贝莱德比特币ETF日交易量高达180亿美元,比肩头部CEX

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Gate News 消息,贝莱德旗下iShares比特币信托基金(IBIT)日交易量激增至160亿至180亿美元,已经达到美国第一大CEX现货交易量的两倍,并接近某主流CEX的水平。分析公司Kaiko指出,机构投资者通过受监管的ETF产品正在快速吸走加密货币原生平台的流动性,这对传统交易所形成了直接竞争。

IBIT自2024年1月推出以来,在美国现货比特币ETF市场中占据约70%的份额。尽管第一季度整体ETF资金流出4.965亿美元,但3月份新增资金13.2亿美元,使现货比特币ETF实现月度反弹。4月2日,美国现货比特币ETF净流入899万美元,其中富达的FBTC以729万美元领跑。同时,现货以太坊ETF录得7117万美元净流出,贝莱德的ETHA单日净流出高达4666万美元。

ETF交易量的激增并不意味着市场获得新资金,可能反映对冲、再平衡或短期仓位调整。尽管第一季度比特币ETF表现为自推出以来第二差,仅次于2025年第四季度的资金流出,但IBIT的交易活跃度显示,传统金融机构正在与数字资产市场展开更深度竞争。

随着机构投资者日益偏好通过受监管产品参与市场,比特币ETF的增长速度和交易量凸显了TradFi与数字资产边界逐渐模糊的趋势。未来几个月,比特币价格走势和宏观经济信号可能成为ETF资金流动的关键决定因素。

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