余波还没有平息UST崩盘。
仅仅一个星期，加密货币基金的资金流量就从2.74亿美元转变为负1.41亿美元。
5月初，世界上第三大稳定货币TerrraUSD（UST）的一夜崩溃在加密货币市场引发了一场剧烈的冲击，导致Luna，曾经排名前十的加密货币，几乎一文不值，比特币和以太货币等其他加密货币也卷入其中。（有关UST崩盘的更多信息，请参考以前的文章世界第三大稳定货币UST一夜崩盘）
一些悲观主义投资者正在加速逃离，因为乐观主义投资者认为触底加密货币市场的时机已经到来。目前，看跌情绪仍在引领加密货币市场。
每周缩水10亿美元。
根据CoinShares的数据，截至5月13日，全球加密货币基金的净流入为2.74亿美元，这是UST离开1美元锚定价格的第一周，不仅扭转了4月份连续四周的净流出，而且创下了自2021年下半年以来的最高净流入记录。加密货币基金净流入的激增表明，投资者认为UST的脱离及其近期的广泛抛售是一个买入机会。
然而，在接下来的一周，该机构发布的数据显示，加密货币基金的净流出高达1.41亿美元，其资产管理规模也从上周的390多亿美元下降到2021年7月以来的最低水平，略高于380亿美元。
每周减少10亿美元的加密货币基金资产。
资金流动加密货币基金52周。
首当其冲的是比特币基金。
在所有类型的加密货币基金中，与比特币相关的加密货币基金的资金逃逸最为严重。在5月20日的一周内，比特币相关加密货币基金的资金净流入为1.54亿美元，而比特币相关加密货币基金的资金净流入为2.99亿美元，在所有类型的加密货币基金中排名第一。
这种资本流动也反映在比特币近一个月来的价格趋势上。5月9日，比特币价格从1美元的锚定价格中下跌，一夜之间从34000美元下跌到30000美元，然后在30000美元左右徘徊。比特币基金在过去两周内从资本流入转向资本流出最严重的基金，表明看跌比特币的情绪仍主导着比特币市场。
每周减少10亿美元的加密货币基金资产。
虽然有大量的资本流出，但到目前为止，比特币基金的整体资本流动在5月份仍为正，净流入为1.871亿美元；今年以来，比特币基金的净流入为3.07亿美元。目前，专注于比特币的加密货币基金总资产约为251亿美元。
专注于以太货币的基金上周也经历了资本逃逸，但逃逸规模远小于比特币基金，净流出为300000美元；然而，自今年以来，资本外流已达到2.39亿美元，这是所有类型加密货币基金中最糟糕的一种。（见下图）
追求多元化加密基金。
在所有类型的加密货币基金中，持有多种加密货币的基金在过去一周吸引了最多的资金，净流入为970万美元，使得这些基金自今年以来的净流入达到1.85亿美元。仅在5月份，多资产加密货币基金就获得了3710万美元的净流入。
目前，多资产加密货币基金的资产规模约为34.8亿美元，仅占特币基金规模的13.9%左右。然而，科林斯尔说，多资产加密货币基金比持有单一加密货币基金更安全，尤其是在市场动荡的时期。
该机构指出，自今年以来，多资产加密货币基金只经历了两周的资本外流，远低于其他单一类型的加密货币基金。
未来十年可能对比特币的发展至关重要。除了金融革命，投资者还特别关注比特币的环境。目前，加密货币正处于价值存储和交易媒体之间的两难境地。
报告指出，目前加密货币市场动荡不安，比特币和以太币等数字货币比去年的峰值下跌了50%。与此同时，监管机构将对此类资产进行更严格的审查，因为他们担心加密货币可能对更广泛的金融体系构成危险。

The aftermath of the UST collapse has not yet subsided.
In just one week, cryptocurrency fund flows went from $274 million to negative $141 million.
