貝萊德（NYSE：BLK）選擇比特幣（BTC）和以太幣（ETH）作為“唯一值得購買的兩種加密貨幣”

Finbold 最近報導了貝萊德（NYSE：BLK），稱比特幣（BTC）和以太幣（ETH）是「唯一值得購買的兩種加密貨幣」。

BlackRock (NYSE: BLK) recently dropped a bombshell, revealing that, according to its clients, Bitcoin (BTC) and Ethereum (ETH) are the “only two cryptocurrencies worth buying.” We consulted ChatGPT-4, an OpenAI creation, for insights about that and a comparative analysis between BlackRock’s picks.

貝萊德（NYSE：BLK）最近投下了重磅炸彈，根據其客戶的說法，比特幣（BTC）和以太幣（ETH）是「唯一值得購買的兩種加密貨幣」。我們諮詢了 OpenAI 創建的 ChatGPT-4，以獲取對此的見解以及貝萊德選擇之間的比較分析。

As reported, Robert Mitchnick, Head of Digital Assets for BlackRock, attended the Bitcoin Conference 2024 on July 26, where he shared his observations about the digital asset landscape. Mitchnick explained that he sees “very little interest” in cryptocurrencies other than the leading two among its clients.

據報道，貝萊德數位資產主管 Robert Mitchnick 於 7 月 26 日出席了 2024 年比特幣大會，分享了他對數位資產格局的觀察。米奇尼克解釋說，他認為客戶對除了前兩種加密貨幣之外的加密貨幣「興趣不大」。

Nevertheless, when asked about other cryptocurrencies that could be worth considering from an investment perspective, ChatGPT-4o listed five examples, highlighting their diverse use cases, innovation and development, potential growth, market demand and adoption, risk mitigation, and community and ecosystem development.

儘管如此，當被問及從投資角度可能值得考慮的其他加密貨幣時，ChatGPT-4o 列出了五個例子，強調了它們的多樣化用例、創新和發展、潛在成長、市場需求和採用、風險緩解以及社區和生態系統發展。

According to the model, and despite BTC and ETH’s currently higher recognition, other cryptocurrencies like Solana (SOL), Cardano (ADA), Polkadot (DOT), Chainlink (LINK), and Avalanche (AVAX) could be offering interesting opportunities for investors.

根據該模型，儘管BTC 和ETH 目前的認可度較高，但Solana (SOL)、Cardano (ADA)、Polkadot (DOT)、Chainlink (LINK) 和Avalanche (AVAX) 等其他加密貨幣可能為投資者提供有趣的機會。

The AI justified this more open approach due to the diverse use cases, innovation and development, potential growth, market demand and adoption, risk mitigation, and community and ecosystem development offered by less-recognized projects, which could translate into competitive advantages and higher growth potential and help avoid exposing investors to concentration risks.

人工智慧證明了這種更開放的方法是合理的，因為不太受認可的專案提供了多樣化的用例、創新和發展、潛在成長、市場需求和採用、風險緩解以及社區和生態系統發展，這些可以轉化為競爭優勢和更高的成長潛力並有助於避免投資者面臨集中風險。

Following the model’s logic, investors can also consider small caps like Monero (XMR), MultiversX (EGLD), Radix (XRD), and Nano (XNO).

按照該模型的邏輯，投資者還可以考慮 Monero (XMR)、MultiversX (EGLD)、Radix (XRD) 和 Nano (XNO) 等小型股。

After that, we asked the AI to weigh in with a comparative analysis of the two leading digital assets. It is undeniable how both projects play a unique role in the cryptocurrency market and in BlackRock’s exchange-traded funds (ETFs).

之後，我們要求人工智慧對兩種領先的數位資產進行比較分析。不可否認，這兩個項目在加密貨幣市場和貝萊德的交易所交易基金（ETF）中發揮獨特的作用。

In particular, Finbold fed ChatGPT-4o with recent data on Bitcoin ETF and Ethereum ETF gathered from CoinGlass on July 28.

特別是，Finbold 向 ChatGPT-4o 提供了 7 月 28 日從 CoinGlass 收集的比特幣 ETF 和以太坊 ETF 的最新數據。

First, BlackRock’s Bitcoin spot ETF (IBIT) has a $1.12 billion volume trading at $38.79 with 594 million outstanding shares and $17.24 billion in assets under management (AUM). Bitcoin was trading at $67,837 with a $1.34 trillion market cap by prompt time.

首先，貝萊德的比特幣現貨 ETF (IBIT) 交易量為 11.2 億美元，交易價格為 38.79 美元，流通股數量為 5.94 億股，管理資產 (AUM) 為 172.4 億美元。截至發稿時，比特幣交易價格為 67,837 美元，市值為 1.34 兆美元。

On the other hand, BlackRock’s Ethereum spot ETF (ETHA) has a $9 million daily volume at $28.87 per share. The underlying asset ETH was trading at $3,266, with a $392 billion market cap.

另一方面，貝萊德的以太坊現貨 ETF (ETHA) 日交易量為 900 萬美元，每股 28.87 美元。標的資產 ETH 交易價格為 3,266 美元，市值為 3,920 億美元。

Interestingly, however, ETHA had a $442 million inflow in its first four trading days – from July 23 to 26 – while IBIT registered a $232 million inflow.

然而有趣的是，ETHA 在前四個交易日（即 7 月 23 日至 26 日）內流入了 4.42 億美元，而 IBIT 則流入了 2.32 億美元。

ChatGPT-4o highlighted Bitcoin’s sticky dominance as the market leader among institutions with Ethereum’s growing potential and innovation.

ChatGPT-4o 強調了比特幣在以太坊不斷增長的潛力和創新的機構中作為市場領導者的黏性主導地位。

Overall, the AI said both BTC and ETH are capturing institutional interest. One is better established for large asset managers like BlackRock, while the other has a promising future with a growing inflow.

總體而言，AI 表示 BTC 和 ETH 都正在吸引機構的興趣。一種更適合貝萊德等大型資產管理公司，而另一種則前景光明，資金流入不斷增加。

“For 2024, the analysis suggests Bitcoin will likely continue to dominate institutional interest and market cap, with robust growth prospects driven by strong ETF inflows and established market presence. Meanwhile, Ethereum is poised for significant growth, given its initial ETF inflow, supportive technological advancements, and increasing interest from institutional investors. Its relative underrepresentation in BlackRock’s assets compared to Bitcoin may indicate more room for growth and catching up in the near future.”

「分析表明，到 2024 年，比特幣可能會繼續主導機構興趣和市值，強勁的 ETF 流入和成熟的市場地位將推動其強勁的成長前景。同時，鑑於以太坊最初的 ETF 流入、支持性的技術進步以及機構投資者日益增長的興趣，以太坊有望實現顯著增長。與比特幣相比，它在貝萊德資產中的代表性相對較低，這可能表明在不久的將來有更大的增長和追趕空間。

In conclusion, the AI warns investors to monitor the developments in ETF inflows, regulatory changes, and market adoption trends related to Bitcoin and Ethereum to make more informed decisions while also considering other cryptocurrencies with lower institutional recognition but a promising and innovative future.

總之，AI 警告投資者監控與比特幣和以太坊相關的ETF 流入、監管變化和市場採用趨勢的發展，以做出更明智的決策，同時也考慮其他機構認可度較低但前景光明且創新的加密貨幣。