巴西批准首只Solana ETF 美国却在放弃Solana?其他加密货币ETF会不会继续获批?

币界网Published on 2024-08-11Last updated on 2024-08-11

币界网报道:

ETH ETF的获批让人们看到了Solana ETF也能成为现实的希望。在过去三个月中,加密货币市场一直在热切等待Solana ETF的批准。Solana ETF的申请最初是在加拿大提交的,后来于6月在美国提交。经过漫长的等待,巴西证券交易委员会(CMV)终于批准了全球首只基于Solana的交易所交易基金。

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CVM表示,Solana ETF尚处于试运行阶段,巴西证券交易所尚未批准。据悉,巴西的Solana ETF将将以芝商所(CME)和Crypto Facilities(CF)开发的CME CF Solana美元汇率作为价格参考,目前尚未正式宣布ETF的上线日期,但预计在未来90天内上市。此外,该ETF由巴西资产管理公司QR Asset发行并由基金管理公司Vortx管理。

随着首只Solana ETF获批,巴西成为世界上最支持加密货币的国家之一。过去三年来,巴西对ETH和BTC进行了各种投资,使其对加密货币的态度变得非常多样化。相较之下,美国监管机构则显得更为谨慎。

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继多档以太坊现货ETF在美意外获得批准后,包括VanEck和21Shares等机构也已向美国证监会(SEC)提交Solana现货ETF的S-1申请。对此业界分析师强调,Solana现货ETF在美国通过与否主要取决于政治因素,若前总统、共和党候选人川普赢得大选,那么批准的可能性就更高。

然而目前,美国证券交易委员会(SEC)已暂停了对索拉纳(Solana)、卡尔达诺(Cardano)以及以太坊扩展网络Polygon作为未注册证券的指控。鉴于SEC今年早些时候对以太坊安全状况做出的让步,人们不禁猜测,该机构是否也将对索拉纳采取类似的宽容态度。进一步地,关于Solana ETF的推出,这在当前政府背景下曾被视为不可能之事,如今却有可能成为现实。

美国关于Solana安全状况的争议告一段落,这一决定在法律界引发了不同反响。部分法律专家对此持乐观态度,但另一些人则持怀疑态度,并发出警告:目前尚不宜过早庆祝,因为SEC搁置Solana指控的决定并不意味着其影响微不足道。

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此外,全球最大资产管理公司贝莱德(BlackRock)的数字资产负责人Robert Mitchnick也表达了看法。他认为尽管美国推出了以太坊现货ETF,但这不太可能为其他加密资产如Solana(SOL)在ETF的舞台上打开大门。

Robert Mitchnick指出,在加密货币市场中,比特币(BTC)占据了大约55%的市场份额,而以太坊(ETH)则占据了18%的份额。至于下一个潜在的可投资资产,如SOL和BNB,其占比大概只有3%,这表明它们在达到交易所交易基金(ETF)的准入门槛、成熟度以及流动性等方面的标准上,仍有相当长的路要走。

尽管目前监管环境尚不明朗,但美国证券交易委员会(SEC)已明确表达了其意图,即在某些方面设定明确的界限。具体而言,SEC已表明不太可能批准包含质押功能的以太币现货ETF,这进一步凸显了加密货币市场在监管方面的复杂性和不确定性。

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值得注意的是,尽管有利好消息,但目前SOL一直在价格波动中,目前在关键支撑位和阻力位146美元和162美元之间摇摆不定。最近8%的暴跌使得SOL跌破157美元的重要心理关口,拉响了看跌警报。

不过虽然目前的价格前景堪忧,但是Solana生态系统仍处于增长轨道上,新项目正在利用其低交易成本来构建分散的应用程序,这一趋势可能成为长期看涨的催化剂。这种增长潜力应该会让投资者保持乐观,即使面临短期的熊市压力。

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