ChainCatcher 消息，现货比特币 ETF 上周录得约 9.96 亿美元净流入，创下三个月以来最强单周表现，显示市场风险偏好明显回暖。具体来看，上周资金流入节奏加快：周五单日流入达 6.64 亿美元，为全周最高，周二、周三分别流入 4.12 亿与 1.86 亿美元，周四流入放缓至 2600 万美元，周一则录得约 2.91 亿美元净流出。截至周五，现货比特币 ETF 总资产规模已突破 1010 亿美元，日交易量接近 48 亿美元。
市场分析认为，资金回流主要源于地缘政治风险缓解，尤其是美伊局势降温及霍尔木兹海峡恢复通航，削弱了美元等传统避险资产需求，推动资金流向加密市场等风险资产。结构上看，比特币当前仍处于区间震荡阶段，上方约 7.5 万美元存在阻力，下方约 7.2 万美元形成支撑，市场正处于“流动性再分配”阶段，尚未形成明确趋势。
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