Биткоин-ETF сохраняют железную хватку; они владеют почти 90% мировых активов под управлением

cryptonews.ruPublished on 2025-04-22Last updated on 2025-04-22

  • Доминируют биткоин-ETF, под управлением которых находится почти 90% активов мировых криптофондов
  • Институциональные инвесторы продолжают отдавать предпочтение биткоину, а не Ethereum и альткоин-ETF
  • ETF альткоинов испытывают трудности с наращиванием оборотов на фоне слабого притока средств и регуляторных препятствий

Биткоин-ETF продолжают заявлять о своем явном доминировании в мире криптофондов, контролируя почти 90% мировых активов под управлением (AUM). Это лидерство, отмеченное 21 апреля 2025 года аналитиком ETF Эриком Балчунасом, отражает как доверие инвесторов к биткоину, так и вялый рост альтернативных криптофондов.

Несмотря на многочисленные альткоины и мем-монеты ETF, запуск которых ожидается в этом году, общее настроение рынка в значительной степени склоняется в пользу биткоина. Эта тенденция предполагает устойчивое предпочтение оригинальной криптовалюте, что свидетельствует о долгосрочной стабильности на нестабильном рынке. Аналитики полагают, что это доминирование может остаться непоколебимым, и прогнозы показывают, что биткоин сохранит 80-85% доли рынка в обозримом будущем.

No Second Best? Bitcoin ETFs command 90% of all the crypto fund assets globally. While a TON of alt/meme coin ETFs are likely going to hit market this year, they will only make minor dent, bitcoin likely to retain at least 80-85% share long-term via @JSeyff pic.twitter.com/ym46sDFM8C

— Eric Balchunas (@EricBalchunas) April 21, 2025

По теме: ETF Bitcoin и Ethereum демонстрируют противоположные тенденции в потоках капитала

Институциональные предпочтения поддерживают биткоин-ETF на переднем крае

Институциональные инвесторы явно отдают приоритет биткоину. Данные от 20 апреля показывают, что биткоин-ETF в настоящее время владеют активами под управлением на сумму около 100,59 млрд долларов США, что составляет 89,46% всех инвестиций в криптофонды.

Ethereum, для сравнения, отстает всего с $7,05 млрд или 5,72%. Индексные и корзинные фонды составляют незначительные 2,52%, в то время как другие фонды альткоинов формируют еще меньшую долю. Эти цифры отражают устойчивую тенденцию: инвесторы рассматривают биткоин как более безопасный и зрелый актив по сравнению с другими в криптоэкосистеме.

Помимо сильной институциональной поддержки, приток средств в биткоин-ETF остается устойчивым. Еженедельные данные показывают приток в размере 3900 BTC, что составляет около 5,52% от общего предложения биткоинов. Только биткоин-ETF Fidelity получил приток в размере 306 BTC на этой неделе, что оценивается почти в 27 миллионов долларов. Более того, биткоин-ETF iShares сообщил о росте цены на 3%, а объем торгов значительно превышает объемы торгов конкурентов.

Альткоин-ETF борются за капитал

Несмотря на значительный ажиотаж вокруг альткоинов/мемов, соответствующие им ETF испытывают трудности с капиталом. Например, ETF Ethereum сообщили о совокупных активах в размере 5,33 млрд долларов США без существенных притоков или оттоков по состоянию на 21 апреля.

По теме: Osprey и Rex предлагают создать криптобиржевые фонды Spot Crypto ETF, включая токен TRUMP

Более того, активы Ethereum ETF составляют всего около 2,72% от оборотного предложения токена. Эта статистика указывает на ограниченный интерес инвесторов к не-биткоин криптовалютным ETF, особенно на фоне макроэкономической неопределенности и ужесточения регулирования.

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