Bitwise Cio Matthew Hougan讨论了将来模因硬币ETF的可能性

Bitwise首席投资官Matthew Hougan周一表示，虽然Meme Coin ETF并非完全不在桌面上，但他们并不是“自由的”

Bitwise Chief Investment Officer Matthew Hougan spoke with Benzinga at The Digital Assets Forum in London on Friday.

Bitwise首席投资官Matthew Hougan周五在伦敦的数字资产论坛上与Benzinga进行了交谈。

Here's what else Hougan had to say:

这是霍根还说的话：

On Meme Coin ETF Approvals: “I think you'll see ETFs for the largest, highest quality crypto assets. Top 10, top 20. I don't think most meme coins will qualify for an ETF. They're too small. By the time you get to asset like 25 is a tiny fraction of asset number one. So I think the economics of running an ETF on those will make it difficult to get there.”

在Meme Coin ETF批准上：“我认为您会看到ETF的最大，最高质量的加密资产。前10名，前20名。我认为大多数模因硬币都不会有资格获得ETF。他们太小了。到您到达25种资产时，资产排名第一的一小部分。因此，我认为运行ETF的经济学将使到达那里很难。”

Hougan also noted that his company won't be creating ETF’s for all crypto assets.

Hougan还指出，他的公司不会为所有加密资产创建ETF。

“We don’t want ETFs on assets that are illiquid, manipulated or significant insider ownership. Like those shouldn’t exist and they don’t.”

“我们不希望ETF关于流动性，操纵或重要内部人所有权的资产。就像那些不应该存在的，它们不存在。”

He explained the need for a globally distributed, highly liquid market with minimal insider influence.

他解释了需要具有最小内幕影响力的全球分布式，高度流动的市场。

“So what crypto assets have a broadly distributed, extremely liquid global market where it’s hard for insiders to manipulate them?”

“那么，哪些加密资产具有广泛分布的，极为流动的全球市场，内部人员很难操纵它们？”

He noted that he has not done the work on assets like Bonk or other meme coins, which would indicate a hesitance to create these ETF's.

他指出，他尚未完成像Bonk或其他模因硬币这样的资产的工作，这表明会犹豫不决地创建这些ETF。

On Bitcoin Price Peaking At $30,000 In 2024: “I think that's too low. I think we're going to see a top in 2024. I think Bitcoin is going to top $200,000 this year. I know a lot of people are saying, ‘Oh my gosh, it's already up so much. How can it do that?’ But if you look at the numbers, the new demand for Bitcoin this year is higher than the new supply, from both ETF's and corporate players. I see today as a buying opportunity.”

在比特币价格在2024年达到30,000美元的峰值：“我认为这太低了。我认为我们将在2024年看到顶级。我认为比特币今年将达到200,000美元。我知道很多人在说：“哦，天哪，已经很重要了。它怎么能做到？但是，如果您查看这些数字，今年对比特币的新需求比ETF和企业参与者的新供应都高。我今天认为是一个购买机会。”

Hougan went on to say that he expects to see Bitcoin cross $200,000 in 2024.

霍根继续说，他希望在2024年看到比特币越过200,000美元。

“I think that's going to continue. We're going to see Bitcoin cross $200,000 in 2024. I think new all-time highs for ether and a top 10 that's going to have a really strong year.”

“我认为这将继续下去。我们将在2024年看到比特币越过200,000美元。我认为Ether的新历史最高点和前十名将拥有非常强劲的一年。”

Hougan also predicted Bitcoin ETF inflows of over $50 billion in 2025.

霍根还预测，2025年，比特币ETF流入超过500亿美元。

“I think you'll see a doubling of the inflows into the Bitcoin ETF. So we did about $25 billion last year, I think we'll do over $50 billion in 2025. I think the institutional investors who are in the ETF will double down on their holdings and we'll also see new money coming in from the institutional players.”

“我认为您会看到流入到比特币ETF中的一倍。因此，去年我们做了约250亿美元，我认为我们将在2025年做超过500亿美元。我认为，在ETF中的机构投资者将使他们的股份加倍，我们还会看到机构的新资金来自球员。”

Hougan noted that while the macro conditions create short-term volatility, the long term drivers for Bitcoin are specific to crypto.

Hougan指出，尽管宏观条件会产生短期波动，但比特币的长期驱动因素是特定于加密货币的。

“I think if you're looking at the short term, the macro conditions will create some volatility in the crypto markets. But if you're looking at the long term drivers for Bitcoin, they are specific to crypto.”

“我认为，如果您正在研究短期，那么宏观条件将在加密货币市场中产生一些波动。但是，如果您正在寻找比特币的长期驱动程序，那么它们是特定于加密货币的。”