高盛:最大的客户们在加密货币市场活跃

jin10Publicado a 2024-03-25Actualizado a 2024-03-25

不仅全球的YOLO(You Only Live Once,你只活一次)散户投资者正重返加密货币市场,高盛的对冲基金客户也同样活跃在该市场。

高盛数字资产亚太区负责人Max Minton在接受采访时表示:“最近ETF的获批触发了我们客户对加密货币的兴趣。我们的许多最大客户已经在这个领域活跃起来,或者正在探索。

高盛在2021年推出了其加密货币交易平台,目前除了提供CME上市的比特币期货和以太坊期货外,还提供现金结算的比特币期权和以太坊期权交易。但该行并未交易底层加密代币。

Minton表示:“去年相对平静,但从今年年初开始,我们看到了客户兴趣的重燃,包括新客户的数量、交易流程的活跃度以及整体交易规模等方面都呈现出上升趋势。

Minton解释说,大部分新需求主要来自高盛的现有客户,他们通过该公司的期权和期货产品参与加密货币市场,对冲基金是其客户中参与度最高的。

现货比特币ETF获批提振比特币价格

据他介绍,客户正在使用加密衍生品进行方向性押注、提高收益率及风险对冲。

虽然目前客户关注的焦点仍主要集中在与比特币相关的金融产品上,但他指出,如果美国批准以太坊ETF,那么客户对于以太坊相关产品的兴趣可能会发生变化。

然而,外媒ETF分析师认为,到5月份,以太坊ETF获得批准的可能性只有35%,美国证券交易委员会(SEC)对潜在基金发行人的长期“沉默”越来越被视为拒绝信号。

Minton补充说,无论ETF是否获得批准,高盛都将寻求扩大“更广泛的客户范围”,包括资产管理基金、银行和更专业的加密资产公司。

除了交易业务,高盛还在利用区块链技术对传统资产进行代币化处理。该银行推出了名为GS DAP的数字资产平台,已被欧洲投资银行和香港金融管理局用来发行债券。高盛最近还参与了一个连接银行、资产管理公司和交易所的区块链网络试点测试。

此外,高盛投资了可能对数字资产市场结构发展具有战略意义的初创企业,主要是区块链基础设施公司。

Minton说:“我们有一系列的投资组合,并会在符合战略意义的情况下进行投资。”

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