Bitwise Cio Matthew Hougan討論了將來模因硬幣ETF的可能性

Bitwise首席投資官Matthew Hougan週一表示，雖然Meme Coin ETF並非完全不在桌面上，但他們並不是“自由的”

Bitwise Chief Investment Officer Matthew Hougan spoke with Benzinga at The Digital Assets Forum in London on Friday.

Bitwise首席投資官Matthew Hougan週五在倫敦的數字資產論壇上與Benzinga進行了交談。

Here's what else Hougan had to say:

這是霍根還說的話：

On Meme Coin ETF Approvals: “I think you'll see ETFs for the largest, highest quality crypto assets. Top 10, top 20. I don't think most meme coins will qualify for an ETF. They're too small. By the time you get to asset like 25 is a tiny fraction of asset number one. So I think the economics of running an ETF on those will make it difficult to get there.”

在Meme Coin ETF批准上：“我認為您會看到ETF的最大，最高質量的加密資產。前10名，前20名。我認為大多數模因硬幣都不會有資格獲得ETF。他們太小了。到您到達25種資產時，資產排名第一的一小部分。因此，我認為運行ETF的經濟學將使到達那裡很難。”

Hougan also noted that his company won't be creating ETF’s for all crypto assets.

Hougan還指出，他的公司不會為所有加密資產創建ETF。

“We don’t want ETFs on assets that are illiquid, manipulated or significant insider ownership. Like those shouldn’t exist and they don’t.”

“我們不希望ETF關於流動性，操縱或重要內部人所有權的資產。就像那些不應該存在的，它們不存在。”

He explained the need for a globally distributed, highly liquid market with minimal insider influence.

他解釋了需要具有最小內幕影響力的全球分佈式，高度流動的市場。

“So what crypto assets have a broadly distributed, extremely liquid global market where it’s hard for insiders to manipulate them?”

“那麼，哪些加密資產具有廣泛分佈的，極為流動的全球市場，內部人員很難操縱它們？”

He noted that he has not done the work on assets like Bonk or other meme coins, which would indicate a hesitance to create these ETF's.

他指出，他尚未完成像Bonk或其他模因硬幣這樣的資產的工作，這表明會猶豫不決地創建這些ETF。

On Bitcoin Price Peaking At $30,000 In 2024: “I think that's too low. I think we're going to see a top in 2024. I think Bitcoin is going to top $200,000 this year. I know a lot of people are saying, ‘Oh my gosh, it's already up so much. How can it do that?’ But if you look at the numbers, the new demand for Bitcoin this year is higher than the new supply, from both ETF's and corporate players. I see today as a buying opportunity.”

在比特幣價格在2024年達到30,000美元的峰值：“我認為這太低了。我認為我們將在2024年看到頂級。我認為比特幣今年將達到200,000美元。我知道很多人在說：“哦，天哪，已經很重要了。它怎麼能做到？但是，如果您查看這些數字，今年對比特幣的新需求比ETF和企業參與者的新供應都高。我今天認為是一個購買機會。”

Hougan went on to say that he expects to see Bitcoin cross $200,000 in 2024.

霍根繼續說，他希望在2024年看到比特幣越過200,000美元。

“I think that's going to continue. We're going to see Bitcoin cross $200,000 in 2024. I think new all-time highs for ether and a top 10 that's going to have a really strong year.”

“我認為這將繼續下去。我們將在2024年看到比特幣越過200,000美元。我認為Ether的新歷史最高點和前十名將擁有非常強勁的一年。”

Hougan also predicted Bitcoin ETF inflows of over $50 billion in 2025.

霍根還預測，2025年，比特幣ETF流入超過500億美元。

“I think you'll see a doubling of the inflows into the Bitcoin ETF. So we did about $25 billion last year, I think we'll do over $50 billion in 2025. I think the institutional investors who are in the ETF will double down on their holdings and we'll also see new money coming in from the institutional players.”

“我認為您會看到流入到比特幣ETF中的一倍。因此，去年我們做了約250億美元，我認為我們將在2025年做超過500億美元。我認為，在ETF中的機構投資者將使他們的股份加倍，我們還會看到機構的新資金來自球員。”

Hougan noted that while the macro conditions create short-term volatility, the long term drivers for Bitcoin are specific to crypto.

Hougan指出，儘管宏觀條件會產生短期波動，但比特幣的長期驅動因素是特定於加密貨幣的。

“I think if you're looking at the short term, the macro conditions will create some volatility in the crypto markets. But if you're looking at the long term drivers for Bitcoin, they are specific to crypto.”

“我認為，如果您正在研究短期，那麼宏觀條件將在加密貨幣市場中產生一些波動。但是，如果您正在尋找比特幣的長期驅動程序，那麼它們是特定於加密貨幣的。”