|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
今年美国证券交易委员会(SEC)批准现货比特币和以太坊ETF后,加密货币投资者一直在猜测
Two crypto asset management companies have submitted applications to the U.S. Securities and Exchange Commission (SEC) for spot XRP exchange-traded funds (ETFs).
两家加密资产管理公司已向美国证券交易委员会(SEC)提交现货 XRP 交易所交易基金(ETF)申请。
On October 2, Bitwise filed an S-1 application with the SEC for an XRP ETF. The company currently manages a Bitcoin ETF (BITB) and an Ethereum ETF (ETHW).
10 月 2 日,Bitwise 向 SEC 提交了 XRP ETF 的 S-1 申请。该公司目前管理一只比特币ETF(BITB)和一只以太坊ETF(ETHW)。
On October 8, crypto investment firm Canary Capital also submitted an application for a spot XRP ETF to the SEC. According to its application documents, Canary Capital stated that its ETF would provide clients access to the market for Ripple's native token (XRP) through traditional brokerage accounts, eliminating the risks and restrictions associated with directly purchasing and holding the tokens. Additionally, the investment company disclosed that its XRP would utilize the CF Ripple Index from the Chicago Mercantile Exchange (CME) to track the price of XRP. At the same time, Canary Capital plans to ensure that its ETF does not rely on other derivatives when tracking the value of XRP to reduce potential counterparty and credit risks. Currently, Canary Capital has not disclosed the code and potential custodian for its ETF.
10 月 8 日,加密货币投资公司 Canary Capital 也向 SEC 提交了现货 XRP ETF 的申请。根据其申请文件,Canary Capital表示,其ETF将让客户通过传统经纪账户进入Ripple原生代币(XRP)市场,消除与直接购买和持有代币相关的风险和限制。此外,该投资公司透露,其 XRP 将利用芝加哥商品交易所(CME)的 CF Ripple 指数来跟踪 XRP 的价格。同时,Canary Capital计划确保其ETF在追踪XRP价值时不依赖其他衍生品,以降低潜在的交易对手和信用风险。目前,金丝雀资本尚未披露其ETF的代码和潜在托管人。
Canary Capital was founded in September and is a newly established crypto investment company. On October 1, Canary Capital announced the launch of the first HBAR trust in the U.S., with HBAR being the native cryptocurrency of the Hedera network. In addition to McClurg, Canary Capital is also led by Josh Olszewicz, who serves as the portfolio manager and has extensive expertise in investment and the crypto field. Furthermore, Canary Capital offers crypto hedge fund solutions, including a "Barbell Strategy" designed specifically for complex and institutional investors.
金丝雀资本成立于9月,是一家新成立的加密货币投资公司。 10月1日,金丝雀资本宣布在美国推出首个HBAR信托,HBAR是Hedera网络的原生加密货币。除了 McClurg 之外,Canary Capital 还由 Josh Olszewicz 领导,他担任投资组合经理,在投资和加密领域拥有丰富的专业知识。此外,Canary Capital 还提供加密对冲基金解决方案,包括专为复杂投资者和机构投资者设计的“杠铃策略”。
The spot Bitcoin ETF that launched in January has performed exceptionally well, with a total net inflow of approximately $18.68 billion as of October 9. However, the recently launched Ethereum ETF has not fared well, with a total net outflow of $562 million since its listing in July as of October 9.
1月份推出的现货比特币ETF表现异常出色,截至10月9日总净流入约186.8亿美元。然而最近推出的以太坊ETF表现不佳,上市以来总净流出5.62亿美元截至 10 月 9 日,7 月份。
Some analysts believe that the spot XRP ETF may not be approved due to the SEC's legal dispute with Ripple. Although a judge has ruled that XRP is not a security and imposed a $125 million civil penalty on Ripple, the SEC is still appealing this ruling. The appeal is taking place in the U.S. Court of Appeals for the Second Circuit in Manhattan, New York. Since the SEC filed a lawsuit against Ripple Labs, XRP's ranking has dropped from the second-largest crypto asset to the seventh-largest asset.
一些分析师认为,由于 SEC 与 Ripple 的法律纠纷,现货 XRP ETF 可能不会获得批准。尽管法官裁定 XRP 不是证券,并对 Ripple 处以 1.25 亿美元的民事罚款,但 SEC 仍在对这一裁决提出上诉。上诉正在纽约曼哈顿美国第二巡回上诉法院进行。自从 SEC 对 Ripple Labs 提起诉讼以来,XRP 的排名已从第二大加密资产跌至第七大资产。
Despite the pessimistic market sentiment, some in the cryptocurrency industry still believe that the XRP ETF will eventually be approved. "This indicates that ETF providers will closely monitor changes in the regulatory environment to seize opportunities to launch new products," said Stephane Ouellette, co-founder and CEO of FRNT Financial. "While there is still uncertainty about whether these products will be approved, it makes sense for two companies from the crypto space to try to expand their product offerings."
