Биткойн ETF резко восстанавливаются, поскольку инвесторы ожидают снижения ставок

cryptonews.ruPublicado em 2022-04-17Última atualização em 2024-09-17

Деньги потекли обратно в биткойн-биржевые фонды (ETF) и другие инструменты инвестирования в криптовалюту на прошлой неделе — как раз к завтрашнему ключевому заседанию Федеральной резервной системы.

Данные от управляющего цифровыми активами из Джерси CoinShares показали в понедельник, что в общей сложности 436 миллионов долларов попали в фонды, которые имеют доступ к криптовалютам. Это произошло после периода оттока средств, когда инвесторы обналичили 1,2 миллиарда долларов в медвежьем тренде, включая 726 миллионов долларов на позапрошлой неделе.

Большая часть денег, поступивших на прошлой неделе, была сосредоточена на новых американских биткойн- ETF, сообщили в CoinShares. Ведущие управляющие активами, такие как BlackRock, Fidelity и Grayscale, выпустили продукты в январе после получения одобрения от Комиссии по ценным бумагам и биржам (SEC).

Запуск фондов пользовался огромной популярностью, привлекая миллиарды долларов наличных инвесторов, но в последнее время они столкнулись с оттоком, поскольку рынки размышляют о политике американского центрального банка и о том, продолжать ли покупать “рискованные” активы.

“Мы считаем, что всплеск притока капитала к концу недели был вызван значительным изменением ожиданий рынка относительно потенциального снижения процентной ставки на 50 базисных пунктов 18 сентября после комментариев бывшего президента ФРС Нью-Йорка Билла Дадли”, - говорится в отчете.

Федеральный комитет по открытым рынкам соберется завтра, а затем в среду обнародует свою стратегию в отношении процентных ставок в США, которые находятся на 23-летнем максимуме. Рынки снижают цены после того, как председатель ФРС Джером Пауэлл заявил в прошлом месяце, что пришло время для такого шага, но неясно, насколько значительным будет сокращение.

На прошлой неделе Дадли заявил, что может произойти снижение ставки на полпункта. Чем больше снижение, тем более вероятно, что “рискованные” активы - инвестиции, которые более волатильны, — такие как Биткоин, могут понравиться инвесторам.

CoinShares добавила в своем отчете, что продукты, предоставляющие инвесторам доступ к Ethereum, второму по величине цифровому активу по рыночной капитализации, “продолжали сталкиваться с проблемами”, когда инвесторы обналичили 19 миллионов долларов на прошлой неделе.

SEC одобрила ETF Ethereum для американских инвесторов в мае, и они начали торговать в конце июля, но фонды оказались не такими популярными, как их аналоги в биткоине.

CoinShares добавила, что инвесторы вложили 3,8 миллиона долларов в фонды, открывающие доступ к Solana, первой по величине цифровой монете, четвертую неделю подряд с положительными потоками.

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