摩根大通预测 XRP 和 Solana ETF 可能吸引 3B 至 8B 美元的资金流入

根据摩根大通的报告，一旦获得批准，XRP 和 Solana ETF 可能会吸引 30 亿至 80 亿美元的资金流入。

A recent JP Morgan report has estimated that XRP and Solana ETFs could attract inflows ranging from $3 billion to $8 billion once approved. These estimates are derived by extrapolating the performance of Bitcoin and Ethereum ETFs.

摩根大通最近的一份报告估计，一旦获得批准，XRP 和 Solana ETF 可能会吸引 30 亿至 80 亿美元的资金流入。这些估计是通过推断比特币和以太坊 ETF 的表现得出的。

According to the report, Bitcoin ETFs attained assets under management of $108 billion in the first year, which is roughly 6% of the total Bitcoin market cap. Following this, Ethereum ETFs garnered assets of $12 billion or about 3% of Ethereum’s market capitalization over six months.

报告显示，比特币 ETF 第一年管理的资产规模达 1080 亿美元，约占比特币总市值的 6%。此后六个月内，以太坊 ETF 获得了 120 亿美元的资产，约占以太坊市值的 3%。

Using these metrics for XRP and Solana, the bank has projected high inflows. For XRP, a 3% rate would attract $4.3 billion, raising its market cap to $150.8 billion from the current $146.5 billion. A 6% rate could bring in $8.4 billion to lift the cap to $154.9 billion. This increment could lead to XRP rising from $2.55 to $2.62 – $2.69, considering the current supply of 57.5 billion tokens.

使用 XRP 和 Solana 的这些指标，该银行预计会有大量资金流入。对于 XRP 来说，3% 的利率将吸引 43 亿美元，使其市值从目前的 1465 亿美元增加到 1508 亿美元。 6% 的利率可以带来 84 亿美元的收入，将上限提高到 1,549 亿美元。考虑到当前 575 亿代币的供应量，这一增量可能导致 XRP 从 2.55 美元上涨至 2.62 美元至 2.69 美元。

As for Solana, with a market cap of $90.5 billion, it could attract $2.7 billion with 3% APY and $5.2 billion with 6% APY, taking its market cap to $93.2 billion and $95.7 billion, respectively. With a circulating supply of 484 million tokens, Solana could be priced anywhere from $192.5 to $197.7 in the next few weeks, depending on the market.

至于 Solana，其市值为 905 亿美元，按年化年利率 3% 计算，可吸引 27 亿美元融资；按年化年利率 6% 计算，可吸引 52 亿美元投资，使其市值分别达到 932 亿美元和 957 亿美元。 Solana 的流通供应量为 4.84 亿枚代币，未来几周内的定价可能在 192.5 美元到 197.7 美元之间，具体取决于市场情况。

It's worth noting that the approval of XRP and Solana ETFs is still pending, with no green light yet from the U.S. SEC. However, recent developments indicate a positive regulatory climate, with SEC set to decide on XRP ETF applications by January 25, 2025.

值得注意的是，XRP 和 Solana ETF 的批准仍悬而未决，美国 SEC 尚未批准。然而，最近的事态发展表明监管环境积极，SEC 将于 2025 年 1 月 25 日之前就 XRP ETF 申请做出决定。

Several top firms, including WisdomTree, 21Shares, and Bitwise, have submitted applications for these ETFs.

WisdomTree、21Shares 和 Bitwise 等几家顶级公司已经提交了这些 ETF 的申请。

Interest in Solana ETFs is also growing. In June 2024, a major application was filed by VanEck for a Solana ETF. Grayscale has been attempting to convert its Solana Trust Fund into an ETF, with a decision expected by January 23, 2025.

对 Solana ETF 的兴趣也在增长。 2024 年 6 月，VanEck 提交了 Solana ETF 的主要申请。 Grayscale 一直在尝试将其 Solana 信托基金转换为 ETF，预计将于 2025 年 1 月 23 日做出决定。

As we振り返る to the impact of Bitcoin ETFs, which helped propel Bitcoin to over $100,000 in 2024, these new products hold the potential to increase market liquidity and accessibility.

比特币 ETF 帮助比特币在 2024 年突破 10 万美元，我们对它的影响感到振り返る，这些新产品有潜力增加市场流动性和可及性。

The report concludes that the introduction of regulated investment products, such as ETFs, is a key factor in driving these market changes. This, in turn, helps stabilize trading conditions and facilitates price discovery for XRP and Solana, ultimately attracting greater inflows.

报告的结论是，ETF等受监管投资产品的推出是推动这些市场变化的关键因素。这反过来又有助于稳定交易条件并促进 XRP 和 Solana 的价格发现，最终吸引更多资金流入。

With the new leadership in 2025 and the growing institutional interest in digital assets, if approved, these ETFs can open up new investing opportunities for both institutional and retail buyers.

随着 2025 年新领导层的出现以及机构对数字资产兴趣的不断增长，如果获得批准，这些 ETF 可以为机构和散户买家带来新的投资机会。