Институционалы нарастили вложения в биткоин по цене выше $100 000

cryptonews.ruPublicado a 2024-04-09Actualizado a 2025-05-09

8 мая биткоин превысил отметку в $100 000. Основной драйвер роста — активность институционалов, которые наращивают вложения через ETF. По данным Farside Investors, 7 мая чистый приток в спотовые фонды составил $142,3 млн.

Лидером стал ARK 21Shares Bitcoin ETF (ARKB) с $54 млн. За ним следуют Fidelity ($39 млн) и BlackRock ($37 млн). Последний, по данным Arkham Intelligence, купил 86 BTC за $8,4 млн в рамках одной сделки.

Аналитик Алекс Обчакевич из Obchakevich Research отметил устойчивый интерес крупных игроков:

«Приток средств указывает на действия хедж-фондов и управляющих активами, которые продолжают накапливать биткоин через регулируемые инструменты».

8 мая ETF получили еще $117 млн, включая $69 млн в фонд BlackRock (IBIT).

Данные: SoSoValue.

Обчакевич связал рост биткоина с укреплением корреляции с Nasdaq (0,75). По его словам, позитивная динамика индекса 8-9 мая поддержала криптовалюту.

Единственный фонд с оттоками — Grayscale Bitcoin Trust (GBTC). Аналитик объяснил это высокой комиссией (1,5%) и макрофакторами:

«Инвесторы переходят к более дешевым аналогам из-за нестабильности GBTC».

Эксперт считает, что тренд на покупки сохранится, если не произойдет резких геополитических или экономических потрясений.

Напомним, 5 мая инвесторы направили в спотовые ETF на основе цифрового золота $425,5 млн.

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