尽管市场情绪悲观,但加密货币行业的一些人士仍然相信XRP ETF最终会获得批准。 FRNT Financial 联合创始人兼首席执行官 Stephane Ouellette 表示:“这表明 ETF 提供商将密切关注监管环境的变化,以抓住机会推出新产品。” “虽然这些产品是否会获得批准仍存在不确定性,但对于加密货币领域的两家公司来说,尝试扩大其产品范围是有意义的。”
ETF Store president Nate Geraci stated that the approval of the ETF is just a matter of time, not whether it will be approved. However, he believes that this approval may be delayed until after the U.S. government changes.
ETF Store总裁Nate Geraci表示,ETF获得批准只是时间问题,而不是是否会获得批准。不过,他认为这一批准可能会推迟到美国政府更迭之后。
Currently, market attention on XRP has significantly increased. Digital asset giant Grayscale recently launched the Grayscale XRP Trust, providing investors with another way to access digital tokens supported by the XRP Ledger (XRPL).
目前,市场对XRP的关注度明显上升。数字资产巨头 Grayscale 最近推出了 Grayscale XRP Trust,为投资者提供了另一种获取 XRP Ledger(XRPL)支持的数字代币的方式。
Meanwhile, other asset management giants like VanEck and 21Shares are also seeking ETFs linked to the price of Solana (SOL). However, Grayscale's XRP trust fund manages only $1.5 million in assets, while its Solana trust fund has assets exceeding $73 million.
与此同时,VanEck 和 21Shares 等其他资产管理巨头也在寻求与 Solana (SOL) 价格挂钩的 ETF。然而,Grayscale 的 XRP 信托基金仅管理 150 万美元的资产,而其 Solana 信托基金的资产超过 7300 万美元。
Bloomberg ETF senior analyst Eric Balchunas stated, "Have you heard of Fed put options? It's like Trump call options. Currently, the ETF applications for XRP, SOL, or any other altcoin are like betting on Trump's victory with cheap call options because SEC Chairman Gensler will be leaving, and anything can happen. If Harris ultimately wins, these applications won't get approved at all, and this call option will become worthless."
彭博 ETF 高级分析师 Eric Balchunas 表示,“你听说过美联储看跌期权吗?这就像特朗普看涨期权。目前,ETF 申请 XRP、SOL 或任何其他山寨币就像用廉价看涨期权押注特朗普的胜利,因为 SEC 主席詹斯勒将离开,如果哈里斯最终获胜,任何事情都可能发生,这些申请根本不会获得批准,而这个看涨期权将变得毫无价值。”
In the derivatives market, call options are all-or-nothing bets on whether an asset will reach a specific price. If the asset reaches the price of the call option, there will be substantial returns. Balchunas's point is that companies deciding to apply for crypto ETF approvals, whether for XRP, Solana, or any other crypto asset, are essentially betting on Trump's winning the presidency.
在衍生品市场中,看涨期权是对资产是否会达到特定价格的全有或全无的押注。如果资产达到看涨期权的价格,将会有丰厚的回报。 Balchunas 的观点是,决定申请加密 ETF 批准的公司,无论是 XRP、Solana 还是任何其他加密资产,本质上都是在押注特朗普赢得总统职位。
The SEC has stated that spot cryptocurrency ETFs cannot be listed on U.S. exchanges until there is a highly correlated, regulated futures market for the corresponding assets. Katalin Tischhauser, head of investment research at crypto bank Sygnum, pointed out that such a market currently exists only for Bitcoin and Ethereum, not for other crypto assets. Bitcoin and Ethereum are the only crypto assets with regulated futures markets on the Chicago Mercantile Exchange (CME).
美国证券交易委员会表示,在相应资产建立高度相关、受监管的期货市场之前,现货加密货币 ETF 不能在美国交易所上市。加密银行Sygnum投资研究主管Katalin Tischhauser指出,这样的市场目前只存在于比特币和以太坊,其他加密资产并不存在。比特币和以太坊是芝加哥商业交易所(CME)唯一受监管期货市场的加密资产。
免责声明:info@kdj.com
所提供的信息并非交易建议。根据本文提供的信息进行的任何投资,kdj.com不承担任何责任。加密货币具有高波动性,强烈建议您深入研究后,谨慎投资!
如您认为本网站上使用的内容侵犯了您的版权,请立即联系我们(info@kdj.com),我们将及时删除。
-
- 铂金的独特属性
- 2024-10-11 02:15:16
- 一些金属,如黄金,其价值源自其作为货币的历史作用。有些是纯工业金属,具有独特的物理特性,例如钨和钛