Биткоин-ETF в красной зоне: инвесторы выводят миллионы

cryptonews.ruPubblicato 2023-12-30Pubblicato ultima volta 2024-08-30

Титан финансового мира BlackRock неожиданно споткнулся. Его биткоин-ETF, считавшийся одним из самых надежных на рынке, внезапно показал отток средств. Что это — временная заминка или первый признак серьезных проблем?

Черная метка для BlackRock?

29 августа биткоин-ETF от BlackRock — iShares Bitcoin Trust (IBIT) — зафиксировал чистый отток средств в размере $13,5 млн. Казалось бы, сумма не такая уж и большая, но это всего лишь второй случай оттока с момента запуска фонда в январе. Первый раз такое произошло 1 мая, когда инвесторы вывели $36,9 млн.

Но не только BlackRock столкнулась с проблемами. В тот же день 11 американских спотовых биткоин-ETF в общей сложности потеряли $71,8 млн. Лидером по оттоку стал Fidelity Wise Origin Bitcoin Fund (FBTC) с $31,1 млн, за ним следует Grayscale Bitcoin Trust (GBTC) с $22,7 млн.

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

Почему это происходит?

Главная причина — снижение цены биткоина. На текущей неделе первая криптовалюта подешевела на 8,4% и торгуется в районе $59 535. Когда цена падает, некоторые инвесторы начинают нервничать и выводить средства. Это нормальная реакция рынка, но она может усилить падение.

1-дневный график BTC/USD. Источник: Bitstamp/TradingView

Интересно, что буквально за несколько дней до этого, 26 августа, IBIT показал рекордный приток в $224,1 млн. Такие резкие колебания говорят о высокой волатильности не только самого биткоина, но и связанных с ним финансовых инструментов.

А что с Ethereum?

Ethereum-ETF тоже не остались в стороне. 29 августа они показали общий отток в $1,7 млн. Правда, семь из девяти фондов не зафиксировали никакого движения средств. Единственным ETF с притоком стал Grayscale Ethereum Mini Trust (ETH) — $3,6 млн. Но его «старший брат», Grayscale Ethereum Trust (ETHE), потерял $5,3 млн.

Кстати, ETHE теряет деньги практически каждый день с момента запуска в июле. Общий отток уже достиг $2,56 млрд. Похоже, инвесторы пока не слишком доверяют Ethereum-ETF.

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

Что это значит для рынка?

Отток средств из ETF — это сигнал о том, что институциональные инвесторы начинают сомневаться в краткосрочных перспективах криптовалют. Но не стоит паниковать раньше времени. Рынок криптовалют известен своей непредсказуемостью, и сегодняшний отток может смениться притоком уже завтра.

Важно помнить, что ETF — это всего лишь инструмент для инвестирования. Он не определяет фундаментальную ценность биткоина или Ethereum. Технологии блокчейн продолжают развиваться, независимо от настроений на Уолл-стрит.

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