机构投资者纷纷买入 Solana，表明山寨币前景看好

机构投资者越来越多地接受山寨币，财富管理机构和对冲基金对 Solana (SOL) 的配置激增。持有SOL的受访投资者比例从1月份的0%上升至4月份的15%。相比之下，XRP 出现下跌，在 4 月份的调查中没有受访者持有 XRP。尽管如此，XRP 的投资产品仍吸引了少量资金流入。

Institutional Investors Embrace Solana, Signaling Bullish Outlook for Altcoins

机构投资者拥抱 Solana，表明山寨币前景看好

Institutional investors are increasingly diversifying their cryptocurrency portfolios by venturing beyond Bitcoin and Ethereum into alternative coins, or altcoins, with a significant surge in allocations towards Solana (SOL). This revelation was made by CoinShares, a leading digital asset manager, in its latest bi-weekly "Digital Asset Fund Flows" report published on April 24.

机构投资者越来越多地通过比特币和以太坊以外的替代币或山寨币来实现加密货币投资组合的多元化，其中 Solana (SOL) 的配置大幅增加。这一消息是领先的数字资产管理公司 CoinShares 在 4 月 24 日发布的最新双周《数字资产资金流向》报告中透露的。

The report, based on a survey of 64 institutional investors collectively managing a staggering $600 billion in assets, found that nearly 15% of respondents had invested in Solana, marking a substantial increase from the previous survey in January, where none of the participants held any exposure to the altcoin.

该报告基于对总共管理着 6000 亿美元资产的 64 家机构投资者进行的调查发现，近 15% 的受访者投资了 Solana，这比 1 月份的上一次调查大幅增加，当时没有参与者持有任何股票。接触山寨币。

"Investors are more optimistic for Solana," stated James Butterfill, CoinShares' head of research, in the report. This optimism is further corroborated by Solana's ranking among the top three cryptocurrencies, with just under 15% of respondents citing it as having the "most compelling growth outlook," up from over 10% in the January survey.

CoinShares 研究主管 James Butterfill 在报告中表示：“投资者对 Solana 更加乐观。” Solana 跻身三大加密货币之列进一步证实了这种乐观情绪，只有不到 15% 的受访者认为它具有“最引人注目的增长前景”，高于 1 月份调查中的 10% 以上。

XRP Sees Decline, Solana Emerges as a Growth Powerhouse

XRP 下跌，Solana 成为增长动力

While Solana's star is on the rise, XRP (XRP) has witnessed a significant decline, with none of the surveyed institutions holding it currently. This represents a stark contrast to the January survey, where some respondents did have XRP investments.

在 Solana 的明星不断崛起的同时，XRP（XRP）却出现了大幅下跌，目前没有一家接受调查的机构持有它。这与 1 月份的调查形成鲜明对比，其中一些受访者确实有 XRP 投资。

Despite the lack of direct institutional investment in XRP, the cryptocurrency still attracts some inflows into investment products, with CoinShares reporting minor inflows of $1.3 million into XRP products for the week ending April 19.

尽管缺乏对 XRP 的直接机构投资，但这种加密货币仍然吸引了一些资金流入投资产品，CoinShares 报告称，截至 4 月 19 日当周，XRP 产品有小额资金流入 130 万美元。

Bitcoin Maintains Dominance, Ether's Appetite Wanes

比特币保持主导地位，以太币兴趣减弱

Despite the growing interest in altcoins, Bitcoin (BTC) remains the undisputed king among institutional investors, with 41% of respondents believing it has the best growth potential. Ether (ETH), the second-largest cryptocurrency, came in second with just over 30% of respondents bullish on its growth. However, Butterfill noted that "investor appetite has waned since January," with ETH's score dropping from around 35%.

尽管人们对山寨币的兴趣日益浓厚，但比特币 (BTC) 仍然是机构投资者中无可争议的王者，41% 的受访者认为它具有最佳的增长潜力。第二大加密货币以太币 (ETH) 排名第二，超过 30% 的受访者看好其增长。然而，Butterfill 指出，“自 1 月份以来，投资者的兴趣已经减弱”，ETH 的得分从 35% 左右下降。

Cryptocurrency Holdings Rise, but Barriers to Entry Remain

加密货币持有量增加，但进入壁垒依然存在

The survey also revealed that the percentage of cryptocurrency in investors' portfolios has increased to 3% compared to 1.3% in January, reaching "the highest weighting since the survey began in 2021," according to Butterfill. He attributed this rise in cryptocurrency holdings to allocations from institutional investors, who now have the ability to gain exposure to Bitcoin via U.S. exchange-traded funds (ETFs).

Butterfill 表示，调查还显示，加密货币在投资者投资组合中的比例已从 1 月份的 1.3% 上升至 3%，达到“自 2021 年调查开始以来的最高权重”。他将加密货币持有量的增加归因于机构投资者的配置，他们现在有能力通过美国交易所交易基金（ETF）获得比特币的投资。

Despite the positive trend towards crypto, institutional investors, in particular, still face "significant barriers to entry to the asset class." Regulation remains a primary concern, with many respondents citing it as a reason for not investing in cryptocurrencies.

尽管加密货币呈现积极趋势，但尤其是机构投资者仍然面临“进入该资产类别的重大障碍”。监管仍然是一个主要问题，许多受访者将其视为不投资加密货币的原因。

"Although this maybe due to corporate restrictions and the way in which regulatory guidelines are interpreted," Butterfill added.

“尽管这可能是由于公司限制和监管指南的解释方式造成的，”巴特菲尔补充道。

Risks and Concerns

风险和担忧

For investors who have made crypto investments, regulation and politics present the top perceived risks, a departure from the January results. However, Butterfill expressed encouragement that concerns over volatility and custody "continue to diminish."

对于进行加密货币投资的投资者来说，监管和政治是最大的感知风险，这与 1 月份的结果有所不同。然而，巴特菲尔对波动性和托管的担忧“继续减少”表示鼓舞。

"Client demand has risen too, as is often the case during positive price momentum," Butterfill added.

“客户需求也有所增加，就像在积极的价格势头中经常出现的情况一样，”巴特菲尔补充道。

In conclusion, institutional investors are broadening their horizons by allocating funds to altcoins, particularly Solana. While Bitcoin maintains its dominance, Ether's growth outlook appears to have cooled. Cryptocurrency holdings are on the rise, but regulatory hurdles remain a significant obstacle for wider institutional adoption.

总之，机构投资者正在通过将资金分配给山寨币（尤其是 Solana）来拓宽视野。虽然比特币保持其主导地位，但以太币的增长前景似乎已经降温。加密货币持有量正在增加，但监管障碍仍然是机构更广泛采用的重大障碍。