速览竞相上市 Solana 现货 ETF 的 8 个选手

深潮Published on 2025-06-23Last updated on 2025-06-23

包括 VanEck、21Shares、Canary Capital、Bitwise、Grayscale、富兰克林邓普顿、富达和 CoinShares。

撰文:Blockworks

编译:Felix, PANews

美国证券交易委员会(SEC)批准现货 Solana 交易所交易基金(ETF)的审批似乎已进入最后阶段,最初的七家潜在发行商在最近几天提交了修订后的 S-1 文件,而一家新加入者(即 CoinShares)也加入了这场竞争。

值得注意的是,每份文件都包含了有关质押的内容,正如之前所报道的,美国证券交易委员会要求发行方包含此类内容。

随着加密行业为第三种可能获得 SEC 批准的加密资产 ETF 做准备,以下是已申请发行 Solana ETF 的八家公司,按首次提交申请的顺序排列:

VanEck

VanEck 是首家申请 Solana ETF 的公司,时间大约在一年前的这个月。当时,尽管美国证券交易委员会坚称 Solana 是一种证券,但有人将此次申请比作是对特朗普在 11 月大选中获胜的看涨期权。

这笔赌注得到了回报,但如果美国证券交易委员会效仿其先例,同时批准比特币和以太坊交易所交易基金(ETF),而不是按照提交申请的先后顺序批准,那么这可能是一场惨胜。

这一赌注获得了回报,但如果美国证券交易委员会效仿先例,一次性批准比特币和以太币 ETF,而不是按照发行人先提交申请的顺序批准,这可能是一场惨胜。

为此,VanEck 一直倡导 SEC 采取「先申请」原则,认为这更有利于创新和竞争。

VanEck 利用 Kiln 为其欧洲交易所交易产品(ETP)提供 Solana 质押服务。

相关阅读:机构入场、代币化股票与流动性变革:VanEck 投资经理前瞻加密市场未来

21Shares

继 VanEck 申请之后的两天内,21Shares 也提交了 Solana ETF 申请,其也希望 SEC 能采取「先申请」原则。

21Shares 计划的 Core Solana ETF 将在 Cboe BZX 交易所交易,赎回将以 SOL 代币形式进行。

Coinbase 被列为 21Shares 在欧洲提交的基础招股说明书中所提及的质押服务提供商。

相关阅读:现货 ETF 最快 7 月落地,Solana 能重演 BTC 剧本吗?

Canary Capital

Canary Capital 在美国大选前几天提交了 SOL ETF 的申请。

与名单上的某些基金相比,Canary Capital 的规模较小,但最近因申请多种山寨币 ETF 而声名鹊起。其已提交的 ETF 申请包括 SUI、SEI、INJ、TRX、PENGU、HBAR、LTC 和 XRP 等。

相关阅读:Canary Capital 频频提交 ETF 申请,山寨 ETF 申请成为变相广告生意?

Bitwise

Bitwise 在特朗普当选后不久首次申请了交易所交易基金(ETF)。在一次访谈中,该公司首席执行官 Hunter Horsley 称 Solana 是一种「令人难以置信的新兴资产和故事」。

Bitwise 还在 12 月推出了一个以 Solana 为基础的质押 ETP,由 Marinade 提供质押服务。如果美国批准质押 ETF,这对 Marinade 来说可能是个好兆头。

相关阅读:Bitwise 首席投资官:曾经的怀疑者,现如今也想买 BTC

Grayscale

灰度正寻求将其 SOL 信托转换为现货 ETF,类似于其比特币和以太币信托的处理方式。目前,GSOL 信托的交易价格高于其资产净值,这意味着投资者愿意为该产品支付高于标的 SOL 的价格。

上个月,美国证券交易委员会推迟了对 Grayscale 的交易所交易基金(ETF)的决定,称其尚未对拟上市的现货 SOL ETF 的 19b-4 申请文件「达成任何结论」。

相关阅读:灰度严选最新报告:Q1 清单表现不佳,Q2 重点关注 RWA、DePIN 和 IP 代币化

富兰克林邓普顿

富兰克林邓普顿投资公司提供比特币和以太币的交易所交易基金(ETF),并且已提交了关于 SOL 和 XRP 的交易所交易基金(ETF)的申请文件。

该 1.5 万亿美元的基金还有其他一些加密货币方面的举措,其数字资产核心 SMA 对 SOL 也有少量配置。其代币化货币市场基金今年早些时候也增加了对 Solana 的支持。

这只规模达 1.5 万亿美元的基金还投资了许多其他加密货币项目,其加密独立管理账户(SMA)对 SOL 也有少量配置。其代币化货币市场基金也在今年早些时候获得了 Solana 的支持。

相关阅读:「被低估」的 Solana DeFi 背后:高收益质押与借贷协议间的「生态内耗」如何破?

富达

在目前的竞争中,富达是巨头。其比特币交易所交易基金(ETF)的资产管理规模仅次于贝莱德,其以太坊 ETF 的资产管理规模则落后于贝莱德和灰度的转换信托。

富达是经纪、信托和个人退休账户的主要提供商,它可能会成为获批的 SOL 交易所交易基金(ETF)资金流入的主要驱动力。

相关阅读:山寨 ETF 热潮现状:详览 2025 年加密 ETF 申请

CoinShares

CoinShares 是最新加入 Solana 交易所交易基金(ETF)竞争的公司,在现有发行商竞相提交修订后的 S-1 表格之际也加入了这场角逐。

这家专注于加密货币的欧洲资产管理公司目前已推出针对 BTC、ETH 和一系列山寨币的 ETP——Tezos ETP,有人想试试吗?

这家专注于加密货币的欧洲资产管理公司已推出针对 BTC、ETH 以及一系列山寨币的交易所交易产品(ETP)。

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