随着美国前景黯淡,巴西推出第二只ETF提振Solana——下一步是什么?

币界网Published on 2024-08-21Last updated on 2024-08-21

币界网报道:
    巴西批准了Hashdex提供的第二只Solana ETF。尽管Solana ETf获得批准,但Sol仍在努力应对ETf的不确定性对美国市场的冲击。

两周前,巴西成为第一个批准Solana[SOL]交易所交易基金的国家。正如AMBCrypto早些时候报道的那样,巴西巩固了其作为世界上最支持加密货币的政府之一的地位。

虽然加拿大和美国等其他国家已经收到了Sol ETF的申请,但它们的批准滞后。另一个里程碑是,这个南美国家批准了第二只基于Solana的ETF。

巴西批准第二只SOL ETF

巴西证券交易委员会(CMV)批准了第二只Solana交易所交易基金(ETF)。

根据该机构的数据库,新的ETF已经投入运营,将由Hashdex提供。该提供商(Hashdex)是一家总部位于巴西的资产管理公司,管理着9.63亿美元的资产。

在提供新的ETF时,资产管理公司将与巴西银行BTG Pactual合作。因此,管理过纳斯达克加密指数的Hashdex为Sol ETF的挑战做好了充分准备。

鞋底抓地力不佳

尽管巴西批准了2只Solana ETF,而且网络也在增长,但SOL停滞不前。SOL在价格图表中继续挣扎,表现继续不佳。

导致溶胶斗争的一个因素是模因币狂热的下降。基于Solana的模因币在炒作中逐渐消失,从而降低了其网络采用率。

这主要是由于来自Tron网络的激烈竞争,该网络已经出现了大规模的模因币狂热。

此外,由于投资者信心下降,Defi、NFT和游戏等网络活动的下降导致流入量低。这影响了流入,该网络报告的流出量多于流入量,净流量为-9.4K。

因此,截至本文撰写时,SOL在价格图表上继续下跌2.5%,交易价格为143.57美元。

ETF在美国不确定

虽然巴西正在向更多的Solana ETF迈进,但美国市场正处于危险之中。根据该报告,Sol ETF在美国的申请并没有进入第二阶段。

美国证券交易委员会未能承认Sol ETF的失败。Eric Balchunas认为,SOL ETF因美国证券交易委员会的漠不关心而失败,如果特朗普获胜,这种情况将持续到2025年。通过他的X页面,他注意到,

“Solana ETF的申请从未通过第2步(美国证券交易委员会未能支持)=DOA。因此,尽管发行人的S-1仍然活跃,但交易所撤回了19b-4。除非领导层发生变化,否则批准的机会就像滚雪球一样。”

根据最近的报道,Solana ETF的文件从Cboe网站上消失了。

6月,VanEck和21Shares申请了Solana ETF;因此,去除它们的填充物引起了更多的怀疑。这些失踪事件发生之际,美国证券交易委员会对索拉纳是一家证券公司的争论越来越多。

Trending Cryptos

Related Reads

In Such a Crowded Cross-border Payment Track, Where Does the Next Stop Lie in the Future?

The crowded cross-border payments industry faces a paradox: intense competition above water with financing and narratives, while beneath, price wars and shrinking margins in basic PSP services are common. The path forward lies not in simple "cross-border" solutions but in deep **localization**. Success requires mastering the fragmented and tightening regulations of fiat currencies in each market—the "last mile" of compliance, banking, and settlement. Many Chinese PSPs have succeeded by following Chinese merchants overseas but have not deeply penetrated mainstream local merchant ecosystems abroad. Their strong product capabilities need to be applied to new, complex markets. The future belongs to companies that evolve from single-channel providers to **cross-border capital network operators**. This means moving beyond competing on transaction fees to creating internal networks that optimize capital efficiency through multi-directional matching, netting, and position reuse across countries and currencies. For Web3 and stablecoins, the key is integration, not replacement. Stablecoins offer efficiency gains but cannot bypass the foundational trust, compliance, and legal frameworks of traditional finance. The realistic path is the gradual adoption and "taming" of Web3 technologies by established financial institutions. The ultimate solution is a **dual clearing infrastructure** combining deep local fiat capabilities (local accounts, compliance, banking) with lightweight stablecoin-native capabilities (on-chain settlement, wallets). The biggest opportunity lies not in oversaturated mainstream corridors but in complex, underserved regional corridors (e.g., specific CIS, Middle East-Southeast Asia, or Latin American trade pairs). The winners will be those who build hard-to-replicate, deep capabilities in these areas—acting as the essential "clearing shovels" or infrastructure providers. The future keywords are **more local, more networked, and more stablecoin-native**. High-profit opportunities remain in the non-standardized, difficult-to-replicate deep waters of the industry, requiring genuine on-the-ground presence and long-term patience.

