高盛客戶在機構激增之際關注加密貨幣市場

在一位著名股票市場分析師做出積極預測後，比特幣（BTC）和其他加密貨幣，包括以太幣（ETH）和瑞波幣（XRP），經歷了價值飆升。比特幣價格已突破 7 萬美元，接近歷史新高，而其他加密貨幣也大幅上漲，推動加密市場整體價值成長 3,000 億美元。

Goldman Sachs Clients Eye Crypto Market as Institutional Interest Surges

隨著機構興趣激增，高盛客戶關注加密貨幣市場

By Billy Bambrough

比利·班布羅

November 23, 2023

2023 年 11 月 23 日

The cryptocurrency market has experienced a significant surge in value, with Bitcoin (BTC) topping $70,000 per coin and Ethereum (ETH), XRP (XRP), and other major coins following suit. This upswing comes amidst a resurgence of interest from institutional investors, particularly hedge funds managed by Goldman Sachs.

加密貨幣市場的價值大幅上漲，比特幣 (BTC) 每枚硬幣突破 70,000 美元，以太幣 (ETH)、XRP (XRP) 和其他主要硬幣緊隨其後。這種上升是在機構投資者，特別是高盛管理的對沖基金的興趣重新抬頭的背景下發生的。

Goldman Sachs' Asia Pacific head of digital assets, Max Minton, revealed that the recent approval of U.S. spot Bitcoin exchange-traded funds (ETFs) has sparked renewed enthusiasm among the bank's clients. "Many of our largest clients are active or exploring getting active in the space," Minton told Bloomberg.

高盛亞太區數位資產主管 Max Minton 透露，美國現貨比特幣交易所交易基金 (ETF) 最近獲得批准，重新激發了該行客戶的熱情。明頓告訴彭博社：“我們的許多最大客戶都在活躍或正在探索在該領域活躍起來。”

The majority of this interest is directed towards Bitcoin, according to Minton, but this could shift if Ethereum secures a spot ETF of its own. However, recent reports indicate that Ethereum's May deadline for spot ETF approval is increasingly unlikely due to a lack of engagement from the U.S. Securities and Exchange Commission (SEC).

Minton 表示，大部分興趣都針對比特幣，但如果以太坊擁有自己的現貨 ETF，這種情況可能會改變。然而，最近的報告表明，由於美國證券交易委員會 (SEC) 缺乏參與，以太坊 5 月現貨 ETF 批准的最後期限越來越不可能。

Goldman Sachs established a crypto trading desk in 2021 and currently offers cash-settled Bitcoin and Ethereum option trading. The bank's clients are showing a keen interest in cryptocurrencies, particularly Bitcoin, as evidenced by the strong performance of the BlackRock spot Bitcoin ETF launched in January.

高盛於 2021 年設立了加密貨幣交易櫃檯，目前提供以現金結算的比特幣和以太坊選擇權交易。該銀行的客戶對加密貨幣，尤其是比特幣表現出濃厚的興趣，而貝萊德一月份推出的現貨比特幣 ETF 的強勁表​​現證明了這一點。

Meanwhile, Goldman Sachs' head of digital assets, Mathew McDermott, emphasized the growing institutional appetite for cryptocurrencies at a London crypto conference last week. "The price action ... has still been driven by retails primarily," McDermott said. "But it's the institutions that we’ve started to see come in. You really see now the appetite is transformed."

同時，高盛數位資產主管 Mathew McDermott 在上週的倫敦加密貨幣會議上強調了機構對加密貨幣日益增長的興趣。麥克德莫特表示：“價格走勢…仍然主要由零售業推動。” “但我們已經開始看到機構介入。你現在確實看到了胃口發生了變化。”

However, inflows into the 11 new Wall Street spot Bitcoin ETFs have reversed course in recent days, losing a combined $850 million. This decline suggests that the recent rally may be nearing its peak.

然而，最近幾天，流入 11 檔新華爾街現貨比特幣 ETF 的資金出現逆轉，總計損失了 8.5 億美元。這種下跌表明近期的反彈可能已接近頂峰。

"People have looked at how much the price of Bitcoin has fallen and they’ve decided to hold off, nobody wants to catch a falling knife," said James Butterfill, head of research at crypto investment group CoinShares.

加密貨幣投資集團 CoinShares 研究主管詹姆斯·巴特菲爾 (James Butterfill) 表示：“人們已經看到比特幣價格下跌了多少，他們決定推遲，沒有人願意接住下跌的刀。”

Despite this temporary setback, the resurgence of institutional interest in cryptocurrencies signals a growing recognition of their potential as an asset class. As the regulatory landscape evolves and more institutions embrace digital assets, the crypto market is poised for further growth and innovation.

儘管出現暫時的挫折，但機構對加密貨幣興趣的復甦表明人們越來越認識到它們作為資產類別的潛力。隨著監管環境的發展和越來越多的機構接受數位資產，加密貨幣市場有望進一步成長和創新。