随着 ETF 供应枯竭，华尔街巨头纷纷追捧比特币

华尔街对比特币的兴趣日益浓厚，引发了需求激增和对潜在供应紧缩的担忧。随着美国现货比特币 ETF 的推出以及即将到来的比特币减半，各大银行都在争先恐后地直接从 Hut 8 等矿业公司那里获取 BTC，该公司已经收到了全球一些最大的金融机构的询问。比特币竞争的加剧，加上减半导致的供应减少，可能会导致加密货币市场价格进一步升值，为投资者和利益相关者带来挑战和机遇。

Wall Street Banks Fuel Bitcoin Supply Crunch Amid U.S. Spot ETF Frenzy

在美国现货 ETF 狂潮中，华尔街银行加剧了比特币供应紧缩

The introduction of U.S. Spot Bitcoin Exchange-Traded Funds (ETFs) on January 11, 2022, has ignited a fervor among Wall Street players, signaling a surge in institutional confidence in the leading cryptocurrency, Bitcoin. This newfound enthusiasm has, however, raised concerns regarding a potential supply shortage of Bitcoin (BTC), prompting major Wall Street banks to actively seek direct purchases of Bitcoin from mining companies.

2022 年 1 月 11 日，美国现货比特币交易所交易基金 (ETF) 的推出点燃了华尔街参与者的热情，标志着机构对领先的加密货币比特币的信心激增。然而，这种新发现的热情引发了人们对比特币（BTC）潜在供应短缺的担忧，促使华尔街主要银行积极寻求从矿业公司直接购买比特币。

Surge in Institutional Demand Depletes Bitcoin Reserves

机构需求激增耗尽了比特币储备

The launch of U.S. Spot Bitcoin ETFs has been a resounding success, amassing over $12 billion in inflows to date. The optimistic sentiment surrounding these ETFs has positively impacted the broader crypto market, driving Bitcoin's price to an all-time high of nearly $73,000 in recent days. However, this rapid uptake has resulted in a scarcity of Bitcoin on centralized exchanges, necessitating the exploration of alternative acquisition channels by Wall Street banks.

美国现货比特币 ETF 的推出取得了巨大成功，迄今为止已累计流入超过 120 亿美元。围绕这些 ETF 的乐观情绪对更广泛的加密市场产生了积极影响，推动比特币价格在最近几天升至近 73,000 美元的历史新高。然而，这种快速吸收导致中心化交易所上的比特币稀缺，因此华尔街银行必须探索其他收购渠道。

To bolster their Bitcoin reserves amid growing scarcity, Wall Street banks have turned to Bitcoin mining companies such as Hut 8 Mining Corp. (HUT). According to a report by DL News, Hut 8 has confirmed receiving direct inquiries from major Wall Street banks seeking to purchase Bitcoin directly from the mining firm.

为了在日益稀缺的情况下增加比特币储备，华尔街银行转向了 Hut 8 Mining Corp. (HUT) 等比特币矿业公司。据 DL News 报道，Hut 8 已确认收到华尔街主要银行的直接询问，寻求直接从该矿业公司购买比特币。

Hut 8 CEO, Asher Genoot, revealed that the inquiries extended not only to Hut 8's existing Bitcoin holdings, which are valued at approximately $600 million, but also to its ongoing production capabilities. Notably, the report indicates that these Wall Street banks represent some of the world's largest financial institutions.

Hut 8 首席执行官 Asher Genoot 透露，调查不仅涉及 Hut 8 现有的比特币持有量（价值约 6 亿美元），还涉及其持续的生产能力。值得注意的是，该报告指出，这些华尔街银行代表了一些世界上最大的金融机构。

Impending Bitcoin Halving Complicates Supply Dynamics

即将到来的比特币减半使供应动态变得复杂

Amid the escalating competition for Bitcoin between Wall Street banks, the upcoming Bitcoin halving event on April 19, 2022, adds further complexity to the supply-demand equation. This network upgrade will effectively reduce the rate of new Bitcoin creation by half, from approximately 900 BTC to 450 BTC per day.

在华尔街银行之间对比特币的竞争不断升级的情况下，即将于 2022 年 4 月 19 日举行的比特币减半事件进一步增加了供需方程的复杂性。此次网络升级将有效地将新比特币的创建速度降低一半，从每天约 900 BTC 减少到 450 BTC。

Genoot emphasizes the significance of this event, suggesting that it could exacerbate the already-existing supply shortage of Bitcoin. With demand for BTC on the rise and a diminished supply on the horizon, the stage is set for further price appreciation in the cryptocurrency market.

Genoot 强调了这一事件的重要性，认为这可能会加剧比特币已经存在的供应短缺。随着比特币需求的增加和供应量的减少，加密货币市场的价格进一步上涨已经做好了准备。

"It's a double whammy in terms of pushing Bitcoin's price up," Genoot remarked, highlighting the potential impact of reduced supply amidst heightened demand.

Genoot 表示：“就推高比特币价格而言，这是双重打击。”他强调了需求增加期间供应减少的潜在影响。

Wall Street's Growing Embrace of Bitcoin

华尔街对比特币的日益欢迎

The scramble by Wall Street banks to secure Bitcoin from miners reflects the ongoing evolution of the cryptocurrency landscape, presenting both challenges and opportunities for investors and industry stakeholders alike.

华尔街银行争相从矿工那里获取比特币反映了加密货币格局的不断演变，为投资者和行业利益相关者带来了挑战和机遇。

A growing number of Wall Street players are significantly increasing their exposure to Bitcoin. For instance, MicroStrategy, led by CEO Michael Saylor, recently acquired 9,245 BTC, bolstering its position as one of the largest holders of the cryptocurrency.

越来越多的华尔街参与者正在大幅增加对比特币的投资。例如，由首席执行官 Michael Saylor 领导的 MicroStrategy 最近收购了 9,245 BTC，巩固了其作为加密货币最大持有者之一的地位。

With over 214,000 BTC in its portfolio, MicroStrategy now holds approximately 1% of the total Bitcoin supply, underscoring the shifting Wall Street perspective towards the digital asset sector.

MicroStrategy 的投资组合中拥有超过 214,000 枚比特币，目前约占比特币总供应量的 1%，这突显了华尔街对数字资产领域的看法正在发生转变。

As Wall Street banks continue to increase their involvement in the Bitcoin market, the cryptocurrency ecosystem will undoubtedly continue to experience both challenges and opportunities, shaping its future trajectory and impact on the broader financial landscape.

随着华尔街银行继续加大对比特币市场的参与力度，加密货币生态系统无疑将继续经历挑战和机遇，塑造其未来发展轨迹以及对更广泛金融格局的影响。