Compiled by: Jerry, ChainCatcher
Performance of Crypto Spot ETFs Last Week
U.S. Bitcoin Spot ETF Net Inflow of $250 Million
Last week, the U.S. Bitcoin spot ETF saw a net inflow for four consecutive days, totaling $250 million, with a total net asset value of $14.405 billion.
Four ETFs experienced net inflows last week, primarily from IBIT, BTC, and FBTC, which saw inflows of $435 million, $33.2 million, and $25.1 million, respectively.
Data Source: Farside Investors
U.S. Ethereum Spot ETF Net Outflow of $787 Million
Last week, the U.S. Ethereum spot ETF experienced a net outflow for four consecutive days, totaling $787 million, with a total net asset value of $2.764 billion.
The outflow was mainly from BlackRock's ETHA, which saw a net outflow of $312 million. All nine Ethereum spot ETFs were in a state of net outflow.
Data Source: Farside Investors
Hong Kong Bitcoin Spot ETF Net Inflow of 29.66 Bitcoins
Last week, the Hong Kong Bitcoin spot ETF had a net inflow of 29.66 Bitcoins, with a net asset value of $49.3 million. The holdings of the issuer, Harvest Bitcoin, decreased to 292.57 Bitcoins, while Huaxia maintained 2390 Bitcoins.
The Hong Kong Ethereum spot ETF saw a net inflow of 806.79 Ethers, with a net asset value of $13.2 million.
Data Source: SoSoValue
Performance of Crypto Spot ETF Options
As of September 4, the nominal total trading volume of U.S. Bitcoin spot ETF options was $1.54 billion, with a nominal total long-short ratio of 2.03.
As of September 4, the nominal total open interest of U.S. Bitcoin spot ETF options reached $26.45 billion, with a nominal total open interest long-short ratio of 1.83.
The market's short-term trading activity for Bitcoin spot ETF options has increased, with overall sentiment leaning bullish.
Additionally, the implied volatility was 40.40%.
Data Source: SoSoValue
Overview of Crypto ETF Developments Last Week
Bitwise Registers AVAX ETF Entity in Delaware
Bitwise has completed the registration of an Avalanche (AVAX) ETF entity in Delaware, USA. This registration is a preliminary step before submitting a formal ETF application to regulators and does not constitute a formal filing.
Figma released its first earnings report since its U.S. IPO. The company reported Q2 revenue of $249.6 million, a 41% year-over-year increase. It expects full-year revenue of $1.021 billion to $1.025 billion and Q3 revenue of $263 million to $265 million. As of June 30, it held approximately $1.6 billion in cash, cash equivalents, and marketable securities, including $90.8 million in Bitcoin spot ETF. "We do not intend to be like Michael Saylor of Strategy," Field stated in an interview, "This is not a treasury company based on Bitcoin holdings. This is a design company, but I think it has its place as part of the balance sheet and diversified financial strategy."
Ondo Finance Launches Over 100 Tokenized Stocks and ETFs on Ethereum
According to Decrypt, decentralized finance (DeFi) asset management company Ondo Finance has launched over 100 tokenized versions of U.S.-listed stocks and ETFs on Ethereum, available only to non-U.S. investors. The company previously obtained a broker-dealer and transfer agent license from U.S. regulators through the acquisition of Oasis Pro.
This initiative is supported by several major crypto wallets, including Trust Wallet, OKX Wallet, MEXC, Morpho, Ledger, and Bitget Wallet. Bitget's Chief Marketing Officer Jamie Elkaleh stated that Ondo's global market launch is significant as it achieves tokenization and around-the-clock trading that many early attempts failed to realize, providing the broadest range of assets held by U.S.-registered brokers.
Coinbase announced that its derivatives trading platform is continuously expanding its product matrix and plans to launch the innovative Mag7 + Crypto Asset Stock Index Futures, which will be the first listed derivatives futures contract in the U.S. covering both stocks and cryptocurrencies.
The index composition includes: the "Magnificent Seven" U.S. stocks: Apple (AAPL), Microsoft (MSFT), Google (GOOGL), Amazon (AMZN), Nvidia (NVDA), Meta (META), Tesla (TSLA); Coinbase stock (COIN); crypto ETFs: BlackRock Bitcoin Trust (IBIT) and Ethereum Trust (ETHA). The index uses an equal-weight calculation method, with each of the ten components accounting for 10% weight, rebalanced quarterly to reflect market changes. MarketVector serves as the official index provider. The contracts will use a monthly cash settlement model, with each contract representing one times the index value, and the product is expected to be open for trading to retail users in the coming months.
Morgan Stanley Discloses $188 Million Purchase of Bitcoin ETF in Q2
According to market news, Morgan Stanley, with assets totaling $1.7 trillion, disclosed that it purchased $188 million worth of Bitcoin ETF in the second quarter.
U.S. Union Bank Resumes Cryptocurrency Custody Services, Expanding Product Range to Bitcoin ETFs
According to Jinshi, U.S. Union Bank announced the resumption of cryptocurrency custody services for institutional clients, expanding its product range to include Bitcoin ETFs.
U.S. SEC Delays Decision on Grayscale Polkadot (DOT) Spot ETF
Views and Analysis on Crypto ETFs
Analyst Claims Rex-Osprey May Launch First Dogecoin ETF Next Week
According to The Block, Bloomberg industry research analyst Eric Balchunas stated that REX-Osprey is expected to launch the REX-Osprey DOGE ETF (proposed code DOJE) as early as next week, which may become the first ETF tracking the price of Dogecoin. Previously, REX-Osprey launched the Solana+Staking Yield ETF (SSK) in July.
The ETF Store President: Probability of XRP Spot ETF Approval in 2025 Close to 100%
The ETF Store President Nate Geraci stated on social media, "The prediction market Polymarket shows an 87% probability of XRP spot ETF approval in 2025. I personally believe this probability is close to 100%."
免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。
