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[虚拟币交流]
以太坊 ETF 流入资金达 18.5 亿美元——是比特币的 25 倍！（转）
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ETH ETF 的周净流入量是 BTC ETF 的 25 倍，推动 CME ETH 基差交易量接近 12%。现在能达到 4000 美元吗？! E( D! I6 |5 C4 }8 W
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以太坊[ETH]已经翻转比特币[BTC]ETF 流入量。7 月 21 日至 25 日当周，ETH ETF 净流入 18.5 亿美元，约为 BTC ETF 净流入量 7200 万美元的 25 倍。5 e5 Y& Y R! O! ]+ ]/ J" }
* |$ o# l3 Z& V% h2 `目前，ETH ETF 组合持有的总资产超过 200 亿美元。其中一半是由贝莱德的ETHA 最近突破了 100 亿美元。
# E4 s5 f, m7 Y' p; h/ F' L1 ]
2 M H9 J5 v, n: m, o) g* }对冲基金追逐ETH基差交易
# I g, W% |: \. N但 ETH ETF 的显著流动似乎主要是由寻求基础交易的对冲基金推动的。
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这是基金买入现货 ETH ETF 并在 CME（芝加哥商品交易所）期货上做空资产时出现的价差。$ |5 B5 J; v) X0 @0 f) F
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事实上，芝商所期货未平仓合约也强化了上述基础交易论点。Velodata显示，ETH 的兴趣激增至近 200 万个硬币，而 CME 期货上的 BTC 只有 15 万个。& k9 R5 f6 ^4 C0 u' @6 ]
8 `: B3 Q$ w7 f此外，ETH CME 年化基差本周从 8% 飙升至近 12%。
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k$ ~! X" ^* \6 @* S4 b同期，BTC 基差上涨了 9.4%，证实了过去一周 ETH ETF 资金流与 BTC 资金流的差异可能是由基差交易推动的。
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x- g4 N( \9 [; _ETH/BTC 比率则表明情况并非如此! ~# g1 M/ p* K
事实上，ETF 流量的巨大差异几乎没有影响 ETH/BTC 比率，该比率是衡量顶级加密资产之间资本轮换的指标。& N4 I; U: W- ?4 O+ |
2 f' V8 e, [* h8 z% O. @5 w与前一周 ETH/BTC 上涨 28%（这意味着资金从 BTC 转向 ETH）不同，该指标静音 本星期。) m/ U$ O9 x7 X5 }7 \) d1 g6 I% g
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难怪大多数山寨币的价格下降，因为 ETH/BTC 比率是山寨币市场领域的晴雨表之一。
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现货需求也受到追捧5 q) e) U( s' @9 T2 b& h) J
但现货 ETH 也存在真正的需求，尤其是来自财务公司领先预期的稳定币和代币化热潮。
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% W: u7 b8 p9 O0 j事实上，Ark Invest 的 Cathie Wood著名的最近从验证者那里赎回 ETH 的热潮部分是受到 ETH 国库券需求的推动，因为 ETH 国库券的潜在回报为 2 倍。
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' a9 P ]/ i: f- S9 e' C, x/ @Coinbase 分析师也强调了类似的立场，额外,2 l6 ^! q- \9 `2 p' m
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“我们认为，这（解除质押需求）描绘了市场为了应对收益机会的变化而重新分配资本的图景，而不是对 ETH 或生态系统失去信心。”
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这种转变是合理的。质押奖励仅为 3%，而基础交易的奖励高达 12%，几乎是 ETH 资金库潜在回报的 2 倍。' b" s9 ~- S$ V: V7 Q, h
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ETH 这波像换了马达，ETF 热钱狂涌、基差狂飙、CME爆仓量创新高，4000美金不是梦，关键就看现货跟不跟！
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