比特幣、以太坊ETF流出17億美元,但鯨魚購買緩和價格影響
儘管比特幣和以太坊的ETF流出達到17億美元,但鯨魚的積累和其他幣種的流入仍然穩定了整體加密市場的情緒。
關鍵要點:
* 現貨比特幣和以太坊交易所交易基金(ETFs)在一周內錄得總共17億美元的流出。
* 儘管市場疲弱,Solana和少數幾個其他幣種仍持續吸引穩定的流入。
* 鏈上數據顯示,大型鯨魚正在積累比特幣,這使得比特幣價格保持在10萬美元以上。
從11月3日至11月7日,現貨比特幣ETF錄得12.2億美元的淨流出,這是歷史上第三大周流出,而現貨以太坊ETF則流出5.08億美元,總共達到17.2億美元。
根據CryptoQuant首席執行官Ki Young Ju的說法,僅BlackRock的IBIT就佔據了570萬美元的比特幣流出,這是九個月來的最大流出,因為投資者在年末獲利了結和稅務考量下重新調整投資。
相對而言,現貨Solana ETF在同一時期吸引了1.37億美元的流入,其中Bitwise的BSOL ETF獨自貢獻了1.27億美元,突顯出對高表現其他幣種的選擇性轉向。
更廣泛的基金數據來自CoinShares Research,顯示出類似的趨勢。數字資產投資產品連續第二周出現流出,總額達到11.7億美元,主要來自比特幣(9.32億美元)和以太坊(4.38億美元)。
美國的贖回額達到12.2億美元,而德國(4130萬美元)和瑞士(4970萬美元)則持續錄得流入,強調了美國與歐元區情緒之間的區域差異。
同樣,其他幣種對於負面情緒提供了對沖。Solana上周錄得1.18億美元的流入,將其九周的總流入擴展到21億美元,而HBAR(2680萬美元)和Hyperliquid(420萬美元)也重新引起了投資者的興趣。
「大鯨魚」積累36,000 BTC
根據Uphold研究部門負責人Dr. Martin Hiesboeck的說法,一些長期持有比特幣的投資者正在清算持倉,以便通過ETF重新購買,以獲得稅務優勢和更大的靈活性,而其他人則重新配置到更廣泛的區塊鏈項目。
鏈上數據來自CryptoQuant強化了這一行為變化,顯示出在2025年10月24日至11月7日之間,比特幣持有量的顯著重新分配。在此期間,中型投資者(持有100–1000 BTC的「海豚」)的積累從173,982.8 BTC驟減至81,453.5 BTC,而持有超過10,000 BTC的「大鯨魚」則將其持有量增加了一倍,淨增超過36,000 BTC。
這些高資本實體的穩定積累幫助比特幣保持在10萬美元以上。數據顯示,供應逐漸轉移到更強的持有者手中,儘管ETF驅動的動盪,仍然保持了比特幣的結構性牛市基礎。
這篇文章不包含投資建議或推薦。每項投資和交易行為都涉及風險,讀者應在做出決定時進行自己的研究。
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這篇文章清晰地反映了當前加密市場的動態,尤其是比特幣和以太坊ETF的流出情況。值得注意的是,儘管面臨流出壓力,鯨魚的積累行為卻顯示出市場的結構性支持。這可能暗示著長期看好比特幣的投資者正在利用短期的市場波動進行佈局。未來幾個月,隨著市場情緒的變化,這種鯨魚行為是否會繼續影響價格走勢,將成為觀察的重點。
以上文章由特價GPT API KEY所翻譯及撰寫。而圖片則由FLUX根據內容自動生成。


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