{"id":9473,"date":"2026-01-30T15:05:14","date_gmt":"2026-01-30T15:05:14","guid":{"rendered":"https:\/\/icobench.com\/kr\/?p=9473"},"modified":"2026-01-30T15:05:14","modified_gmt":"2026-01-30T15:05:14","slug":"bitcoin-etf-outflows-market-selloff","status":"publish","type":"post","link":"https:\/\/icobench.com\/kr\/news\/bitcoin-etf-outflows-market-selloff\/","title":{"rendered":"\ube44\ud2b8\ucf54\uc778, \ub450 \ub2ec \ub9cc\uc5d0 \ucd5c\uc800\uce58\u2026ETF \uc790\uae08 \uc720\ucd9c\u00b7\uc5f0\uc900 \uae34\ucd95 \uc6b0\ub824\uc5d0 \uae09\ub77d"},"content":{"rendered":"
\ube44\ud2b8\ucf54\uc778(BTC)\uc774 \uc774\ubc88 \uc8fc \ub4e4\uc5b4 \uae09\uaca9\ud55c \ud558\ub77d\uc138\ub97c \ubcf4\uc774\uba70 \ub450 \ub2ec \ub9cc\uc5d0 \ucd5c\uc800 \uc218\uc900\uc73c\ub85c \ubc00\ub838\ub2e4. 1\uc6d4 29\uc77c(\ud604\uc9c0\uc2dc\uac04) \ubcc0\ub3d9\uc131\uc774 \ucef8\ub358 \uc7a5\uc138 \uc18d\uc5d0\uc11c \ube44\ud2b8\ucf54\uc778\uc740 \uc7a5\uc911 \ud55c\ub54c 8\ub9cc3,383\ub2ec\ub7ec<\/strong>\uae4c\uc9c0 \ud558\ub77d\ud574 \uc9c0\ub09c\ud574 11\uc6d4 \uc774\ud6c4 \uac00\uc7a5 \ub0ae\uc740 \uc218\uc900\uc744 \uae30\ub85d\ud588\ub2e4.<\/p>\n \uc774\ubc88 \ud558\ub77d\uc740 \ud558\ub8e8 \ub9cc\uc5d0 6.4% \uae09\ub77d<\/strong>\ud55c \uac83\uc73c\ub85c, \uc554\ud638\ud654\ud3d0 ETF\uc5d0\uc11c 11\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc21c\uc720\ucd9c<\/strong>\uc774 \ubc1c\uc0dd\ud55c \ub370\ub2e4, \ud76c\ud1a0\ub958 \uad00\uc138 \uc774\uc288\uc640 \ub9e4\ud30c\uc801 \uc5f0\uc900 \uae30\uc870\uac00 \ub9de\ubb3c\ub9ac\uba70 \uc720\ub3d9\uc131 \uae34\ucd95 \uc6b0\ub824\uac00 \ud655\uc0b0\ub41c \uc601\ud5a5\uc73c\ub85c \ubd84\uc11d\ub41c\ub2e4.<\/p>\n \uae09\ub77d \uacfc\uc815\uc5d0\uc11c 3\uc5b51,900\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uac15\uc81c \uccad\uc0b0<\/strong>\uc774 \ubc1c\uc0dd\ud588\uace0, \ucf5c\uc635\uc158\uc758 97%\uac00 \ubb34\uac00\uce58(out-of-the-money)<\/strong> \uc0c1\ud0dc\ub85c \uc804\ud658\ub410\ub2e4. \uc774\ub354\ub9ac\uc6c0\uacfc \uc194\ub77c\ub098 \uc5ed\uc2dc 6% \uc774\uc0c1 \ud558\ub77d\ud588\uc73c\uba70, \uc2dc\uac00\ucd1d\uc561 \uc0c1\uc704 100\uac1c \uc790\uc0b0 \uc911 90\uac1c\uac00 \ud558\ub77d\ud558\ub294 \ub4f1 \uc9c0\ub09c\ud574 11\uc6d4 \uc774\ud6c4 \uac00\uc7a5 \uac15\ud55c \u2018\ub9ac\uc2a4\ud06c \uc624\ud504\u2019 \uad6d\uba74\uc774 \ub098\ud0c0\ub0ac\ub2e4.