由于伊朗重新开放霍尔木兹几个小时，美国比特币 ETF 吸纳 6.64 亿美元，创 1 月份以来最大单日流入量
Burns Brief
4 月 17 日，美国上市的现货比特币交易所交易基金 (ETF) 录得自 1 月以来最大的单日资本流入，因中东一条重要航线的重新开放引发……市场参与者正在仔细权衡其影响，结果可能取决于更广泛的宏观条件和交易量。观察 BTC 的反应——高于或低于关键水平的决定性走势将确认下一个趋势。
US-listed spot Bitcoin exchange-traded funds (ETFs) recorded their largest single-day capital inflow since January on April 17, as the reopening of a critical Middle Eastern shipping route sparked a broader market rotation into risk assets. According to SoSoValue data , the 12 products drew approximately $664 million in fresh capital on April 17. US Bitcoin ETFs Daily Inflows Since January 2026 (Source: SoSoValue) The surge was catalyzed by an announcement from Iran’s foreign minister that the Strait of Hormuz had reopened to commercial shipping for the duration of the ceasefire. The development, subsequently confirmed by US President Donald Trump, alleviated immediate fears of global energy supply disruptions. This macroeconomic relief triggered a massive daily allocation into spot Bitcoin ETFs . BlackRock's iShares Bitcoin Trust (IBIT) led the pack, absorbing $284 million on Friday alone. Fidelity's Wise Origin Bitcoin Fund (FBTC) followed with $163.4 million, while the ARK 21Shares Bitcoin ETF (ARKB) took in $117.9 million. Morgan Stanley’s newly launched MSBT fund also captured $16.6 million during the session, demonstrating early traction for the wealth management giant's bespoke offering. Caution remains Despite the robust headline figures, market analysts remain cautious about the structural integrity of Bitcoin's current rally. Ecoinometrics, a digital asset analytics platform, noted that while recent flows indicate active market participation, they lack the compounding momentum indicative of a sustained breakout. According to the firm, the market's current environment can be described as “participation without urgency” because the industry is still seeing chunks of outflows. It explained: “The daily data is inconsistent. Inflows are interspersed with outflows, and more importantly, we haven’t seen any of the large single-day inflows that typically mark a strong wave of demand. When a rally is backed by conviction, flows will cluster and build momentum. That
Key Takeaways
- According to SoSoValue data , the 12 products drew approximately $664 million in fresh capital on April 17
- The development, subsequently confirmed by US President Donald Trump, alleviated immediate fears of global energy supply disruptions
- This macroeconomic relief triggered a massive daily allocation into spot Bitcoin ETFs
- BlackRock's iShares Bitcoin Trust (IBIT) led the pack, absorbing $284 million on Friday alone
- Fidelity's Wise Origin Bitcoin Fund (FBTC) followed with $163