2月24日消息，美国现货比特币与现货以太坊ETF出现明显赎回潮。数据显示，当日现货比特币ETF净流出约2.04亿美元，现货以太坊ETF同步流出4948万美元，单日合计资金外流达2.53亿美元。此次大规模资金撤离发生在比特币价格短暂跌破6.5万美元关键关口之后，叠加美国关税政策预期带来的宏观不确定性，加密市场风险偏好显著下降。
从结构上看，比特币ETF承压最为明显，单日超过2亿美元的净流出反映出机构在价格波动期间主动降低风险敞口。尽管个别产品仍录得小幅净流入，但整体资金方向仍以减仓为主。当前现货比特币ETF总资产规模仍维持在约807亿美元，占比特币市值约6%以上，说明机构参与度依然处于高位，只是短期情绪趋于谨慎。
与此同时，以太坊ETF同样面临抛售压力，单日近5000万美元的赎回与近期以太坊价格相对疲软的走势一致。虽然日成交量仍保持在较高水平，显示交易活跃度未明显下降，但资金流向表明投资者更倾向于观望而非加仓。自产品推出以来，以太坊ETF累计吸引资金仍超过百亿美元，长期配置逻辑尚未被根本动摇。
值得关注的是，比特币ETF已连续五周录得净流出，累计流出规模约38亿美元，成为自2025年以来持续时间最长的一轮资金外流周期。这一趋势反映出市场正在进入阶段性去风险模式，机构对宏观政策、关税预期及加密资产波动的敏感度持续上升。
尽管短期资金撤离加剧市场波动，但长期资金结构仍显示出一定韧性。部分投资者将此次回调视为中长期布局窗口，而ETF资金流向仍将高度受宏观经济环境、政策预期及比特币价格稳定性的影响。若市场波动逐步收敛，机构资金或重新回流，加密资产ETF需求仍具潜在恢复空间。
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
Goldman Sachs Files Bitcoin Income ETF Using Options Strategy
Goldman Sachs proposed a Bitcoin-focused income ETF that avoids direct Bitcoin holdings, using linked ETFs and options strategies for income. This filing reflects increased competition in the crypto investment space among major firms.
CryptoFrontNews8m fa
Bitcoin ETFs Record $663.9M Inflows, Strongest Day Since Mid-January
Bitcoin ETFs saw $663.9 million in inflows on April 18, indicating renewed institutional confidence and a shift in market sentiment. This trend suggests sustained interest in Bitcoin as investors seek to diversify their portfolios.
GateNews1h fa
Bitcoin Ownership Surpasses Gold Among Americans for the First Time
More Americans now own Bitcoin than gold, highlighting a significant shift in asset preferences as Bitcoin's popularity surges. U.S. entities dominate global Bitcoin holdings, and institutional adoption is accelerating, with major firms entering the market and legislation potentially enhancing Bitcoin's legal status.
GateNews1h fa
Bitcoin Price Outlook Shifts as Iran Toll Demand Revives $1M Target Talk
Iran Bitcoin toll revives debate on crypto as global payment infrastructure
Geopolitical tensions push Bitcoin beyond store-of-value into currency role
Institutional adoption and flows strengthen long-term million-dollar Bitcoin narratives
Bitcoin price outlook has shifted again after fr
CryptoNewsLand2h fa
MicroStrategy Proposes Semi-Monthly Dividends for STRC to Improve Liquidity and Stabilize Stock Price
MicroStrategy has proposed changing its STRC preferred stock dividends from monthly to semi-monthly to enhance liquidity and stabilize stock prices, maintaining an 11.5% annual yield. Concerns about this structure have been raised by Bitcoin critic Peter Schiff.
GateNews4h fa
Tim Draper-Linked Wallet Deposits 150.84 BTC to Major CEX, Facing ~$2.57M Loss
Tim Draper's wallet transferred 150.84 BTC, valued at $11.62 million, to a centralized exchange after a year of holding, leading to an estimated loss of $2.57 million.
GateNews4h fa
