Estados Unidos está recuperando rápidamente su posición como líder mundial en el mercado de criptomonedas. Este resurgimiento está impulsado por dos factores clave: la perspectiva de que Donald Trump regrese a la Casa Blanca en 2025 y el éxito fenomenal de los fondos cotizados en bolsa (ETF) de criptomonedas estadounidenses.
Las promesas de campaña de Trump de convertir a Estados Unidos en el centro mundial de las criptomonedas ya están teniendo un impacto significativo en el mercado. Esta visión, sumada al lanzamiento triunfal de los ETF de Bitcoin a principios de 2024, ha estimulado un nivel de actividad sin precedentes en las plataformas de negociación.

Los fondos cotizados en bolsa (ETFs) de Bitcoin Spot en EE. UU. enfrentaron salidas significativas el 20 de diciembre de 2024, con una salida neta combinada de $277.08 millones, según datos compartidos por Trader T en X (anteriormente Twitter). Esto marca el segundo día consecutivo de declives para los ETFs de Bitcoin, reflejando preocupaciones potenciales sobre el sentimiento del mercado o la toma de ganancias entre los inversores.
La mayoría de las salidas se atribuyeron a fondos prominentes, incluidos ARK Invest’s ARKB, BlackRock’s IBIT, Fidelity’s FBTC y Grayscale’s GBTC. Mientras que la mayoría de los ETFs enfrentaron pérdidas netas, Grayscale Mini BTC y EZBC de Franklin se apartaron de la tendencia con entradas modestas.

Uno, datos macroeconómicos:
1. Índice del dólar: cerró con una caída final de 0.071%, reportando 106.94
2. Precios de bonos del gobierno: la rentabilidad de los bonos del Tesoro a dos años cerró en 4.247%, y la rentabilidad de los bonos a diez años cerró en 4.396%
3. Precio del oro: cerró con una caída final de 1.22%, reportando 2648.39 dólares/onza
4. Petróleo WTI: el petróleo WTI cerró con un aumento de 1.45%, reportando 70.67 dólares/barril
5. Mercado de valores: el Dow Jones cayó 0.20%, marcando la séptima caída consecutiva, y el Nasdaq aumentó 0.12%
6. USDCNY: 7.287
7. Expectativas de aumento de tasas: según el monitor de tasas de la Reserva Federal, la probabilidad de mantener las tasas en 4.50 - 4.75 en diciembre es del 0.4%, y de reducirlas a 4.25 - 4.50 es del 99.6%.

Según datos de Dune, después de casi un año de la actualización de Shapella de Ethereum, el monto de participación de ETH alcanzó los 30,14 millones, con un valor de aproximadamente 73 mil millones de dólares estadounidenses. En este momento, la cantidad de ETH apostada supera el 25% del suministro y hay 942,023 validadores individuales participando en apuestas en la red. Los datos muestran que desde la actualización de Ethereum Shapella, las entradas netas de participación han alcanzado los 10,25 millones de ETH. Sin embargo, las recompensas de apuesta proporcionadas han disminuido significativamente y, a medida que aumenta la participación en la apuesta, generalmente conduce a una disminución en las recompensas para cada apostador. La tasa de recompensa por apuesta ha caído desde un máximo del 8,6% después de la era Shapella a menos del 4% en la actualidad. Los validadores de Lido Finance representan actualmente más del 31% de las apuestas de ETH, los servicios de apuestas de Coinbase ocupan el segundo lugar con el 14% de los datos y Binance ocupa el tercer lugar con el 4% de los datos.

La secretaria del Tesoro de Estados Unidos, Janet Yellen, dijo en una audiencia celebrada por el Comité de Servicios Financieros de la Cámara de Representantes (HFSC) el martes: "El Congreso debería aprobar una legislación para regular las monedas estables y el mercado al contado de criptoactivos no relacionados con los valores".
Yellen reconoció que también se deben hacer cumplir las reglas y regulaciones actuales, citando varias formas en que los activos digitales podrían afectar la estabilidad financiera del país, incluidas las "corridas" en las bolsas o proveedores de monedas estables, así como la volatilidad en el mercado de las criptomonedas. Con respecto a las monedas estables, Yellen dijo que los reguladores federales deberían poder cerrar a los emisores de monedas estables que no cumplan con el "resultado regulatorio" nacional y que es "crítico" brindar protección regulatoria a los poseedores de billeteras de monedas estables. #bitcoinetf

Estimated reading time: 8 minutes ⏳

#bitcoinetf #BTC

February 2024 has marked a watershed moment for Bitcoin and the broader cryptocurrency market. Bitcoin Exchange-Traded Funds (ETFs) have attracted a staggering $2.2 billion in just the last four days of the month, surpassing the inflows for the entire first four weeks. This remarkable surge in investment highlights a growing interest among investors and a significant momentum shift within the financial markets towards cryptocurrency. "The Crypto Sage" delves into the factors driving this phenomenon and its implications for the future of investment in digital assets.
The Surge in Bitcoin ETF Inflows:

