Соединенные Штаты стремительно восстанавливают свои позиции как глобальный лидер на рынке криптовалют. Это возрождение обусловлено двумя ключевыми факторами: перспективой возвращения Дональда Трампа в Белый дом в 2025 году и феноменальным успехом американских биржевых фондов (ETF) на криптовалюты.
Обещания Трампа преобразовать Америку в мировой центр криптовалют уже оказывают значительное влияние на рынок. Это видение в сочетании с триумфальным запуском биткойн ETF в начале 2024 года спровоцировало беспрецедентный уровень активности на торговых платформах.

Спотовые Bitcoin ETF в США столкнулись с значительными выводами 20 декабря 2024 года, с общими чистыми выводами в размере $277.08 миллионов, согласно данным, предоставленным Trader T в X (ранее Twitter). Это отмечает второй последовательный день снижения для Bitcoin ETF, отражая потенциальные опасения по поводу рыночного настроения или фиксации прибыли среди инвесторов.
Большинство выводов были связаны с известными фондами, включая ARK Invest’s ARKB, BlackRock’s IBIT, Fidelity’s FBTC и Grayscale’s GBTC. Хотя большинство ETF столкнулись с чистыми потерями, Grayscale Mini BTC и Franklin’s EZBC изменили тенденцию с умеренными притоками.

Один. Макроэкономические данные:
1. Индекс доллара: в итоге упал на 0,071%, составив 106,94
2. Цены на государственные облигации: доходность двухлетних госбумаг США составила 4,247%, доходность десяти летних госбумаг США составила 4,396%
3. Цены на золото: в итоге упали на 1,22%, составив 2648,39 долларов США за унцию
4. Нефть WTI: цена на нефть WTI выросла на 1,45%, составив 70,67 долларов США за баррель
5. Фондовый рынок: индекс Доу Джонса упал на 0,20%, что стало седьмым подряд днем снижения, индекс NASDAQ вырос на 0,12%
6. USDCNY: 7,287
7. Ожидания повышения процентных ставок: согласно индикатору ставок ФРС, вероятность сохранения ставки на уровне 4,50 - 4,75% в декабре составляет 0,4%, вероятность снижения до 4,25 - 4,50% — 99,6%.

According to Dune data, after nearly a year of Ethereum's Shapella upgrade, the ETH staking amount has reached 30.14 million, worth about 73 billion US dollars. At this time, the amount of ETH staked exceeds 25% of the supply, and there are 942,023 individual validators participating in staking on the network. The data shows that since the Ethereum Shapella upgrade, net staking inflows have reached 10.25 million ETH. However, the provided staking rewards have dropped significantly, and as staking participation increases, it usually leads to a decrease in rewards for each staker. The staking reward rate has dropped from a peak of 8.6% after the Shapella era to below 4% now. Lido Finance validators currently account for more than 31% of ETH staking, Coinbase staking services rank second with 14% of the data, and Binance ranks third with 4% of the data.
#bitcoinetf

Министр финансов США Джанет Йеллен заявила на слушаниях, проведенных Комитетом по финансовым услугам Палаты представителей (HFSC) во вторник: «Конгресс должен принять закон, регулирующий стейблкоины и спотовый рынок криптоактивов, не связанных с безопасностью».
Йеллен признала, что действующие правила и положения также должны обеспечивать соблюдение, сославшись на различные способы, которыми цифровые активы могут повлиять на финансовую стабильность страны, включая «набеги» на биржи или поставщиков стейблкоинов, а также волатильность на рынке криптовалют. Что касается стейблкоинов, Йеллен сказала, что федеральные регуляторы должны иметь возможность закрывать эмитентов стейблкоинов, которые не соответствуют национальным «регулятивным практическим показателям», и что «критически важно» обеспечить нормативную защиту держателей кошельков стейблкоинов. #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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