来源：市场资讯 （来源：吴说） Bitwise 顾问 Jeff Park 澄清称，近期关于 "纳斯达克取消 IBIT 期权持仓限制、给予华尔街无限杠杆" 的 说法不属实。相关调整实为拟取消 FBTC、ARKB、HODL 及以太坊 ETF 原有 2.5 万份期权持仓上限， 使其与 IBIT、BITB 现行 25 万份标准上限一致，以纠正此前对加密资产的非标准限制。Jeff Park 同时 指出，IBIT 提高至 100 万份期权持仓上限的申请虽已于去年 11 月提交，但尚未获批，目前仍维持 25 万份。 ...

Core Insights - U.S. spot Bitcoin exchange-traded funds (ETFs) saw a significant turnaround in investor flows on February 2, attracting nearly $562 million in net daily flows after weeks of substantial net outflows [1][2] - The cumulative net inflows for all U.S. Bitcoin spot ETFs reached $55.57 billion, marking one of the largest single-day inflows since early January [1] Group 1: Market Dynamics - The inflow recovery followed a challenging period for Bitcoin-linked investment products, with spot ETFs experiencing heavy redemptions totaling $817.87 million on January 29 and $509.70 million on January 30 [3] - Major stock indexes have been declining since October, contributing to thin trading in both conventional and crypto markets, with total net assets held by U.S. Bitcoin spot ETFs dropping to $100.38 billion from over $125 billion in mid-January [4] - Despite the inflow surge, the decline in total net assets reflects Bitcoin's price drawdown rather than a decrease in ETF participation [4] Group 2: Trading Activity - Trading activity rebounded alongside inflows, with the total daily traded value across spot Bitcoin ETFs reaching $7.68 billion, indicating active repositioning rather than passive inflows [5] - BlackRock's iShares Bitcoin Trust remained the largest fund, holding $60.17 billion in net assets, while Fidelity's FBTC led the day in inflows with $153.35 million, bringing its cumulative inflows to $11.43 billion [6] - Grayscale's GBTC saw no new inflows and faced cumulative net outflows of $25.70 billion, while other issuers like Bitwise, ARK Invest, and VanEck reported positive flows [7]

Group 1 - Bitcoin spot exchange-traded funds (ETFs) experienced a significant outflow of $243.24 million on January 6, raising questions about the sustainability of the recent rally [1] - Cumulative net inflows across all U.S. spot Bitcoin ETFs since launch reached $57.54 billion, with total assets held amounting to $120.85 billion, representing approximately 6.54% of Bitcoin's total market capitalization [2] - Trading activity remained robust, with $4.33 billion in value exchanged across the funds on the day, indicating repositioning rather than a mass exit [2] Group 2 - BlackRock's iShares Bitcoin Trust recorded a daily net inflow of $228.66 million, holding $72.15 billion in net assets and cumulative inflows of $62.98 billion, making it the largest Bitcoin ETF [3] - The overall outflow was primarily driven by redemptions from other funds, with Fidelity's FBTC experiencing the largest outflow of $312.24 million, while Grayscale's GBTC saw $83.07 million exit [4] - Grayscale's newer low-fee BTC product also faced a $32.73 million outflow, while other funds like ARK 21Shares' ARKB and VanEck's HODL recorded smaller redemptions [5] Group 3 - Despite the outflow on January 6, Bitcoin ETFs had a strong start to the year, with net inflows of $697.25 million on January 5 and $471.14 million on January 2 [6] - Weekly flows remained positive, with $454.01 million added by the week ending January 6, and January has already logged $925.15 million in net inflows, reversing December's $1.09 billion outflow [6]

Core Insights - 21shares, a cryptocurrency ETP issuer, has launched six new cryptocurrency ETP products on Nasdaq Stockholm, increasing its total offerings on the exchange to 16 [1] Group 1: New Product Launch - The newly added products include Aave (AAVE), Cardano (AADA), Chainlink (LINK), Polkadot (ADOT), and two cryptocurrency basket index products (HODL, HODLX) [1] Group 2: Market Demand - The initiative is a response to the ongoing demand for compliant cryptocurrency asset allocation in the Nordic market [1]

Market Trend - HODL reached 18 million with 9 million volume today [1] - Binance posted HODLer [1] Investment Opportunity - Investor suggests buying $HODL [1]

Core Insights - Bitcoin and Ethereum exchange-traded funds (ETFs) experienced significant outflows, totaling $244 million on September 23, following a $439 million exit the previous day, indicating a trend of investor withdrawals amid market repositioning around the Federal Reserve's recent rate cut and upcoming U.S. inflation data [1][5]. Group 1: ETF Outflows - Bitcoin spot ETFs recorded net outflows of $103.6 million on September 23, with Fidelity's FBTC leading the withdrawals at $75.6 million, followed by ARK 21Shares' ARKB with $27.9 million [2]. - Ethereum ETFs faced even larger redemptions, with $140.7 million flowing out in a single day, primarily driven by Fidelity's FETH, which accounted for $63.4 million in outflows [3][4]. - On September 22, Bitcoin products lost $363 million, with Fidelity's FBTC again leading the redemptions at $276.7 million, while Ethereum funds saw $76 million withdrawn [4]. Group 2: Current ETF Holdings - As of September 23, Bitcoin spot ETFs hold $147.2 billion in net assets, representing 6.6% of Bitcoin's total market capitalization, with cumulative inflows of $57.25 billion [5]. - Ethereum spot ETFs currently hold $27.5 billion in net assets, accounting for 5.45% of the total Ethereum market, with cumulative inflows reaching $13.7 billion [5]. Group 3: Recent Market Activity - The recent outflows occurred just one week after digital asset products saw nearly $1.9 billion in inflows, following the Federal Reserve's first interest rate cut of 2025, which had previously spurred renewed investor demand for crypto exposure [5][6]. - During the week prior to the outflows, Bitcoin funds attracted $977 million, while Ethereum products recorded $772 million, marking a year-to-date record of $12.6 billion for Ether-backed products [6].

Market Trends - Yesterday saw the highest Bitcoin (BTC) inflows in the last 2 months [1] - Total net flow for Bitcoin was $7415 million [1] ETF Performance - IBIT experienced inflows of $2112 million [1] - FBTC saw inflows of $299 million [1] - BITB recorded inflows of $444 million [1] - ARKB had inflows of $1451 million [1] - GBTC experienced inflows of $89 million [1]

Market Performance - LBank achieved the No 1 ranking in 100X Gems [1] - LBank's returns were 90% higher than other CEXs (Centralized Exchanges) [1] - LBank held the No 1 position in premiere meme volume market share [1] Meme Coin Performance on LBank - $CLIPPY experienced a growth of +1,358% with a 1176% share [1] - LITTLEGUY saw a growth of +804% with a 3021% share [1] - $HODL increased by +320% with a 5628% share [1] - MAD1 grew by +303% with a 5079% share [1] - $LIZARD increased by +225% with a 1231% share [1] Industry Position - LBank is establishing itself as a leader in meme coin listings and performance [1]