In an unprecedented shift, Bitcoin ETFs have seen considerable inflows, totaling $2.2 billion in a brief period. This surge is attributed to several key factors, including the approval of nine Bitcoin ETFs by the U.S. Securities and Exchange Commission (SEC) in early January 2024, competitive management fees, and strong brand recognition of financial giants like BlackRock and Fidelity. Analysts are optimistic, projecting inflows could reach between $50 billion to $100 billion by year-end, underscoring the growing acceptance of Bitcoin as a mainstream investment vehicle.
Dynamics Among Bitcoin ETFs:

While new Bitcoin ETFs have flourished, attracting significant capital, traditional investment vehicles like Grayscale's Bitcoin Trust ETF have faced challenges, experiencing substantial outflows. This shift in capital allocation among various Bitcoin ETFs highlights the competitive landscape and the importance of lower fees and brand strength in attracting investor interest.
Market Outlook and Investor Sentiment:

The influx of investments into Bitcoin ETFs signifies a pivotal moment, following years of regulatory hesitations. It underscores the growing acceptance and institutional interest in cryptocurrency investments. Despite some skepticism and the challenges faced by some firms in attracting capital, the overall sentiment remains bullish, with a strong belief in the potential for Bitcoin ETFs to reshape investment strategies and portfolio diversification.
Strategic Implications for Investors:

Investors are now presented with a more regulated and potentially safer avenue for cryptocurrency investment, thanks to Bitcoin ETFs. This shift towards regulated financial products offers a blend of traditional investment practices with the innovative potential of cryptocurrencies, providing a unique opportunity for portfolio diversification and exposure to the burgeoning digital asset market.

The significant inflows into Bitcoin ETFs in February 2024 highlight a robust and growing appetite among investors for exposure to Bitcoin through regulated financial products. This development marks a significant milestone in the integration of cryptocurrencies into the mainstream financial landscape, signaling a shift in market dynamics and investor preferences. As the cryptocurrency market continues to evolve, Bitcoin ETFs stand as a testament to the potential for digital assets to become a staple in investment portfolios across the globe $BTC .
Here are our Bitcoin ETFs insights:

Strong Market Momentum: The immediate and substantial inflows into Bitcoin ETFs following their approval by the SEC underscore the strong market momentum and investor confidence in these products. The anticipation and subsequent demand reflect a pent-up interest in more regulated, traditional investment vehicles for Bitcoin exposure.Impact of Lower Fees and Brand Recognition: The substantial inflows into ETFs from renowned financial institutions like BlackRock and Fidelity highlight the critical role of lower management fees and strong brand recognition in attracting investments. These factors are pivotal in driving the choice of investors, particularly when comparing new entries like the iShares Bitcoin Trust ETF and Fidelity’s Wise Origin Bitcoin Fund against competitors with higher fees.Shift in Investment Dynamics: The shift of capital from higher-fee products like Grayscale’s Bitcoin Trust ETF to newly introduced ETFs with more competitive fee structures indicates a changing landscape in cryptocurrency investments. This could signify a broader trend towards the consolidation of investments in more cost-effective and reputable ETFs.Growing Institutional Acceptance: The significant inflows and the regulatory approval of Bitcoin ETFs represent a growing institutional acceptance of cryptocurrencies. This evolution marks a departure from years of regulatory hesitations and could catalyze further integration of cryptocurrencies into traditional investment portfolios.Competition and Market Shifts: The competitive dynamics among Bitcoin ETFs, as seen in the outflows from Grayscale and inflows into BlackRock and Fidelity ETFs, reflect the intense competition and the importance of product offerings, fee structures, and brand strength in capturing market share.Comparison with Traditional ETFs and Canadian Market Experience: The comparison highlights the unique position of Bitcoin ETFs within the broader ETF landscape and the cryptocurrency market. Despite the high inflows, the comparison with the Canadian market experience suggests that the U.S. market had a more tempered reception, albeit with significant potential for growth.Investor Sentiment and Market Outlook: The positive investor sentiment towards Bitcoin ETFs, driven by the opportunity for regulated exposure to Bitcoin, is a strong indicator of the potential for cryptocurrencies to become mainstream financial assets. However, the market's long-term adoption and performance will be influenced by regulatory developments, market sentiment, and the ongoing evolution of the cryptocurrency industry.

Disclaimer:
👉Please note that the insights and discussions presented in this article are for informational purposes only and should not be construed as financial advice. 'The Crypto Sage' seeks to illuminate the dynamic world of cryptocurrency through analysis and storytelling, aiming to educate and inspire our readers. As the digital asset landscape is highly volatile and subject to rapid changes, we encourage all investors to conduct their own thorough research, consider their financial situation, and, if necessary, consult with a professional financial advisor before making any investment decisions. Venture wisely into the realm of cryptocurrencies, armed with knowledge and prudence.
References:
Almazora, L. (2024, February 5). After SEC OK, US bitcoin ETFs saw $30 billion in net inflows. InvestmentNews. Retrieved from investmentnews.Geraci, N. (2024, February 3). BlackRock and Fidelity Bitcoin ETFs reach top 10 in January flows. Cointelegraph. Retrieved from cointelegraph.Holmes, F. (2023, October 31). Bitcoin ETFs And The Path To Mainstream Adoption. Seeking Alpha. Retrieved from seekingalpha.
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