BTC插针6.5万美元！摩根大通：比特币ETF资金净流入遭夸大2倍
比特币在今(15)日午夜一点左右，最低一度下杀65,068美元，来到近一个月最低点。撰稿当下有所回弹，现报66,193美元，近24小时跌幅缩窄至1%。
Bitcoin was killed at a minimum of $65,068 at about midnight today (15), reaching its lowest point in a month. The writing came back to $66,193, a contraction of nearly 24 hours to 1%.
虽然联准会预计降息的行为，让市场普遍对比特币的后市走向抱持乐观态度。但近期疲软的走势，也引起部分投资者的忧心。在此之际，摩根大通本周三(12)发布的一份报告中表示：比特币现货ETF的吸金能力其实遭到夸大了、并对今年是否会有更多资金流入加密市场，也保留怀疑的态度。
At this point, a report released by Morgan Chase this Wednesday (12) indicates that Bitcoin’s spot cash ETF capacity has been exaggerated, and that there are doubts as to whether more money will flow into the encrypted market this year.
摩根大通：今年加密市场资金流入下修至120亿美元
Morgan Chase: Renovation to $12 billion in secure market inflows this year
据摩根大通报告，以Nikolaos Panigirtzoglou为首的分析师团队表示，今年迄今为止，加密货币市场的确由于比特币现货ETF的存在，而出现了大量资金流入。
According to Morgan Chase, the team of analysts headed by Nikolaos Panigirtzoglou stated that, so far this year, there has indeed been a significant inflow of funds from the encrypted currency market due to the presence of the spot ETF in Bitcoin.
然而，这些流入的资金并非全部代表着新资金的入场：“今年截至目前，比特币现货ETF已经吸收了160亿美元的资金流入，加上芝加哥商品交易所中的期货和加密创投基金融资带来的资金，加密货币的资金总流入已经达到250亿美元。然而，由于成本效益、流动性和监管优势，许多投资者可能已从交易所购买BTC转向投资比特币现货ETF，而交易所自1月以来，其比特币储备已经减少了22万枚，即130亿美元。因此，经过数据修正后，今年加密货币市场的资金净流入应该约为120亿美元。”
However, not all of these inflows represent the entry of new funds: “ so far this year, the Bitcoin spot ETF has absorbed $16 billion in inflows, combined with funds from futures and encryptation fund financing in the Chicago Commodity Exchange, and the total amount of funds in encrypted currencies has reached $25 billion. However, because of cost-effectiveness, liquidity, and regulatory advantages, many investors may have moved from BTC to invest in Bitcoins spot ETFs from the exchange, which has, since January, reduced its bitcoins by 22 million, or $13 billion.
比特币资金流入恐难持续
Bitcoin capital inflows are likely to continue
且摩根大通续指出，比特币是否能够维持这样的资金吸引力仍然要打一个问号：“由于比特币的价格相对于其生产成本和黄金而言，价格都偏高，市场高估了其资金吸引力，因此我们对比特币在今年下半年能否继续保持120亿美元的资金增长速度保持怀疑。”
And Morgan Chase continues that the question remains as to whether Bitcoin can maintain this financial appeal: “ because bitcoin prices are high relative to its production costs and gold, and the market overestimates its financial appeal, we question whether Bitcoin will continue to grow at $12 billion in the second half of this year. & & rdquao;
据了解，摩根大通刚刚在上个月将比特币的生产成本从此前的42,000美元上调至45,000美元。
It is understood that Morgan Chase just last month raised the production cost of Bitcoin from the previous $42,000 to $45,000.
Bernstein：2025年底比特币将涨至20万美元
Bernstein: By the end of 2025 Bitcoin will be up to $200,000
不过，与摩根大通的观点不同，美国顶级金融顾问机构伯恩斯坦(Bernstein)却再次拔高了他们此前的预测，将比特币在2025年底可能达到的价格从15万美元上调至20万美元，甚至还预测2033年比特币达到100万美元并不是不可能：“在贝莱德这样世界领先的资管公司发行比特币现货ETF后，对比特币现货ETF的需求只会不断增长。因此我们预计，到2025年，比特币ETF的市场份额将占据BTC流通量的7%，2033年则将占据15%。这样，到2029年底，比特币的价格可能将到达50万美元，在2033年达到100万美元。” However, unlike Morgan Chase, the top financial consultant in the United States, Bernstein, once again raised their previous projections by raising the price that Bitcoin might have reached by the end of 2025 from $150,000 to $200,000, and even predicting that Bitcoin would reach $1 million in 2033: “ that by the end of 2029 the price of Bitcoin could reach $500,000 and $1 million in 2033.
注册有任何问题请添加
微信：MVIP619
拉你进入群
打开微信扫一扫 添加客服 进入交流群
1.本站遵循行业规范，任何转载的稿件都会明确标注作者和来源；2.本站的原创文章，请转载时务必注明文章作者和来源，不尊重原创的行为我们将追究责任；3.作者投稿可能会经我们编辑修改或补充。
