整理：Fairy，ChainCatcher
編輯：Marco，ChainCatcher幣 ETF 資金。以太坊發行商提交了最終的 S-1 文件，各以太坊現貨 ETF的費用都已公佈。基本確定以太坊現貨 ETF 將於 7 月 23 日開始發行。
上週加密現貨ETF 表現
美國比特幣現貨ETF
持續淨流入元億美元。美國比特幣現貨ETF 持有超過 90 萬枚比特幣，佔比特幣總供應量的 4.3%。 上週淨流入最多的是貝萊德ETF IBIT，淨流入達7.06 億美元，資產淨值為219.7 億美元；緊隨其後的為富達ETF FBTC，淨流入達2.43 億美元，資產淨值為121.4 億美元。僅灰階ETF GBTC 處於淨流出狀態，淨流出達 5,610萬美元，流出量較前一周增加。 美國比特幣現貨 ETF 年初至今淨流入首次達到 170 億美元，該金額為 GBTC 解鎖的淨額，並且獨立於價格升值，只能透過淨需求和採用來成長。
（註：7月19日ARKB 未更新資金流入/流出數據，或對整體數據有影響）
香港加密現貨ETF
淨流入減緩上週，香港加密現貨ETF整體為淨流入，但與前一周相比，流入明顯減緩。香港 ETF 比特幣持有總量增加230 枚，總資產淨值增加 1,933 萬美元。其中，淨流入從週二開始逐漸減少，直到週五淨流出44.97枚BTC。各發行商的比特幣持有量變化較小，可能是由於市場在前一周經歷了大量購入後，目前正處於暫時的調整階段。 香港以太坊現貨ETF流入353.4枚ETH，為前一周兩倍，其總資產淨值增加191萬美元。
來源：SoSoValue
Note: The total single-day net inflow of Bitcoin is the sum of the single-day net inflow of Bitcoin for all Hong Kong Bitcoin spot ETFs. This metric measures the actual amount of BTC flowing in or out of the Hong Kong Bitcoin Spot ETF on a given trading day.
Overview of crypto ETF dynamics last week
On July 18, as issuers successively submitted S-1s for Ethereum spot ETFs to the U.S. Securities and Exchange Commission (SEC) /A file, the fee information of 9 Ethereum spot ETFs has been released.
The specific data on ETF fees are as follows:
Bloomberg terminal has begun to add trading information for some Ethereum ETFs in preparation for the launch of trading next week. These ETFs include Bitwise’s ETHW, 21Shares’ CETH, and Fidelity’s FETH, with other ETFs being added.
According to Cboe official website, 5 Ethereum spot ETFs from VanEck, Invesco, Fidelity, 21Shares, and Franklin Templeton will start trading on July 23. At the same time, the Wall Street Journal also reported that the U.S. Securities and Exchange Commission (SEC) has notified asset management companies that the U.S. spot Ethereum ETF is expected to be launched on July 23.
Market news reports that SEC Commissioner Hester Peirce said in an interview that whether to allow Ethereum ETFs to be pledged may need to be re-evaluated. Hester Peirce said: "I think that features like staking, or any other feature of the product... these issues are always worthy of rethinking."
Direxion on July 18 LMBO and REKT, two ETFs tracking the performance of U.S. stocks in the crypto field, were launched on July 19. 21Shares launched the Injective equity pledge ETP product AINJ on July 19. Views and analysis on crypto ETFs
Binance
CEO: The Ethereum spot ETF will not have a large impact in the initial stage, but will receive stable capital allocationAccording to Cointelegraph, Binance CEO Richard Teng said in a recent interview: "Although we expect These ETFs will receive stable capital allocation, but will not have an excessive impact initially and will fluctuate based on various macroeconomic factors. " Tom Dunleavy, partner at MV Global, said that the Ethereum spot ETF will be launched several times after its launch. There could be an inflow of $5 billion to $10 billion during the month.
Glassnode: BitcoinSpotETF’s influence on BTC price is 4-8 times that of miners
Glassnode analyzed the largest Bitcoin investment entities It is concluded that although miners have been the main source of seller pressure, centralized trading platforms and US spot Bitcoin ETFs now have the greatest impact on BTC price trends. As of July 2024, the trading platform still held more than 3 million Bitcoins, while the ETF had 887,000 Bitcoins under management. By comparison, miner-related wallets are known to hold around 705,000 BTC. The current U.S. spot Bitcoin ETF is now the second largest Bitcoin pool.
Glassnode data shows that miner balances fluctuate up and down by around 500 BTC each week, which is a fraction of the changes in trading platform and ETF balances. “Historically, miners have been the main source of sell-side pressure, but with each halving event, their supply correlation does decrease,” and currently, trading platform and ETF balances can be around 4,000 per week. Changes in BTC. Glassnode said: “This suggests that the market influence flowing through these entities may be 4 to 8 times greater than that of miners. The Bitcoin market absorbed 48,000 BTC in the last month. Complete exhaustion of seller pressure from the German government Provides ample relief to the market, while initial dawn of new demand spurs positive price action”
Bitwise CIO: Ethereum ETF inflows will push ETH past $5,000 and to new all-time highs
Bitwise CIO Matt Hougan said that spot ETF inflows may have a greater impact on ETH than Bitcoin. The price of ETH is expected to be "volatile" in the first few weeks after the Ethereum ETF goes live, as funds could flow out of the $11 billion Grayscale Ethereum Trust (ETHE) following its conversion to a spot ETF. But by the end of the year, it believes the price of ETH will break $5,000 and hit an all-time high. The price could go even higher if traffic is stronger than many market commentators expect.
Bloomberg Analyst: Ethereum spot ETF will pave the way for more similar products
Bloomberg ETF analyst Eric Balchunas said that the first batch of spot Ethereum ETFs will be launched soon, which will pave the way for more crypto products. ETFs are paving the way and more such products based on Ethereum and Solana are expected to emerge.
Citigroup: Ethereum spot ETF net inflows ranged from US$4.7 billion to US$5.4 billion in the first 6 months
Citigroup said in a report that US Ethereum spot ETF inflows may only be Bitcoin spot 30% to 35% of the ETF. From this extrapolation, the net inflow of the Ethereum spot ETF in the first 6 months ranged from US$4.7 billion to US$5.4 billion.
Opinion: The SEC "strongly hinted that ETH is a commodity rather than a security" in the ETH spot ETF approval order
The ETF Store President Nate Geraci quoted an analysis report from the law firm Foley & Lardner LLP and pointed out that the US SEC's ETH spot approval order The most important development in the ETF approval order is that "the SEC strongly implies that ETH is a commodity and not a security."
Additionally, "the approval order indicates that crypto assets can start as securities and transform into commodities over time."
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