2月11日消息，美国现货比特币ETF连续第三个交易日录得资金净流入，周二单日吸引约1.67亿美元，本周累计流入已达3.116亿美元，几乎抹平上周3.18亿美元的资金流出。此前，这类产品连续三周录得负流入，总流出规模超过30亿美元。
尽管比特币近七天价格回落约13%，并一度跌破68,000美元，但资金动向显示，机构并未出现大规模撤离。多位分析人士指出，近期抛压明显放缓，ETF资金曲线呈现企稳迹象，市场情绪正在逐步修复。
与此同时，机构持仓结构也出现变化。根据向美国证券交易委员会提交的13F文件，高盛在2025年第四季度大幅下调其比特币ETF敞口，将所持某头部产品的股份削减约39%，并同步减少多只以太坊相关ETF仓位。
值得关注的是，高盛首次披露配置现货XRP与Solana ETF，分别购入价值约1.52亿美元与1.04亿美元的产品，显示出对部分主流公链资产的再平衡思路。数据显示，现货山寨类ETF近期也出现温和流入，以太坊基金单日约1400万美元，XRP与Solana相关产品同样录得小幅正流量。
彭博社高级ETF分析师Eric Balchunas指出，尽管价格波动加剧，但多数比特币ETF投资者仍选择继续持有。他估计，即便在剧烈下跌情境下，被清仓的资产比例也仅约6%。即使规模从高点回落，相关基金仍保持历史上最快突破600亿美元资产规模的纪录。
从资金流向与机构配置变化来看，现货比特币ETF仍是加密市场的重要风向标，其短期回暖或为后续走势提供新的观察窗口。
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