贝莱德：比特币市场情绪正在转变，与美股脱钩趋势逐步显现

贝莱德：比特币市场情绪正在转变，与美股脱钩趋势逐步显现

2026-08-11 08:36

ChainThink 消息，8 月 11 日，据 The Block 报道，贝莱德数字资产主管 Robert Mitchnick 表示，过去一个月左右，比特币市场情绪出现“明显但微妙”的转变，比特币与美股的脱钩趋势正在逐步显现。

Mitchnick 称，今年早些时候，AI 股票上涨而 BTC 表现平淡，使脱钩一度对比特币不利；但 7 月 AI 股票大幅回调时，比特币表现明显优于美股。

他认为，这种脱钩较为健康，因部分投资者将比特币视为投资组合中的分散化工具，并用于对冲其他资产的尾部风险。

资金流方面，上周美国现货比特币 ETF 连续 5 个交易日录得净流入，合计约 8.535 亿美元，为 4 月中旬以来最佳单周表现。

其中，贝莱德 IBIT 净流入 6.937 亿美元，占全部现货比特币 ETF 净流入的 80% 以上；富达相关 ETF 净流入 1.164 亿美元，占比约 13%。

Mitchnick 还表示，比特币 ETF 投资者整体仍以基本面驱动、长期持有型资金为主。

比特币历史上已经历 5 轮主要繁荣与崩盘周期，每轮周期结束时价格均明显高于上一轮，但过程中伴随剧烈波动。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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