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[lastpost] => 2753717 传统金融业低估加密资产潜力 尤其忽视比特币结构性需求-转 1754110717 如梦的生活
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[虚拟币交流]
以太坊 ETF 流入资金达 18.5 亿美元——是比特币的 25 倍！（转）
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ETH ETF 的周净流入量是 BTC ETF 的 25 倍，推动 CME ETH 基差交易量接近 12%。现在能达到 4000 美元吗？' p( s; R, y0 a( K
$ Z! P2 K- G; G' G$ x以太坊[ETH]已经翻转比特币[BTC]ETF 流入量。7 月 21 日至 25 日当周，ETH ETF 净流入 18.5 亿美元，约为 BTC ETF 净流入量 7200 万美元的 25 倍。, W4 C# n+ \6 a+ {3 h& ], F, Z8 E
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目前，ETH ETF 组合持有的总资产超过 200 亿美元。其中一半是由贝莱德的ETHA 最近突破了 100 亿美元。7 r1 B0 d- N* _4 [7 V, y$ S- l0 F
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对冲基金追逐ETH基差交易
! B5 l' v& J- G2 M) W% Q# y但 ETH ETF 的显著流动似乎主要是由寻求基础交易的对冲基金推动的。
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这是基金买入现货 ETH ETF 并在 CME（芝加哥商品交易所）期货上做空资产时出现的价差。3 a# _1 i$ x! @$ {0 P
{7 J) l; b( [2 f& g i, N+ n事实上，芝商所期货未平仓合约也强化了上述基础交易论点。Velodata显示，ETH 的兴趣激增至近 200 万个硬币，而 CME 期货上的 BTC 只有 15 万个。
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5 K; g: C* K$ D6 A5 }! S此外，ETH CME 年化基差本周从 8% 飙升至近 12%。3 r z5 S7 U9 D2 w# [
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同期，BTC 基差上涨了 9.4%，证实了过去一周 ETH ETF 资金流与 BTC 资金流的差异可能是由基差交易推动的。
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ETH/BTC 比率则表明情况并非如此
0 ^* H& a- H( S t! B! U事实上，ETF 流量的巨大差异几乎没有影响 ETH/BTC 比率，该比率是衡量顶级加密资产之间资本轮换的指标。
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6 c7 p' t7 ]5 }7 l0 A2 k与前一周 ETH/BTC 上涨 28%（这意味着资金从 BTC 转向 ETH）不同，该指标静音 本星期。
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G# T0 c. V) z9 n& D, S7 }4 N难怪大多数山寨币的价格下降，因为 ETH/BTC 比率是山寨币市场领域的晴雨表之一。
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现货需求也受到追捧) a; Y: |9 Y) g& _* ~4 x
但现货 ETH 也存在真正的需求，尤其是来自财务公司领先预期的稳定币和代币化热潮。4 S' S# z+ I% D% U) r; ^' W
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事实上，Ark Invest 的 Cathie Wood著名的最近从验证者那里赎回 ETH 的热潮部分是受到 ETH 国库券需求的推动，因为 ETH 国库券的潜在回报为 2 倍。# @8 M. [- |: L+ v6 X
0 f u+ x' I6 I/ Y- K# j, mCoinbase 分析师也强调了类似的立场，额外,
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6 I! q2 D) e/ L& T“我们认为，这（解除质押需求）描绘了市场为了应对收益机会的变化而重新分配资本的图景，而不是对 ETH 或生态系统失去信心。”2 d5 K! A1 P6 A$ b' i
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这种转变是合理的。质押奖励仅为 3%，而基础交易的奖励高达 12%，几乎是 ETH 资金库潜在回报的 2 倍。
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ETH 这波像换了马达，ETF 热钱狂涌、基差狂飙、CME爆仓量创新高，4000美金不是梦，关键就看现货跟不跟！
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