Падение показателей ETF указывает на выход институционалов

cryptonews.ruPublished on 2024-07-14Last updated on 2025-04-14

Согласно последним данным, совокупный объем активов под управлением спотовых Bitcoin-ETF начал снижаться, что может говорить о выходе части институциональных инвесторов из крипторынка. На графике, предложенном экспертами CryptoQuant, отмечено: общее количество монет, хранящихся в таких фондах, опустилось ниже минимальной границы модели, составив 1 115 681 BTC. Это отклонение стало причиной тревоги аналитиков..

Исследователь Ки Ен Чжу отмечает, что резкое падение показателей может рассматриваться как «существенный институциональный вывод средств». Поскольку ETF торгуются только по будням, без учета данных за выходные, подобные колебания особенно важны для оценки текущих рыночных настроений. Задержки в обновлении могут временно скрывать реальные масштабы оттока капитала.

С начала 2024 года интерес к ETF стремительно рос, особенно после утверждения первых спотовых фондов в США. Однако в последние недели активность стала снижаться. Это может быть связано с внешнеэкономическими рисками, в том числе с новыми тарифами и политической неопределенностью из-за политики Дональда Трампа.

Инвестор Шон Эдмондсон в соцсетях указал, что в текущих условиях обеспокоен не падением интереса к ETF, а тем, что у него может быть недостаточно Bitcoin. Его мнение отражает сдержанный оптимизм среди части инвесторов, которые воспринимают снижение как временное явление на фоне краткосрочной волатильности.

Ключевой вопрос сейчас заключается в том, является ли этот отток началом новой фазы охлаждения рынка или реакцией на внешние факторы. Если тренд продолжится, он может оказать давление на цену BTC и изменить структуру спроса среди институциональных участников. В противном случае — это может быть точкой перезагрузки перед следующим этапом роста.

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