# ETFs的所有文章

在 HTX 新聞中心流覽與「ETFs」相關的最新資訊與深度分析。潘蓋市場趨勢、專案動態、技術進展及監管政策，提供權威的加密行業洞察。

Record Institutional Bitcoin Selling Now Exceeds Miner Output By 460%

Institutional selling of Bitcoin has reached a historic high, with net selling by entities like spot ETFs and digital asset treasury companies now equivalent to 464% of the daily mining output, according to analysis by Capriole Investments. This marks a sharp reversal from the accumulation seen during April and May's rally. The record negative "Net Institutional Buying" metric is primarily driven by ETF outflows, while corporate holders continue net buying. Amid this institutional distribution, Bitcoin's price recently dipped below $61,000 before recovering to around $62,300, showing signs of consolidation.

bitcoinist06/11 14:31

Record Institutional Bitcoin Selling Now Exceeds Miner Output By 460%

bitcoinist06/11 14:31

Ethereum ETFs Attract $82M In Inflows While Bitcoin Funds Bleed

Ethereum spot ETFs attracted significant net inflows of $82 million on Monday, marking a positive reversal after a prolonged period of capital outflows since early May. In contrast, Bitcoin spot ETFs continued to experience net outflows, with $91 million leaving on the same day. This divergence suggests shifting investor preference towards Ethereum within the regulated ETF space. While Ethereum's price has recovered slightly to around $1,670 from recent lows below $1,600, Bitcoin funds have struggled to attract consistent inflows. The data highlights a notable trend where ETF investors are currently showing more interest in Ethereum compared to Bitcoin.

bitcoinist06/10 03:32

Ethereum ETFs Attract $82M In Inflows While Bitcoin Funds Bleed

bitcoinist06/10 03:32

BTC Market Pulse: Week 24

Bitcoin market sentiment remains cautious as sellers dominate activity across spot and derivatives markets. Increased spot volume reflects defensive selling rather than new demand, while futures open interest contracts and options skew indicates heightened demand for downside protection. U.S. spot ETF data shows surging volumes but persistently negative net flows, suggesting institutions are re-evaluating exposure. Despite this pressure, fundamental network metrics like active addresses show broadening engagement, and long-term holders continue to dominate supply, maintaining a resilient underlying structure. The market appears to be navigating a phase of capitulation, balancing short-term liquidation pressure against a stable long-term holder base.

insights.glassnode06/08 13:13

insights.glassnode06/08 13:13

Bitcoin Drops To $59,000 For First Time Since 2024: Crypto’s Total Value Sheds $2 Trillion Since October

Bitcoin's decline accelerated on Friday, dropping to approximately $59,685, its lowest point since October 2024. This sell-off has extended across the broader cryptocurrency market, erasing over $2 trillion in value from its October 2025 peak of around $4.2 trillion. Major factors cited include significant outflows from Bitcoin ETFs and renewed geopolitical tensions. Other major cryptocurrencies, including Ethereum, XRP, Solana, and Dogecoin, also experienced significant drops, with Ethereum falling over 12% to its lowest level since April 2025. Market sentiment has deteriorated sharply, with the crypto Fear & Greed Index indicating "extreme fear." Bitcoin is now down more than 50% from its all-time high of about $126,000 in October, with its market capitalization falling from roughly $2.5 trillion to $1.2 trillion. Looking ahead, some traders project Bitcoin could recover to around $65,000 by year-end, but this would still leave it far below its previous peak, suggesting a full recovery from current losses may not be imminent.

bitcoinist06/06 00:31

Bitcoin Drops To $59,000 For First Time Since 2024: Crypto’s Total Value Sheds $2 Trillion Since October

bitcoinist06/06 00:31

The Allocation Value of Gold as 'Financial Insurance' Against US Debt Crisis and High Yields

