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由于宏观经济因素继续严重影响投资者情绪，现货比特币 ETF 的每周流量连续第四周保持负值。
根据 SoSoValue 的数据，3 月 3 日至 5 日，12 只现货比特币 ETF 又出现资金流出，近 8 亿美元流出这些基金。此前的一周，创下了资金流出记录，赎回金额超过 26.1 亿美元，连续四周出现负向资金流出，总净流出量超过 45 亿美元。
值得注意的是，比特币ETF上周全周均出现净负流入，从周一的7419万美元，到1.4343亿美元、3830万美元、1.3426亿美元，最终在周五出现最大的4.09亿美元流出。
On the final day of the week, ARK and 21Shares’ ARKB led the outflows with $160.03 million, followed closely by Fidelity’s FBTC, which saw $154.89 million withdrawn by investors. Other major ETF issuers, including BlackRock’s IBIT, Grayscale’s GBTC, and Bitwise’s BITB, also experienced outflows of $39.85 million, $36.46 million, and $18.6 million, respectively. VanEck’s HODL was the only fund to buck the trend, recording a modest inflow of $619.55K.
Meanwhile, the nine spot Ethereum funds also reported two consecutive weeks of negative flows, with $455 million exiting the funds, reflecting broader bearish sentiment in the crypto market.
尽管人们普遍预期白宫加密货币峰会将为市场带来提振，但比特币 ETF 仍继续下跌。分析师将这种下跌归因于持续的宏观经济担忧，尤其是唐纳德·特朗普总统的贸易关税和整体经济不确定性，这些因素似乎动摇了投资者对数字资产的信心。
一些专家认为，战略市场转变也助长了抛售。一种流行的理论是，对冲基金一直在利用比特币现货 ETF 和 CME 期货之间的低风险套利交易。随着这些交易的结束，流动性正在枯竭，导致抛售压力增加，并加剧 ETF 资金流出。
影响比特币近期价格波动的另一个因素是特朗普宣布建立战略比特币储备和美国数字资产储备。尽管许多交易员预计加密货币峰会将是一个利好事件，但在签署行政命令后，比特币 (BTC) 的价格却从 90,000 美元跌至 85,000 美元。
According to Kadan Stadelmann, CTO of Komodo, Bitcoin ETFs are experiencing major outflows despite the creation of the Strategic Bitcoin Reserve due to a classic case of “buy the rumor, sell the news.†In such scenarios, assets typically rise in anticipation of an event but decline once it materializes.
Stadelmann noted that speculation about the Strategic Bitcoin Reserve began in July 2024 when Trump first mentioned the initiative. By the time the official announcement was made during Thursday’s Crypto Summit, the market had already priced it in, leading to a sell-off.
他补充说，在这种情况下，“那些信息较少、人脉较少、资金较少的人往往会购买新闻并赔钱。”此外，此次峰会是在市场面临挑战的时期举行的，对贸易关税的担忧加剧了人们对通胀、房地产市场放缓、消费者支出疲软和储蓄减少的担忧。
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