<\/p>\n \ube44\ud2b8\ucf54\uc778<\/a>\uc758 \ud558\ub77d \uc18d\ub3c4\ub294 \uc2dc\uc7a5\uc758 \uc608\uc0c1\uc744 \uc6c3\ub3cc\uc558\ub2e4. BTC\ub294 \uc774\ub0a0 9\ub9cc315\ub2ec\ub7ec<\/strong>\uc5d0\uc11c \uac70\ub798\ub97c \uc2dc\uc791\ud55c \ub4a4 6% \uc774\uc0c1 \uae09\ub77d\ud558\uba70 8\ub9cc3,383\ub2ec\ub7ec<\/strong>\uae4c\uc9c0 \ubc00\ub838\ub2e4. \uc774\ub85c\uc368 1\uc6d4 \ucd08 \ubc18\ub4f1 \uad6c\uac04\uc5d0\uc11c \uc313\uc558\ub358 \uc0c1\uc2b9\ubd84\uc744 \ubaa8\ub450 \ubc18\ub0a9\ud588\ub2e4.<\/p>\n \uc8fc \ucd08 ETF \uc790\uae08 \uc720\uc785 \uae30\ub300\uac10\uc73c\ub85c 9\ub9cc400\ub2ec\ub7ec \ubd80\uadfc<\/strong>\uae4c\uc9c0 \uc0c1\uc2b9\ud588\ub358 \ube44\ud2b8\ucf54\uc778\uc740, ETF \ud750\ub984 \ub370\uc774\ud130\uc640 \uc5f0\uc900 \ubc1c\uc5b8 \uc774\ud6c4 \uae09\uaca9\ud788 \ubc29\ud5a5\uc744 \ud2c0\uc5c8\ub2e4. \uc7a5 \ub9c8\uac10 \ubb34\ub835\uc5d0\ub294 8\ub9cc2,463\ub2ec\ub7ec<\/strong> \uc120\uae4c\uc9c0 \ub0b4\ub824\uc624\uba70, \uc2dc\uc7a5 \uad6c\uc870\uac00 \uc5bc\ub9c8\ub098 \ub808\ubc84\ub9ac\uc9c0\uc5d0 \ucde8\uc57d\ud588\ub294\uc9c0\ub97c \ub4dc\ub7ec\ub0c8\ub2e4.<\/p>\n \uc720\ub3d9\uc131\uc774 \uc587\uc544\uc9c4 \uc0c1\ud669\uc5d0\uc11c \ube44\uad50\uc801 \uc81c\ud55c\uc801\uc778 \uac70\ub798\ub7c9\uc5d0\ub3c4 \uac00\uaca9 \ubcc0\ub3d9\ud3ed\uc774 \ud655\ub300\ub410\uace0, \uc774\ub294 \uc5f0\uc1c4 \uccad\uc0b0\uc744 \ucd09\ubc1c\ud588\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4.<\/p>\n \uc774 \ud558\ub77d\uc740 <\/span>3\uc5b5 1,900\ub9cc \ub2ec\ub7ec\uc758 \uccad\uc0b0<\/b>\uacfc \ub3d9\uc2dc\uc5d0 \ubc1c\uc0dd\ud588\uc73c\uba70, \uc774\ub294 <\/span>\ube44\ud2b8\ucf54\uc778 \uac00\uaca9 \uc608\uce21 \ud558\ub77d\uc73c\ub85c \uc2dc\uc7a5\uc774 \uc5bc\ub9c8\ub098 \ub808\ubc84\ub9ac\uc9c0\uc5d0 \ucde8\uc57d\ud558\uace0 \ucde8\uc57d\ud55c \uad6c\uc870\uc600\ub294\uc9c0\ub97c \ubcf4\uc5ec\uc900\ub2e4. \uc2dc\uc7a5 \uae4a\uc774\uac00 \uc595\uc544\uc9c0\uba74\uc11c \uc0c1\ub300\uc801\uc73c\ub85c \uc801\uc740 \uac70\ub798\ub7c9\uc5d0\ub3c4 \uac00\uaca9 \ubcc0\ub3d9\uc131\uc774 \ucee4\uc84c\ub2e4.<\/span><\/p>\n \ud558\ub77d\uc138\ub294 \ube44\ud2b8\ucf54\uc778\uc5d0 \uad6d\ud55c\ub418\uc9c0 \uc54a\uc558\ub2e4. \uc774\ub354\ub9ac\uc6c0(<\/a>ETH)\uc740 \ud558\ub8e8 \ub9cc\uc5d0 6% \ud558\ub77d\ud574 2,942\ub2ec\ub7ec<\/strong>\uae4c\uc9c0 \ub0b4\ub824\uac14\uace0, \uc774\ud6c4 \ucd94\uac00 \ud558\ub77d\uc73c\ub85c 2,723\ub2ec\ub7ec<\/strong>\ub97c \uae30\ub85d\ud558\uba70 \uc6d4\uac04 \uae30\uc900 8.4% \ud558\ub77d<\/strong>\uc744 \ub098\ud0c0\ub0c8\ub2e4.