Odaily星球日报讯 Matrixport 发布图表称，自 2024 年 3 月以来，比特币现货 ETF 买家一直严格执行逢低买入、高位观望的策略。随着 13F 季度报告期今日开后，超过 1 亿美元美股投资的基金将开始披露。我们可能会发现更多养老基金和资产管理公司在第二季度增持了比特币 ETF，这或将提升机构投资者的信心。

Matrixport：比特币现货ETF买家一直在执行逢低买入策略

Odaily Odaily News Matrixport released a chart saying that since March 2024, Bitcoin spot ETF buyers have been strictly implementing a buy-on-dip and wait-and-see strategy at high levels. With the opening of the 13F quarterly reporting period today, funds with more than $100 million in U.S. stock investments will begin to disclose. We may find that more pension funds and asset management companies have increased their holdings of Bitcoin ETFs in the second quarter, which may boost the confidence of institutional investors.

Matrixport: Bitcoin spot ETF buyers have been executing a buy-on-dip strategy

Odaily reports that according to a chart released by Matrixport, the 30-day actual volatility difference between Ethereum and Bitcoin has remained between 1.0 and 1.5, indicating that during periods of high volatility, Ethereum's volatility is 50% higher than Bitcoin's. Due to Ethereum's poor performance since the current bull market, its high volatility has reduced its appeal to investors. However, as long as the volatility difference remains in this range, buying Ethereum volatility at low levels may be an attractive opportunity.

Matrixport: Ethereum's volatility has surpassed that of Bitcoin.

The market lacks hot spot support, and mainstream coins are weak. BTC volatility is still at a high level, coupled with the reduced activity on the ETH chain, in the short term, the crypto market is still dominated by fluctuations.

Matrixport Market Observation: The cryptocurrency market lacks supportive hot spots in the short term, and rational investment or bottom-fishing can be carried out.

According to Odaily, Bloomberg ETF analyst Eric Balchunas released a chart on August 13th showing that US Bitcoin spot ETFs currently hold 909,700 BTC, which is worth approximately $55.1 billion based on the current price of around $60,500 per BTC. These BTC holdings are approaching the 1.1 million BTC held by Satoshi Nakamoto. On average, Bitcoin spot ETFs are accumulating around 37,510 BTC per month, and at this rate, they are likely to surpass Satoshi's holdings as early as January, which will be one year after the launch of these ETFs. Balchunas believes that the ETFs' BTC holdings may even exceed Satoshi's as early as October.