几率超80%?渣打银行乐观预测:SEC将批准现货以太坊ETF!

金十数据Published on 2024-05-24Last updated on 2024-05-24

Abstract

渣打银行表示,预计美国证券交易委员会(SEC)将在5月24日前批准现货以太坊ETF。

渣打银行表示,预计美国证券交易委员会(SEC)将在5月24日前批准现货以太坊ETF。
随着现货以太坊ETF的第一轮截止日期临近,VanEck ETF的申请截止日期为5月23日,ARK Invest和21Shares的申请截止日期为5月24日,渣打银行改变了立场,该行外汇和数字资产研究主管Geoff Kendrick现在断言,SEC本周晚些时候批准现货以太坊ETF的可能性为“80%至90%”。
Kendrick估计,在第一年,流入现货以太坊ETF的以太坊数量可能达到239万至915万枚,相当于大约150亿至450亿美元。这些估计与现货比特币ETF的估计一致。此外,基于比特币15万美元的价格预测,Kendrick预计以太币将遵循类似的增长轨迹,在本轮周期结束时达到约8000美元。
SEC早些时候要求现货以太坊ETF的发行人更新其19b-4备案文件,这促使市场专家的观点发生了转变,他们此前确信以太坊ETF的申请将被拒绝。目前,六家现货以太坊ETF申请人已提交修订后的19b-4文件。
外媒ETF分析师Eric Balchunas此前认为获批的可能性为25%,但随着最后期限的临近,他现在将可能性提高到了75%。
专注于数字资产的投资顾问公司Two Prime的首席执行官兼联合创始人Alexander Blume表示,最后一刻提起要求可能表明SEC正在改变方针,并试图以一种权宜之计的方式让这些文件获得批准。
据知情人士透露,SEC倾向于批准现货以太坊ETF。一位知情人士表示,SEC向大多数发行人提供了申请反馈,暗示将协调推出几只现货以太坊ETF,这种做法与今年1月推出现货比特币ETF如出一辙,后者推动比特币今年上涨了60%。
QCP Capital分析师在周二的一份报告中写道,如果SEC本周批准现货以太坊ETF,该代币可能会在短期内上涨至4000美元,并在今年晚些时候升至5000美元。
Blume补充称,如果现货以太坊ETF获得批准,这也将为直接投资其他加密货币的ETF打开大门。

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