This report analyzes gold's role as "financial insurance" amid high US bond yields and escalating debt concerns. Gold prices surged from ~$2,624 in early 2025 to a record high of $5,589 by January 2026, driven by five key factors: 1) Unsustainable US fiscal trajectory and debt exceeding $39 trillion, 2) Accelerating de-dollarization and central bank gold purchases (e.g., China added 8 tons in April 2026), 3) Geopolitical tensions and energy-driven inflation from the Iran conflict, 4) Record-high investment demand via ETFs, and 5) Policy uncertainty under the new Fed Chair. Gold's price is inversely related to real interest rates and the US dollar. Investors can gain exposure through physical gold, ETFs like GLD/IAU (low-cost), or mining ETFs like GDX (higher risk/return). Key risks include rising real rates, a stronger dollar, easing geopolitical tensions, and potential overvaluation after the sharp rally. The report recommends a 5-10% portfolio allocation for diversification, viewing gold as a hedge against fiscal instability and systemic risk rather than a growth investment.

marsbit06/05 09:15

The Allocation Value of Gold as 'Financial Insurance' Against US Debt Crisis and High Yields

marsbit06/05 09:15

ETFs Attract $100 Million, DAT Included in Russell 3000: Hyperliquid's "Wall Street Moment"

ICE CEO Jeff Sprecher publicly praised Hyperliquid, calling it "larger than Nasdaq" and expressing admiration for its team. This praise comes just 12 days after ICE and CME reportedly lobbied the CFTC to scrutinize the platform. Sprecher clarified the lobbying was aimed at securing a level regulatory playing field for traditional exchanges, not shutting Hyperliquid down. He highlighted Hyperliquid's role as a potential "shadow pricing" venue for SpaceX's upcoming IPO, noting its pre-IPO derivatives trading. Meanwhile, Hyperliquid is experiencing significant mainstream adoption. Two U.S. spot HYPE ETFs launched in mid-May have attracted over $1 billion in inflows within 10 days. Furthermore, Hyperliquid Strategies (PURR), a major HYPE holder, is set to join the Russell 3000 index in June. Facing regulatory pressure, Hyperliquid founder Jeff Yan and the platform's policy arm are engaging directly with policymakers in Washington to advocate for a clear regulatory path for on-chain derivatives. HYPE token recently hit a new all-time high above $64.

marsbit05/29 02:15

ETFs Attract $100 Million, DAT Included in Russell 3000: Hyperliquid's "Wall Street Moment"

marsbit05/29 02:15

X Stock Market Investment & Trading: A 'Noise-Free' List of 50 Key Accounts

Titled "A 'Noise-Reduction' List of 50 Top US Stock Market Influencers on X," this article curates a selection of accounts for investors seeking quality information beyond follower counts. The list prioritizes accounts that have consistently discussed US stocks, ETFs, earnings, macroeconomics, options, and tech/AI/semiconductor topics over the past 90 days. Selection criteria focused on genuine informational value, stable analytical frameworks over mere news aggregation, and a clear relevance to US equity markets, with tighter filtering for crypto-heavy accounts. The final 50 accounts are categorized into three groups: - **Core US Stocks/Trading (31 accounts)**: Covering market trends, individual stocks, earnings, valuation, options, macroeconomics, and trading strategies. - **Tech/AI/Semiconductors (18 accounts)**: Focused on tech stocks, AI supply chains, semiconductor cycles, data centers, and cloud capital expenditure. - **News Source (1 account)**: Useful as a news radar, not for standalone decision-making. Presented alphabetically by handle, the list includes analysts, traders, and researchers such as @amy6tina (options/CFA), @dylan522p (semiconductors/AI infrastructure), @gerberkawasaki (tech stocks), @jimcramer (market commentary), and @tengyanai (semiconductors/AI trends). The article suggests using the list to: 1) complete one's information sources on US markets and specific sectors, 2) observe narrative linkages between AI, semiconductors, earnings, macro liquidity, and stock prices, and 3) "de-noise" and enhance the quality of one's X feed. It clarifies this is not investment advice or an endorsement, but a snapshot of content relevance and informational value for US equity investors.

marsbit05/27 00:08

X Stock Market Investment & Trading: A 'Noise-Free' List of 50 Key Accounts

marsbit05/27 00:08

To Those Ordinary People Who Haven't Invested in AI: You Think You're Late, You're Just Lacking Your Own Worldview

