XRP 和 SOL ETF：市場預計第一年流入 140 億美元

XRP 是加密貨幣交易所交易基金 (ETF) 日益興奮的焦點。繼 2024 年比特幣 ETF 取得顯著成功之後

Key Points:

要點：

- XRP ETFs are projected to attract $4 billion to $8 billion in their first year, while Solana ETFs could draw $3 billion to $5 billion.

- XRP ETF 預計在第一年吸引 40 億至 80 億美元，而 Solana ETF 可能吸引 30 億至 50 億美元。

- JPMorgan analysts made these estimations based on adoption trends observed with Bitcoin and Ethereum ETFs.

- 摩根大通分析師根據觀察到的比特幣和以太坊 ETF 的採用趨勢做出了這些估計。

- Bitcoin ETFs currently hold $108 billion, accounting for 6% of Bitcoin's $2 trillion market cap.

- 比特幣 ETF 目前持有 1,080 億美元，佔比特幣 2 兆美元市值的 6%。

- In comparison, Ethereum ETFs manage $12 billion, representing 12% of Ethereum's $400 billion market cap.

- 相較之下，以太坊 ETF 管理 120 億美元，佔以太坊 4,000 億美元市值的 12%。

- Based on these trends, analysts suggest a 3% to 6% penetration rate for XRP and Solana ETFs, justifying the $14 billion combined inflow estimate.

- 基於這些趨勢，分析師建議 XRP 和 Solana ETF 的滲透率為 3% 至 6%，證明 140 億美元的總流入量估計是合理的。

- Senior Bloomberg ETF Analyst Eric Balchunas supports this projection, calling it “a pretty reasonable guess.”

- 彭博 ETF 高級分析師 Eric Balchunas 支持這一預測，稱其為“相當合理的猜測”。

- The projections come as XRP and Solana continue to gain attention among investors and analysts following the recent success of Bitcoin ETFs.

- 在比特幣 ETF 最近取得成功之後，XRP 和 Solana 繼續受到投資者和分析師的關注，這一預測隨之而來。

- Despite the optimistic projections, regulatory hurdles remain a concern, with JPMorgan noting the need for regulatory clarity and administrative changes before XRP and Solana ETFs can gain approval.

- 儘管預測樂觀，但監管障礙仍然令人擔憂，摩根大通指出，在 XRP 和 Solana ETF 獲得批准之前，需要明確監管並進行行政改革。

- However, the report suggests these approvals could come as early as 2025.

- 然而，報告表明這些批准最早可能在 2025 年獲得。

- President-elect Donald Trump's pro-crypto stance offers a glimmer of hope, as he has nominated Paul Atkins, a crypto-friendly candidate, for the role of SEC chair, signaling a potentially favorable environment for crypto ETF approvals.

- 當選總統唐納德·川普的支持加密貨幣立場帶來了一線希望，因為他提名了對加密貨幣友好的候選人保羅·阿特金斯(Paul Atkins) 擔任SEC 主席，這表明加密ETF 的批准可能存在有利的環境。

- Several asset management firms are already preparing to launch the altcoins' ETFs. Canary Capital, 21 Shares, Bitwise, and WisdomTree are among those interested in XRP ETFs.

- 多家資產管理公司已經準備好推出山寨幣 ETF。 Canary Capital、21 Shares、Bitwise 和 WisdomTree 都對 XRP ETF 感興趣。

- Meanwhile, VanEck, Ark Invest, and Canary Capital have shown interest in Solana ETFs.

- 同時，VanEck、Ark Invest 和 Canary Capital 對 Solana ETF 表現出了興趣。

- The launch of the altcoins' ETFs could be transformative for these cryptocurrencies.

- 山寨幣 ETF 的推出可能會為這些加密貨幣帶來改變。

- Beyond the immediate inflow of funds, ETFs make it easier for retail and institutional investors to gain exposure to these assets.

- 除了資金立即流入之外，ETF 還使散戶和機構投資者更容易獲得這些資產的投資。

- Such developments could significantly impact their market caps and long-term adoption.

- 此類發展可能會對其市值和長期採用產生重大影響。

- Furthermore, the success of these ETFs would further solidify the role of altcoins in mainstream finance.

- 此外，這些 ETF 的成功將進一步鞏固山寨幣在主流金融中的作用。

- With combined inflows of $14 billion, XRP and Solana could emerge as leading players in the crypto market, challenging the dominance of Bitcoin and Ethereum.

- 隨著 140 億美元的總流入，XRP 和 Solana 可能成為加密貨幣市場的領先參與者，挑戰比特幣和以太坊的主導地位。