Bitwise 透過第 2 層和應用程式 ETP 發出以太坊擴展訊號

加密貨幣資產管理公司 Bitwise 正在考慮推出一款涵蓋以太坊第二層生態系統的交易所交易產品 (ETP)。該公司首席投資長 Matt Hougan 對以太坊的未來表示樂觀，並指出了許多成功應用的潛力。然而，他承認哪些第二層解決方案和應用程式將佔據主導地位存在不確定性。

Bitwise Hints at Expanding Crypto Offerings with Ethereum Layer 2 and Application ETP

Bitwise 暗示將透過以太坊第 2 層和應用程式 ETP 擴展加密產品

Leading cryptocurrency asset management firm Bitwise has expressed its desire to launch an exchange-traded product (ETP) that encompasses the burgeoning ecosystem of layer 2 networks and applications built on Ethereum. According to the firm's Chief Investment Officer, Matt Hougan, the company has recognized a significant opportunity in consolidating the vibrant Ethereum landscape into a single investment vehicle.

領先的加密貨幣資產管理公司 Bitwise 表示希望推出一款交易所交易產品 (ETP)，該產品涵蓋基於以太坊構建的第 2 層網路和應用程式的新興生態系統。該公司首席投資長 Matt Hougan 表示，該公司已經意識到將充滿活力的以太坊格局整合為單一投資工具的重大機會。

"I'm somewhere between embarrassed and excited with the fact that Bitwise doesn't have one, because I do think that would be a great product," remarked Hougan in a recent interview with Forbes.

「對於 Bitwise 沒有這樣的產品，我感到既尷尬又興奮，因為我確實認為這將是一款很棒的產品，」Hougan 在最近接受《福布斯》採訪時說道。

Strong Belief in Ethereum's Evolutionary Trajectory

對以太坊進化軌跡的堅定信念

Hougan emphasized his unwavering confidence in the long-term growth and evolution of the Ethereum ecosystem. However, he acknowledged the uncertainty surrounding which layer 2 networks and applications will ultimately emerge as the dominant players.

Hougan強調了他對以太坊生態系統的長期成長和發展堅定不移的信心。然而，他承認哪些第 2 層網路和應用程式最終將成為主導者存在不確定性。

"I have a hard time imagining what the future will be like three years from now when there are a hundred popular real-world decentralized applications that people are using and where the economics will flow," he reflected. "So the best way to approach that would be to own them all, which would be a great product for what it's worth."

「我很難想像三年後的未來會是什麼樣子，當時人們正在使用一百種流行的現實世界去中心化應用程序，經濟將流向何處，」他反思道。 “因此，實現這一目標的最佳方法是擁有它們全部，這將是一個物有所值的偉大產品。”

Underestimation of the Significance of the Dencun Upgrade

低估鄧村升級的意義

Moreover, Hougan reiterated his belief that the market has significantly underestimated the transformative potential of Ethereum's upcoming Dencun upgrade. He asserted that this upgrade is a "complete game changer" that has not yet been fully recognized by the market.

此外，Hougan 重申了他的信念，即市場大大低估了以太坊即將推出的 Dencun 升級的變革潛力。他斷言，這次升級是“徹底的遊戲規則改變者”，但尚未得到市場的充分認可。

Hopeful for Ethereum ETF Launch in December, Concerns About May Timeline

以太坊 ETF 預計在 12 月推出，但對 5 月時間表感到擔憂

In a separate development, Hougan expressed concerns about the market's readiness for a spot Ethereum exchange-traded fund (ETF) by May. He suggested that the United States Securities and Exchange Commission (SEC) should consider postponing approval until December, allowing more time for the market to absorb the recently launched spot Bitcoin ETFs.

在另一項進展中，Hougan 對市場在 5 月之前準備好以太坊現貨交易所交易基金 (ETF) 的情況表示擔憂。他建議美國證券交易委員會（SEC）應考慮將批准推遲到12月，以便市場有更多時間吸收最近推出的現貨比特幣ETF。

"It's hard to get financial advisors to think about Ethereum right now" as the traditional finance sector is still grappling with the introduction of spot Bitcoin ETFs, Hougan explained. "If you shove it down their throat in May, I'm not sure they will be [ready]."

Hougan 解釋說，“現在很難讓財務顧問考慮以太坊”，因為傳統金融部門仍在努力引入現貨比特幣 ETF。 “如果你在五月把它強加給他們，我不確定他們會[準備好]。”

Bitwise's Position in the Spot Ether ETF Race

Bitwise 在以太幣現貨 ETF 競賽中的地位

Bitwise has already filed the necessary paperwork with the SEC to list a spot Ether ETF, joining a host of other applicants vying for approval. Companies such as BlackRock, VanEck, ARK 21Shares, Fidelity, Grayscale Hashdex, Franklin Templeton, and Invesco Galaxy are among the contenders.

Bitwise 已經向 SEC 提交了上市以太坊 ETF 所需的文件，加入了許多其他申請人的行列，爭奪批准。 BlackRock、VanEck、ARK 21Shares、Fidelity、Grayscale Hashdex、Franklin Templeton 和 Invesco Galaxy 等公司都是競爭者。

However, some analysts have expressed skepticism about the imminent approval of spot Ether ETFs, citing the SEC's apparent lack of engagement with applicants in recent months. Nevertheless, Grayscale's Chief Legal Officer, Craig Salm, remains optimistic, suggesting that the issues associated with spot Ether ETFs have been largely resolved through the approval process for spot Bitcoin ETFs.

然而，一些分析師對現貨以太 ETF 即將獲得批准表示懷疑，理由是 SEC 近幾個月來明顯缺乏與申請人的接觸。儘管如此，Grayscale 的首席法務官 Craig Salm 仍保持樂觀，他表示與現貨以太 ETF 相關的問題已透過現貨比特幣 ETF 的審批流程基本解決。

Bitwise has established itself as a prominent player in the spot Bitcoin ETF market, with its Bitwise Bitcoin ETF (BITB) amassing over $1.6 billion in flows. It remains to be seen whether Bitwise will achieve similar success with a potential Ethereum layer 2 and application ETP, but Hougan's bullish outlook and the company's proven track record in the ETF space suggest that it is a strong contender in the evolving crypto asset landscape.

Bitwise 已成為現貨比特幣 ETF 市場的重要參與者，其 Bitwise 比特幣 ETF (BITB) 累積了超過 16 億美元的資金流。 Bitwise 是否會透過潛在的以太坊第2 層和應用程式ETP 取得類似的成功還有待觀察，但Hougan 的樂觀前景和該公司在ETF 領域的良好記錄表明，它是不斷發展的加密資產領域的有力競爭者。