贝莱德（纽约证券交易所代码：BLK）选择比特币（BTC）和以太坊（ETH）作为“唯一值得购买的两种加密货币”

Finbold 最近报道了贝莱德（NYSE：BLK），称比特币（BTC）和以太坊（ETH）是“唯一值得购买的两种加密货币”。

BlackRock (NYSE: BLK) recently dropped a bombshell, revealing that, according to its clients, Bitcoin (BTC) and Ethereum (ETH) are the “only two cryptocurrencies worth buying.” We consulted ChatGPT-4, an OpenAI creation, for insights about that and a comparative analysis between BlackRock’s picks.

贝莱德（纽约证券交易所股票代码：BLK）最近投下了重磅炸弹，根据其客户的说法，比特币（BTC）和以太坊（ETH）是“唯一值得购买的两种加密货币”。我们咨询了 OpenAI 创建的 ChatGPT-4，以获取对此的见解以及贝莱德选择之间的比较分析。

As reported, Robert Mitchnick, Head of Digital Assets for BlackRock, attended the Bitcoin Conference 2024 on July 26, where he shared his observations about the digital asset landscape. Mitchnick explained that he sees “very little interest” in cryptocurrencies other than the leading two among its clients.

据报道，贝莱德数字资产主管 Robert Mitchnick 于 7 月 26 日出席了 2024 年比特币大会，分享了他对数字资产格局的观察。米奇尼克解释说，他认为客户对除了前两种加密货币之外的加密货币“兴趣不大”。

Nevertheless, when asked about other cryptocurrencies that could be worth considering from an investment perspective, ChatGPT-4o listed five examples, highlighting their diverse use cases, innovation and development, potential growth, market demand and adoption, risk mitigation, and community and ecosystem development.

尽管如此，当被问及从投资角度可能值得考虑的其他加密货币时，ChatGPT-4o 列出了五个例子，强调了它们的多样化用例、创新和发展、潜在增长、市场需求和采用、风险缓解以及社区和生态系统发展。

According to the model, and despite BTC and ETH’s currently higher recognition, other cryptocurrencies like Solana (SOL), Cardano (ADA), Polkadot (DOT), Chainlink (LINK), and Avalanche (AVAX) could be offering interesting opportunities for investors.

根据该模型，尽管 BTC 和 ETH 目前的认可度较高，但 Solana (SOL)、Cardano (ADA)、Polkadot (DOT)、Chainlink (LINK) 和 Avalanche (AVAX) 等其他加密货币可能为投资者提供有趣的机会。

The AI justified this more open approach due to the diverse use cases, innovation and development, potential growth, market demand and adoption, risk mitigation, and community and ecosystem development offered by less-recognized projects, which could translate into competitive advantages and higher growth potential and help avoid exposing investors to concentration risks.

人工智能证明了这种更加开放的方法是合理的，因为不太受认可的项目提供了多样化的用例、创新和发展、潜在增长、市场需求和采用、风险缓解以及社区和生态系统发展，这些可以转化为竞争优势和更高的增长潜力并有助于避免投资者面临集中风险。

Following the model’s logic, investors can also consider small caps like Monero (XMR), MultiversX (EGLD), Radix (XRD), and Nano (XNO).

按照该模型的逻辑，投资者还可以考虑 Monero (XMR)、MultiversX (EGLD)、Radix (XRD) 和 Nano (XNO) 等小盘股。

After that, we asked the AI to weigh in with a comparative analysis of the two leading digital assets. It is undeniable how both projects play a unique role in the cryptocurrency market and in BlackRock’s exchange-traded funds (ETFs).

之后，我们要求人工智能对两种领先的数字资产进行比较分析。不可否认，这两个项目在加密货币市场和贝莱德的交易所交易基金（ETF）中发挥着独特的作用。

In particular, Finbold fed ChatGPT-4o with recent data on Bitcoin ETF and Ethereum ETF gathered from CoinGlass on July 28.

特别是，Finbold 向 ChatGPT-4o 提供了 7 月 28 日从 CoinGlass 收集的比特币 ETF 和以太坊 ETF 的最新数据。

First, BlackRock’s Bitcoin spot ETF (IBIT) has a $1.12 billion volume trading at $38.79 with 594 million outstanding shares and $17.24 billion in assets under management (AUM). Bitcoin was trading at $67,837 with a $1.34 trillion market cap by prompt time.

首先，贝莱德的比特币现货 ETF (IBIT) 交易量为 11.2 亿美元，交易价格为 38.79 美元，流通股数量为 5.94 亿股，管理资产 (AUM) 为 172.4 亿美元。截至发稿时，比特币交易价格为 67,837 美元，市值为 1.34 万亿美元。

On the other hand, BlackRock’s Ethereum spot ETF (ETHA) has a $9 million daily volume at $28.87 per share. The underlying asset ETH was trading at $3,266, with a $392 billion market cap.

另一方面，贝莱德的以太坊现货 ETF (ETHA) 日交易量为 900 万美元，每股 28.87 美元。标的资产 ETH 交易价格为 3,266 美元，市值为 3,920 亿美元。

Interestingly, however, ETHA had a $442 million inflow in its first four trading days – from July 23 to 26 – while IBIT registered a $232 million inflow.

然而有趣的是，ETHA 在前四个交易日（即 7 月 23 日至 26 日）内流入了 4.42 亿美元，而 IBIT 则流入了 2.32 亿美元。

ChatGPT-4o highlighted Bitcoin’s sticky dominance as the market leader among institutions with Ethereum’s growing potential and innovation.

ChatGPT-4o 强调了比特币在以太坊不断增长的潜力和创新的机构中作为市场领导者的粘性主导地位。

Overall, the AI said both BTC and ETH are capturing institutional interest. One is better established for large asset managers like BlackRock, while the other has a promising future with a growing inflow.

总体而言，AI 表示 BTC 和 ETH 都正在吸引机构的兴趣。一种更适合贝莱德等大型资产管理公司，而另一种则前景光明，资金流入不断增加。

“For 2024, the analysis suggests Bitcoin will likely continue to dominate institutional interest and market cap, with robust growth prospects driven by strong ETF inflows and established market presence. Meanwhile, Ethereum is poised for significant growth, given its initial ETF inflow, supportive technological advancements, and increasing interest from institutional investors. Its relative underrepresentation in BlackRock’s assets compared to Bitcoin may indicate more room for growth and catching up in the near future.”

“分析表明，到 2024 年，比特币可能会继续主导机构兴趣和市值，强劲的 ETF 流入和成熟的市场地位将推动其强劲的增长前景。与此同时，鉴于以太坊最初的 ETF 流入、支持性的技术进步以及机构投资者日益增长的兴趣，以太坊有望实现显着增长。与比特币相比，它在贝莱德资产中的代表性相对较低，这可能表明在不久的将来有更大的增长和追赶空间。”

In conclusion, the AI warns investors to monitor the developments in ETF inflows, regulatory changes, and market adoption trends related to Bitcoin and Ethereum to make more informed decisions while also considering other cryptocurrencies with lower institutional recognition but a promising and innovative future.

总之，AI 警告投资者监控与比特币和以太坊相关的 ETF 流入、监管变化和市场采用趋势的发展，以做出更明智的决策，同时也考虑其他机构认可度较低但前景光明且创新的加密货币。