Odaily星球日报讯 据 The Block 数据，在经历 8 个交易日连续净流出后，美国现货比特币 ETF 于上周五首次录得净流入 9400 万美元。 净流入主要来自 Ark 和 21Shares 的 ARKB 基金（1.94 亿美元净流入）以及 Fidelity 的 FBTC 基金（1.76 亿美元净流入）。然而，这些收益被 BlackRock 的 IBIT 基金持续流出所抵消，后者在周五流出 2.445 亿美元，使其本周总流出额达到 11.75 亿美元。 渣打银行全球数字资产研究主管 Geoffrey Kendrick 上周表示："虽然比特币在数字资产领域表现相对良好，但现在它陷入了由 Solana 迷因币驱动的抛售，以及市场更广泛的风险规避情绪。"（The Block）

Odaily星球日报讯 据 The Block 数据，在经历 8 个交易日连续净流出后，美国现货比特币 ETF 于上周五首次录得净流入 9400 万美元。净流入主要来自 Ark 和 21Shares 的 ARKB 基金（1.94 亿美元净流入）以及 Fidelity 的 FBTC 基金（1.76 亿美元净流入）。然而，这些收益被 BlackRock 的 IBIT 基金持续流出所抵消，后者在周五流出 2.445 亿美元，使其本周总流出额达到 11.75 亿美元。渣打银行全球数字资产研究主管 Geoffrey Kendrick 上周表示："虽然比特币在数字资产领域表现相对良好，但现在它陷入了由 Solana 迷因币驱动的抛售，以及市场更广泛的风险规避情绪。"（The Block）

美国现货比特币ETF结束连续8日净流出，首次录得净流入

Odaily reported that according to data from <The Block>, after experiencing 8 consecutive trading days of net outflows, the US spot Bitcoin ETF recorded a net inflow of $94 million last Friday. The net inflow was mainly from the ARKB fund (net inflow of $194 million) of Ark and 21Shares, as well as the FBTC fund (net inflow of $176 million) of Fidelity. However, these gains were offset by the continuous outflows from BlackRock's IBIT fund, which saw an outflow of $244.5 million on Friday, bringing its total outflow for the week to $1.175 billion. Last week, Standard Chartered's global digital asset research head Geoffrey Kendrick said: "While Bitcoin has performed relatively well in the digital asset space, it is now caught up in a sell-off driven by the Solana meme coin, as well as broader risk-averse sentiment in the market." (<The Block>)

Odaily reported that according to data from <The Block>, after experiencing 8 consecutive trading days of net outflows, the US spot Bitcoin ETF recorded a net inflow of $94 million last Friday. The net inflow was mainly from the ARKB fund (net inflow of $194 million) of Ark and 21Shares, as well as the FBTC fund (net inflow of $176 million) of Fidelity. However, these gains were offset by the continuous outflows from BlackRock's IBIT fund, which saw an outflow of $244.5 million on Friday, bringing its total outflows for the week to $1.175 billion. Last week, Standard Chartered's global head of digital assets research, Geoffrey Kendrick, said: "While Bitcoin has performed relatively well in the digital asset space, it is now caught up in a sell-off driven by the Solana meme coin, as well as a broader risk-averse sentiment in the market." (<The Block>)

US spot Bitcoin ETF ended 8 consecutive days of net outflows and recorded net inflows for the first time

Odaily reports that Geoffrey Kendrick, the global head of digital asset research at Standard Chartered, expects the price of Bitcoin to further decline to the range of $69,000 to $76,500 this weekend or Monday. Kendrick said that the drop below $80,000 has raised questions about whether the sell-off is about to end, and added that after more than $1 billion in redemptions on Tuesday, large capital outflows are expected from ETFs today. (<The Block>)

Standard Chartered Bank: Bitcoin will fall further to the $69,000-76,500 range

Odaily Report: Matrixport's daily analysis report states that the Bitcoin ETF has achieved great success, attracting $39 billion in inflows over 14 months. However, as Wall Street fully embraces Bitcoin, it is increasingly influenced by global liquidity, macroeconomic conditions, central bank policies, and institutional capital flows. The strengthening of the US dollar has led to a decline in this liquidity indicator, suggesting that Bitcoin prices may face downward pressure. Global liquidity peaked at the end of December 2024, and the sharp rise of the US dollar provides a clear explanation for the continued correction of Bitcoin. Looking ahead, the forward-looking nature of this time series suggests that once this correction ends (possibly lasting until March or April), Bitcoin may attempt to rebound to its previous highs. Analyzing macroeconomic trends and central bank policies gives us a clear advantage in predicting Bitcoin price trends. This analysis becomes particularly important as Wall Street investors begin to focus on these macroeconomic factors and actively participate in Bitcoin trading. Wall Street investors entering the Bitcoin market can be divided into two categories: wealth and asset managers who view Bitcoin as digital gold and a long-term investment, and hedge funds that focus on non-directional returns through arbitrage strategies rather than betting on Bitcoin's long-term rise. These hedge funds hold $10 billion in Bitcoin ETFs, and at least 25% of the $39 billion in total inflows are related to arbitrage trading. It is estimated that 55% or more of the ETF inflows may come from hedge funds focused on arbitrage, rather than investors truly believing in Bitcoin's long-term upside potential. Since the December FOMC meeting, the profit opportunity has declined significantly, leading to a decrease in trading volume, and it is not surprising that hedge funds are starting to unwind their arbitrage positions, as evidenced by the record outflows from Bitcoin ETFs.

Matrixport: Hedge funds unwinding arbitrage positions caused the recent decline, at least 25% of ETF funds are related to arbitrage

According to a Bloomberg report, BlackRock's investment outlook shows that BlackRock is allowing the addition of a <Bit>coin</Bit> spot ETF to its $150 billion model portfolio products, with the portfolio able to allocate 1% to 2% of its funds to its own $48 billion <Bit>coin</Bit> spot ETF "IBIT".

While this only accounts for a small portion of BlackRock's entire model portfolio business, this move opens up a potential new demand channel for IBIT amid a depressed crypto market sentiment, as the model portfolio packages various types of portfolios into ready-made strategies for sale to financial...

US spot Bitcoin ETF ended 8 consecutive days of net outflows and recorded net inflows for the first time

Download app to participate in rewarding events