Биткоин демонстрирует растущий институциональный спрос на фоне роста выше отметки в 70 000 долларов

cryptonews.ruPublished on 2024-03-01Last updated on 2024-11-01

На этой неделе цена флагманской криптовалюты Биткоин ($BTC) превысила отметку в 73 000 долларов и почти достигла предыдущего исторического максимума, прежде чем претерпеть значительную коррекцию, по-видимому, из-за растущего институционального спроса на BTC в кастодиальных кошельках.

Согласно данным, предоставленным генеральным директором компании CryptoQuant, занимающейся аналитикой блокчейна, за последний год 278 000 BTC были вложены в биржевые фонды биткоина в США, при этом 80% этих средств поступили от розничных инвесторов. Для сравнения: 670 000 BTC были вложены в кошельки «китов» с активами более 1000 BTC.

По словам Ки Ён Джу, в кошельках на хранении «институциональный спрос в два раза превышает розничный».

# Институциональный спрос на биткойн в кастодиальных кошельках растет.

За последний год 278 000 BTC перешли в американские спотовые ETF (80% — розничные) по сравнению с 670 000 BTC, перешедшими в кошельки крупных инвесторов (1000+ BTC, без учёта бирж/майнинговых пулов).

В кошельках на хранении институциональный спрос в два раза превышает розничный. pic.twitter.com/OsxS7x3kEL

— Ки Ёнджу (@ki_young_ju) 29 октября 2024 г.

Как сообщает CryptoGlobe, общая стоимость активов биткоин-ETF, одобренных в США в начале этого года, превысила 1 миллион BTC, а это означает, что общая рыночная капитализация BTC, которыми владеют эти фонды, сейчас превышает ошеломляющие 70 миллиардов долларов.

По общему объёму BTC-активов IBIT уступает GBTC от Grayscale, из которого с момента преобразования в спотовый биткоин-ETF был значительный отток биткоинов. На третьем месте находится биткоин-фонд Fidelity Wise Origin (FBTC) с 178 330 BTC.

Общий приток средств в спотовые биткоин-ETF, как сообщает CryptoGlobe, в этом году превысил 23 миллиарда долларов, поскольку цена флагманской криптовалюты Bitcoin выросла более чем на 70% с начала года и сейчас торгуется выше отметки в 72 000 долларов.

Благодаря своей эффективности IBIT, ведущий биржевой фонд биткоина, за один день заработал 3,3 миллиарда долларов. По словам старшего аналитика Bloomberg по биржевым фондам Эрика Балчунаса, такой объём кажется «странным», поскольку он возник во время роста цен на биткоин, в то время как обычно объёмы биржевых фондов растут во время спадов. Однако «объёмы могут резко возрасти, если возникает FOMO-мания», то есть страх упустить выгоду (FOMO).

Достижение отметки в 1 миллион BTC приходится на время, когда криптовалютное сообщество празднует годовщину публикации «белой книги» Биткоина, которую создатель Биткоина Сатоши Накамото отправил в список рассылки Cryptography Mailing List 31 октября 2008 года.

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