主要洞察：
- 比特币ETF 录得6.4333亿美元资金流出，创下自6月以来的最大单日撤资纪录。
- 贝莱德的IBIT流失了2.337亿美元，而富达的FBTC则录得2.01亿美元的赎回额。
- 以太坊ETF资金缩减1.56亿美元，连续资金流出天数延长至五个交易日。
比特币 ETF在10月30日录得6.4333亿美元的净流出，创下自6月25日以来的最大单日资金撤离纪录。在此之前，美国现货基金连续四个交易日获得资金流入。
SoSoValue 数据显示，贝莱德（BlackRock）和富达（Fidelity）领跌资金流出。与此同时， ETH 作为其原生资产。">Ethereum 交易所-traded funds (ETFs) lost another $156 million during the same session.
此次抛售恰逢币安（Binance）发生 63 亿美元的安全漏洞事件后加密货币市场全面走弱。然而，现有数据并未建立两者之间的直接联系 黑客攻击 and ETF redemptions.
比特币 ETF 创下四个月来最大单日资金流出纪录
Farside Investors data showed that 比特币 ETFs lost approximately $643.2 million on Friday. BlackRock’s iShares 比特币 Trust (IBIT) accounted for $233.7 million of those withdrawals.
Fidelity’s Wise Origin 比特币 Fund (FBTC) followed with $201 million in net outflows. ARK 21Shares’ ARKB registered another $129.5 million in withdrawals.
Grayscale’s GBTC lost $53.3 million, while Bitwise’s BITB recorded $25.7 million. The remaining funds reported no net inflows during the session.
Combined withdrawals from BlackRock and Fidelity represented approximately 67.6% of the daily total. The figures indicated concentrated redemptions across the two largest contributors to Friday’s losses.
最新 比特币 ETF outflows also reversed the combined inflows over the previous four trading sessions. Farside recorded approximately $440.8 million in net inflows between Oct. 26 and Oct. 29.
Those inflows included $176 million on Oct. 27 and $137.3 million on Oct. 28. Thursday’s $17.2 million inflow preceded the sharp reversal. Consequently, Friday’s withdrawals exceeded the combined inflows of the previous four sessions by approximately $202.4 million.
Bitcoin ETFs Face Pressure as Binance Hack Shakes Crypto Market
Outflows from Bitcoin ETFs occurred amid renewed concerns about cryptocurrency 交易所 security. Binance 得到确认 a major breach involving approximately $6.3 billion in stolen cryptocurrency assets.
In its Oct. 30 security update, Binance said attackers compromised its hot wallets on Oct. 29. The 交易所 reported that partners had frozen approximately $3 billion in affected assets. It also pledged to absorb the losses using corporate funds and its user protection reserves.
The incident added uncertainty to an already weakened Bitcoin crypto market. However, neither Farside nor SoSoValue attributed the ETF withdrawals directly to the breach.
Meanwhile, CryptoETF tracking data placed Bitcoin near $77,300 on Oct. 30. The tracker estimated approximately $98.52 billion in assets across U.S. spot Bitcoin funds.
Bitcoin ETFs therefore faced pressure from declining cryptocurrency prices and net investor withdrawals. These developments occurred together, although fund flows alone could not establish investor motivations.
该组合也引发了对前一周机构需求可持续性的质疑。
以太坊 ETF 资金外流持续至连续第五天
在比特币 ETF 遭到抛售的同时，以太坊投资产品也持续出现资金外流。SoSoValue 报告称，美国现货以太坊 ETF 约有 1.56 亿美元的净流出 ETH 作为其原生资产。">Ethereum 基金的资金流出。
Farside Investors 在对各基金数据进行四舍五入后，记录到约 1.56 亿美元的资金流出。贝莱德（BlackRock）旗下的 iShares ETH 作为其原生资产。">Ethereum Trust (ETHA) 以约 7660 万美元的赎回额居首。
灰度（Grayscale）的 Ethereum Mini Trust 紧随其后，资金流出额为 3410 万美元。其 ETHE 产品在盘中又损失了 215 万美元。贝莱德的 ETHB 记录了约 1950 万美元的资金外流，而富达（Fidelity）的 FETH 则流失了 330 万美元。
因此，以太坊 ETF 迎来了连续第五个交易日的净流出。Farside 的数据显示，本周累计资金流出接近 4.314 亿美元。
持续的以太坊资金流出表明，其基金需求弱于比特币此前经历的四天反弹。与比特币基金不同，以太坊投资产品在整周内未能记录到任何正向的日净流入。
比特币 ETF 和 BTC 价格接下来将走向何方？
最新的比特币 ETF 数据引发了人们对 11 月机构需求持久性的质疑。周五的资金流出抹去了前四个交易日积累的涨幅。
然而，单日交易表现尚不足以引发机构持续撤资。Farside 的历史记录显示，每日资金流向经常在净流入和净流出之间摇摆。
接下来的几个交易日将有助于确定赎回压力是否会持续，或者投资者是否会恢复增持基金份额。
比特币在 77,000 美元附近的表现也与更广泛的市场前景息息相关。价格若进一步走弱可能会伴随持续的赎回潮，尽管这种关联性仍存在不确定性。
就目前而言，比特币 ETF 在持续的抛压中结束了 10 月份的行情，其中贝莱德和富达占了大部分资金流出。
