摩根大通預測 XRP 和 Solana ETF 可能吸引 3B 至 8B 美元的資金流入

根據摩根大通的報告，一旦獲得批准，XRP 和 Solana ETF 可能會吸引 30 億至 80 億美元的資金流入。

A recent JP Morgan report has estimated that XRP and Solana ETFs could attract inflows ranging from $3 billion to $8 billion once approved. These estimates are derived by extrapolating the performance of Bitcoin and Ethereum ETFs.

摩根大通最近的一份報告估計，一旦獲得批准，XRP 和 Solana ETF 可能會吸引 30 億至 80 億美元的資金流入。這些估計是透過推斷比特幣和以太幣 ETF 的表現得出的。

According to the report, Bitcoin ETFs attained assets under management of $108 billion in the first year, which is roughly 6% of the total Bitcoin market cap. Following this, Ethereum ETFs garnered assets of $12 billion or about 3% of Ethereum’s market capitalization over six months.

報告顯示，比特幣 ETF 第一年管理的資產規模達 1,080 億美元，約佔比特幣總市值的 6%。此後六個月內，以太坊 ETF 獲得了 120 億美元的資產，約佔以太坊市值的 3%。

Using these metrics for XRP and Solana, the bank has projected high inflows. For XRP, a 3% rate would attract $4.3 billion, raising its market cap to $150.8 billion from the current $146.5 billion. A 6% rate could bring in $8.4 billion to lift the cap to $154.9 billion. This increment could lead to XRP rising from $2.55 to $2.62 – $2.69, considering the current supply of 57.5 billion tokens.

使用 XRP 和 Solana 的這些指標，該銀行預計會有大量資金流入。對於 XRP 來說，3% 的利率將吸引 43 億美元，使其市值從目前的 1,465 億美元增加到 1,508 億美元。 6% 的利率可以帶來 84 億美元的收入，將上限提高到 1,549 億美元。考慮到目前 575 億代幣的供應量，這一增量可能導致 XRP 從 2.55 美元上漲至 2.62 美元至 2.69 美元。

As for Solana, with a market cap of $90.5 billion, it could attract $2.7 billion with 3% APY and $5.2 billion with 6% APY, taking its market cap to $93.2 billion and $95.7 billion, respectively. With a circulating supply of 484 million tokens, Solana could be priced anywhere from $192.5 to $197.7 in the next few weeks, depending on the market.

至於Solana，其市值為905 億美元，以年化年利率3% 計算，可吸引27 億美元融資；按年化年利率6% 計算，可吸引52 億美元投資，使其市值分別達到932 億美元和957 億美元。 Solana 的流通供應量為 4.84 億枚代幣，未來幾週內的定價可能在 192.5 美元到 197.7 美元之間，具體取決於市場情況。

It's worth noting that the approval of XRP and Solana ETFs is still pending, with no green light yet from the U.S. SEC. However, recent developments indicate a positive regulatory climate, with SEC set to decide on XRP ETF applications by January 25, 2025.

值得注意的是，XRP 和 Solana ETF 的批准仍懸而未決，美國 SEC 尚未批准。然而，最近的事態發展表明積極的監管氛圍，SEC 將於 2025 年 1 月 25 日之前就 XRP ETF 申請做出決定。

Several top firms, including WisdomTree, 21Shares, and Bitwise, have submitted applications for these ETFs.

WisdomTree、21Shares 和 Bitwise 等幾家頂級公司已經提交了這些 ETF 的申請。

Interest in Solana ETFs is also growing. In June 2024, a major application was filed by VanEck for a Solana ETF. Grayscale has been attempting to convert its Solana Trust Fund into an ETF, with a decision expected by January 23, 2025.

對 Solana ETF 的興趣也在增長。 2024 年 6 月，VanEck 提交了 Solana ETF 的主要申請。 Grayscale 一直在嘗試將其 Solana 信託基金轉換為 ETF，預計將於 2025 年 1 月 23 日做出決定。

As we振り返る to the impact of Bitcoin ETFs, which helped propel Bitcoin to over $100,000 in 2024, these new products hold the potential to increase market liquidity and accessibility.

比特幣 ETF 幫助比特幣在 2024 年突破 10 萬美元，我們對它的影響感到振り返る，這些新產品有潛力增加市場流動性和可及性。

The report concludes that the introduction of regulated investment products, such as ETFs, is a key factor in driving these market changes. This, in turn, helps stabilize trading conditions and facilitates price discovery for XRP and Solana, ultimately attracting greater inflows.

報告的結論是，ETF等受監管投資產品的推出是推動這些市場變化的關鍵因素。這反過來又有助於穩定交易條件並促進 XRP 和 Solana 的價格發現，最終吸引更多資金流入。

With the new leadership in 2025 and the growing institutional interest in digital assets, if approved, these ETFs can open up new investing opportunities for both institutional and retail buyers.

隨著 2025 年新領導層的出現以及機構對數位資產興趣的不斷增長，如果獲得批准，這些 ETF 可以為機構和散戶買家帶來新的投資機會。