Bitwise 通过第 2 层和应用程序 ETP 发出以太坊扩展信号

加密货币资产管理公司 Bitwise 正在考虑推出一款涵盖以太坊第二层生态系统的交易所交易产品 (ETP)。该公司首席投资官 Matt Hougan 对以太坊的未来表示乐观，并指出了众多成功应用的潜力。然而，他承认哪些第二层解决方案和应用程序将占据主导地位存在不确定性。

Bitwise Hints at Expanding Crypto Offerings with Ethereum Layer 2 and Application ETP

Bitwise 暗示将通过以太坊第 2 层和应用程序 ETP 扩展加密产品

Leading cryptocurrency asset management firm Bitwise has expressed its desire to launch an exchange-traded product (ETP) that encompasses the burgeoning ecosystem of layer 2 networks and applications built on Ethereum. According to the firm's Chief Investment Officer, Matt Hougan, the company has recognized a significant opportunity in consolidating the vibrant Ethereum landscape into a single investment vehicle.

领先的加密货币资产管理公司 Bitwise 表示希望推出一款交易所交易产品 (ETP)，该产品涵盖基于以太坊构建的第 2 层网络和应用程序的新兴生态系统。该公司首席投资官 Matt Hougan 表示，该公司已经认识到将充满活力的以太坊格局整合为单一投资工具的重大机遇。

"I'm somewhere between embarrassed and excited with the fact that Bitwise doesn't have one, because I do think that would be a great product," remarked Hougan in a recent interview with Forbes.

“对于 Bitwise 没有这样的产品，我感到既尴尬又兴奋，因为我确实认为这将是一款很棒的产品，”Hougan 在最近接受《福布斯》采访时说道。

Strong Belief in Ethereum's Evolutionary Trajectory

对以太坊进化轨迹的坚定信念

Hougan emphasized his unwavering confidence in the long-term growth and evolution of the Ethereum ecosystem. However, he acknowledged the uncertainty surrounding which layer 2 networks and applications will ultimately emerge as the dominant players.

Hougan强调了他对以太坊生态系统的长期增长和发展坚定不移的信心。然而，他承认哪些第 2 层网络和应用程序最终将成为主导者存在不确定性。

"I have a hard time imagining what the future will be like three years from now when there are a hundred popular real-world decentralized applications that people are using and where the economics will flow," he reflected. "So the best way to approach that would be to own them all, which would be a great product for what it's worth."

“我很难想象三年后的未来会是什么样子，当时人们正在使用一百种流行的现实世界去中心化应用程序，经济将流向何处，”他反思道。 “因此，实现这一目标的最佳方法就是拥有它们全部，这将是一个物有所值的伟大产品。”

Underestimation of the Significance of the Dencun Upgrade

低估邓村升级的意义

Moreover, Hougan reiterated his belief that the market has significantly underestimated the transformative potential of Ethereum's upcoming Dencun upgrade. He asserted that this upgrade is a "complete game changer" that has not yet been fully recognized by the market.

此外，Hougan 重申了他的信念，即市场大大低估了以太坊即将推出的 Dencun 升级的变革潜力。他断言，这次升级是“彻底的游戏规则改变者”，但尚未得到市场的充分认可。

Hopeful for Ethereum ETF Launch in December, Concerns About May Timeline

以太坊 ETF 有望在 12 月推出，但对 5 月时间表感到担忧

In a separate development, Hougan expressed concerns about the market's readiness for a spot Ethereum exchange-traded fund (ETF) by May. He suggested that the United States Securities and Exchange Commission (SEC) should consider postponing approval until December, allowing more time for the market to absorb the recently launched spot Bitcoin ETFs.

在另一项进展中，Hougan 对市场在 5 月份之前准备好以太坊现货交易所交易基金 (ETF) 的情况表示担忧。他建议美国证券交易委员会（SEC）应考虑将批准推迟到12月，以便市场有更多时间吸收最近推出的现货比特币ETF。

"It's hard to get financial advisors to think about Ethereum right now" as the traditional finance sector is still grappling with the introduction of spot Bitcoin ETFs, Hougan explained. "If you shove it down their throat in May, I'm not sure they will be [ready]."

Hougan 解释说，“现在很难让财务顾问考虑以太坊”，因为传统金融部门仍在努力引入现货比特币 ETF。 “如果你在五月份把它强加给他们，我不确定他们会[准备好]。”

Bitwise's Position in the Spot Ether ETF Race

Bitwise 在以太币现货 ETF 竞赛中的地位

Bitwise has already filed the necessary paperwork with the SEC to list a spot Ether ETF, joining a host of other applicants vying for approval. Companies such as BlackRock, VanEck, ARK 21Shares, Fidelity, Grayscale Hashdex, Franklin Templeton, and Invesco Galaxy are among the contenders.

Bitwise 已经向 SEC 提交了上市以太坊 ETF 所需的文件，加入了众多其他申请人的行列，争夺批准。 BlackRock、VanEck、ARK 21Shares、Fidelity、Grayscale Hashdex、Franklin Templeton 和 Invesco Galaxy 等公司都是竞争者。

However, some analysts have expressed skepticism about the imminent approval of spot Ether ETFs, citing the SEC's apparent lack of engagement with applicants in recent months. Nevertheless, Grayscale's Chief Legal Officer, Craig Salm, remains optimistic, suggesting that the issues associated with spot Ether ETFs have been largely resolved through the approval process for spot Bitcoin ETFs.

然而，一些分析师对现货以太 ETF 即将获得批准表示怀疑，理由是 SEC 近几个月来明显缺乏与申请人的接触。尽管如此，Grayscale 的首席法务官 Craig Salm 仍保持乐观，他表示与现货以太 ETF 相关的问题已通过现货比特币 ETF 的审批流程基本得到解决。

Bitwise has established itself as a prominent player in the spot Bitcoin ETF market, with its Bitwise Bitcoin ETF (BITB) amassing over $1.6 billion in flows. It remains to be seen whether Bitwise will achieve similar success with a potential Ethereum layer 2 and application ETP, but Hougan's bullish outlook and the company's proven track record in the ETF space suggest that it is a strong contender in the evolving crypto asset landscape.

Bitwise 已成为现货比特币 ETF 市场的重要参与者，其 Bitwise 比特币 ETF (BITB) 积累了超过 16 亿美元的资金流。 Bitwise 是否会通过潜在的以太坊第 2 层和应用程序 ETP 取得类似的成功还有待观察，但 Hougan 的乐观前景和该公司在 ETF 领域的良好记录表明，它是不断发展的加密资产领域的有力竞争者。