美国现货比特币 ETF 在 11 月出现明显资金撤离，单月净流出达到 34.8 亿美元，创下自今年 2 月以来的最大单月流出规模。根据 SoSoValue 数据，自 10 月 31 日当周起，比特币 ETF 已连续四周录得净流出，累计流出超过 43.4 亿美元，但在感恩节假期前却短暂出现连续三天的净流入。
贝莱德旗下 IBIT 作为规模最大的比特币 ETF，11 月净流出达 23.4 亿美元，并在 11 月 18 日录得成立以来最大单日流出——5.23 亿美元。LVRG 董事尼克·拉克指出，此轮资金外流主要源于机构在比特币创下历史高位后进行获利了结及年底资产再平衡，并非对比特币基本面的信心下降。他强调，比特币 ETF 的累计资金流入仍为正值，而期货未平仓合约继续走高，显示机构结构性多头依然稳固，但在宏观不确定性下估值敏感度明显提升。
截至 11 月 28 日，美国比特币基金累计净流入达 577.1 亿美元，总资产规模达到 1194 亿美元，占比特币市值约 6.56%。
以太坊方面，尽管 ETH 现货 ETF 在 11 月曾连续五天录得净流入，但最终仍出现 14.2 亿美元的月度净流出，创下历史最高纪录。
与此同时，新推出的 Solana、XRP 等山寨币 ETF 自上市以来持续保持净流入。其中，XRP ETF 累计流入达 6.66 亿美元；Canary 的莱特币 ETF 与 Hedera ETF 上月分别吸引 700 万美元和 3600 万美元资金进入。分析师表示，尽管这些新 ETF 吸引适度资金，但其波动仍高，说明机构在监管明确与链上数据更稳前，仍将重心锁定在比特币与以太坊。
此外，NovaDius Wealth 总裁 Nate Geraci 表示，Grayscale 将在本周推出美国首只现货 Chainlink ETF，为市场再添一类加密资产投资工具。
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Articoli correlati
美伊停火推动比特币冲高，短期反弹还是新一轮牛市起点？
受美国与伊朗达成停火协议影响，加密货币市场明显反弹，比特币一度突破72,700美元，随后回落至约71,695美元，涨幅达4.3%。分析师指出此次上涨可能为短期流动性推动，长期行情仍不确定，需关注宏观经济与中东局势变化。
GateNews20m fa
嘉信理财发布加密货币投资研究报告，称少量配置也会增加投资组合风险
嘉信理财发布报告认为，加密货币投资没有固定配置比例，应根据投资者目标和风险承受能力来决定。提出两种投资方法：基于回报和基于风险，同时指出小幅增加加密资产配置可以提高投资组合表现，且加密货币能为传统资产组合提供多元化收益。
GateNews27m fa
Bitcoin reclaims $72K after US, Iran agree to 2-week ceasefire
Bitcoin surged past $72,000 after a two-week ceasefire between the US and Iran was announced. Traders often react positively to eased geopolitical tensions, despite overall market fear.
Cointelegraph1h fa
U.S. Spot Bitcoin ETFs See $471.3 Million Inflows Led by BlackRock
U.S. spot Bitcoin exchange-traded funds (ETFs) experienced substantial inflows at the beginning of the week, marking the strongest single-day performance in over six weeks. On Monday, Bitcoin ETFs attracted $471.3 million in net inflows. This surge reversed the previous month’s outflows and
CryptoBreaking1h fa
Iran’s Bitcoin hashrate falls 77% over the past quarter amid conflict
Iran’s hashrate has plummeted over the past quarter amid an ongoing conflict with the US and Israel, though the war itself has not dragged down global hashrate, according to a new report from Hashrate Index.
Iran has lost roughly 7 exahashes per second (EH/s) quarter-over-quarter, said Ian
Cointelegraph1h fa
