Foresight News 消息,Matrixport 发文称,尽管比特币 ETF 的资金流入并非完全平稳,但规模相当可观:2024 年流入了 340 亿美元,2025 年又增加了 220 亿美元。这种持续的买盘资金为比特币价格提供了有力支撑。值得注意的是,尽管受第一季度特朗普关税冲击影响开局缓慢,但在 10 月下旬的 FOMC 会议之前,2025 年的资金流入速度实际上一直快于 2024 年。资金流在年中急剧加速,随后在第四季度出现停滞。这种调整似乎更多是周期性而非结构性的,这表明 2026 年可能会迎来新一轮且可能更强劲的比特币 ETF 资金流入,这将成为推升币价的重要助推因素。
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