**Summary:** The article argues that ordinary investors feeling FOMO over missing the AI investment boom lack not timing, but their own independent worldview. Most people chase "what to buy" based on others' opinions (FOMO, envy) rather than fundamental analysis. This leads to costly mistakes: not knowing when to exit winning trades or cut losses on losing ones. The core solution is to develop a personal, long-term (5-10 year) worldview about societal shifts and technological bottlenecks. For most, building this from scratch (Path A) is too demanding. A practical alternative (Path B) is to follow the **capital expenditures (capex)** and strategic investments of visionary leaders, as their money reveals true conviction more reliably than their words. Five key figures to track for different AI perspectives are highlighted: Jensen Huang (NVIDIA, infrastructure), Elon Musk (Tesla/SpaceX/xAI, capex signals), Sam Altman (OpenAI, commercialization, but beware hype), Dario Amodei (Anthropic, technical/safety focus), and Liang Wenfeng (DeepSeek, efficiency/anti-consensus view). The article details how to read capex signals from hyperscalers' financial reports, NVIDIA's revenue breakdown, and strategic investments. It maps the complete AI产业链 (supply chain) from raw materials/energy to models/applications, explaining value flow and inter-dependencies (e.g., how a model release triggers demand across chips, memory, and optics). Finally, it provides an action plan: secure personal finances first, allocate a limited portfolio percentage (max 25%) to the theme, prefer broad ETFs (like QQQ), use dollar-cost averaging over 6-12 months, and write down strict investment rules beforehand to combat emotional errors during market volatility. The conclusion is that a stable, personally-held worldview enables disciplined, long-term investment far more than chasing short-term trends.

marsbit05/26 09:10

To Those Ordinary People Who Haven't Invested in AI: You Think You're Late, You're Just Lacking Your Own Worldview

marsbit05/26 09:10

The Standard-Bearer of a Trillion-Dollar Industry Falls on the Eve of Victory

Ondo Finance CEO Nathan Allman, a key figure in the RWA (Real World Assets) sector, has passed away unexpectedly. The company announced on May 26, 2026, that longtime president Ian De Bode will succeed him as CEO. Allman, a former Goldman Sachs digital assets executive, founded Ondo Finance in 2021. The company became a leader in tokenizing securities, starting with U.S. Treasury funds (OUSG/USDY) and expanding to a platform for tokenized U.S. stocks and ETFs (Ondo Global Markets). Its total value locked (TVL) surpassed $4 billion, capturing about 58% of the tokenized stock market. A major focus for Allman was navigating regulatory challenges. He personally led engagements with the SEC, which later closed a confidential investigation into Ondo without charges. Recently, Ondo achieved significant milestones: obtaining an SEC no-action letter for tokenized securities on Ethereum, partnering with DTCC in its tokenization initiative alongside BlackRock and Goldman Sachs, and completing a pilot for near-instant cross-border redemption of tokenized Treasuries with J.P. Morgan, Mastercard, and Ripple. The company emphasized that De Bode, a former McKinsey digital assets lead who has overseen strategy and operations for over two years, has the full support of the management team to continue Allman's vision. The ONDO token saw a relatively muted market reaction, dropping approximately 6% following the news.

marsbit05/26 04:15

The Standard-Bearer of a Trillion-Dollar Industry Falls on the Eve of Victory

marsbit05/26 04:15

Bitcoin Exchange Supply Remains At 8-Year Lows: Bullish Sign?

Bitcoin exchange reserves, a measure of supply held on centralized platforms, have remained near their lowest levels in eight years despite recent price recovery. This stagnant trend, with around 5.6% of BTC's total supply on exchanges, suggests investors are not depositing coins for potential selling, which is typically viewed as a bullish sign. In contrast, Ethereum's exchange supply has seen a recent increase from 4.2% to 4.6%, though it also remains near historical lows. The on-chain data indicates continued holder accumulation for Bitcoin, even as its price trades around $79,400. Analysts note that the significance of exchange reserves alone has evolved with the rise of off-chain investment vehicles like spot ETFs.

bitcoinist05/16 15:23

Bitcoin Exchange Supply Remains At 8-Year Lows: Bullish Sign?