3月3日消息，美国现货比特币ETF再度出现强劲资金流入。最新数据显示，现货比特币ETF单日净流入约4.58亿美元，其中BlackRock旗下比特币ETF IBIT吸引约2.63亿美元资金，占当日总流入的大部分。与此同时，多只基金同步录得资金流入，当日没有产品出现净流出，显示机构配置比特币资产的意愿明显回升。
数据机构SoSoValue统计显示，此次资金回流延续了近期的趋势。此前1月与2月，由于市场波动加剧以及价格回调，比特币ETF曾累计流出超过18亿美元。不过上周市场情绪开始改善，周度资金流入达到约7.87亿美元，结束连续五周资金流出局面。
LVRG Research研究总监Nick Ruck表示，现货比特币ETF资金流向的变化可能意味着机构投资者正在重新评估当前价格区间的吸引力。在比特币经历阶段性调整后，部分大型资金开始选择在较低价格区域逐步建仓。
BTC Markets分析师Rachael Lucas指出，目前市场出现明显分化现象。恐慌与贪婪指数仍显示散户情绪处于“极度恐慌”区间，但机构投资者却持续增加配置。她认为，这种背离表明部分长期资本正在提前布局宏观周期可能出现的复苏阶段。
Lucas还提到，大量资金集中流入IBIT，可能意味着养老基金、大学捐赠基金等大型机构正在进行协同买入。这类投资者通常采取长期资产配置策略，因此其资金流动往往被视为重要市场信号。
除了比特币ETF之外，其他主流加密资产ETF也出现资金流入。数据显示，以太坊现货基金当日净流入约3870万美元，而Solana ETF与XRP ETF也分别吸引约1740万美元和700万美元资金。
资金回流的时间点也引发关注。近期全球地缘政治局势出现新的紧张迹象，市场波动明显上升。在这种环境下，一些机构仍将比特币视为潜在的资产对冲工具。Bitrue研究主管Andri Fauzan Adziima表示，机构投资者通常更关注长期结构性趋势，而非短期市场情绪，因此更倾向在价格回调阶段进行布局。
价格方面，截至最新数据，比特币报约67,877美元，24小时涨幅约2.5%；以太坊价格约1,993美元。随着ETF资金持续流入，机构需求是否会成为推动下一轮加密市场行情的重要力量，正受到市场密切关注。
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
Grayscale Research Head: Bitcoin Rally Above $76K Could Signal Start of Bull Market Phase One
Grayscale research head Zach Pandl analyzes Bitcoin's rebound from a February low, using the realized price metric to show recent buyers at breakeven and hint at an early bull phase, with a reported bottom around $65k-$70k.
Grayscale’s Pandl: Bitcoin hit ~63k in Feb, rose to ~76k; realized price ~74k shows recent buyers breakeven, hinting at early bull phase and a bottom around 65-70k.
GateNews1h fa
Scammers Impersonating Iranian Officials Demand Bitcoin and USDT from Ships in Strait of Hormuz
Gate News message, April 21 — Scammers posing as Iranian officials are demanding Bitcoin (BTC) and Tether (USDT) as transit fees from ships in the Strait of Hormuz, according to a warning from MARISKS, a Greece-based maritime risk management firm. The scheme falsely promises "safe transit
GateNews1h fa
Bitcoin, Ethereum and Solana ETFs Record Positive Net Inflows on April 21
Gate News message, according to the April 21 update, Bitcoin ETFs recorded a 1-day net inflow of 3,599 BTC (approximately $272.59 million) and a 7-day net inflow of 18,914 BTC (approximately $1.43 billion). Ethereum ETFs showed a 1-day net inflow of 34,380 ETH (approximately $79.25 million) and a 7-
GateNews1h fa
Fidelity and Capital Group Become Strive's Two Largest Shareholders
Gate News message, April 21 — Fidelity and Capital Group have become the two largest shareholders of Strive, a Bitcoin treasury company, according to CEO Cole Macro. The two firms collectively hold ASST shares valued at approximately $152.8 million, as confirmed by the company's latest
GateNews1h fa
Charles Schwab to Launch Bitcoin and Ethereum Trading, Releases Educational Content on BTC
Charles Schwab plans to expand into crypto, offering Bitcoin education and direct BTC/ETH trading, allowing customers to buy Bitcoin in accounts; analysts call it a major mainstreaming moment.
Schwab announces an expansion into cryptocurrency with Bitcoin education and direct BTC/ETH trading, enabling clients to hold Bitcoin in their accounts; analysts view this as a turning point toward mainstream adoption.
GateNews1h fa
U.S. Indo-Pacific Commander Highlights Bitcoin's Potential as 'Computer Science Tool'
Gate News message, April 21 — Admiral Samuel Paparo, commander of U.S. Indo-Pacific Command, testified before the Senate that Bitcoin demonstrates significant potential as a computer science tool and holds value as an instrument of power projection. Paparo stated that Bitcoin is a tangible reality w
GateNews2h fa
