Statele Unite își recâștigă rapid poziția de lider global pe piața criptomonedelor. Această revenire este determinată de doi factori cheie: perspectiva revenirii lui Donald Trump la Casa Albă în 2025 și succesul fenomenal al fondurilor de investiții în criptomonede (ETFs) din America.
Promisiunile de campanie ale lui Trump de a transforma America în hub-ul mondial al criptomonedelor au început deja să aibă un impact semnificativ asupra pieței. Această viziune, împreună cu lansarea triumfală a ETF-urilor pe Bitcoin la începutul anului 2024, a determinat un nivel fără precedent de activitate pe platformele de tranzacționare.

Fondurile tranzacționate pe piețele spot Bitcoin din SUA (ETF-uri) s-au confruntat cu fluxuri semnificative pe 20 decembrie 2024, cu un flux net combinat de $277.08 milioane, conform datelor partajate de Trader T pe X (fost Twitter). Aceasta marchează a doua zi consecutivă de scăderi pentru ETF-urile Bitcoin, reflectând posibile îngrijorări legate de sentimentul pieței sau realizarea profitului de către investitori.
Majoritatea fluxurilor negative au fost atribuite fondurilor proeminente, inclusiv ARK Invest’s ARKB, BlackRock’s IBIT, Fidelity’s FBTC și Grayscale’s GBTC. În timp ce majoritatea ETF-urilor s-au confruntat cu pierderi nete, Grayscale Mini BTC și Franklin’s EZBC au contrazis tendința cu fluxuri modeste.

一、宏观经济数据：
1. Indicele dolarului: s-a încheiat cu o scădere de 0.071%, ajungând la 106.94
2. Prețul obligațiunilor: randamentul obligațiunilor de stat pe 2 ani s-a încheiat la 4.247%, iar cel pe 10 ani la 4.396%
3. Prețul aurului: s-a încheiat cu o scădere de 1.22%, ajungând la 2648.39 dolari/uncie
4. Țiței WTI: Țițeiul WTI a crescut cu 1.45%, ajungând la 70.67 dolari/baril
5. Piața de capital: Dow Jones a scăzut cu 0.20%, înregistrând a șaptea zi consecutivă de scădere, Nasdaq a crescut cu 0.12%
6. USDCNY: 7.287
7. Așteptările privind creșterea ratei dobânzii: conform indicatorului de rată al Rezervei Federale, probabilitatea ca rata să rămână la 4.50 - 4.75 în decembrie este de 0.4%, iar scăderea la 4.25 - 4.50 este de 99.6%.

Potrivit datelor Dune, după aproape un an de upgrade Shapella de la Ethereum, suma de miză ETH a ajuns la 30,14 milioane, în valoare de aproximativ 73 de miliarde de dolari SUA. În acest moment, cantitatea de ETH mizată depășește 25% din aprovizionare și există 942.023 de validatori individuali care participă la miza în rețea. Datele arată că, de la upgrade-ul Ethereum Shapella, intrările nete de mize au ajuns la 10,25 milioane ETH. Cu toate acestea, recompensele oferite de miza au scăzut semnificativ și, pe măsură ce participarea la miza crește, aceasta duce de obicei la o scădere a recompenselor pentru fiecare participant. Rata recompensei de miză a scăzut de la un vârf de 8,6% după era Shapella la sub 4% acum. Validatorii Lido Finance reprezintă în prezent mai mult de 31% din staking ETH, serviciile de staking Coinbase ocupă locul al doilea cu 14% din date, iar Binance ocupă locul trei cu 4% din date.

美国财政部长Janet Yellen周二在众议院金融服务委员会（HFSC）举行的听证会上表示：“国会应通过立法，对稳定币以及非证券加密资产现货市场进行监管”。
Yellen承认当前的规则和法规也应该得到执行，并列举了数字资产可能影响国家金融稳定的各种方式，包括交易所或稳定币提供商的“挤兑”，以及加密货币市场的波动。关于稳定币，Yellen表示，联邦监管机构应该能够关闭不符合全国“监管底线”的稳定币发行商，为稳定币钱包持有者提供监管保护“至关重要”。 #bitcoinetf

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#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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