美联储高级官员突然对比特币态度转变，比特币 ETF 期权“比你想象的要早”

比特币今年爆发式走高，贝莱德现货比特币交易所交易基金（ETF）的首次亮相以及首席执行官拉里·芬克（Larry Fink）对比特币的拥抱提振了比特币价格。

Bitcoin price has exploded higher this year, driven by the debut of BlackRock’s spot bitcoin exchange-traded fund (ETF) and chief executive Larry Fink’s embrace of bitcoin. Now, as a top Federal Reserve official flips on bitcoin, the stage is set for a huge U.S. spot bitcoin ETF earthquake.

在贝莱德现货比特币交易所交易基金（ETF）的首次亮相和首席执行官拉里·芬克（Larry Fink）对比特币的拥抱推动下，今年比特币价格大幅上涨。现在，随着美联储高级官员对比特币的态度发生转变，美国现货比特币 ETF 的巨大地震已经准备就绪。

Bitcoin spot ETFs, which have surged to become some of the fastest-growing ETFs of all-time following their January debut—led by BlackRock’s $42 billion bitcoin fund—could be about to be approved for options trading after the Commodity Futures Trading Commission (CFTC) issued an advisory notice.

比特币现货 ETF 在 1 月份首次亮相后，由贝莱德 420 亿美元的比特币基金领衔，已飙升成为有史以来增长最快的 ETF 之一，在商品期货交易委员会 (CFTC) 批准之后，比特币现货 ETF 可能即将获得期权交易批准。 ) 发出劝告通告。

"In light of relevant precedents in the courts, it is substantially likely these spot commodity ETF shares would be held to be securities," a CFTC spokesperson wrote. "Therefore, [the Division of Clearing and Risk's] DCR position is the listing of these shares on [Security and Exchange Commission] SEC-registered national securities exchanges does not implicate the CFTC’s jurisdiction, and hence, the clearing of these options by OCC would be undertaken in its capacity as a registered clearing agency subject to SEC oversight."

CFTC 发言人写道：“根据法院的相关先例，这些现货商品 ETF 份额很可能被视为证券。” “因此，[清算和风险部门] DCR 的立场是这些股票在 [证券交易委员会] SEC 注册的国家证券交易所上市并不意味着 CFTC 的管辖权，因此，OCC 对这些期权的清算将以受 SEC 监督的注册清算机构的身份进行。”

Bitcoin spot ETF options were given the green light by the U.S. SEC in September, with the CFTC notice the "second hurdle they needed to clear," according to Bloomberg Intelligence analyst Eric Balchunas.

彭博资讯分析师 Eric Balchunas 表示，比特币现货 ETF 期权于 9 月获得美国 SEC 的批准，CFTC 通知“他们需要清除的第二个障碍”。

Options trading for the fleet of a dozen U.S. spot bitcoin ETFs is expected to "attract more liquidity which will in turn attract more big fish" to the market as institutions and market regulators warm up to the technology.

随着机构和市场监管机构对这项技术的热衷，由十几个美国现货比特币 ETF 组成的期权交易预计将“吸引更多的流动性，进而吸引更多的大鱼”进入市场。

"The CFTC just dropped a notice clearing the way for spot bitcoin ETF options to be listed," Balchunas posted to X, adding he'd expect the options to list "very soon."

Balchunas 在 X 上发帖称：“CFTC 刚刚发布了一份通知，为现货比特币 ETF 期权的上市扫清了道路。”他补充说，他预计这些期权“很快”就会上市。

"Bitcoin ETF options are sooner than you think," Jeff Park, head of alpha strategies at Bitwise, posted to X, calling the listing of options trading "the most significant market structure change for bitcoin since the ETF launch."

Bitwise 阿尔法策略主管 Jeff Park 在 X 上发帖称：“比特币 ETF 期权的出现比你想象的要早。”他称期权交易的上市是“自 ETF 推出以来比特币最重大的市场结构变化”。

BlackRock’s bitcoin fund has grown by $13 billion since Donald Trump's U.S. election victory, with BlackRock’s fund said to have soaked up 85% of the record $1.3 billion of inflows that hit the combined U.S. spot bitcoin ETFs on the Thursday after the election, according to Kaiko Research.

据 Kaiko 称，自唐纳德·特朗普赢得美国大选以来，贝莱德的比特币基金已增长了 130 亿美元，据说贝莱德的基金吸收了大选后周四美国现货比特币 ETF 流入创纪录的 13 亿美元资金中的 85%。研究。

Cathie Wood, a so-called innovation and disruption investor who runs the Ark Invest fund, has reiterated her $1.5 million bitcoin price prediction—which she expects will make bitcoin a $30 trillion asset by 2030.

Cathie Wood 是一位所谓的创新和颠覆投资者，负责管理 Ark Invest 基金，她重申了她对比特币价格 150 万美元的预测，她预计到 2030 年，比特币将成为 30 万亿美元的资产。

"We have a 2030 target in our base case, it’s around $650,000, in our bull case, it’s between $1 million and $1.5 million," Wood told CNBC, adding "regulatory relief" in the wake of Donald Trump's presidential victory and increased interest from Wall Street will fuel a bitcoin price boom.

伍德对 CNBC 表示：“我们的基本预期目标是 2030 年，目标约为 65 万美元，牛市预期目标为 100 万至 150 万美元。”在唐纳德·特朗普当选总统以及投资者兴趣增加后，伍德补充道“监管宽松”。华尔街将推动比特币价格上涨。

"It is a new asset class and what that means is institutions, and asset allocators are saying 'this asset is behaving differently from all our other assets and we need to include it,'" Wood said.

“这是一种新的资产类别，这意味着机构和资产配置者说‘这种资产的表现与我们所有其他资产不同，我们需要将其纳入其中，’”伍德说。