<\/p>\n \uc194\ub77c\ub098<\/a>(SOL) \uc5ed\uc2dc 6.17% \uae09\ub77d\ud574 115.34\ub2ec\ub7ec<\/strong>\ub85c \ub5a8\uc5b4\uc9c0\uba70 1\uc6d4 \ub4e4\uc5b4 \uac00\uc7a5 \ud070 \uc77c\uc77c \ub099\ud3ed\uc744 \uae30\ub85d\ud588\ub2e4. \ub3c4\uc9c0\ucf54\uc778<\/a>\uc740 4.5% \ud558\ub77d\ud588\uace0, \ube44\uad50\uc801 \ubc29\uc5b4\uc801\uc778 \uc790\uc0b0\uc73c\ub85c \ud3c9\uac00\ubc1b\ub358 BNB\ub3c4 7% \ud558\ub77d<\/strong>\ud588\ub2e4.<\/p>\n \uc77c\uc77c \uac70\ub798\ub300\uae08\uc740 480~490\uc5b5 \ub2ec\ub7ec<\/strong>\ub85c \uae09\uc99d\ud588\ub294\ub370, \uc774\ub294 \uc790\ubc1c\uc801 \ub9e4\ub3c4\ubcf4\ub2e4 \uc190\uc808\uacfc \uac15\uc81c \uccad\uc0b0\uc774 \uac00\uaca9\uc744 \ub04c\uc5b4\ub0b4\ub838\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc804\uccb4 \uc554\ud638\ud654\ud3d0 \uc2dc\uac00\ucd1d\uc561\uc740 \ud55c\ub54c 1\uc8706,900\uc5b5 \ub2ec\ub7ec<\/strong>\uae4c\uc9c0 \uc904\uc5b4\ub4e4\uba70, FTX \uc0ac\ud0dc \uc774\ud6c4 \ubcf4\uae30 \ub4dc\ubb38 \uc804\uba74 \uc57d\uc138\uac00 \ub098\ud0c0\ub0ac\ub2e4.<\/p>\n \uc624\ub298\uc758 \ud558\ub77d \ubc30\uacbd \uc911 \ud558\ub098\ub294 1\uc6d4 20\uc77c\ubd80\ud130 26\uc77c\uae4c\uc9c0 \uae30\ub85d\ub41c <\/span>11\uc5b5 3,000\ub9cc \ub2ec\ub7ec\uc758 ETF \uc720\ucd9c<\/b>\uc774\ub2e4. \uc77c\uc77c \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74, \ucd5c\uc545\uc758 \ub0a0\uc740 1\uc6d4 22\uc77c\ub85c, \uc774\ub0a0 <\/span>5\uc5b5 2,700\ub9cc \ub2ec\ub7ec\uac00 BTC \ud604\ubb3c ETF\uc5d0\uc11c \uc720\ucd9c\ub418\uc5c8\ub2e4.\u00a0<\/span><\/p>\n \uc774\ub7ec\ud55c \ub300\uaddc\ubaa8 \uc720\ucd9c\uc740 2024\ub144 1\uc6d4 \uc774\ud6c4 \uac00\uc7a5 \ud070 5\uc77c\uac04\uc758 \uc778\ucd9c\ub85c, <\/span>\uc0c8\ub85c\uc6b4 \uc554\ud638\ud654\ud3d0<\/a>\uc5d0\ub3c4 \ud574\ub2f9\ub418\uc5c8\ub2e4. \uae30\uad00\ub4e4\uc740 \uc2dc\uc7a5 \uc2e0\ub8b0\ub3c4\uac00 \ud754\ub4e4\ub9ac\uc790 \uacf5\uaca9\uc801\uc73c\ub85c \ubcf4\uc720 \uc790\uc0b0\uc744 \ub9e4\ub3c4\ud55c \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4. XTB\uc758 \ubd84\uc11d\uac00\ub4e4\uc740 <\/span>ETF \ud658\ub9e4\uc640 \uc57d\ud55c BTC \uc720\uc785<\/b>\uc774 \ud558\ub77d\uc758 \uc644\ubcbd\ud55c \ud3ed\ud48d\uc744 \uc77c\uc73c\ucf30\ub2e4\uace0 \uc9c0\uc801\ud588\ub2e4.