比特币ETF竞相超越中本聪标志性的BTC僵局——分析师

币界网Published on 2024-08-15Last updated on 2024-08-15

币界网报道：

比特币世界正在酝酿一场巨大的变化。随着时间的推移，总部位于美国的ETF将成为比特币的最大持有者，甚至超过加密货币神秘的创始人中本聪。这一发展当然也反映了机构对加密货币领域的兴趣是如何增长的。

彭博社高级ETF分析师Eric Balchunas对比特币所有权做出了牵强的预测，令加密货币界感到惊讶。Balchunas声称，如果这种趋势继续下去，到今年年底，世界上最难以捉摸的人中本聪将不会持有加密货币的最大份额。这一预测假设比特币的所有权格局发生了巨大变化，机构参与者迅速取得进展。

从这个角度来看，比特币的匿名创建者并没有进入榜首，据说他/她/他们只拥有大约110万个比特币。尽管如此，总部位于美国的比特币ETF目前管理着约909700个比特币，正在迅速赶上这一数字，这为传统金融机构涌入生态系统的新现实奠定了基础。

随着这些ETF的不断普及，中本聪的主导地位可能会被超越，这标志着比特币所有权动态的转变。这一总数不包括Grayscale的持股，这将使ETF数量减少到约645899 BTC。

制度主导

美国ETF对比特币的集中度迅速上升，这主要归因于机构投资者。全球最大的投资管理公司贝莱德也已发展成为比特币领域的重量级人物。IBIT比特币ETF中有347767个BTC，现在是第三大持股，按照这个速度，它可能会在2025年底之前超过其他所有持股。

比特币市值目前为1.20万亿美元。图表：TradingView.com

富达进军加密货币

另一家金融巨头富达在加密货币领域也取得了一些实质性进展。它目前持有176626 BTC，其FBTC基金有助于强调机构对市场的参与度不断提高。另一家受欢迎的数字货币资产管理公司Grayscale在比特币生态系统的制度化方面又迈出了一步，持有263801个比特币。

中本聪的真实身份仍然是个谜。图片：Pixabay

比特币：时间表估计

据分析师称，比特币的ETF持有量甚至可能早在2024年10月就超过中本聪。该时间表考虑了当前的积累速度和加密货币市场的预计增长。当然，在未来几年，当富达和贝莱德等该领域的领导者将大量投资引入同一领域时，机构对比特币的兴趣只会增长。

比特币ETF已经发展成为加密货币的最大持有者，这是一个大新闻。它强调了比特币是如何被越来越广泛地接受的，以及机构投资者是如何对加密货币行业越来越有信心的。人们和组织对比特币的信心越大，我们的怀疑就越少，很快，我们甚至可能会看到更多的机构资金流入这个领域。

这对比特币的未来意味着什么——加密市场的动态是否会随着机构投资者的掌舵而发生变化——仍然不确定。然而，比特币世界的一个新时代正在开始，看看一切是如何发展的将是有趣的。

图片来自JPM&Partners，图表来自TradingView

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449 Total ViewsPublished 2025.05.13Updated 2025.05.13

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