In early May, the overnight collapse of TerraUSD (UST), the world’s third-largest stable currency, triggered a violent shock in the cryptocurrency market, leaving Luna, once a top ten cryptocurrency, almost worthless, and Bitcoin Other cryptocurrencies such as Coin and Ethereum are also involved. (For more information on the UST crash, please refer to the previous article The world’s third-largest stable currency UST crashed overnight)
Some pessimistic investors are accelerating their flight as optimists see the timing of bottoming out in the cryptocurrency market has arrived. Currently, bearish sentiment is still leading the cryptocurrency market.
Loss of $1 billion per week.
According to data from CoinShares, global cryptocurrency funds saw net inflows of $274 million as of May 13, the first week that UST left its $1 peg, not only reversing four consecutive weeks of net inflows in April. outflows, and set a record for the highest net inflows since the second half of 2021. The surge in net cryptocurrency fund inflows suggests investors view UST’s breakaway and its recent broad-based sell-off as a buying opportunity.
However, in the following week, the agency released data showing that cryptocurrency funds had experienced net outflows of up to $141 million, and their assets under management also fell from more than $39 billion last week to July 2021. The lowest level, just over $38 billion.
Cryptocurrency fund assets drop by $1 billion every week.
Money Flow Cryptocurrency Fund 52 Weeks.
The first to bear the brunt is the Bitcoin Fund.
Among all types of cryptocurrency funds, Bitcoin-related cryptocurrency funds have experienced the most severe capital flight. During the week of May 20, net inflows into Bitcoin-related cryptocurrency funds were $154 million, while net inflows into Bitcoin-related cryptocurrency funds were $299 million, ranking first among all types of cryptocurrency funds. one.
This capital flow is also reflected in Bitcoin’s price trend over the past month. On May 9, the price of Bitcoin fell from its $1 peg, falling from $34,000 to $30,000 overnight before hovering around $30,000. Bitcoin funds have swung from capital inflows to the funds with the heaviest capital outflows over the past two weeks, indicating that bearish Bitcoin sentiment still dominates the Bitcoin market.
Cryptocurrency fund assets drop by $1 billion every week.
Despite the large capital outflows, the overall capital flow of Bitcoin funds has remained positive so far in May, with a net inflow of US$187.1 million; so far this year, the net inflow of Bitcoin funds has been US$307 million. . Currently, total assets of cryptocurrency funds focused on Bitcoin are approximately 25$100 million.
Ethereum-focused funds also experienced capital flight last week, but the scale was much smaller than that of Bitcoin funds, with a net outflow of $300,000; however, since the beginning of the year, capital outflows have reached $239 million, which is all One of the worst types of cryptocurrency funds. (See chart below)
Pursue diversified crypto funds.
Among all types of cryptocurrency funds, funds holding multiple cryptocurrencies attracted the most capital over the past week, with net inflows of $9.7 million, bringing these funds’ net inflows year-to-date to $185 million . In May alone, multi-asset crypto funds received $37.1 million in net inflows.
Currently, the asset size of multi-asset cryptocurrency funds is approximately US$3.48 billion, accounting for only about 13.9% of the size of Bitcoin funds. However, multi-asset cryptocurrency funds are safer than holding single-crypto funds, especially during times of market volatility, Collinsall said.
The agency noted that multi-asset cryptocurrency funds have experienced only two weeks of capital outflows so far this year, much lower than other single-type cryptocurrency funds.
The next decade may be crucial to the development of Bitcoin. In addition to the financial revolution, investors are also paying particular attention to the Bitcoin environment. Currently, cryptocurrencies are caught in a dilemma between a store of value and a medium of exchange.
The report pointed out that the current cryptocurrency market is turbulent, with digital currencies such as Bitcoin and Ethereum falling 50% from their peak last year. At the same time, regulators will subject such assets to greater scrutiny amid concerns that cryptocurrencies could pose a danger to the broader financial system.