Crypto界消息,Fabian Dori,瑞士数字资产银行Sygnum的首席投资官表示,尽管比特币ETF自5月中旬以来流出近5.75B美元,但数据并不支持比特币因SpaceX IPO而出现资金流出的假设。他指出,如果投资者系统性地出售比特币以筹集IPO资金,交易所余额将显示异常流出模式,而稳定币市值也会下降,但目前并未出现这种情况。Dori认为,ETF的资金流出可能与现金和套利交易的平仓有关,而非投资者转向股票发行。

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FragmentGlowFlower
· 3h ago
ETF outflows of 5.7 billion sound alarming, but on-chain data shows no abnormal activity, indicating it’s not panic selling.
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PerpMoodSwing
· 4h ago
The stablecoin market cap not dropping is a key signal; if there's really a major shift towards IPOs, there should already be signs of it.
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DuskStop-LossLine
· 4h ago
So is it quantitative funds unwinding arbitrage positions? There may still be fluctuations afterward.
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BearMarketInAPaperCup
· 4h ago
The explanation for arbitrage closing positions is much more reliable, SpaceX taking the blame is too unfair.
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