Odaily星球日报讯 投资咨询公司 ByteTree 创始人 Charlie Morris 于 X 发文表示，灰度 GBTC 持有的比特币数量已经从大约 63 万枚下降到 23 万枚。这是该生态系统中最大的“泄漏源”，较 2019 年下降了 64%。这是一种拖累，但资本外流应该会从现在开始放缓。 全球比特币 ETF 的净流量再次转为正值，这意味着需求已经吸收了 GBTC 销售。结构性需求将继续出现，随着 GBTC 流出放缓，净流量将很快回升。10 月（比特币最强劲的月份）有望创下新高。 ETF 净流量是比特币价格的关键决定因素。一个实质性的上涨即将到来，其表示看涨。

Odaily星球日报讯 投资咨询公司 ByteTree 创始人 Charlie Morris 于 X 发文表示，灰度 GBTC 持有的比特币数量已经从大约 63 万枚下降到 23 万枚。这是该生态系统中最大的“泄漏源”，较 2019 年下降了 64%。这是一种拖累，但资本外流应该会从现在开始放缓。全球比特币 ETF 的净流量再次转为正值，这意味着需求已经吸收了 GBTC 销售。结构性需求将继续出现，随着 GBTC 流出放缓，净流量将很快回升。10 月（比特币最强劲的月份）有望创下新高。ETF 净流量是比特币价格的关键决定因素。一个实质性的上涨即将到来，其表示看涨。

分析：GBTC流出放缓表明结构性需求持续，比特币10月有望创新高

According to Odaily, investment consulting firm ByteTree founder Charlie Morris stated in a post that the amount of BTC held by Grayscale GBTC has decreased from around 630,000 BTC to 230,000 BTC. This is the largest "leakage source" in the ecosystem, a 64% decrease from 2019. This is a drag, but capital outflows should start to slow down from now on. The net inflow of global BTC ETFs has turned positive again, meaning that demand has absorbed the GBTC sales. Structural demand will continue to emerge, and as GBTC outflows slow down, net inflows will quickly rebound. October (BTC's strongest month) is expected to set new highs. ETF net inflows are a key determinant of BTC prices. A substantial upswing is imminent, indicating a bullish outlook.

Odaily Odaily News Charlie Morris, founder of investment consulting firm ByteTree, wrote on X that the number of bitcoins held by Grayscale GBTC has dropped from about 630,000 to 230,000. This is the largest &quot;source of leakage&quot; in the ecosystem, down 64% from 2019. It&#39;s a drag, but capital outflows should slow from now on. Net flows of global Bitcoin ETFs have turned positive again, meaning demand has absorbed GBTC sales. Structural demand will continue to emerge, and net flows will soon pick up as GBTC outflows slow. October (Bitcoin&#39;s strongest month) is expected to set a new high. ETF net flows are a key determinant of Bitcoin prices. A substantial rise is coming, which indicates bullishness.

Analysis: Slowing outflows from GBTC indicate continued structural demand, Bitcoin is expected to hit a new high in October

According to SoSoValue data, during the past trading week (August 19 to August 23, Eastern Time), the net inflow of Bitcoin spot ETFs was $506 million. Among them, the Grayscale ETF GBTC had a net outflow of $86.54 million. The Bitcoin spot ETF with the highest net inflow last week was the BlackRock ETF IBIT, with a weekly net inflow of $318 million. The next was the Fidelity ETF FBTC, with a weekly net inflow of...

Bitcoin spot ETFs saw a net inflow of $506 million last week

According to Farside Investors' monitoring, the cumulative net inflow of the US Bitcoin spot ETF since its launch has reached a record high of $17.88 billion. Among them, BlackRock's IBIT has a cumulative net inflow of $20.707 billion, Fidelity's FBTC has a cumulative net inflow of $9.892 billion, and Grayscale's GBTC has a cumulative net outflow of $19.732 billion.

The cumulative net inflow of US Bitcoin spot ETFs exceeded US$17.8 billion, setting a record high

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