\u00a0<\/span><\/p>\n \ube44\ud2b8\ucf54\uc778\uc758 \uc57d\uc138\ub294 <\/span>\uc0c1\ud488\uc73c\ub85c\uc758 \uc790\uae08 \uc774\ub3d9<\/b>\uc774 \uc99d\uac00\ud558\uace0 \uc788\uae30 \ub54c\ubb38\uc774\uae30\ub3c4 \ud558\ub2e4. \uae08\uc740 \uc628\uc2a4\ub2f9 <\/span>5,600\ub2ec\ub7ec<\/b>\ub97c \ub118\uc5b4\uc130\uc73c\uba70, \uc5f0\ucd08 \ub300\ube44 30% \uc0c1\uc2b9\ud588\uace0, <\/span>\uc740\uc740 120\ub2ec\ub7ec<\/b>\uc5d0 \ub3c4\ub2ec\ud558\uba70 1\uc6d4 \ud55c \ub2ec \ub3d9\uc548 65% \uc0c1\uc2b9\ud588\ub2e4. \ubc18\uba74, <\/span>\ube44\ud2b8\ucf54\uc778\uc740 10\uc6d4 \uace0\uc810<\/a>\uc778 126,000\ub2ec\ub7ec\uc5d0\uc11c 33% \ud558\ub77d\ud588\ub2e4.<\/span><\/p>\n Wincent\uc758 \ud3f4 \ud558\uc6cc\ub4dc \ub514\ub809\ud130\ub294 \uc774\ub7ec\ud55c \ubcc0\ud654\ub97c \uae08, \uc740, \uc6b0\ub77c\ub284 \ub4f1 <\/span>\ud1a0\ud070\ud654\ub41c \uc0c1\ud488\uc73c\ub85c\uc758 \uc790\uae08 \uc774\ub3d9\uc73c\ub85c \uc124\uba85\ud588\ub2e4. \u201cETF \uc720\ucd9c, \ubd80\uc9c4\ud55c BTC \uc131\uacfc, \ud569\uc131 \uae08\uc18d \uc2dc\uc7a5\uc73c\ub85c \uc720\uc785\ub418\ub294 \uc0c8\ub85c\uc6b4 \uc790\ubcf8\uc774 \uc554\ud638\ud654\ud3d0\uc5d0\uc11c \uc790\uae08\uc744 \ube7c\uac00\uace0 \uc788\ub2e4\u201d\uace0 \ud558\uc6cc\ub4dc\ub294 \ub9d0\ud588\ub2e4.\u00a0<\/span><\/p>\n \ud568\uaed8 \ubcf4\uae30: \uc5c5\ube44\ud2b8 \uc0c1\uc7a5 \uc608\uc815 \ucf54\uc778\uc740?<\/a><\/strong><\/p>\n \uc5f0\uc900\uc740 \ucd5c\uadfc FOMC \ud68c\uc758\uc5d0\uc11c \uae30\uc900\uae08\ub9ac\ub97c 3.50~3.75%<\/a>\ub85c \ub3d9\uacb0\ud588\uc9c0\ub9cc, \ud5a5\ud6c4 \uc778\ud558 \uc2dc\uc810\uc5d0 \ub300\ud55c \uba85\ud655\ud55c \uc2e0\ud638\ub97c \uc8fc\uc9c0 \uc54a\uc558\ub2e4. \uc81c\ub86c \ud30c\uc6d4 \uc758\uc7a5\uc740 \u201c\ud68c\uc758\ubcc4\ub85c \ud310\ub2e8\ud558\uaca0\ub2e4\u201d\uace0 \uc5b8\uae09\ud588\uc73c\uba70, \uc774\ub294 \uc2dc\uc7a5\uc5d0\uc11c \ub9e4\ud30c\uc801 \ub3d9\uacb0<\/strong>\ub85c \ud574\uc11d\ub410\ub2e4.<\/p>\n
<\/p>\n\ube44\ud2b8\ucf54\uc778, \ud558\ub8e8 \ub9cc\uc5d0 9\ub9cc \ub2ec\ub7ec\ub300 \ubd95\uad34<\/span><\/h2>\n
<\/p>\n\uc774\ub354\ub9ac\uc6c0\u00b7\uc194\ub77c\ub098\ub3c4 \ub3d9\ubc18 \uae09\ub77d\u2026\uc2dc\uc7a5 \uc804\ubc18 \u2018\ud53c\ub85c\uac10\u2019<\/span><\/h2>\n
\ub300\uaddc\ubaa8 ETF \uc790\uae08 \uc720\ucd9c, \uc2dc\uc7a5 \ubd88\uc548\uc758 \ud575\uc2ec \uc694\uc778<\/span><\/h2>\n
\ud22c\uc790\uc790\ub4e4, \uc704\ud5d8 \uc120\ud638\ub3c4 \ubcc0\ud654\ub85c \uae08\uacfc \uc740\uc73c\ub85c \uc774\ub3d9<\/span><\/h2>\n
<\/span><\/p>\n\uc5f0\uc900 \uacb0\uc815, \uae08\ub9ac \uc778\ud558 \uc9c0\uc5f0\uc73c\ub85c \uc2dc\uc7a5 \ubd88\ud655\uc2e4\uc131 \uac00\uc911<\/span><\/h2>\n