高盛客户在机构激增之际关注加密货币市场

在一位著名股票市场分析师做出积极预测后，比特币（BTC）和其他加密货币，包括以太坊（ETH）和瑞波币（XRP），经历了价值飙升。比特币价格已突破 7 万美元，接近历史新高，而其他加密货币也出现大幅上涨，推动加密市场整体价值增长 3000 亿美元。

Goldman Sachs Clients Eye Crypto Market as Institutional Interest Surges

随着机构兴趣激增，高盛客户关注加密货币市场

By Billy Bambrough

比利·班布罗

November 23, 2023

2023 年 11 月 23 日

The cryptocurrency market has experienced a significant surge in value, with Bitcoin (BTC) topping $70,000 per coin and Ethereum (ETH), XRP (XRP), and other major coins following suit. This upswing comes amidst a resurgence of interest from institutional investors, particularly hedge funds managed by Goldman Sachs.

加密货币市场的价值大幅上涨，比特币 (BTC) 每枚硬币突破 70,000 美元，以太坊 (ETH)、XRP (XRP) 和其他主要硬币紧随其后。这种上升是在机构投资者，特别是高盛管理的对冲基金的兴趣重新抬头的背景下发生的。

Goldman Sachs' Asia Pacific head of digital assets, Max Minton, revealed that the recent approval of U.S. spot Bitcoin exchange-traded funds (ETFs) has sparked renewed enthusiasm among the bank's clients. "Many of our largest clients are active or exploring getting active in the space," Minton told Bloomberg.

高盛亚太区数字资产主管 Max Minton 透露，美国现货比特币交易所交易基金 (ETF) 最近获得批准，重新激发了该行客户的热情。明顿告诉彭博社：“我们的许多最大客户都在活跃或正在探索在该领域活跃起来。”

The majority of this interest is directed towards Bitcoin, according to Minton, but this could shift if Ethereum secures a spot ETF of its own. However, recent reports indicate that Ethereum's May deadline for spot ETF approval is increasingly unlikely due to a lack of engagement from the U.S. Securities and Exchange Commission (SEC).

Minton 表示，大部分兴趣都针对比特币，但如果以太坊拥有自己的现货 ETF，这种情况可能会发生变化。然而，最近的报告表明，由于美国证券交易委员会 (SEC) 缺乏参与，以太坊 5 月份现货 ETF 批准的最后期限越来越不可能。

Goldman Sachs established a crypto trading desk in 2021 and currently offers cash-settled Bitcoin and Ethereum option trading. The bank's clients are showing a keen interest in cryptocurrencies, particularly Bitcoin, as evidenced by the strong performance of the BlackRock spot Bitcoin ETF launched in January.

高盛于 2021 年设立了加密货币交易柜台，目前提供以现金结算的比特币和以太坊期权交易。该银行的客户对加密货币，尤其是比特币表现出浓厚的兴趣，贝莱德一月份推出的现货比特币 ETF 的强劲表现就证明了这一点。

Meanwhile, Goldman Sachs' head of digital assets, Mathew McDermott, emphasized the growing institutional appetite for cryptocurrencies at a London crypto conference last week. "The price action ... has still been driven by retails primarily," McDermott said. "But it's the institutions that we’ve started to see come in. You really see now the appetite is transformed."

与此同时，高盛数字资产主管 Mathew McDermott 在上周的伦敦加密货币会议上强调了机构对加密货币日益增长的兴趣。麦克德莫特表示：“价格走势……仍然主要由零售业推动。” “但我们已经开始看到机构介入。你现在确实看到了胃口发生了变化。”

However, inflows into the 11 new Wall Street spot Bitcoin ETFs have reversed course in recent days, losing a combined $850 million. This decline suggests that the recent rally may be nearing its peak.

然而，最近几天，流入 11 只新华尔街现货比特币 ETF 的资金出现逆转，总计损失了 8.5 亿美元。这种下跌表明近期的反弹可能已接近顶峰。

"People have looked at how much the price of Bitcoin has fallen and they’ve decided to hold off, nobody wants to catch a falling knife," said James Butterfill, head of research at crypto investment group CoinShares.

加密货币投资集团 CoinShares 研究主管詹姆斯·巴特菲尔 (James Butterfill) 表示：“人们已经看到比特币价格下跌了多少，他们决定推迟，没有人愿意接住下跌的刀。”

Despite this temporary setback, the resurgence of institutional interest in cryptocurrencies signals a growing recognition of their potential as an asset class. As the regulatory landscape evolves and more institutions embrace digital assets, the crypto market is poised for further growth and innovation.

尽管出现暂时的挫折，但机构对加密货币兴趣的复苏表明人们越来越认识到它们作为一种资产类别的潜力。随着监管环境的发展和越来越多的机构接受数字资产，加密货币市场有望进一步增长和创新。