美国投资者上周撤资超3.85亿美元,比特币ETF资金外流
Investors Cash Out Fast of Bitcoin ETFs but Price Remains Stable
Bitcoin Magazine
比特币杂志
Investors Cash Out Fast of Bitcoin ETFs but Price Remains Stable
投资者迅速撤出比特币ETF,但价格保持稳定
American investors have reversed course, cashing out of spot Bitcoin exchange-traded funds after a hot run at the beginning of August.
美国投资者在8月初的热潮之后改变了方向,纷纷从现货比特币交易所交易基金中撤资。
Data from Farside Investors shows that investors pulled over $385 million from the U.S. funds last week. The week before, the funds had received fresh cash every day, bringing in more than $865 million in investment — their biggest inflows since April.
Farside Investors的数据显示,上周投资者从美国基金中撤出了超过3.85亿美元。而前一周,这些基金每天都获得新资金注入,带来了超过8.65亿美元的投资——这是自4月份以来最大的资金流入。
The turn in sentiment comes as the price of the biggest cryptocurrency remains flat: Bitcoin was recently trading for $64,066, unmoved over the past week and last 30 days.
在情绪转变之际,最大的加密货币价格保持平稳:比特币最近交易价为64,066美元,在过去一周和过去30天内均未变动。
Investors initially seemed unfazed by the huge Coldcard hack on July 31, when cybercriminals stole over $115 in Bitcoin after discovering a vulnerability in the popular product’s software.
投资者最初似乎对7月31日发生的重大Coldcard黑客攻击事件不以为意,当时网络犯罪分子在发现该热门产品软件中的漏洞后,窃取了超过115美元的比特币。
Bitcoin investors also shrugged off a delay in a vote on the long-awaited crypto Clarity Act, continuing to buy into the funds despite negative regulatory news.
比特币投资者也对期待已久的加密货币清晰度法案投票延迟不予理会,尽管有负面监管消息,仍继续买入基金。
But things last week changed, with investors pulling cash out of the major investment vehicles as tensions in the Middle East started to escalate again.
但上周情况发生了变化,随着中东紧张局势再次升级,投资者从主要投资工具中撤资。
BlackRock’s iShares Bitcoin Trust and Fidelity’s Wise Origin Bitcoin Fund experienced the biggest outflows last week, while Morgan Stanley’s fund, which debuted in April, received net inflows.
贝莱德的iShares比特币信托和富达的Wise Origin比特币基金上周遭遇了最大规模的资金流出,而摩根士丹利4月份推出的基金则获得了净流入。
Current macroeconomic headwinds, such as the U.S. war with Iran and rising oil prices, could see inflation go up again. The price of Bitcoin has typically done well on news that inflation is cooling because investors expect interest rates to come down.
当前的宏观经济逆风,如美国与伊朗的战争以及油价上涨,可能导致通货膨胀再次上升。比特币的价格通常在通胀降温的消息下表现良好,因为投资者预期利率会下降。
Bitcoin — along with stocks — has experienced price bumps when President Trump has hinted that a deal with Iran was imminent, but the current war appears to have no end in sight.
当特朗普总统暗示与伊朗即将达成协议时,比特币——连同股票——经历了价格上涨,但目前的战争似乎看不到尽头。
While the price of Bitcoin has been relatively stable — it hasn’t budged over the past month — a July report from NYDIG said that the asset’s year-to-date performance makes it the worst-performing asset, losing out against U.S. treasuries, silver, and currencies like the Swiss Franc.
尽管比特币的价格相对稳定——过去一个月内没有变动——但NYDIG的7月份报告指出,该资产年初至今的表现使其成为表现最差的资产,输给了美国国债、白银以及瑞士法郎等货币。
It added that if Bitcoin’s price action were to match other drawdowns — like the bear market of 2022 — a “potential cycle low near $38k-$39k” was possible.
报告还补充说,如果比特币的价格走势与其他回撤(如2022年的熊市)相匹配,那么“潜在周期低点接近38,000至39,000美元”是有可能的。
This post Investors Cash Out Fast of Bitcoin ETFs but Price Remains Stable first appeared on Bitcoin Magazine and is written by Mathew Di Salvo.
这篇文章《投资者迅速撤出比特币ETF,但价格保持稳定》最初出现在比特币杂志上,由马修·迪·萨尔沃撰写。
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