比特币（BTC）在Vanguard突然解除比特币ETF交易禁令后，24小时内强势反弹近10%，价格突破93,000美元，创下本季度最猛烈的上涨之一。此次行情被市场称为“Vanguard Degen Effect”，反映出保守型资本在限制解除后迅速流入加密市场。
比特币的上涨始于周二美国开盘时，随着价格冲向91,000美元，大量杠杆空头被清算，推动市场进一步上行。在此背景下，Vanguard宣布允许交易比特币、以太坊、XRP、Solana等加密ETF，结束其多年的加密禁令。
市场分析师Eric Balchunas指出，Vanguard的这一举动是比特币飙升的核心原因之一。他表示，随着禁令解除，Vanguard客户长期以来受限的需求迅速释放。而此前，Vanguard对比特币ETF持极度保守态度，并拒绝向客户提供购买渠道，导致许多投资者将资金转移至富达等竞争对手。
禁令解除后，机构资金涌入的速度远超预期。贝莱德的IBIT在30分钟内交易额突破10亿美元，而Vanguard平台的比特币ETF交易量也在半小时内直冲10亿美元，被形容为“惊人”。分析师Crypto Rover补充称，仅IBIT在两小时内的成交量就超过18亿美元，显示新资本正在迅速布局。
尽管市场情绪高涨，机构观点仍然谨慎。Balchunas指出，目前的行情可能源于此前被压抑的部分需求快速释放，但尚无法确认这是否会推动长期的系统性机构流入。若保守型退休资金继续进入IBIT等现货ETF，比特币可能步入一个新的流动性扩张周期；但若只是一次性爆发，市场热度或将很快冷却。
截至目前，比特币交易价格约93,562美元，24小时涨幅接近10%。随着Vanguard重新开放加密ETF交易，传统金融与加密资产之间的界限进一步模糊，机构级资本的态度变化正在成为推动市场趋势的重要力量。
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