中国基金报记者 伊万
Reporter of the China Foundation, Ivan.
美股市场4月的最后一天，比特币价格跌破6万美元，创下了该加密货币近两年来最糟糕的单月表现。
On the last day of the United States stock market in April, the price of Bitcoin fell by $60,000, creating the worst single-month performance of the encrypted currency in nearly two years.
美股尾盘时，比特币盘中跌破6万美元，部分平台交易价跌至5.92万美元下方，较日高跌超5000美元、跌超8%。截至发稿，比特币兑美元徘徊在6万美元上下，最近24小时跌超5%。
At the end of the US stock drive, the bitcoin fell by $60,000, and some of the platform's trading prices fell below $592 million, dropping by over $5,000 a day and by over 8 per cent. By the time of the release, the bitcoin was hovering over $60,000 against the dollar, and by 5 per cent in the last 24 hours.
根据加密货币检测网站coinglass数据，最近24小时有约11.7万人爆仓，爆仓总金额为3.81亿美元。
According to the encrypted currency testing website coinglass, there have been approximately 117,000 explosions in the last 24 hours, with a total of $381 million.
4月累跌约16%?
乐观情绪正在消退
The optimism is fading
事实上，比特币4月跌去超过1万美元，累跌约16%，是2022年11月昔日全球第二大加密货币交易所FTX破产以来表现最糟糕的一个月。
Indeed, Bitcoin fell by more than $10,000 in April, falling by about 16 per cent, the worst month since the bankruptcy of the world's second largest encrypted currency exchange, FTX, in November 2022.
而围绕比特币的美国交易所交易基金 (ETF) 的乐观情绪也正在消退。
And the optimism surrounding the United States Exchange Trading Fund (ETF) in Bitcoin is fading.
美国比特币ETF的狂热在3月将比特币推至近7.4万美元的创纪录高点，但随着市场对联准会 (Fed) 降息预期的降低，对高风险投资的需求受到打击，流入比特币产品的资金已大幅减少。根据彭博数据，截至4月29日，11档比特币现货ETF当月净流出1.82亿美元。值得注意的是，这些ETF曾在3月获得46亿美元的净流入。
The passion of the United States’ Bitcoin ETF pushed bitcoin to a record high of almost $74,000 in March, but the demand for high-risk investments was hit by a reduction in market interest expectations for the Fed, which, according to Bloomberg data, had resulted in a net outflow of $182 million by the end of the month. It is noteworthy that these ETFs had received a net inflow of $4.6 billion in March.
美股加密货币相关公司的股票跌幅则超过了比特币跌幅。Bakkt Holdings跌32.63%，MicroStrategy跌17.63%，Marathon Digital Holdings Inc.跌10.93%，CleanSpark跌10.25%，Riot Platforms跌8.75%。
US-encrypted money-related companies experienced a stock decline of more than the Bitcoins. Bakkt Holdings fell 32.63%, MicroStrategy by 17.63%, Marathon Digital Holdings Inc. by 10.93%, CleanSpark by 10.25% and Riot Platforms by 8.75%.
市场曾非常期待四年一度的的比特币减半，但自4月19日发生以来，其影响似乎微乎其微，并未如预期一般持续推高比特币的价格。
The market had very much expected to halve the four-year bitcoin, but since 19 April its impact had seemed minimal and had not consistently pushed the price of bitcoin up as expected.
“停滞性通胀”似乎是本月比特币暴跌的重要原因。加密货币交易公司QCP Capital在研究报告中指出，“停滞性通胀”的威胁是非常真实的。报告写道，美国GDP数据弱于预期表明经济增长放缓，而核心个人消费支出（PCE）指数偏高则意味着，通胀问题仍将是联准会（Fed）的眼中钉。
The threat of stagnating inflation is very real, as QCP Capital, an encrypted money-trading company, pointed out in its study. The report wrote that US GDP data were weak than expected to indicate a slowdown in economic growth, while the high core personal consumption expenditure (PCE) index meant that inflation would remain at the center of Fed’s eyes.
根据《BeInCrypto》报道，比特币分析师Murad Mahmudov预测，比特币震荡的走势可能会持续到夏天。在这段期间，投资者将找寻线索，以判断当前的走势是筑底还是已经触顶。
According to BeinCrypto, a Bitcoin analyst, Murad Mahmudov, predicts that the trend of a Bitcoin shock may continue into the summer. During this period, investors will look for clues to determine whether the current trend is at the bottom or at the top.
投资者将目光转向香港市场加密货币产品
Investors turn their eyes to an encrypted currency product on the Hong Kong market
尽管一些分析师提出了悲观预测，但知名比特币企业家Lark Davis仍看好后市产业发展。他援引Morgan Stanley参与比特币现货ETF的新闻指出，传统金融机构对加密货币的接受度越来越高。
Despite pessimistic predictions by some analysts, the well-known Bitcoin entrepreneur, Lark Davis, is still looking at post-market industrial development. Citing Morgan Stanley’s involvement in Bitcoin’s spot ETF news, he noted that traditional financial institutions were becoming more receptive to encrypted money.
他还认为，香港核准比特币与以太币现货ETF上市交易，可能会引起亚洲机构投资者的巨大兴趣。Davis表示，如果你仍然感到悲观，你需要知道这一点，越来越多的机构投资者正在加入。
He also argued that Hong Kong’s approval of a spot exchange between bitcoin and ETF could be of great interest to Asian institutional investors. Davis said that if you still feel pessimistic, you need to know this, and more and more institutional investors are joining.
据港交所数据，截至4月30日，6支香港首批发行的虚拟资产现货ETF的总交易量约为8758万港元，其中华夏产品占比近57%。比特币（BTC）现货ETF交易方面，华夏旗下ETF交易量为3716万港元，嘉实1789万港元，博时1244万港元。以太币（ETH）ETF交易方面，华夏旗下ETF交易量为1266万港元，嘉实录得495万港元，博时为248万港元。
As at 30 April, the total volume of six of Hong Kong’s first-distributed real-asset spot ETF transactions was approximately HK$87.58 million, of which China’s summer products accounted for nearly 57%. In respect of the Bitcoin (BTC) spot ETF transactions, the amount of ETF transactions under China’s flag was HK$37.16 million, HK$17.89 million, and HK$12.44 million at Bo. In the case of the ETF transactions under China’s flag, HK$12.6 million, and HK$4.95 million and HK$2.4 million at Bo.
香港交易所表示，虚拟资产现货ETF的推出将会增加香港市场的产品种类，为投资者提供更加丰富的选择，巩固香港作为亚洲领先ETF市场的地位。
The Hong Kong Exchange indicated that the introduction of the virtual assets spot ETF would increase the range of products in the Hong Kong market, provide investors with more options and consolidate Hong Kong's position as the leading Asian ETF market.
彭博智库分析师Rebecca Sin预计，香港上市的加密资产ETF可能在未来两年内能够积累10亿美元。
Rebecca Sin, an analyst for the Bloomberg think tank, expects that the encrypted asset ETF in Hong Kong may accumulate $1 billion over the next two years.
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