Brian Kelly 将 Solana (SOL) 提升至“三巨头”地位，暗示现货 ETF 可能即将面世

在 CNBC 的“快钱”交易员和著名加密货币投资者 Brian Kelly 暗示美国可能即将推出 Solana (SOL) 现货交易所交易基金 (ETF) 后，加密货币社区充满了猜测。

CNBC's 'Fast Money' trader and renowned crypto investor Brian Kelly has hinted at the possibility of a Solana (SOL) spot exchange-traded fund (ETF) on the horizon in the United States, sparking a discussion among industry experts and investors.

CNBC 的“快钱”交易员和著名加密货币投资者 Brian Kelly 暗示 Solana (SOL) 现货交易所交易基金 (ETF) 即将在美国上市的可能性，引发了行业专家和投资者的讨论。

During an appearance on CNBC's post-market show 'Fast Money' on May 22, Kelly discussed the future of cryptocurrency ETFs, highlighting Solana's role as part of the "big three" in this cycle, alongside Bitcoin and Ethereum. This statement comes as the Securities and Exchange Commission (SEC) prepares to make a decision on an Ether (ETH) spot ETF.

5 月 22 日，Kelly 在 CNBC 的盘后节目“Fast Money”中露面时，讨论了加密货币 ETF 的未来，强调了 Solana 在本周期中与比特币和以太坊并列的“三巨头”的角色。该声明发布之际，美国证券交易委员会 (SEC) 正准备就以太坊 (ETH) 现货 ETF 做出决定。

"The trade now is, who's next," Kelly suggested to viewers, adding that "Solana is probably the next one" being considered for an ETF.

“现在的交易是，谁是下一个，”凯利向观众建议，并补充说“Solana 可能是下一个”被考虑建立 ETF 的人。

Kelly's comments have ignited a debate among industry experts. While some believe that a spot Solana ETF is feasible, others are more skeptical, given the absence of a Chicago Mercantile Exchange-traded Solana futures product or a clear regulatory framework from Congress. Currently, only Bitcoin and Ether futures have obtained approval in the U.S.

凯利的言论引发了行业专家的争论。虽然一些人认为现货 Solana ETF 是可行的，但其他人则持怀疑态度，因为缺乏芝加哥商业交易所交易的 Solana 期货产品或国会明确的监管框架。目前，只有比特币和以太坊期货在美国获得批准

Nate Geraci, president of The ETF Store, argues that a spot Solana ETF is unlikely without prior establishment of such a futures product or direct involvement of Congress in the matter.

The ETF Store 总裁 Nate Geraci 认为，如果没有事先建立此类期货产品或国会直接参与此事，则不太可能推出现货 Solana ETF。

James Seyffart, an ETF analyst from Bloomberg, also expresses skepticism, estimating that such a development might be a few years away. He points out that while a spot Solana ETF would likely attract substantial interest, regulatory challenges could arise, especially since SEC Chair Gary Gensler has previously designated Solana as a security in legal actions against platforms like Coinbase and Kraken.

彭博社的 ETF 分析师 James Seyffart 也表示怀疑，他估计这种发展可能需要几年时间。他指出，虽然现货 Solana ETF 可能会吸引大量兴趣，但可能会出现监管挑战，特别是因为 SEC 主席 Gary Gensler 此前已指定 Solana 作为针对 Coinbase 和 Kraken 等平台的法律诉讼的证券。

However, others believe that coins like Litecoin (LTC) or Dogecoin (DOGE) might be more viable candidates for the next spot ETF due to their "cleaner paths," despite potentially lower demand.

然而，其他人认为，尽管需求可能较低，但由于其“更干净的路径”，莱特币（LTC）或狗狗币（DOGE）等代币可能更适合下一个现货 ETF。

The discussion was further fueled by comments from the CEO of asset management giant Franklin Templeton, who recently praised Solana's potential. This has led to speculation that Franklin Templeton might consider filing for a Solana ETF, especially given the firm's positive stance on blockchain technology's role in the future of ETFs and mutual funds.

资产管理巨头富兰克林邓普顿 (Franklin Templeton) 首席执行官的评论进一步推动了讨论，他最近赞扬了 Solana 的潜力。这引发了富兰克林邓普顿可能考虑申请 Solana ETF 的猜测，特别是考虑到该公司对区块链技术在 ETF 和共同基金未来中的作用持积极立场。

Matt Hougan, chief investment officer at Bitwise, has also highlighted Solana’s promise, labeling it as the "crypto asset of 2024" and exploring its practical applications for institutional use.

Bitwise 首席投资官 Matt Hougan 也强调了 Solana 的承诺，将其标记为“2024 年的加密资产”，并探索其机构用途的实际应用。

As the crypto industry continues to expand, the concept of a Solana ETF is just one of many potential developments that could shape the market. With varying opinions and ongoing regulatory oversight, the path forward for Solana and other cryptocurrencies in the ETF space remains complex but intriguing.

随着加密货币行业的不断扩张，Solana ETF 的概念只是可能塑造市场的众多潜在发展之一。由于不同的意见和持续的监管监督，Solana 和 ETF 领域的其他加密货币的前进道路仍然复杂但有趣。