3月6日消息，美国现货比特币ETF资金流向出现明显反转。3月5日，11只主流比特币ETF中有10只录得资金净流入，单日吸金约5亿美元，创下2026年以来最佳表现。此前，这类基金曾连续六周遭遇资金外流，累计流出规模接近45亿美元。随着近期资金重新回流，机构投资者对比特币资产配置的态度正在出现变化。
数据显示，年初以来比特币ETF整体表现曾一度承压。贝莱德旗下IBIT在最严重的五周内流出超过21亿美元，而富达的FBTC同期流出约9.54亿美元。不过，自2月下旬开始，资金趋势逐渐改善。2月27日当周，比特币ETF录得约7.87亿美元净流入；3月4日当周进一步扩大至约11.5亿美元。
彭博高级ETF分析师Eric Balchunas表示，随着最近几周资金持续回流，比特币ETF年初至今的资金缺口“几乎已经完全修复”。截至3月4日，美国现货比特币ETF累计净流入达到约559.5亿美元，接近年初570.8亿美元的历史高位。
值得注意的是，本轮资金回流并未集中在单一基金，而是呈现出更广泛的参与格局。此前资金流入大多集中于IBIT，而其他产品则持续承压。但在3月5日，多只ETF同步出现资金净流入，表明市场情绪可能正在发生结构性变化，而非简单的资金轮动。
与此同时，比特币价格也出现明显反弹。自2月28日美国与以色列针对伊朗展开军事行动以来，比特币累计上涨约12%。这一走势再次引发关于比特币是否具备“避险资产属性”的讨论。不过，Eric Balchunas提醒，短期价格波动并不足以证明这一结论。
从市场表现来看，冲突爆发初期比特币一度从约67000美元下跌至63038美元，而黄金价格则迅速飙升至每盎司约5376美元。随后随着市场情绪变化，比特币价格逐渐反弹，而黄金则出现一定幅度回调。
分析人士指出，比特币ETF资金流入回升更多反映的是机构风险偏好改善以及市场情绪修复，而非单一地缘政治事件驱动。在全球宏观环境仍存在不确定性的背景下，比特币与黄金之间的“数字黄金”争论仍将持续。
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.
Gerelateerde artikelen
Nasdaq-Listed Nakamoto Unveils Active Bitcoin Derivatives Strategy Since Q1 2026
Gate News message, April 24 — Nakamoto, a Nasdaq-listed company, has announced an actively managed Bitcoin derivatives program running since Q1 2026. The strategy aims to generate recurring volatility income from a portion of the company's Bitcoin holdings while hedging against downside price
GateNews10m geleden
Metaplanet Issues $50 Million in Zero-Interest Bonds to Fund Bitcoin Purchases
Gate News message, April 24 — Japanese bitcoin treasury firm Metaplanet announced on Friday that it is issuing 8 billion Japanese yen (approximately $50 million) in zero-interest ordinary bonds to fund future bitcoin purchases. The bond issuance was fully subscribed by EVO Fund, a Cayman
GateNews31m geleden
Abraxas Capital Deposits 4,835 BTC Worth $378M to Major CEX
Gate News message, April 24 — According to on-chain data tracked by Lookonchain, Abraxas Capital deposited 4,835 BTC, valued at approximately $378 million, to a major CEX in the past hour.
The institutional investor also transferred 6,000 XAUT tokens, worth approximately $28 million, to several maj
GateNews1u geleden
Researcher Breaks 15-Bit Elliptic Curve Key, Wins 1 BTC Bounty
Independent researcher Giancarlo Lelli derived a 15-bit elliptic curve key using a publicly accessible quantum computer, marking what Project Eleven called the "largest quantum attack" on elliptic curve cryptography to date, according to the startup. Project Eleven awarded Lelli a 1 BTC bounty,
CryptoFrontier1u geleden
GSR Debuts BESO ETF With Bitcoin, Ethereum, Solana
GSR debuts BESO ETF with active strategy, adjusting Bitcoin, Ether, and Solana allocations weekly to outperform benchmarks.
ETF records nearly $5M in first-day volume, signaling early investor interest in diversified crypto investment products.
Launch aligns with growing ETF momentum as
CryptoFrontNews1u geleden
Ripple Altcoin Maintains Breakout Against Bitcoin, XRP Could See a Price Surge of Over 550%
Ripple altcoin maintains breakout against Bitcoin.
XRP could see a price surge of over 550%.
This could propel the price of XRP to a new ATH target at $10.
The crypto market continues to show strong signals for an explosive altcoin price run phase. This long-held hope that the
CryptoNewsLand2u geleden
