美国Bitcoin ETFs在2026年初因牟利而损失了5.8B美元,尽管长期流入和机构积累持续存在。
U.S. Bitcoin ETFs lost $5.8B in early 2026 amid profit-taking, though long-term inflows and institutional accumulation persist.
美国Bitcoin ETF公司在2026年初三个月内流出58亿美元,在2月底流出4.65亿美元,原因是Bitcoin公司在60 000美元至66 000美元之间徘徊着利润。
U.S. spot Bitcoin ETFs saw $5.8 billion in outflows over three months in early 2026, with $465 million leaving in late February, driven by profit-taking as Bitcoin hovered between $60,000 and $66,000.
黑洛克(BlackRock)的IBIT和菲德尔(FBTC)的FBTC导致提款,将资产总额减少到约950亿美元。
BlackRock’s IBIT and Fidelity’s FBTC led the withdrawals, reducing total assets to about $95 billion.
尽管如此,每年流入量仍然呈正数。
Despite this, annual inflows remain positive.
与此同时,阿布扎比的Mubadala和Al Warda在2025年4月4日静悄悄地积累了超过10亿美元的ITITI股份,在比特币下降23%期间将持有量增加了46%,表明了长期的信心。
Meanwhile, Abu Dhabi’s Mubadala and Al Warda quietly accumulated over $1 billion in IBIT shares in Q4 2025, boosting holdings by 46% during a 23% Bitcoin drop, signaling long-term confidence.
香港一家公司Laurore购买了4.36亿美元的IBIT,
A Hong Kong firm, Laurore, bought $436 million in IBIT, hinting at possible Chinese institutional interest.
据分析师Markus Thielen称,市场制定者和套利基金持有IBIT的55%~75%,保持对冲性仓位而不是定向投注, 他警告ETF的稳定性反映了短期交易, 而不是长期信念.
Market makers and arbitrage funds hold 55%–75% of IBIT, maintaining hedged positions rather than directional bets, according to analyst Markus Thielen, who warns ETF stability reflects short-term trading, not long-term conviction.