同日，比特币价格上涨5%达到98311美元的历史新高；“比特币工业综合体”（包括美国现货比特币ETF、MSTR、Coinbase等股票）的交易总量达到创纪录的700亿美元，远远超越前一天创下的550亿美元的纪录；美国现货比特币ETF的资产规模突破了1000亿美元大关。On November 21, the trading volume of MSTR surpassed the sum of US spot Bitcoin ETFs. The total trading volume of the “Bitcoin Industrial Complex” (including US spot Bitcoin ETF, MSTR, Coinbase, etc.) reached a record 70 billion US dollars. On the same day, the asset size of US spot Bitcoin ETFs broke through the 100 billion dollar mark.
Under “BITSANITY (BITSANITY),” leading Bitcoin company MicroStrategy (MSTR) is also becoming more and more popular.
On Thursday, November 21, the trading volume of MSTR surpassed the sum of US spot Bitcoin ETFs, accounting for most of the trading volume of the day. The stock price rose 14.6% during the day, reaching a record high, but fell rapidly in the intraday period, plummeting more than 25% from today's high of 536.7 US dollars/share to closing at 397.28 US dollars/share.
On the same day, the Bitcoin price rose 5% to a record high of 98,311 US dollars; the total trading volume of the “Bitcoin Industrial Complex” (including US spot Bitcoin ETF, MSTR, Coinbase, etc.) reached a record 70 billion US dollars, far exceeding the record of 55 billion US dollars set the previous day; the asset size of the US spot Bitcoin ETF broke through the 100 billion dollar mark.
On November 24, Bloomberg ETF analyst Eric Balchunas (Eric Balchunas) posted on social networking platform X:
Even the most intense week of GameStop Mania (referring to the investment frenzy surrounding game retailer GameStop shares in early 2021) couldn't come close to MSTR's trading volume of 136 billion last week! Amazon has never had a week like MSTR!
As of the close of the US stock market on Friday, MSTR reported 421.88 US dollars/share. Since this year, MSTR's stock price has risen by more than 500%.
Looking at ETFs, the “Bitcoin frenzy” is even more obvious.
On November 21, the asset size of the US spot Bitcoin ETF broke through the 100 billion dollar mark. According to Farside Investors data, since the US securities regulator approved the launch of a spot Bitcoin ETF on January 11 this year, the cumulative inflow of capital has reached 29.3 billion US dollars.
Among them, the iShares Bitcoin Trust ETF (IBIT) issued by BlackRock had the most outstanding performance among all Bitcoin products, attracting capital inflows of 30.2 billion dollars, while Fidelity Wise Origin Bitcoin Fund and ARK 21Shares Bitcoin ETF ranked second and third with capital inflows of 11.2 billion dollars and 2.7 billion US dollars.
Balchunas pointed out that the size of US spot Bitcoin ETFs has reached 82% of gold ETFs. However, gold ETFs have been traded in the US market since November 2004, nearly 20 years earlier than Bitcoin ETFs.
Balchounas described this astonishing data like this:
“Bitcoin Mania!”
