“木頭姐”轉道投資加拿大比特幣ETF
“木頭姐”Cathie Wood旗下的Ark Investment Management正在尋求押注數字資產的新方式,該公司將允許旗下的一隻基金投資加拿大比特幣ETF。
上週五晚,該公司調整了資管規模57億美元的ARK Next Generation互聯網ETF(ARKW.US)的的招股說明書,表示該基金將通過“註冊在加拿大的交易所交易基金”把加密貨幣的風險敞口納入其中。
此前,專注於區塊鏈,資管規模約爲13億美元Amplify Transformation Data Sharing ETF (BLOK.US)上週被證明持有三個加拿大比特幣ETF的少量股份。
在規模6.8萬億美元的美國ETF市場,投資者和發行者仍在等待監管機構批準投資於加密貨幣的ETF產品。雖然加拿大和歐洲已經批準了部分產品,但美國證券交易委員會(SEC)仍積壓着大量比特幣ETF的申請。Ark就是其中之一,它已與瑞士21Shares AG合作,提交了在美國成立一隻比特幣ETF的計劃。
據統計,ARKW已經擁有一些比特幣敞口,該基金大約5.5%的資金投資於灰度比特幣信託(GBTC.US)。
這個300億美元的投資工具灰度比特幣信託可以說是投資者通過基金投資美國加密貨幣最簡單的方式之一,但它的結構使其效率低下,而且其價值經常與所持有的比特幣相分離。
截至上週五,自今年2月加拿大推出首隻比特幣ETF以來,GBTC下跌了約20%。名爲“Purpose比特幣ETF”(BTCC.US)的ETF下跌了9%。ARKW自那以來下跌了約6.5%,但今年迄今仍上漲了2.3%。
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