SEC 参与引发对潜在 ETF 的兴奋，莱特币 (LTC) 飙升 18%

继比特币和以太坊 ETF 获得里程碑式的批准之后，最近围绕莱特币的活动引发了投资者和分析师的兴奋。

The United States Securities and Exchange Commission (SEC) is currently reviewing a filing for a Litecoin ETF. This development was highlighted by Eric Balchunas and James Seyffart, ETF analysts at Bloomberg Intelligence, who noted increased regulatory engagement with the filing submitted by Canary Capital Group.

美国证券交易委员会 (SEC) 目前正在审查莱特币 ETF 的申请。 Bloomberg Intelligence 的 ETF 分析师 Eric Balchunas 和 James Seyffart 强调了这一进展，他们指出监管机构对 Canary Capital Group 提交的文件的参与度有所增加。

“Canary Funds just filed an amended S-1 for their Litecoin ETF filing. No guarantees—but this might be indicative of SEC engagement on the filing,” Seyffart noted.

“Canary Funds 刚刚为其莱特币 ETF 备案提交了修订后的 S-1。没有任何保证，但这可能表明 SEC 参与了该文件的提交，”Seyffart 指出。

Canary Capital, an investment firm focused on digital assets, filed amended paperwork with the SEC—along with Nasdaq—that puts the regulator on the clock for a decision. In this proposed physically held ETF, custodians listed include Coinbase Custody Trust Company and BitGo Trust Company.

专注于数字资产的投资公司金丝雀资本 (Canary Capital) 向美国证券交易委员会 (SEC) 以及纳斯达克提交了修改后的文件，让监管机构及时做出决定。在该拟议的实物持有 ETF 中，列出的托管人包括 Coinbase Custody Trust Company 和 BitGo Trust Company。

“The Litecoin ETF now has all boxes checked. Very real chance this ends up being the first altcoin ETF of 2025,” Balchunas added.

“莱特币 ETF 现在已经检查了所有选项。这很有可能成为 2025 年第一个山寨币 ETF。”Balchunas 补充道。

Litecoin is flying on the news of the possible ETF approval. Over the last 24 hours, LTC surged 18% to trade at $136 as its trading volume soared over 250% to $1.83 billion, data from CoinMarketCap indicated. New Litecoin price predictions suggest Litecoin will finally outperform in 2025 after a stagnant three years of sideways trading.

莱特币因 ETF 可能获得批准的消息而飞扬。 CoinMarketCap 的数据显示，在过去 24 小时内，LTC 飙升 18%，交易价格为 136 美元，交易量飙升 250% 以上，达到 18.3 亿美元。新的莱特币价格预测表明，在经历了三年停滞的横盘交易之后，莱特币最终将在 2025 年跑赢大盘。

“Litecoin surges 16.1% in market cap within 11 hours, breaking away from other altcoins,” crypto analytics firm Santiment observed, adding that the coin is finally decoupling from the market.

加密货币分析公司 Santiment 观察到：“莱特币的市值在 11 小时内飙升了 16.1%，超越了其他山寨币。”并补充说，该币终于与市场脱钩了。

The rally is explained by the sudden and growing interest from institutional and retail investors. According to Santiment, whales and sharks holding at least 10,000 LTC have been on a buying spree since January 9, acquiring more than 250,000 coins.

此次上涨的原因是机构和散户投资者的兴趣突然增加。据 Santiment 称，自 1 月 9 日以来，持有至少 10,000 LTC 的鲸鱼和鲨鱼一直在疯狂购买，购买了超过 250,000 个 LTC。

“Whales Holding 10K+ Litecoin now own a combined 9,075,930 LTC ($1,233,120,000), the highest level since March of 2023. These large addresses last moved a substantial amount of Litecoin on January 09, 2025 (3 months ago),” the firm noted.

该公司指出：“持有 10K+ 莱特币的鲸鱼目前总共拥有 9,075,930 LTC（1,233,120,000 美元），这是自 2023 年 3 月以来的最高水平。这些大型地址最后一次转移大量莱特币是在 2025 年 1 月 9 日（三个月前）。”

Industry experts predict that a Litecoin ETF could attract significant inflows. One report by JPMorgan estimated that should the adoption rates be similar to Bitcoin ETFs, Litecoin could have somewhere between $290 million and $580 million invested into it in its first year.

