Matrixport：目前ETF卖压似乎已暂停，对冲基金可能在3月下旬重新评估套利机会
2025-03-03 07:33:06
3月3日加密货币市场动态分析：比特币ETF资金流出创纪录
据Matrixport最新市场分析报告显示，自2024年1月比特币现货ETF获批上市以来，本月资金流出规模创下历史新高。这一现象主要与对冲基金调整基差交易策略密切相关，具体表现为做多ETF同时做空期货的对冲操作。
值得注意的是，这一资金流出趋势与美联储2024年12月FOMC会议后的市场表现高度吻合。数据显示，芝商所（CME）比特币期货未平仓合约在此期间大幅减少80亿美元，这一降幅已超过ETF总资金流入规模的20%。
市场分析师指出，2月期货合约的到期交割可能是导致近期抛售压力的另一重要因素。不过，目前市场已基本消化这一影响。Matrixport预测，随着这些短期因素的逐步消退，对冲基金可能会在3月下旬重新评估市场状况，并寻找新的套利机会。
从当前市场表现来看，ETF的抛售压力已出现明显缓解迹象。这一变化可能预示着市场即将进入新的平衡阶段。
对投资者的影响：
1. 短期市场波动可能加剧，投资者需警惕风险
2. 套利机会窗口可能重新开启，专业投资者可重点关注
3. 市场情绪趋于稳定，长期投资者可考虑逐步建仓
4. 需密切关注美联储政策动向对加密货币市场的传导效应
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