Analyza toku kapitalu do Bitcoin ETF
Celkem BTC v ETFs
1,131,300
~5.70% circulating supply
Celkove AUM
$106.6B
10 ETF fondu
Net flow 7d
+2,072M
USD za poslednich 7 dni
Net flow 30d
+6,875M
USD za poslednich 30 dni
| ETF | Issuer | AUM | BTC | Fee | Flow 7d | Flow 30d |
|---|---|---|---|---|---|---|
IBIT | BlackRock | $56.2B | 597,200 | 0.25% | +1,008M | +3,306M |
FBTC | Fidelity | $21.1B | 205,800 | 0.25% | +612M | +2,047M |
GBTC | Grayscale | $16.8B | 195,300 | 1.50% | +47M | -37M |
ARKB | ARK/21Shares | $4.9B | 52,100 | 0.21% | +218M | +741M |
BITB | Bitwise | $4.1B | 43,600 | 0.20% | +179M | +439M |
HODL | VanEck | $1.4B | 14,900 | 0.20% | -21M | +158M |
BRRR | Valkyrie/CoinShares | $0.9B | 9,600 | 0.25% | +2M | +75M |
BTCO | Invesco | $0.6B | 6,400 | 0.25% | +16M | +127M |
EZBC | Franklin Templeton | $0.5B | 5,300 | 0.19% | +5M | +23M |
BTCW | WisdomTree | $0.1B | 1,100 | 0.30% | +7M | -3M |
Net flow 7d: +2,072M USD
Silne pritoky do BTC ETF. Institucionalm kapital plyne do Bitcoinu, coz je jasny bullish signal. IBIT (BlackRock) vede trh.
GBTC efekt:
Grayscale GBTC s poplatkem 1.50% zaznamenal vyrazne odtoky po konverzi na spot ETF. Investori presli do levnejsich alternativ (IBIT 0.25%, EZBC 0.19%). Odtoky z GBTC se postupne zpomaluji, coz snizuje prodejni tlak na trhu.
BlackRock dominance:
IBIT drzi 52.8% vsech BTC v ETF fondech. BlackRock je nejvetsi asset manager na svete ($10T+ AUM) a jeho vstup do BTC legitimizoval Bitcoin jako investicni tridu pro institucionalniho investora. Pokracujici pritoky do IBIT jsou klicovym ukazatelem institucionalniho zajmu.
Supply impact:
ETF fondy drzi celkem 1,131,300 BTC, coz je ~5.70% cirkulujiciho supply. Denne se vytezi ~450 BTC (po halvingu 2024). Pri soucasnych tempech pritoků ETF kupuji nasobne vice BTC nez mineri vyproduji, coz vytvari strukturalni nabidkovy deficit.