，从周五的 31 亿美元几乎翻了一番，达到 61 亿美元。活动的激增凸显了投资者对比特币 ETF 的浓厚兴趣。

Institutional Adoption Drives Demand

机构采用推动需求

The growing demand for spot Bitcoin ETFs among major U.S. banks reflects a broader trend of institutional adoption. Investors are increasingly recognizing the potential of cryptocurrencies as an alternative asset class, and ETFs provide a convenient and accessible way to gain exposure to this emerging asset.

美国主要银行对现货比特币 ETF 的需求不断增长，反映出机构采用的更广泛趋势。投资者越来越认识到加密货币作为另类资产类别的潜力，而 ETF 提供了一种方便易用的方式来投资这种新兴资产。

Price Rebound Fuels Optimism

价格反弹激发乐观情绪

As a result of the net inflows into ETFs, Bitcoin's price rebounded above $70,000 on Monday. Currently, BTC is trading up by 5.5% at $70.53K, with a market capitalization of $1.387 trillion. This price action suggests that the influx of institutional capital is providing support for the cryptocurrency's value.

由于ETF净流入，比特币价格周一反弹至7万美元以上。目前，BTC 上涨 5.5%，至 7.053 万美元，市值为 1.387 万亿美元。这种价格走势表明机构资本的涌入正在为加密货币的价值提供支持。