作者：Brayden Lindrea，CoinTelegraph；编译：五铢，金色财经
投资银行高盛在 2024 年第四季度将其现货以太坊交易所交易基金 (ETF) 持仓量增加了 2,000%，同时将其比特币 ETF 储备增加到 15 亿美元以上。
根据该公司 2 月 11 日向美国证券交易委员会提交的 13F 表格，高盛将其以太坊 ETF 敞口从 2200 万美元增加到 4.76 亿美元，几乎平均分配给贝莱德的 iShares 以太坊信托基金 (ETHA) 和富达以太坊基金 (FETH)，同时向灰度以太坊信托基金 ETF (ETHE) 投入了 630 万美元。
高盛还将其比特币 ETF 持股量增加了 114%，达到 15.2 亿美元。它购买了价值近 12.8 亿美元的 iShares Bitcoin Trust (IBIT) 股票，较第三季度增长了 177%，同时还购买了价值 2.88 亿美元的 Fidelity Wise Origin Bitcoin Fund (FBTC) 股票。
高盛在第四季度报告称，其持有价值 2.347 亿美元的富达以太坊 ETF。资料来源：SEC
该文件显示，持有价值超过 1 亿美元证券的投资经理必须每季度提交一份文件，其中显示高盛还拥有价值 360 万美元的灰度比特币信托 (GBTC)。
CoinGecko 数据显示，增加的风险敞口考虑到了 BTC 和 ETH 的市场价格上涨，从第四季度初到末，BTC 和 ETH 分别上涨了 41% 和 26.3%。
高盛似乎还平仓了 Bitwise 和 WisdomTree 的比特币 ETF，以及 Invesco 和 Galaxy 以及 ARK 和 21Shares 的联合产品。
高盛在 2024 年第二季度首次进入现货加密货币 ETF 市场，当时披露购买了价值 4.18 亿美元的比特币 ETF，这进一步巩固了其更大的头寸。
高盛最近购买比特币和以太坊 ETF 凸显了华尔街机构加密货币采用日益增长的趋势，这得益于日益有利的监管环境。
据彭博社 11 月报道，该投资银行还在考虑推出自己的加密平台，供合作伙伴在区块链轨道上交易金融工具。
然而，自 2020 年以来，高盛一直在批评比特币和更广泛的行业，称加密货币不是一种资产类别，并且“不适合”客户投资。
去年 4 月，高盛私人财富管理首席投资官 Sharmin Mossavar-Rahmani 也表达了类似的观点，当时高盛购买了第一批比特币 ETF。
“我们不认为它是一种投资资产类别，”Mossavar-Rahmani 当时表示，他将最近的加密热情与 17 世纪的郁金香狂热进行了比较。“我们不相信加密货币。”
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