美国现货比特币和以太坊ETF持续遭遇资金流出。在9月29日至10月8日的八个交易日内,比特币基金净流出约5.07亿美元,以太坊基金净流出约6.35亿美元。
比特币方面,10月7日是最糟糕的一天:净流出4.849亿美元,为该期间最大。次日又流出2.441亿美元。在10月6日小幅流入1.11亿美元之后,这是一次逆转。比特币从10月5日的85,700美元上方跌至10月8日的81,754美元,下跌约4.7%。
以太坊的走势更加单边。八天全部以净流出收盘,仅10月6日以来就净流出4.291亿美元。同期ETH从约2,710美元跌至2,475美元,跌幅超过8%。
ETF每日净流量(百万美元)
| 日期 | BTC价格 | BTC流量 | ETH价格 | ETH流量 |
|---|---|---|---|---|
| 08-10-26 | $81,754 | -$244.1M | $2,475 | -$72.6M |
| 07-10-26 | $83,322 | -$484.9M | $2,574 | -$154.6M |
| 06-10-26 | $85,550 | +$111.0M | $2,697 | -$201.9M |
| 05-10-26 | $85,767 | -$89.8M | $2,710 | -$50.8M |
| 02-10-26 | $84,518 | +$187.5M | $2,669 | -$37.4M |
| 01-10-26 | $84,880 | +$95.7M | $2,706 | -$55.4M |
| 30-09-26 | $83,624 | -$148.7M | $2,686 | -$59.6M |
| 29-09-26 | $83,664 | +$66.2M | $2,678 | -$2.8M |
| 合计 | -$507.1M | -$635.1M |
分化十分明显。10月初比特币仍有数天净流入,例如10月2日的1.875亿美元,而以太坊一天也没有。只要流出持续,机构需求就仍是价格的拖累。资金重新流入将是复苏的第一个信号。
⚠️ RISK WARNING & AI DISCLOSURE
- This information is generated by Artificial Intelligence (AI) and complex algorithms. While advanced, these systems can contain errors or inaccuracies and are for educational purposes only.
- Technical analysis provides no guarantees; this information is purely informative.
- All discussed scenarios are hypothetical and do not constitute predictions or expectations.
- Past performance is not an indicator of future results.
- This is not financial advice and is not intended as a call-to-action for the reader.
- No implicit direction is claimed, and no specific behavior of market participants is suggested.