链捕手1h ago

In Such a Crowded Cross-border Payment Track, Where Does the Next Stop Lie in the Future?

链捕手1h ago

Lightning Fast Five-Whip Combo! Strategy's Self-Rescue Plan Officially Released

Strategy, amidst the STRC de-pegging crisis, has unveiled its "Digital Credit Capital Framework" self-rescue plan. The five-part framework includes: 1) **Cash Reserves**: Management of ~$2.55B in USD reserves, dedicated solely to covering ~17.4 months of preferred stock dividends and debt interest, with a 12-month minimum coverage floor. 2) **Dividend Policy**: STRC's dividend yield rises to 12% from July 1st, with monthly reviews. Strategy clarifies de-pegging does not automatically trigger further hikes. 3) **Preferred Stock Buyback**: A $1B authorization, prioritizing STRC repurchases to support its price, reduce future dividend obligations, and signal commitment, using funds separate from dividend reserves. 4) **Common Stock Buyback**: A separate $1B authorization for MSTR stock, aimed at creating shareholder value when the stock is deemed undervalued, establishing a two-way capital management mechanism. 5) **Bitcoin Monetization**: Formal authorization to sell BTC (up to $1.25B earmarked) to build USD reserves, cover dividends/interest, or fund buybacks, marking a strategic shift where BTC becomes a managed asset rather than a strictly "hold-only" reserve. Market reaction saw MSTR and STRC shares rise pre-market, while BTC remained stable. The plan aims to restore confidence in STRC, ensure dividend sustainability, and reopen Strategy's funding channels.

Odaily星球日报2h ago

Lightning Fast Five-Whip Combo! Strategy's Self-Rescue Plan Officially Released

Odaily星球日报2h ago

The Sword of Damocles Over the AI Bull Market: Not Just in South Korea, Leverage in U.S. Stocks Is Equally Staggering

Global equity markets are hitting new highs driven by the AI boom, but the fuel behind this rally is becoming increasingly dangerous. From the US to South Korea, margin debt and leveraged ETF assets have soared to historical extremes, with their pro-cyclical nature amplifying tail risks in market volatility. In the US, margin debt rose 54% year-over-year in May, reaching a record $1.4 trillion. Simultaneously, leveraged ETF assets nearly doubled in under 70 days to over $220 billion by early June, with intense focus on tech, semiconductor indices, and single stocks like NVIDIA and Tesla. A warning sign appeared in South Korea, where the KOSPI index experienced extreme volatility, plunging 10% to trigger a circuit breaker, then sharply rebounding before halting again, partly driven by concentrated, highly leveraged positions in chip stocks. Analysts are raising alarms. Barclays warns that leveraged funds have accumulated roughly $300 billion in equity-linked derivatives since late March, creating a major source of non-discretionary risk. Morgan Stanley notes an unprecedented reliance on leveraged financing by marginal buyers, with financing becoming more expensive and scarce. Charles Schwab has tightened margin requirements. The core risk lies in the mechanics: leveraged ETFs and derivatives can create a "tail wags the dog" effect, where fund flows force market makers to buy underlying stocks, amplifying gains. This process reverses in a downturn, triggering a self-reinforcing selling spiral as funds deleverage. Additionally, the cost of borrowing to buy stocks has spiked to multi-year highs. Morgan Stanley warns this sets up a nonlinear risk: high financing costs stall momentum, a price decline triggers forced deleveraging, and selling pressure is multiplied by leverage, potentially leading to outsized declines. The current market breadth is narrow, with gains heavily concentrated in tech, making the rally vulnerable to a pullback in leveraged positions. In summary, the AI-fueled bull market is increasingly propped up by record leverage. When this trend reverses, the deleveraging process could magnify losses, posing a significant threat to financial stability.

marsbit3h ago

The Sword of Damocles Over the AI Bull Market: Not Just in South Korea, Leverage in U.S. Stocks Is Equally Staggering

marsbit3h ago

Trading

Spot

Hot Articles

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of SOL (SOL) are presented below.

活动图片