機構投資者蜂擁而至 Solana，提升了山寨幣的存在

機構投資者越來越多地接受山寨幣，財富管理機構和對沖基金對 Solana (SOL) 的配置大幅增加。據 CoinShares 稱，近 15% 的受訪投資者目前持有 SOL，顯示對其成長潛力更加樂觀。然而，機構對 XRP 的興趣有所下降，在最新的調查中沒有受訪者持有它。

Institutional Investors Flock to Solana, Driving Altcoin Exposure

機構投資人湧向 Solana，推動山寨幣曝光

Amidst the ever-evolving cryptocurrency landscape, institutional investors are expanding their horizons, embracing altcoins that offer compelling growth prospects. Spearheading this trend is Solana (SOL), which has witnessed a remarkable surge in allocations from wealth managers and hedge funds.

在不斷變化的加密貨幣格局中，機構投資者正在擴大視野，擁抱提供令人信服的成長前景的山寨幣。引領這一趨勢的是 Solana (SOL)，財富管理機構和對沖基金的配置顯著激增。

CoinShares, a leading digital asset manager, released a comprehensive report based on its survey of 64 investors with a combined $600 billion in assets under management. The findings revealed a remarkable shift towards Solana, with nearly 15% of respondents indicating investments in the altcoin. This represents a significant increase from CoinShares' January survey, where none of the respondents held any SOL.

領先的數位資產管理公司 CoinShares 發布了一份綜合報告，該報告基於對 64 名投資者的調查，管理資產總額達 6,000 億美元。調查結果顯示，人們對 Solana 的態度顯著轉變，近 15% 的受訪者表示他們投資了這種山寨幣。這比 CoinShares 1 月的調查顯著增加，當時沒有受訪者持有任何 SOL。

"Investors are growing more optimistic about Solana's potential," remarked James Butterfill, head of research at CoinShares. Solana's ranking among the top three cryptocurrencies with the most promising growth outlook, with just under 15% of respondents agreeing, further underscores this optimism.

CoinShares 研究主管 James Butterfill 表示：“投資者對 Solana 的潛力越來越樂觀。” Solana 躋身最具成長前景的三大加密貨幣之列，只有不到 15% 的受訪者表示同意，這進一步凸顯了這種樂觀情緒。

Furthermore, the survey identified Bitcoin (BTC) as the undisputed leader among institutional investors, with 41% acknowledging its superior growth potential. Ether (ETH), the second-largest cryptocurrency, trailed behind with just over 30% of respondents expressing bullish sentiments. Interestingly, ETH's score has declined from around 35% in the January survey, indicating diminished investor appetite.

此外，調查還發現比特幣 (BTC) 是機構投資者中無可爭議的領導者，41% 的人承認其卓越的成長潛力。第二大加密貨幣以太幣 (ETH) 緊隨其後，只有超過 30% 的受訪者表達了看漲情緒。有趣的是，ETH 的得分較 1 月調查的 35% 左右有所下降，顯示投資者興趣減弱。

Despite the surge in interest for altcoins, equities remain the most heavily weighted asset class, accounting for over 55% of institutional portfolios. However, the percentage of cryptocurrency allocations has climbed steadily, reaching 3% compared to 1.3% in January. This growth, according to Butterfill, can be attributed in part to institutional investors gaining access to Bitcoin through U.S. ETFs.

儘管人們對山寨幣的興趣激增，但股票仍然是權重最高的資產類別，佔機構投資組合的 55% 以上。然而，加密貨幣配置的比例穩步攀升，從 1 月的 1.3% 達到 3%。 Butterfill 表示，這種成長部分歸因於機構投資者透過美國 ETF 獲得了比特幣。

While the crypto market has experienced a surge in valuations since January, the percentage of investors perceiving cryptocurrencies as "good value" has risen from under 15% to over 20%. This shift in perception, coupled with the positive price momentum, has fueled increased client demand for digital assets.

儘管加密貨幣市場自 1 月以來估值大幅上漲，但認為加密貨幣「有價值」的投資者比例已從不到 15% 上升至超過 20%。這種觀念的轉變，加上正向的價格動能，刺激了顧客對數位資產的需求增加。

Despite the growing interest, significant barriers to entry persist forinstitutional investors seeking exposure to cryptocurrencies. Regulation remains a primary concern, as many respondents cited corporate restrictions and the subjective interpretation of regulatory guidelines as obstacles to crypto investment.

儘管人們的興趣日益濃厚，但對於尋求投資加密貨幣的機構投資者來說，仍然存在著巨大的進入障礙。監管仍然是一個主要問題，因為許多受訪者將公司限制和監管指南的主觀解釋視為加密貨幣投資的障礙。

CoinShares' findings provide valuable insights into the evolving strategies of institutional investors in the cryptocurrency space. As altcoins like Solana gain traction and institutional adoption of cryptocurrencies continues to rise, the landscape is poised for further transformation.

CoinShares 的調查結果為機構投資者在加密貨幣領域不斷發展的策略提供了寶貴的見解。隨著 Solana 等山寨幣越來越受歡迎，加密貨幣的機構採用率持續上升，模式有望進一步轉變。