貝萊德的比特幣主導地位震驚了區塊鏈產業，以太坊的未來現在不確定

據該公司數位資產主管表示，貝萊德的客戶絕大多數優先考慮比特幣投資，對其他加密貨幣的興趣最小。儘管業界預計貝萊德將參與更廣泛的加密資產採用，但該公司的重點仍主要集中在比特幣上。

BlackRock's Bitcoin Dominance: A Sobering Reality for the Blockchain Industry

貝萊德的比特幣主導地位：區塊鏈產業的一個發人深省的現實

In a bombshell revelation that has sent shockwaves through the blockchain community, BlackRock's Head of Digital Assets, Robert Mitchnick, has declared Bitcoin as the undisputed king among his clients' crypto investment choices. The firm's overwhelming focus on the pioneering cryptocurrency has cast a pall over industry hopes that the world's largest asset manager would embrace the broader crypto asset class, potentially ushering it into the mainstream financial arena.

貝萊德數位資產主管羅伯特·米奇尼克（Robert Mitchnick）的爆炸性消息震驚了區塊鏈社區，他宣布比特幣是其客戶加密貨幣投資選擇中無可爭議的王者。該公司對開創性加密貨幣的過度關注為業界帶來了陰影，業界希望全球最大的資產管理公司能夠擁抱更廣泛的加密資產類別，並有可能將其引入主流金融領域。

Bitcoin's Unassailable Position

比特幣的地位無可撼動

As reported by Fox Business journalist Eleanor Terrett, Mitchnick's remarks painted a clear picture: Bitcoin is "overwhelmingly the number one priority" for BlackRock's sprawling client base. His candid admission during the Bitcoin Investor Day conference on Friday, a gathering of institutional capital allocators, echoed this sentiment.

根據福克斯商業新聞記者埃莉諾·特雷特報道，米奇尼克的言論描繪了一幅清晰的圖景：對於貝萊德龐大的客戶群來說，比特幣是「壓倒性的第一要務」。他在周五的比特幣投資者日會議（機構資本配置者聚會）上坦率地承認，呼應了這種情緒。

"Then a little bit of Ethereum, and very little everything else," Mitchnick added, effectively dismissing the notion that other cryptocurrencies hold significant interest for BlackRock's clientele.

米奇尼克補充說：「然後是一點以太坊，幾乎沒有其他東西。」他實際上駁斥了貝萊德客戶對其他加密貨幣持有重大興趣的觀點。

This revelation comes as a sobering disappointment to the crypto community, which had eagerly anticipated BlackRock's embrace of alternative tokens. However, Mitchnick's unequivocal statement made it clear that such expectations were misplaced: "That's just not where we're focused."

這項消息讓加密貨幣社群深感失望，他們曾熱切期待貝萊德擁抱替代代幣。然而，米奇尼克的明確聲明清楚地表明，這種期望是錯誤的：“這不是我們關注的重點。”

The IBIT Success Story

IBIT 成功案例

BlackRock's unwavering commitment to Bitcoin was further exemplified by the remarkable success of its U.S. Bitcoin spot ETF (IBIT). Launched on January 11 alongside offerings from nine other providers, the IBIT has emerged as an unparalleled titan, absorbing a staggering $13.3 billion in inflows and solidifying its position as the most successful ETF launch in history.

貝萊德對比特幣堅定不移的承諾進一步體現在其美國比特幣現貨 ETF (IBIT) 的巨大成功。 IBIT 於 1 月 11 日與其他 9 家提供商的產品一起推出，已成為無與倫比的巨頭，吸收了驚人的 133 億美元資金流入，並鞏固了其作為歷史上最成功的 ETF 推出的地位。

Long-Term Convergence

長期趨同

Despite the industry's clamor for diversification, Mitchnick remained resolute in his view of the future financial landscape. "Eventually we expect there will be a convergence where the best of the old system and the new technology will become fused into a new infrastructure system in finance," he said.

儘管業界呼籲多元化，但米奇尼克對未來金融格局的看法仍然堅定。他說：“最終，我們預計舊系統的優點和新技術將會整合到新的金融基礎設施系統中。”

Ethereum's Glimmer of Hope

以太坊的希望之光

While Bitcoin reigns supreme, BlackRock has not completely neglected Ethereum. The asset manager has filed for approval to launch an Ethereum (ETH) spot ETF, following in the footsteps of industry behemoths Grayscale and Fidelity. However, regulatory headwinds and the recent investigation into the Ethereum Foundation have tempered expectations, with analysts predicting a protracted approval process.

雖然比特幣佔據主導地位，但貝萊德並沒有完全忽視以太坊。該資產管理公司已申請批准推出以太坊 (ETH) 現貨 ETF，追隨產業巨頭 Grayscale 和 Fidelity 的腳步。然而，監管阻力和最近對以太坊基金會的調查降低了預期，分析師預測審批過程將曠日持久。

Moreover, even if approved, experts anticipate that Ethereum ETFs will fall short of the meteoric success achieved by their Bitcoin-based counterparts. "This is such small potatoes vs spot bitcoin ETFs," said Bloomberg ETF analyst Eric Balchunas. "It's like the opening act coming on after the headliner."

此外，即使獲得批准，專家預計以太坊 ETF 也將無法達到基於比特幣的 ETF 所取得的巨大成功。彭博 ETF 分析師 Eric Balchunas 表示：“與現貨比特幣 ETF 相比，這簡直就是小人物。” “這就像頭條新聞之後的開場表演。”

A January survey conducted by Bitwise added further weight to this assertion, revealing that 71% of investment advisors favor Bitcoin over Ethereum.

Bitwise 一月份進行的一項調查進一步證實了這一說法，顯示 71% 的投資顧問更青睞比特幣而不是以太坊。

Beyond Cryptocurrencies

超越加密貨幣

Despite the limited enthusiasm for altcoins, BlackRock has expressed keen interest in real-world assets tokenized on the blockchain. In partnership with Securitize, the firm is planning to launch an institutionally focused tokenized asset fund.

儘管人們對山寨幣的熱情有限，但貝萊德對區塊鏈上的現實世界資產表示了濃厚的興趣。該公司計劃與 Securitize 合作推出以機構為重點的代幣化資產基金。

Conclusion

結論

BlackRock's overwhelming preference for Bitcoin has sent a clear message to the blockchain industry: the "number one crypto investment choice" reigns supreme, with other cryptocurrencies relegated to the sidelines. While the community may still hold out hope for broader crypto adoption by BlackRock, the firm's current stance suggests that such aspirations may remain unfulfilled for the foreseeable future.

貝萊德對比特幣的壓倒性偏好向區塊鏈產業發出了一個明確的訊息：「第一加密貨幣投資選擇」佔據至高無上的地位，而其他加密貨幣則被邊緣化。儘管社群可能仍然對貝萊德更廣泛地採用加密貨幣抱有希望，但該公司目前的立場表明，在可預見的未來，這種願望可能仍無法實現。