4 月 14 日,随着政府取消对中国智能手机和电脑等科技产品的关税后投资者情绪回暖,美国现货比特币 ETF 的资金流入恢复。
根据 SoSoValue 的数据,12 只现货比特币 ETF 周一录得 147 万美元的净流入,打破了连续七天流出 8.78 亿美元的纪录。贝莱德旗下 IBIT 领涨,流入 3672 万美元,但富达旗下 FBTC 则以 3525 万美元的流出抵消了大部分流入。其他 ETF 的交易日表现平淡。
4月14日,所有BTC ETF的日交易量达到21.6亿美元,自推出以来的总净流入量达到353.6亿美元。虽然这一小幅反弹暗示市场情绪可能出现转变,但以太币ETF的情况却不容乐观。
以太坊ETF连续第五天出现资金流出,周一损失了598万美元。富达旗下的FETH是损失最大的ETF,流出资金778万美元,而21Shares旗下的CETH则略微缓解了这一冲击,流入了180万美元。
The slight improvement in ETF sentiment came after President Donald Trump announced that certain Chinese tech products, including smartphones and computers, would be exempt from his âreciprocalâ tariffs.
These exemptions followed weeks of rising tensions between the U.S. and China, where both sides had slapped heavy tariffs on each other, up to 145% from the U.S. and 125% from China, stirring fears of a full-blown trade war.
回调之后,美国股市周一收盘走高,比特币(BTC)在坚守84,000美元支撑位后,再次突破85,000美元。过去一周,比特币价格已上涨近7%。
然而,周六早些时候发布的撤销措施可能不会持续太久,因为特朗普后来澄清说,这些商品只是被转移到不同的关税组或“类别”中。
crypto.news 的分析师表示,比特币目前正在形成“鲨鱼谐波”形态,这是一种通常在盘整阶段后出现的技术形态。如果这一形态得以实现,BTC 可能会突破此前接近 11 万美元的历史高点,之后再遭遇大幅回调。
Still, not all macro trends are supportive. Agne Linge, head of growth at decentralized bank WeFi, pointed to rising 30-year bond yields in Japan, which just hit 2.345%, their highest level in 30 years. Linge warned this could signal a shift away from risk assets like Bitcoin, especially from institutions that prefer safer returns.
âIf the Bank of Japan reacts by raising interest rates, we could see liquidity dry up in both traditional markets and crypto,â Linge told crypto.news. âCrypto tends to do well when thereâs more excess liquidity. So if Japan tightens up, it might pressure the spaceâat least short-term.â
However, on a positive note, she added that the U.S. might help counterbalance this pressure.
âSince the U.S. is a bigger market, the world may respond more toward the countryâs monetary policies than Japan,â she added.