贝莱德的比特币主导地位震惊了区块链行业，以太坊的未来现在不确定

据该公司数字资产主管表示，贝莱德的客户绝大多数优先考虑比特币投资，对其他加密货币的兴趣最小。尽管业界预计贝莱德将参与更广泛的加密资产采用，但该公司的重点仍然主要集中在比特币上。

BlackRock's Bitcoin Dominance: A Sobering Reality for the Blockchain Industry

贝莱德的比特币主导地位：区块链行业的一个发人深省的现实

In a bombshell revelation that has sent shockwaves through the blockchain community, BlackRock's Head of Digital Assets, Robert Mitchnick, has declared Bitcoin as the undisputed king among his clients' crypto investment choices. The firm's overwhelming focus on the pioneering cryptocurrency has cast a pall over industry hopes that the world's largest asset manager would embrace the broader crypto asset class, potentially ushering it into the mainstream financial arena.

贝莱德数字资产主管罗伯特·米奇尼克（Robert Mitchnick）的爆炸性消息震惊了区块链社区，他宣布比特币是其客户加密货币投资选择中无可争议的王者。该公司对开创性加密货币的过度关注给业界带来了阴影，业界希望全球最大的资产管理公司能够拥抱更广泛的加密资产类别，并有可能将其引入主流金融领域。

Bitcoin's Unassailable Position

比特币的地位无可撼动

As reported by Fox Business journalist Eleanor Terrett, Mitchnick's remarks painted a clear picture: Bitcoin is "overwhelmingly the number one priority" for BlackRock's sprawling client base. His candid admission during the Bitcoin Investor Day conference on Friday, a gathering of institutional capital allocators, echoed this sentiment.

据福克斯商业新闻记者埃莉诺·特雷特报道，米奇尼克的言论描绘了一幅清晰的图景：对于贝莱德庞大的客户群来说，比特币是“压倒性的第一要务”。他在周五的比特币投资者日会议（机构资本配置者聚会）上坦率承认，呼应了这种情绪。

"Then a little bit of Ethereum, and very little everything else," Mitchnick added, effectively dismissing the notion that other cryptocurrencies hold significant interest for BlackRock's clientele.

米奇尼克补充道：“然后是一点以太坊，几乎没有其他东西。”他实际上驳斥了贝莱德客户对其他加密货币持有重大兴趣的观点。

This revelation comes as a sobering disappointment to the crypto community, which had eagerly anticipated BlackRock's embrace of alternative tokens. However, Mitchnick's unequivocal statement made it clear that such expectations were misplaced: "That's just not where we're focused."

这一消息让加密货币社区深感失望，他们曾热切期待贝莱德拥抱替代代币。然而，米奇尼克的明确声明清楚地表明，这种期望是错误的：“这不是我们关注的重点。”

The IBIT Success Story

IBIT 成功案例

BlackRock's unwavering commitment to Bitcoin was further exemplified by the remarkable success of its U.S. Bitcoin spot ETF (IBIT). Launched on January 11 alongside offerings from nine other providers, the IBIT has emerged as an unparalleled titan, absorbing a staggering $13.3 billion in inflows and solidifying its position as the most successful ETF launch in history.

贝莱德对比特币坚定不移的承诺进一步体现在其美国比特币现货 ETF (IBIT) 的巨大成功。 IBIT 于 1 月 11 日与其他 9 家提供商的产品一起推出，已成为无与伦比的巨头，吸收了惊人的 133 亿美元资金流入，并巩固了其作为历史上最成功的 ETF 推出的地位。

Long-Term Convergence

长期趋同

Despite the industry's clamor for diversification, Mitchnick remained resolute in his view of the future financial landscape. "Eventually we expect there will be a convergence where the best of the old system and the new technology will become fused into a new infrastructure system in finance," he said.

尽管业界呼吁多元化，但米奇尼克对未来金融格局的看法仍然坚定。他说：“最终，我们预计旧系统的优点和新技术将会融合到新的金融基础设施系统中。”

Ethereum's Glimmer of Hope

以太坊的希望之光

While Bitcoin reigns supreme, BlackRock has not completely neglected Ethereum. The asset manager has filed for approval to launch an Ethereum (ETH) spot ETF, following in the footsteps of industry behemoths Grayscale and Fidelity. However, regulatory headwinds and the recent investigation into the Ethereum Foundation have tempered expectations, with analysts predicting a protracted approval process.

虽然比特币占据主导地位，但贝莱德并没有完全忽视以太坊。该资产管理公司已申请批准推出以太坊 (ETH) 现货 ETF，追随行业巨头 Grayscale 和 Fidelity 的脚步。然而，监管阻力和最近对以太坊基金会的调查降低了预期，分析师预测审批过程将旷日持久。

Moreover, even if approved, experts anticipate that Ethereum ETFs will fall short of the meteoric success achieved by their Bitcoin-based counterparts. "This is such small potatoes vs spot bitcoin ETFs," said Bloomberg ETF analyst Eric Balchunas. "It's like the opening act coming on after the headliner."

此外，即使获得批准，专家预计以太坊 ETF 也将无法达到基于比特币的 ETF 所取得的巨大成功。彭博 ETF 分析师埃里克·巴尔丘纳斯 (Eric Balchunas) 表示：“与现货比特币 ETF 相比，这简直就是小人物。” “这就像头条新闻之后的开场表演。”

A January survey conducted by Bitwise added further weight to this assertion, revealing that 71% of investment advisors favor Bitcoin over Ethereum.

Bitwise 一月份进行的一项调查进一步证实了这一说法，显示 71% 的投资顾问更青睐比特币而不是以太坊。

Beyond Cryptocurrencies

超越加密货币

Despite the limited enthusiasm for altcoins, BlackRock has expressed keen interest in real-world assets tokenized on the blockchain. In partnership with Securitize, the firm is planning to launch an institutionally focused tokenized asset fund.

尽管人们对山寨币的热情有限，但贝莱德对区块链上的现实世界资产表示了浓厚的兴趣。该公司计划与 Securitize 合作推出一个以机构为重点的代币化资产基金。

Conclusion

结论

BlackRock's overwhelming preference for Bitcoin has sent a clear message to the blockchain industry: the "number one crypto investment choice" reigns supreme, with other cryptocurrencies relegated to the sidelines. While the community may still hold out hope for broader crypto adoption by BlackRock, the firm's current stance suggests that such aspirations may remain unfulfilled for the foreseeable future.

贝莱德对比特币的压倒性偏好向区块链行业发出了一个明确的信息：“第一加密货币投资选择”占据至高无上的地位，而其他加密货币则被边缘化。尽管社区可能仍然对贝莱德更广泛地采用加密货币抱有希望，但该公司目前的立场表明，在可预见的未来，这种愿望可能仍无法实现。