高盛报告机构对加密货币重新产生兴趣

高盛亚太部门观察到客户，尤其是机构客户对加密资产的兴趣重新抬头。比特币交易所交易基金（ETF）的批准推动了这种新的热情，导致人们更多地参与和考虑进入加密行业。

Goldman Sachs: Renewed Crypto Interest Among Institutional Clients

高盛：机构客户重新燃起了对加密货币的兴趣

Is Crypto Back on the Menu for Institutional Investors?

加密货币会重新出现在机构投资者的菜单上吗？

Goldman Sachs' Asia Pacific division has detected a resurgence of interest in crypto assets, particularly among institutional clients. This renewed enthusiasm is attributed, in part, to the approval of Bitcoin exchange-traded funds (ETFs).

高盛亚太部门发现人们对加密资产的兴趣重新抬头，尤其是机构客户。这种新的热情部分归因于比特币交易所交易基金（ETF）的批准。

Max Minton Shares Insights

Max Minton 分享见解

Max Minton, Head of Assets for Goldman Asia Pacific, revealed that many of the firm's clients have either entered the crypto space or are contemplating doing so. The approval of 10 Bitcoin ETFs in the United States in January ignited renewed interest among their clientele.

高盛亚太区资产主管 Max Minton 透露，该公司的许多客户要么已经进入加密货币领域，要么正在考虑这样做。一月份美国批准了 10 只比特币 ETF，重新点燃了客户的兴趣。

Crypto Derivatives: A Gateway for Institutional Exposure

加密货币衍生品：机构风险敞口的门户

While Goldman Sachs does not currently offer its own crypto products, its clients have been engaging with the bank through options and futures offerings related to cryptocurrencies. Hedge funds have shown particular interest in this area. As of the end of 2023, Goldman Sachs reported a record-breaking $2.8 trillion in assets under management.

虽然高盛目前不提供自己的加密产品，但其客户一直通过与加密货币相关的期权和期货产品与该银行进行合作。对冲基金对这一领域表现出特别的兴趣。截至 2023 年底，高盛管理的资产达到创纪录的 2.8 万亿美元。

Leveraging Crypto Volatility

利用加密货币的波动性

Minton emphasized that clients are utilizing derivatives to capitalize on crypto volatility and make informed predictions about price movements. Despite establishing a trading desk in 2021, Goldman Sachs' services are currently limited to derivatives, including Bitcoin and Ether options and futures.

明顿强调，客户正在利用衍生品来利用加密货币的波动性，并对价格走势做出明智的预测。尽管高盛于 2021 年设立了交易柜台，但目前的服务仅限于衍生品，包括比特币和以太坊期权和期货。

Renewed Crypto Optimism

加密货币乐观情绪重燃

Despite a dip in crypto enthusiasm during the past year, Minton observed a notable uptick in new participants, market activity, and trade volume since the beginning of 2023. This trend suggests growing confidence in the potential of cryptocurrencies among institutional investors.

尽管过去一年加密货币热情有所下降，但 Minton 观察到自 2023 年初以来新参与者、市场活动和交易量显着增加。这一趋势表明机构投资者对加密货币潜力的信心不断增强。

No Immediate Crypto Products from Goldman Sachs

高盛没有立即推出加密货币产品

Goldman Sachs does not currently offer any direct cryptocurrency products to its clients, despite launching its first cryptocurrency trading desk in 2021. The trading desk currently provides exposure to cryptocurrency derivatives only, such as Bitcoin and Ethereum.

尽管高盛于 2021 年推出了第一个加密货币交易柜台，但目前并未向客户提供任何直接的加密货币产品。该交易柜台目前仅提供加密货币衍生品的投资，例如比特币和以太坊。

Mathew McDermott: Client Interest on the Rise

Mathew McDermott：客户兴趣不断上升

According to Mathew McDermott, Head of Digital Assets at Goldman Sachs, client interest in onboarding, pipeline, and volume has surged since the start of the year. McDermott noted that clients primarily use derivatives to gain exposure to cryptocurrency volatility and forecast future price movements.

高盛数字资产主管马修·麦克德莫特 (Mathew McDermott) 表示，自今年年初以来，客户对入职、渠道和交易量的兴趣激增。麦克德莫特指出，客户主要使用衍生品来获得加密货币波动的风险并预测未来的价格走势。

Bitcoin Dominance Among Clients

比特币在客户中占据主导地位

Active clients have shown a preference for Bitcoin-related products as the most popular investment vehicle, McDermott added. He also mentioned the possibility of an Ether ETF approval in the US, which could potentially shift institutional clients towards Ether.

麦克德莫特补充说，活跃客户表现出对比特币相关产品的偏好，将其作为最受欢迎的投资工具。他还提到了以太坊 ETF 在美国获得批准的可能性，这可能会使机构客户转向以太坊。

Approval Chances for Ether ETF Remain Uncertain

以太坊 ETF 获得批准的机会仍不确定

However, Bloomberg ETF analysts estimate the probability of an Ether ETF approval by May at only 35%. The prolonged lack of response from the Securities and Exchange Commission towards potential fund issuers is viewed as a negative indicator.

然而，彭博 ETF 分析师估计 5 月份以太坊 ETF 获得批准的可能性仅为 35%。美国证券交易委员会长期缺乏对潜在基金发行人的回应被视为一个负面指标。

Expanding Client Base for Crypto Assets

扩大加密资产的客户群

Regardless of the approval of an Ether ETF, Goldman Sachs plans to broaden its client base to include banks, asset management funds, and more specialized firms dealing with crypto assets in the future.

无论以太坊 ETF 是否获得批准，高盛都计划扩大其客户群，以包括银行、资产管理基金以及未来处理加密资产的更专业的公司。

Conclusion: Crypto Gains Traction at Goldman Sachs

结论：加密货币在高盛受到关注

Goldman Sachs has witnessed a resurgence of interest in cryptocurrency among its institutional clients this year. Many clients are utilizing derivatives to capitalize on crypto's volatility. While Goldman Sachs does not currently offer its own crypto products, its trading desk provides exposure to cryptocurrency derivatives. The firm plans to expand its client base in the crypto space in the future.

高盛今年见证了其机构客户对加密货币的兴趣重新抬头。许多客户正在利用衍生品来利用加密货币的波动性。虽然高盛目前不提供自己的加密产品，但其交易部门提供加密货币衍生品的敞口。该公司计划未来扩大其在加密货币领域的客户群。