Приток капитала в ETF на базе биткоина за полтора года превысил $40 млрд

RBK-cryptoPublished on 2025-05-14Last updated on 2025-05-14

Общая стоимость закупленных американскими биржевыми фондами биткоинов больше — она составила $123 млрд

Совокупный чистый приток капитала в спотовые биржевые фонды (ETF) на биткоин достиг нового исторического максимума. Согласно данным Farside Investors, кумулятивный приток средств превысил $41,1 млрд. Совокупный чистый приток считается с момента листинга ETF на биржах в январе 2024 года.

Приток капитала в биткоин-ETF. Источник: Farside Investors
Приток капитала в биткоин-ETF. Источник: Farside Investors

Спотовые ETF в США предоставляют инвесторам легальный доступ к криптовалюте через биржи NASDAQ и NYSE в формате акций. Выпуск новых акций требует фактической поставки биткоина фондами, а приток капитала в эти инструменты стал одним из главных факторов роста курса биткоина в 2024 году.

Чистый приток средств — это разница между объемом выпущенных и погашенных акций ETF. Если приток превышает отток, фонды закупают биткоины для обеспечения новых акций.

До недавнего времени инвесторы выходили из биткоин-ETF на фоне неопределенности на рынках, вызванной торговыми пошлинами США, и падением курса криптовалюты. К середине марта американские биржевые фонды на биткоин зафиксировали пятинедельный отток капитала, что совпало с коррекцией цены биткоина почти на 20%.

В начале апреля также происходил отток — в общей сложности за первую половину месяца чистый отток средств из американских биткоин-ETF составил $737 млн. Но затем, после того, как напряжение рынка, вызванное торговыми войнами, снизилось, поступление капитала в фонды возобновилось. За предыдущие три недели чистый приток превысил $5 млрд, по данным SoSoValue.

Телеграм-канал «РБК-Крипто» — подпишитесь и будьте в курсе самых главных и актуальных новостей о криптовалюте.

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Хотя совокупный чистый приток считается с момента листинга ETF на биржах в январе 2024 года, но, например, фонд GBTC от Grayscale существовал и до того момента как траст. С момента листинга в виде ETF этот фонд зафиксировал чистый отток средств в размере $22,95 млрд.

В то же время чистый приток в ETF под тикером IBIT от BlackRock к настоящему моменту составил $44,78 млрд. Приток в фонд FBTC Fidelity — $11,61 млрд. На третьем месте ARKB от Ark Invest и 21Shares — чисток поступление средств в инструмент составило $2,69 млрд.

Общая стоимость накопленных американскими ETF биткоинов — $122,92 млрд или 5,92% от рыночной капитализации первой криптовалюты. Из них на фонд BlackRock приходится $65,4 млрд чистых активов.

Solana обошла BNB и вернулась на 5 место в списке крупнейших криптовалют

В Париже сорвали попытку похищения дочери главы криптокомпании. Детали

«Не стоит исключать смелый прогноз». До какого уровня будет расти биткоин

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