Bloomberg Intelligence 显示,美国BitcoinETF 首次突破 $100B,总资产为 $104B,而黄金 ETF 总资产为 $121.65B。随着Bitcoin于 11 月 22 日上涨至 9.9 万美元以上,美国 BTC ETF 净流入 7.73 亿美元。
Farside 的数据显示,自大选以来,已有超过 40 亿美元流入美国 BTC ETF。截至8天前,SosoValue的数据显示,美国BTC ETF持有总资产84B美元,相当于黄金ETF总资产管理规模的66%。
#比特币与黄金 ETF 逐年流入量🚀 pic.twitter.com/sbjc0ezh8n
— BoldBitcoin(@Bold Bitcoin ) 2024 年 11 月 20 日
Nate Geraci, the CEO of ETF Store, noted that what took BlackRock’s Gold ETF nearly 20 years to achieve had taken its Bitcoin ETF only 10 months. BlackRock’s data showed that IBIT’s AUM surpassed its gold counterpart, IAU (iShares Gold ETF,) slightly over a week ago.
Matt Hougan, the chief investment officer at Bitwise, also revealed that BlackRock’s IBIT had recorded net inflows of $25.8 billion since its inception in January 2024. He, however, continued to say that BlackRock’s Gold ETF had witnessed net inflows of $20.9 billion since its launch in 2020.
Bloomberg’s analyst Eric Balchunas predicted that BTC ETFs could eventually triple Gold ETFs in terms of total assets. BlackRock’s data showed that IBIT now managed $34.3 billion, surpassing IAU’s $33 billion.
Adam Back, the CEO of Blockstream, also suggested that BTC may surpass gold market capitalization. According to Bitget, the recent milestone achieved by Bitcoin ETFs reflected a newfound enthusiasm among crypto investors.
As per SosoValue, recent data suggested that these funds had now crossed the $100 billion threshold in total assets under management. Bitget noted that despite the impressive performance of BTC ETFs, they were still 28% shy of matching Gold ETFs.
Nonetheless, the Bitget team observed that this indicated tough competition between crypto and traditional commodities. Adam Back’s analysis also positioned BTC as a key player in global asset allocation strategies.
Farside’s data showed that Bitcoin ETFs registered multiple records in the past two weeks. IBIT’s single day of $1 billion in inflows on November 7th pushed the total inflows for Bitcoin ETFs to a new collective record of $1.3 billion.
IBIT closed November 7th with the most trading activity since its launch, with $1.4 billion in trading volume, as per SosoValue’s data. The data also showed that IBIT reached $1 billion in trading volume in the first 35 minutes of trading on November 11th after Bitcoin hit subsequent ATHs.
U.S. BTC ETFs collectively registered another record for the newly launched funds, with a $6 billion volume. Analyst Balchunas highlighted that IBIT’s volume was higher than that of consolidated stocks such as Visa, Berkshire, and Netflix on that day. Bloomberg also noted that Bitcoin’s over 129% surge in 2024 outperformed gold, stocks, and other assets.
Caroline Bowler, the CEO of BTC Markets Pty, said the Bitcoin price rally was ‘being fed’ by the frequent pro-crypto news linked to Trump’s incoming administration.
From Zero to Web3 Pro: Your 90-Day Career Launch Plan