Solana-ETF привлекают инвестиции шестой день подряд на фоне оттока капитала из биткоин- и Ethereum-фондов

cryptonews.ruPublished on 2025-03-04Last updated on 2025-11-05

Solana-ETF продолжают привлекать капитал шестой день подряд, тогда как из биткоин и Ethereum-ETF инвесторы выводят средства. По данным Farside Investors, 4 ноября спотовые биткоин-ETF зафиксировали отток $578 млн — самое крупное однодневное снижение с середины октября.

Движение капитала в биткоин-ETF США. Источник: Farside Investors

Массовый исход из биткоин- и Ethereum-ETF

Фонды, привязанные к биткоину, переживают пятый день подряд оттока капитала. В лидерах по объему изъятий — iShares Bitcoin Trust (IBIT) от BlackRock и FBTC от Fidelity. Аналогичную картину демонстрируют Ethereum-ETF, потерявшие $219 млн за день.

Движение капитала в Ethereum-ETF США. Источник: Farside Investors

Продукты Fidelity FETH и BlackRock ETHA стали основными источниками оттока. За пять дней из Ethereum-ETF ушло почти $1 млрд, что продолжает негативную динамику с конца октября.

Суммарно биткоин и Ethereum-ETF потеряли около $800 млн только за 4 ноября, что отражает растущую осторожность институциональных инвесторов.

Solana против течения

На фоне общего пессимизма Solana-ETF показывают противоположную динамику. Фонды привлекли $14,83 млн чистого притока, что стало шестым днем роста подряд. Bitwise BSOL и Grayscale GSOL продолжают наращивать активы под управлением.

Движение капитала в Solana-ETF США. Источник: Farside Investors

Институциональные трейдеры активно перенаправляют капитал в новые продукты, связанные с Solana, которые предлагают возможности получения дохода от стейкинга. Этот фактор делает Solana-ETF привлекательными на фоне текущей рыночной турбулентности.

Макроэкономические риски давят на рынок

Дни подряд вывода капитала показывают, что институты сокращают риски в условиях растущей макроэкономической неопределенности. Отток инвестиций связан с общим неприятием риска из-за укрепления доллара США и снижения ликвидности.

Текущая ситуация не отражает падение веры в криптовалюты как класс активов. Вместо этого инвесторы реагируют на изменения в глобальной финансовой среде, что временно влияет на инвестиции в ETF.

Solana: стейкинг и перспективы

Сила Solana частично объясняется свежей историей — новый ETF с хорошей доходности притягивает любопытный капитал. В то время как другие активы теряют позиции на фоне макроэкономического хаоса, скорость Solana, возможности стейкинга и привлекательная история развития поддерживают восходящий импульс.

Однако рост Solana-ETF остается нишевым явлением. Это движение, основанное на нарративе, со стороны ранних последователей, которые ищут доходность и рост. Более широкий рынок все еще находится в режиме неприятия риска.

Контраст между традиционными криптовалютными ETF и новыми продуктами на базе Solana демонстрирует эволюцию институциональных предпочтений. В условиях макроэкономической неопределенности инвесторы ищут активы с дополнительной доходностью, что делает стейкинг-продукты особенно привлекательными.

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