PANews 2月24日消息，据Cointelegraph报道，EMJ Capital创始人Eric Jackson表示，当前比特币ETF投资者正经历“机构退出”，但这并非比特币牛市的终结，而是“净化”过程，未来将由主权财富基金、企业财库及养老基金等持有数十年的长期资本接替。
Jackson指出，自2021年牛市以来，机构已成为本周期加密市场的“边际买家”，而散户则涌入科技股。比特币目前与iShares Expanded Tech-Software Sector ETF（IGV）高度同步下跌，表现更像“换了标志的高贝塔科技头寸”而非价值存储。现货比特币ETF持续净流出，叠加去年10月以来比特币跌势，加剧市场悲观情绪。然而他认为，每一轮周期中弱手被淘汰后，取而代之的是期限更长的资本。下一阶段进入的将是主权财富基金、企业财库及养老资本，这些资金不以季度为周期再平衡，与IGV不相关，且持有期达数十年而非周期。Jackson表示，稳定币供应恢复及IGV抛压结束将是关键看涨信号。
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