Отток капитала из ETF ставит под угрозу критический уровень поддержки биткоина — Bitfinex

cryptonews.ru2025-04-22 tarihinde yayınlandı2025-10-23 tarihinde güncellendi

Спотовые биткоин-ETF в США продолжают терять средства после недавнего обвала на крипторынке, что ставит под угрозу ключевой уровень поддержки первой криптовалюты в районе $107 000–108 000. Аналитики Bitfinex предупреждают о слабеющем спросе, который может привести к более длительной фазе консолидации.

Институциональные инвесторы избегают покупок на падении

Отсутствие значительного накопления со стороны институциональных игроков делает защиту уровня $107 000–108 000 все более сложной задачей. С 13 по 17 октября спотовые биткоин-ETF зафиксировали чистый отток около $1,23 млрд, согласно данным Farside. Эти цифры подчеркивают текущее отсутствие существенных покупок на падении от институциональных инвесторов.

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

Значительный отток последовал после объявления президентом Трампом о введении тарифов в начале месяца. На текущей неделе отток наблюдался в два из трех торговых дней, однако сильный приток 21 октября позволил сохранить общий чистый приток на положительном уровне в $335,4 млн.

Биткоин балансирует на критической отметке

На момент написания материала биткоин торгуется на уровне $109 719, согласно данным CoinMarketCap. Ранее на этой неделе криптовалюта кратковременно преодолела отметку $113 000, но быстро откатилась обратно ниже $110 000.

Аналитики Bitfinex отмечают, что текущая цена биткоина находится в критической точке, где дальнейшее снижение может «послужить ключевым предупредительным сигналом» о более продолжительном периоде консолидации. Такой сценарий становится вероятным, если приток в ETF не восстановится в ближайшие недели.

«Если слабость сохранится или приток в ETF не восстановится значительно в ближайшие недели, это будет указывать на усиление проблем со спросом», — объясняют аналитики. Подобное развитие событий может подорвать одну из основных движущих сил предыдущих ралли — последовательное институциональное накопление, что повышает риск более длительной фазы консолидации.

Прогнозы остаются оптимистичными

Несмотря на текущие опасения, среди участников рынка преобладает мнение, что биткоин продемонстрирует рост до конца года. Учредитель BitMEX Артур Хейс (Arthur Hayes) и председатель BitMine Том Ли (Tom Lee) по-прежнему прогнозируют, что биткоин может достичь $250 000 к концу года.

Однако глава Galaxy Digital Майк Новограц (Mike Novogratz) несколько охладил эти ожидания, заявив, что для достижения таких высот должно произойти множество «безумных событий». В худшем случае биткоин все же должен удержаться выше отметки $100 000 в этом году, считает он.

Текущая ситуация демонстрирует тесную связь между потоками в биткоин-ETF и поведением цены первой криптовалюты. Восстановление институционального интереса остается ключевым фактором для возобновления восходящего тренда.

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