尽管比特币第二季度下跌,但美国现货比特币ETF HODLers上涨了30%

币界网Published on 2024-08-15Last updated on 2024-08-15

币界网报道:
    第二季度,更多机构持有并增加了美国现货BTC ETF的头寸。摩根士丹利和高盛现在是贝莱德IBIT的前五大持有者。

尽管比特币在第二季度出现下跌和波动,但机构投资者对美国现货比特币ETF的兴趣并没有减弱。

根据Bitwise首席信息官Matt Hougan的说法,第一季度产品首次亮相后的积累趋势在第二季度保持不变,持有者增加了30%。

“我在所有10只ETF中统计了1924对持有人ETF,高于第一季度的1479对。增长了30%;考虑到第二季度价格下跌,这还不错……机构投资者在第二季度继续采用比特币ETF。这一趋势是完整的”

尽管第二季度出现抛售,但机构仍持有BTC ETF

Hougan还指出,在第一季度购买产品的专业投资者中,66%在第二季度持有或增持了产品。

“在第一季度申报者中,44%的人在第二季度增加了比特币ETF的头寸,22%的人保持稳定,21%的人减少了头寸,13%的人退出了。这是一个相当不错的结果,与其他ETF相当。”

这与人们所认为的他们会在任何轻微的波动或暴跌时投降和抛售的想法背道而驰。作为背景,比特币在第二季度暴跌12%,从7.2万美元跌至5.6万美元,然后收于6万美元以上。

因此,这位Bitwise高管称他们为“钻石”手,因为他们在逆风中保持稳定。

最近的13F文件还显示,高盛和摩根士丹利是BlockRock iShares比特币信托(IBIT)的前五大持有者之一。

截至6月30日,高盛持有2.386亿美元的IBIT,而摩根士丹利持有1.87亿美元。

值得注意的是,摩根士丹利和高盛是主要交易商的一部分,预计从第三季度开始,这将推动BTC ETF的第二波采用。

摩根士丹利已经开始向特定客户推荐BTC ETF,这可能会推动进一步采用。

这一趋势也可能增加机构投资者对BTC ETF资产管理规模(AUM)的贡献。

在第一季度,机构占BTC ETF总资产管理规模的30亿至50亿美元(7%-10%),当时为500亿美元。在撰写本文时,BTC ETF的总资产管理规模为536亿美元。

有趣的是,机构投资者对BTC ETF的积累在第三季度也呈现出增长势头。

根据Glassnode的数据,主要的ETF钱包已经增加了积累,这一趋势在3月份出现,比特币的ATH达到了7.3万美元。

“最近,这一趋势(供应分布)出现了逆转的迹象,尤其是在通常与ETF相关的最大钱包中,这些钱包现在正在恢复积累。”

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451 Total ViewsPublished 2025.05.13Updated 2025.05.13

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