XRP 和 SOL ETF：市场预计第一年流入 140 亿美元

XRP 是加密货币交易所交易基金 (ETF) 日益兴奋的焦点。继 2024 年比特币 ETF 取得显着成功之后

Key Points:

要点：

- XRP ETFs are projected to attract $4 billion to $8 billion in their first year, while Solana ETFs could draw $3 billion to $5 billion.

- XRP ETF 预计在第一年吸引 40 亿至 80 亿美元，而 Solana ETF 可能吸引 30 亿至 50 亿美元。

- JPMorgan analysts made these estimations based on adoption trends observed with Bitcoin and Ethereum ETFs.

- 摩根大通分析师根据观察到的比特币和以太坊 ETF 的采用趋势做出了这些估计。

- Bitcoin ETFs currently hold $108 billion, accounting for 6% of Bitcoin's $2 trillion market cap.

- 比特币 ETF 目前持有 1080 亿美元，占比特币 2 万亿美元市值的 6%。

- In comparison, Ethereum ETFs manage $12 billion, representing 12% of Ethereum's $400 billion market cap.

- 相比之下，以太坊 ETF 管理着 120 亿美元，占以太坊 4000 亿美元市值的 12%。

- Based on these trends, analysts suggest a 3% to 6% penetration rate for XRP and Solana ETFs, justifying the $14 billion combined inflow estimate.

- 基于这些趋势，分析师建议 XRP 和 Solana ETF 的渗透率为 3% 至 6%，证明 140 亿美元的总流入量估计是合理的。

- Senior Bloomberg ETF Analyst Eric Balchunas supports this projection, calling it “a pretty reasonable guess.”

- 彭博 ETF 高级分析师 Eric Balchunas 支持这一预测，称其为“相当合理的猜测”。

- The projections come as XRP and Solana continue to gain attention among investors and analysts following the recent success of Bitcoin ETFs.

- 在比特币 ETF 最近取得成功之后，XRP 和 Solana 继续受到投资者和分析师的关注，这一预测随之而来。

- Despite the optimistic projections, regulatory hurdles remain a concern, with JPMorgan noting the need for regulatory clarity and administrative changes before XRP and Solana ETFs can gain approval.

- 尽管预测乐观，但监管障碍仍然令人担忧，摩根大通指出，在 XRP 和 Solana ETF 获得批准之前，需要明确监管并进行行政改革。

- However, the report suggests these approvals could come as early as 2025.

- 然而，报告表明这些批准最早可能会在 2025 年获得。

- President-elect Donald Trump's pro-crypto stance offers a glimmer of hope, as he has nominated Paul Atkins, a crypto-friendly candidate, for the role of SEC chair, signaling a potentially favorable environment for crypto ETF approvals.

- 当选总统唐纳德·特朗普的支持加密货币立场带来了一线希望，因为他提名了对加密货币友好的候选人保罗·阿特金斯 (Paul Atkins) 担任 SEC 主席，这表明加密 ETF 的批准可能存在有利的环境。

- Several asset management firms are already preparing to launch the altcoins' ETFs. Canary Capital, 21 Shares, Bitwise, and WisdomTree are among those interested in XRP ETFs.

- 多家资产管理公司已经准备推出山寨币 ETF。 Canary Capital、21 Shares、Bitwise 和 WisdomTree 都对 XRP ETF 感兴趣。

- Meanwhile, VanEck, Ark Invest, and Canary Capital have shown interest in Solana ETFs.

- 与此同时，VanEck、Ark Invest 和 Canary Capital 对 Solana ETF 表现出了兴趣。

- The launch of the altcoins' ETFs could be transformative for these cryptocurrencies.

- 山寨币 ETF 的推出可能会给这些加密货币带来变革。

- Beyond the immediate inflow of funds, ETFs make it easier for retail and institutional investors to gain exposure to these assets.

- 除了资金立即流入之外，ETF 还使散户和机构投资者更容易获得这些资产的投资。

- Such developments could significantly impact their market caps and long-term adoption.

- 此类发展可能会对其市值和长期采用产生重大影响。

- Furthermore, the success of these ETFs would further solidify the role of altcoins in mainstream finance.

- 此外，这些 ETF 的成功将进一步巩固山寨币在主流金融中的作用。

- With combined inflows of $14 billion, XRP and Solana could emerge as leading players in the crypto market, challenging the dominance of Bitcoin and Ethereum.

- 随着 140 亿美元的总流入，XRP 和 Solana 可能成为加密货币市场的领先参与者，挑战比特币和以太坊的主导地位。