两只泰国比特币共同基金在 6 月推出后回报率高达 30%

只有两家资产管理公司——One Asset Management (ONEAM) 和 MFC Asset Management (MFC)——获得了美国证券交易委员会的批准

Two Thai Bitcoin mutual funds have posted stellar returns reaching 30% following their launches in June, drawing strong demand from investors as the world's largest cryptocurrency continues to trade at record highs, approaching $100,000 following Donald Trump's victory in the US presidential election.

两只泰国比特币共同基金在 6 月份推出后，回报率达到 30%，吸引了投资者的强劲需求，因为唐纳德·特朗普在美国总统大选中获胜后，全球最大的加密货币继续创下历史新高，接近 10 万美元。

Only two asset management companies -- One Asset Management (ONEAM) and MFC Asset Management (MFC) -- have been approved by the Securities and Exchange Commission (SEC) to launch mutual funds investing in spot Bitcoin exchange-traded funds (ETFs).

只有两家资产管理公司——One Asset Management (ONEAM) 和 MFC Asset Management (MFC)——已获得美国证券交易委员会 (SEC) 批准推出投资现货比特币交易所交易基金 (ETF) 的共同基金。

The SEC restricted investment in mutual funds tied to spot Bitcoin ETFs to institutional investors and ultra-accredited investors (UI) because of the high risks associated with cryptocurrencies and digital assets. These investors are required to have extensive knowledge and the capacity to manage significant investment risks.

由于加密货币和数字资产存在高风险，美国证券交易委员会限制机构投资者和超级认可投资者 (UI) 投资与现货比特币 ETF 相关的共同基金。这些投资者需要拥有丰富的知识和管理重大投资风险的能力。

The world's largest cryptocurrency rose 0.9% to $95,964 on Friday, with analysts expecting the price to reach $100,000 later this year.

全球最大的加密货币周五上涨 0.9% 至 95,964 美元，分析师预计今年晚些时候价格将达到 100,000 美元。

One of the funds is ONE Bitcoin ETF Fund of Funds Unhedged (not for retail investors), with a ticker of ONE-BTCETFOF-UI, launched by ONEAM on June 6.

其中一只基金是 ONE Bitcoin ETF Fund of Funds Unhedged（不适合散户投资者），股票代码为 ONE-BTCETFOF-UI，由 ONEAM 于 6 月 6 日推出。

The fund has diversified investments in several master funds, including Franklin Bitcoin ETF (50.6% of the portfolio), iShares Bitcoin Trust Fund (38.4%) and Fidelity Wise Origin Bitcoin Fund (10.5%). Total assets as of Nov 26 amounted to 327 million baht.

该基金对多个主基金进行多元化投资，包括富兰克林比特币ETF（占投资组合的50.6％）、iShares比特币信托基金（38.4％）和Fidelity Wise Origin比特币基金（10.5％）。截至11月26日，总资产达3.27亿泰铢。

Pote Harinasuta, chief executive of ONEAM, said ONE-BTCETFOF-UI achieved returns of more than 30%, mirroring the performance of its master funds.

ONEAM 首席执行官 Pote Harinasuta 表示，ONE-BTCETFOF-UI 实现了超过 30% 的回报，反映了其主基金的表现。

"Investor interest has surged as Bitcoin reached all-time highs, driven by Trump's pro-Bitcoin policies," he said.

他表示：“在特朗普支持比特币的政策的推动下，随着比特币创下历史新高，投资者的兴趣激增。”

Investing in digital assets through regulated mutual funds offers benefits such as exemption from withholding tax and reliable asset custody by SEC-regulated management companies. This makes such funds a safer and more secure option than non-regulated platforms, said Mr Pote.

通过受监管的共同基金投资数字资产可带来诸多好处，例如免预扣税以及由受 SEC 监管的管理公司提供可靠的资产托管。波特表示，这使得此类基金比不受监管的平台更安全。

MFC Bitcoin ETF Tracker Fund (not for retail investors), with a ticker of MBTCETF-UI, invests in Bitcoin ETFs, particularly through iShares Bitcoin Trust, managed by BlackRock, the world's largest ETF provider.

MFC 比特币 ETF Tracker 基金（不适用于散户投资者），股票代码为 MBTCETF-UI，投资于比特币 ETF，特别是通过由全球最大 ETF 提供商贝莱德管理的 iShares Bitcoin Trust 进行投资。

Chaovakorn Chotibunt, executive vice-president and head of investment strategy at MFC, said MBTCETF-UI delivered a return of roughly 30% since its inception on June 7. As of Nov 23, iShares Bitcoin Trust yielded a return of 99%, while Bitcoin itself delivered a 134% return.

MFC 执行副总裁兼投资策略主管 Chaovakorn Chotibunt 表示，自 6 月 7 日成立以来，MBTCETF-UI 的回报率约为 30%。截至 11 月 23 日，iShares Bitcoin Trust 的回报率为 99%，而比特币其本身的回报率为 134%。

Mr Chaovakorn attributed the price surge to market speculation driven by Trump's policies, which have created optimism about Bitcoin's potential roles in the financial system. Based on rising demand, MFC expanded MBTCETF-UI's registered asset size from 2 billion baht to 5 billion on Nov 14.

Chaovakorn 先生将价格飙升归因于特朗普政策推动的市场投机，这让人们对比特币在金融体系中的潜在作用产生了乐观情绪。基于不断增长的需求，MFC于11月14日将MBTCETF-UI的注册资产规模从20亿泰铢扩大到50亿泰铢。

As of Nov 27, the fund's net asset value reached 2.5 billion baht.

截至11月27日，该基金的资产净值达到25亿泰铢。

"Bitcoin and digital assets are alternative investments with very high risks," he said. "We generally recommend allocating only 1% of your portfolio to this segment, or an amount aligned with your risk tolerance."

“比特币和数字资产是风险非常高的另类投资，”他说。 “我们通常建议仅将投资组合的 1% 分配给该细分市场，或者与您的风险承受能力相符的金额。”

Younger investors show more interest in digital assets, while some investors are turning to Bitcoin because of concerns about the US dollar's stability, said Mr Chaovakorn.

Chaovakorn 表示，年轻投资者对数字资产表现出更大的兴趣，而一些投资者则出于对美元稳定性的担忧而转向比特币。