根據挪威數位資產研究機構 K33 Research 的數據，美國比特幣交易所交易基金（ETF）的資產管理規模（AUM）在 12 月 16 日達到 1290 億美元，首度超越黃金 ETF（1289 億美元）的資產規模。K33 Research 研究負責人 Vetle Lund 在 X 平台上表示，黃金 ETF 在市場上比比特幣 ETF 早了 20 年，但如今已被超越。
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<div><p>根據挪威數位資產研究機構 K33 Research 的數據，美國比特幣交易所交易基金（ETF）的資產管理規模（AUM）在 12 月 16 日達到 1290 億美元，首度超越黃金 ETF（1289 億美元）的資產規模。K33 Research 研究負責人 Vetle Lund 在 X 平台上表示，黃金 ETF 在市場上比比特幣 ETF 早了 20 年，但如今已被超越。</p><div><figure><img src="https://zombit.info/wp-content/uploads/2024/12/2024-12-18-114000.png" alt="2024 12 18 114000"><figcaption>來源：<a href="https://x.com/VetleLunde/status/1868965861413048539" rel="nofollow">Vetle Lund</a></figcaption></figure></div><p>根據彭博 ETF 分析師 Eric Balchunas 的<a href="https://x.com/EricBalchunas/status/1869032761207742717" rel="nofollow">說法</a>，K33 統計的總額包括比特幣現貨 ETF 以及利用金融衍生品（如期貨）追蹤比特幣表現的 ETF，他表示：</p><blockquote><p>「如果把所有的比特幣 ETF（現貨、期貨、槓桿型）都計算在內，其資產管理規模為 1300 億美元，而黃金 ETF 為 1280 億美元。話雖如此，如果你只看現貨 ETF，比特幣規模為 1200 億美元，而黃金為 1250 億美元。」</p></blockquote><p>Balchunas 補充說，無論如何，比特幣基金在推出僅 11 個月就能與黃金展開競爭，這實在是「難以置信」。</p><figure><div><div></div></div></figure><p>美國比特幣現貨 ETF 在今年 1 月上市交易，此前經歷了美國證券交易委員會（SEC）漫長的審查過程。從那時起，比特幣在 ETF 市場上取得主導地位。根據 Bloomberg Intelligence 的<a href="https://x.com/EricBalchunas/status/1859573968430059944" rel="nofollow">數據</a>，美國比特幣現貨 ETF 的淨資產規模在 11 月首次突破 1000 億美元。</p><p><a href="https://cointelegraph.com/news/bitcoin-etfs-flip-gold-funds-aum-k33-research" rel="nofollow">資料來源</a></p></div>

K33 Research：美國比特幣 ETF 資產規模首次超越黃金 ETF，達 1290 億美元

According to data from Norwegian digital asset research firm K33 Research, the assets under management (AUM) of the US Bitcoin exchange-traded fund (ETF) reached $129 billion on December 16, surpassing the assets of the gold ETF ($128.9 billion) for the first time. Vetle Lund, the research director at K33 Research, stated on platform X that the gold ETF has been in the market for 20 years longer than the Bitcoin ETF, but has now been surpassed.
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According to data from Norwegian digital asset research firm K33 Research, the assets under management (AUM) of the US Bitcoin exchange-traded fund (ETF) reached $129 Bit on December 16, surpassing the assets of the Gold ETF ($128.9 Bit) for the first time. Vetle Lund, the research director at K33 Research, stated on the X platform that the Gold ETF has been in the market for 20 years longer than the Bitcoin ETF, but has now been surpassed.

According to Bloomberg ETF analyst Eric Balchunas, the total amount calculated by K33 includes both Bitcoin spot ETFs and ETFs that track Bitcoin's performance using financial derivatives such as futures. He stated: "If you include all Bitcoin ETFs (spot, futures, leveraged), their AUM is $130 Bit, while Gold ETFs are $128 Bit. However, if you only look at spot ETFs, Bitcoin is $120 Bit and Gold is $125 Bit."

Balchunas added that it is "incredible" that the Bitcoin fund has been able to compete with Gold in just 11 months since its launch.

The US Bitcoin spot ETF began trading in January this year, after a lengthy review process by the US Securities and Exchange Commission (SEC). Since then, Bitcoin has taken a dominant position in the ETF market. According to data from Bloomberg Intelligence, the net asset size of the US Bitcoin spot ETF surpassed $100 Bit for the first time in November.

K33 Research: U.S. Bitcoin ETF assets surpass gold ETFs for the first time, reaching $129 billion

Odaily reported that according to market news, the total assets managed by ETFs listed in the US have reached $10.6 trillion, surpassing the $10 trillion threshold for the first time in history, with $40 billion already invested in the cryptocurrency sector. (Golden Ten)

Total assets under management of U.S.-listed ETFs exceed $10 trillion for the first time, with $40 billion already invested in cryptocurrencies

Odaily reported that Matthew Sigel, Head of Digital Asset Research at VanEck, stated in the Coin Stories podcast that Bitcoin's price could reach $180,000 by 2025, and pointed out that key indicators such as funding rates, unrealized profits, and retail speculation are the basis for this forecast. Sigel said that VanEck has been "bullish on Bitcoin" since 2017. However, he believes that the adoption of Bitcoin by enterprises still has a long way to go. He said that many traditional asset management companies (such as Morgan Stanley and Merrill Lynch) owned by banks and brokers are progressing slowly in incorporating BTC into their financial strategies. They are constrained by the strict regulatory structure and their dependence on traditional asset allocation models (such as the 60-40 investment portfolio), and have not yet adjusted to accommodate BTC ETFs. Sigel also noted that this indicates that about 80% of BTC ETF holders are either retail or high-net-worth investors, who are either diversifying from self-custody or expanding their existing positions. He added that institutional asset management companies have not yet entered this field in a big way.

VanEck Research Director: BTC is expected to reach $180,000 next year, but enterprise adoption is still insufficient

According to SoSoValue data, during the past trading week (December 09 to December 13, Eastern Time), the net inflow of Bit currency spot ETFs was $2.17 billion, with net inflows for five consecutive trading days. Among them, the Grayscale ETF GBTC had a net outflow of $221 million, and the historical net outflow of GBTC is $21.05 billion. The Bit currency spot ETF with the largest net inflow last week was BlackRock's ETF IBIT, with a weekly net inflow of $1.51 billion, and the historical total net inflow of IBIT has reached $35.88 billion. Next is Fidelity's ETF FBTC, with a weekly net inflow of $598 million, and the historical total net inflow of FBTC has reached $12.31 billion. As of the time of writing, the total net asset value of Bit currency spot ETFs is $114.969 billion, and the ETF net asset ratio (market value to total Bit currency market value) has reached 5.71%, with a cumulative historical net inflow of $35.602 billion.