火星财经消息，QCP Capital 发布研报表示，在特朗普演讲后，BTC 曾测试 7 万美元，但随后跌至 6.7 万美元以下，因美国政府转移了价值约 20 亿美元的 BTC。 相较 BTC，ETH 表现更好，ETH/BTC 上涨了 5%。尽管现货 ETF 连续四天外流，ETH 的波动溢价从上周的 4%扩大到 8%。市场可能资金流出免疫，投资者将从更昂贵的 ETHE 转向更便宜的 ETF。 未来一周，FOMC 会议、大型科技公司财报和失业数据将是关注重点。

<div>火星财经消息，QCP Capital 发布研报表示，在特朗普演讲后，BTC 曾测试 7 万美元，但随后跌至 6.7 万美元以下，因美国政府转移了价值约 20 亿美元的 BTC。 相较 BTC，ETH 表现更好，ETH/BTC 上涨了 5%。尽管现货 ETF 连续四天外流，ETH 的波动溢价从上周的 4%扩大到 8%。市场可能资金流出免疫，投资者将从更昂贵的 ETHE 转向更便宜的 ETF。 未来一周，FOMC 会议、大型科技公司财报和失业数据将是关注重点。</div>

QCP Capital：市场可能对以太坊的ETF流出免疫

According to Mars Finance news, QCP Capital released a research report stating that after Trump's speech, BTC had tested $70,000, but later fell below $67,000, as the US government transferred approximately $2 billion worth of BTC. Compared to BTC, ETH performed better, with ETH/BTC rising by 5%. Although spot ETFs have seen outflows for four consecutive days, the volatility premium of ETH has expanded from 4% last week to 8%. The market may be immune to capital outflows, and investors may shift from the more expensive ETHE to the cheaper ETF. In the coming week, the FOMC meeting, earnings reports from major tech companies, and unemployment data will be the focus.

<div>According to Mars Finance, QCP Capital released a research report stating that after Trump&#39;s speech, BTC tested $70,000, but then fell below $67,000 as the US government transferred about $2 billion worth of BTC. Compared with BTC, ETH performed better, with ETH/BTC up 5%. Despite four consecutive days of outflows from spot ETFs, ETH&#39;s volatility premium widened to 8% from 4% last week. The market may be immune to capital outflows, and investors will shift from more expensive ETHE to cheaper ETFs. In the coming week, the FOMC meeting, earnings reports of large technology companies, and unemployment data will be the focus.</div>

QCP Capital: The market may be immune to the outflow of Ethereum ETFs.

The Ethereum ETF has attracted slightly more than a quarter of the funds attracted by Bitcoin in the same stage.

Author: ECOINOMETRICS
Compiled by: TechFlow

Today's content will include:

- BTC ETF is gearing up.
- ETH vs BTC ETFS, comparison of launch situations.
- Strong growth of the US economy.

Each topic has an explanation and a chart to help us understand further.

BTC ETF is gearing up
Ignoring the stock market situation, it seems that everyone has not had a good week this week...

Bitcoin and Ethereum ETF inflows data are positive, in line with the strong growth of the US economy.

The Ethereum spot ETFs launched by the United States have been well-received by investors, with net inflows of over $1 billion for 8 of the funds. However, Grayscale's ETHE has seen net outflows of $1.5 billion. Nevertheless, Ethereum ETFs accounted for 40% of the net inflows of Bitcoin ETFs since their launch in January. The net inflows for global digital asset investment products were $245 million, but with the launch of the US Ethereum spot ETFs, the trading volume reached $14.8 billion last week. However, the total net outflows for global Ethereum investment products were $285 million. The US government supports Bitcoin...

Ethereum spot ETF first-week data: Grayscale ETHE's massive net outflows mask the momentum of capital inflows.

For all the madness and triumph of Bitcoin2024, something inside me died. And something else was born anew.