行业专家预测莱特币 ETF 可能会吸引大量资金流入。摩根大通的一份报告估计，如果莱特币的采用率与比特币 ETF 类似，那么莱特币在第一年可能会获得 2.9 亿至 5.8 亿美元的投资。

“The fact that Litecoin uses the proof-of-work consensus mechanism—just like Bitcoin—makes it most likely to be the one to get approved,” said Steven McClurg, the co-founder of Canary Capital.

Canary Capital 联合创始人史蒂文·麦克卢格 (Steven McClurg) 表示：“莱特币与比特币一样，使用工作量证明共识机制，这一事实使其最有可能获得批准。”

He emphasized that, although there is not a strong futures market for Litecoin as there is with Bitcoin and Ethereum, the similarities to the latter in technology and structure could be advantageous.

他强调，尽管莱特币没有像比特币和以太坊那样强大的期货市场，但与后者在技术和结构上的相似性可能是有利的。

“Litecoin’s Bitcoin-like traits may prove advantageous under the new SEC leadership,” he said. Litecoin is seen as the silver, to Bitcoin’s gold.

“在新的 SEC 领导下，莱特币类似比特币的特征可能会被证明是有利的，”他说。相对于比特币的黄金，莱特币被视为白银。

While Litecoin is on course to take pole position in the altcoin ETF race, other strong contenders such as XRP and Solana are on the run, too. Analysts see XRP ETFs receiving inflows up to $8 billion, while those tracking Solana will likely see $3 billion to $6 billion. However, regulatory clarity and market demand will ultimately determine the success of these funds.

虽然莱特币有望在山寨币 ETF 竞赛中占据领先地位，但 XRP 和 Solana 等其他强有力的竞争者也在争夺之中。分析师预计 XRP ETF 将获得高达 80 亿美元的资金流入，而追踪 Solana 的投资者可能会收到 30 亿至 60 亿美元的资金流入。然而，监管的明确性和市场需求将最终决定这些基金的成功。

“The bar for accepting new crypto ETFs will likely be lowered in 2025. While Litecoin is ahead, XRP and Solana ETFs are also strong contenders,” said Edouard Hindi, Chief Investment Officer at Tyr Capital.

Tyr Capital 首席投资官 Edouard Hindi 表示：“到 2025 年，接受新加密 ETF 的门槛可能会降低。虽然莱特币处于领先地位，但 XRP 和 Solana ETF 也是强有力的竞争者。”

A Milestone Year for Crypto ETFs

加密货币 ETF 具有里程碑意义的一年

Should Litecoin secure approval, it would mark a milestone for the cryptocurrency market, expanding the ETF ecosystem beyond Bitcoin and Ethereum.

如果莱特币获得批准，这将标志着加密货币市场的一个里程碑，将 ETF 生态系统扩展到比特币和以太坊之外。

However, as JPMorgan’s Kenneth Worthington cautioned, “Investor demand for additional products remains uncertain. Tokens beyond Bitcoin, Ethereum, or Solana often capture attention for a limited time.”

然而，正如摩根大通的肯尼斯·沃辛顿警告的那样，“投资者对其他产品的需求仍然不确定。比特币、以太坊或 Solana 之外的代币通常会在有限的时间内引起关注。”

Regardless, 2025 appears poised to be a transformative year for the crypto ETF market, with Litecoin at the forefront of this evolution. Whether the SEC’s decision paves the way for new opportunities or highlights existing challenges, the anticipation underscores the growing importance of regulated crypto investment vehicles in the broader financial ecosystem.

无论如何，2025 年似乎将成为加密 ETF 市场变革的一年，莱特币处于这一演变的最前沿。无论 SEC 的决定是为新机遇铺平道路还是凸显现有挑战，这一预期都强调了受监管的加密货币投资工具在更广泛的金融生态系统中日益增长的重要性。