根据高盛向美国证券交易委员会（SEC）提交的最新13F文件，该公司已大幅增加了其比特币交易所交易基金（ETF）的持仓。
这家华尔街巨头目前持有各种比特币ETF的总价值为15.7亿美元，较第三季度报告的7.1亿美元增长了121.1%。
高盛最大的敞口在于贝莱德（BlackRock）的iShares比特币信托基金（IBIT），目前持有2407万股，价值12.7亿美元，自上次提交文件以来，持股数量增长了88%以上。
对于投资者和市场观察者而言，高盛增加的持仓表明机构投资正大幅转向比特币（BTC），并在较小程度上转向以太坊（ETH）。
Goldman Sachs Discloses $710 Million Bitcoin ETF Holdings in SEC Filing
Goldman Sachs has significantly expanded its Bitcoin ETF holdings, as revealed in its latest 13F filing with the U.S. Securities and Exchange Commission (SEC). The Wall Street giant holds $710 million across various Bitcoin exchange-traded funds (ETFs), according to its latest SEC filing for the quarter ending September 30. A 13F filing is a quarterly report mandated by the SEC for institutional investment managers with over $100 million in assets under management. BlackRock’s Bitcoin ETF Is Now...
该文件还显示，高盛已向富达的Wise Origin比特币ETF（FBTC）追加了2.88亿美元，较上一季度增长了105%。高盛目前通过灰度比特币信托基金（GBTC）持有360万美元。
除了ETF持仓外，这家全球第九大投资银行还报告了大量期权交易头寸，看跌期权和看涨期权总额达到7.6亿美元。
高盛持有5.27亿美元的看跌期权头寸，并分别通过IBIT和FBTC持有8400万美元和看跌期权，同时还通过IBIT持有1.57亿美元的看涨期权头寸。
期权使高盛能够通过押注价格下跌（看跌期权）来保护自己免受潜在损失，同时如果价格上涨（看涨期权），也能从中获益。
Bitcoin Not a 'Threat' to US Dollar, Says Goldman Sachs CEO
Bitcoin has repeatedly pushed to new all-time-high price marks since the election, but it's still no threat to the U.S. dollar, Goldman Sachs’ CEO said during a televised appearance Wednesday. In an interview with CNBC "Squawk Box" host Andrew Ross Sorkin, Goldman head David Solomon said Bitcoin is not in competition with the U.S. dollar—a major sticking point for proponents and critics of the digital asset. “I don't see Bitcoin as a threat to the US dollar,” Solomon said. “At the end of the...
尽管高盛对美国两大现货比特币ETF持有信心，但它还是关闭了其他一些较小的持仓，包括ARK 21Shares的ARKB、Bitwise的BITB、灰度的迷你比特币信托基金、Invesco Galaxy的BTCO和WisdomTree的BTCW。
以太坊在高盛的投资组合中也有所增加，该公司将其以太坊敞口增加至4.765亿美元，较上一季度的2510万美元增长了近19倍。
高盛目前通过富达的FETH持有2.347亿美元的以太坊，通过贝莱德的ETHA持有2.355亿美元，从而实现了其加密货币投资组合的多样化。
比特币和以太坊敞口的增加部分归因于市场价格的飙升，根据CoinGecko的数据，从第四季度初到末，比特币上涨了40.6%，而以太坊上涨了26.2%。
Michael Saylor's Strategy Hits Bitcoin Buy Button After a Breather
Software company Strategy, formerly MicroStrategy, resumed its Bitcoin buying last week after taking a breather following a 12 week, $20 billion shopping spree. The company, which trades on the Nasdaq under the ticker MSTR, said Monday that it had spent another $742.4 million buying 7,633 orange coins between February 3 and February 9. Strategy had been so consistent buying BTC for 12 weeks straight that it drew some attention when, the last week of January, the company didn’t buy any of the wor...
比特币尤其表现抢眼，在美国总统就职典礼前夕一度飙升至109,000美元的历史高位。
这一轮上涨部分得益于机构兴趣的日益增长，而唐纳德·特朗普总统当选后带来的有利监管环境也对此起到了推动作用。
尽管比特币占据主导地位，但以太坊在吸引类似机构兴趣方面仍显挣扎。
受技术问题和比特币机构需求增加的影响，过去一个月以太坊相对于比特币的价值下跌了13.8%，创下4年来新低。
编辑：塞巴斯蒂安·辛克莱尔
