彭博 ETF 分析师 Eric Balchunas 预测明年加密货币交易所交易基金 (ETF) 将大量涌入市场

Balchunas 在 Twitter 上发布的一篇文章中，标记了彭博社分析师 James Seyffart，讨论了即将推出的 ETF，并指出比特币 (BTC) 和以太坊 (ETH) 组合 ETF 将是第一个推出的

Bloomberg senior ETF analyst Eric Balchunas anticipates a wave of cryptocurrency exchange-traded funds (ETFs) hitting the market in the coming year. In a post on X, tagging Bloomberg analyst James Seyffart, Balchunas discussed the upcoming ETFs, revealing that Bitcoin (BTC) and Ethereum (ETH) combo ETFs will spearhead the launches, followed by HBAR and "then XRP/Solana (which have been labeled securities in pending lawsuits)." In a separate tweet shared by the analyst last month, he disclosed that 14 altcoin-related ETFs are awaiting approval from the SEC within the next 12 months. Among them are Solana (SOL), XRP, Hedera (HBAR), Litecoin (LTC), and combined BTC-ETH options. He went on to say that in two months' time, the number of applications for altcoin ETFs could triple. The planned listing of these ETFs, however, hinges on the potential political climate. Following Donald Trump's victory in the U.S. election, Nate Geraci, the CEO of ETF Store, stated, "Assume multiple issuers were well-prepared for election results. No downside to getting aggressive now." Since Geraci's outlook, three significant ETF filings have emerged. On November 12, Canary Capital filed for an HBAR ETF, Bitwise filed a SOL trust in Delaware on November 21, and NYSE proposed to list Bitwise's combined BTC and ETH ETF five days later. James Seyffart believes that Solana ETFs could be approved by the government in a couple of years, but he remains cautious. He recalled how last August, CBOE withdrew applications for VanEck and 21Shares' Solana ETFs. Meanwhile, Canary Capital's Litecoin ETF filing in October appears to have a higher chance of being approved. According to Alex Thorn, Head of Research at Galaxy Digital, Litecoin is a more favorable choice as it is a fork of Bitcoin with no pre-mine or token sale, rendering it more agreeable to regulators as a fair asset.

彭博社高级 ETF 分析师埃里克·巴尔丘纳斯 (Eric Balchunas) 预计，明年将出现一波加密货币交易所交易基金 (ETF) 涌入市场的浪潮。在 X 上发布的一篇贴有彭博分析师 James Seyffart 标签的帖子中，Balchunas 讨论了即将推出的 ETF，并透露比特币 (BTC) 和以太坊 (ETH) 组合 ETF 将率先推出，其次是 HBAR 和“然后是 XRP/Solana（已被标记为未决诉讼中的证券）。”在上个月该分析师分享的另一条推文中，他透露，未来 12 个月内，有 14 只与山寨币相关的 ETF 正在等待 SEC 的批准。其中包括 Solana (SOL)、XRP、Hedera (HBAR)、莱特币 (LTC) 以及 BTC-ETH 组合期权。他接着表示，两个月后，山寨币 ETF 的申请数量可能会增加两倍。然而，这些 ETF 的上市计划取决于潜在的政治气候。唐纳德·特朗普 (Donald Trump) 在美国大选中获胜后，ETF Store 首席执行官内特·杰拉奇 (Nate Geraci) 表示：“假设多个发行人已为选举结果做好充分准备。现在采取激进行动并没有什么坏处。”自 Geraci 发表展望以来，已经出现了三份重要的 ETF 申请。 11 月 12 日，Canary Capital 申请了 HBAR ETF，Bitwise 于 11 月 21 日在特拉华州申请了 SOL 信托，纽约证券交易所提议在五天后上市 Bitwise 合并的 BTC 和 ETH ETF。 James Seyffart 认为 Solana ETF 可能会在几年内获得政府批准，但他仍然保持谨慎态度。他回忆起去年 8 月，CBOE 撤回了 VanEck 和 21Shares 的 Solana ETF 申请。与此同时，金丝雀资本 (Canary Capital) 10 月份提交的莱特币 ETF 申请似乎获得批准的可能性更高。 Galaxy Digital 研究主管 Alex Thorn 表示，莱特币是一个更有利的选择，因为它是比特币的一个分支，没有预挖或代币销售，这使其更容易被监管机构视为公平资产。