Más de 100 ETPs de Criptomonedas se Lanzarán Pronto, pero Muchos No Sobrevivirán

TheNewsCryptoPubblicato 2025-12-18Pubblicato ultima volta 2025-12-18

Introduzione

El entorno de inversión en criptomonedas experimentará un cambio significativo el próximo año, con más de 100 nuevos productos cotizados (ETP) previstos para su lanzamiento. Sin embargo, analistas del sector advierten que muchos de estos productos no sobrevivirán más allá de 2027 debido a la falta de inversores y la baja acumulación de activos. La saturación del mercado amenaza a estos nuevos lanzamientos, con 126 solicitudes pendientes de aprobación por la SEC. Tendencias históricas respaldan estas preocupaciones: 622 ETFs cerraron a nivel global en 2023, siendo los flujos insuficientes y los bajos activos bajo gestión las principales causas. Los nuevos estándares regulatorios han acelerado las aprobaciones pero también han permitido el ingreso de productos más especulativos. El desempeño reciente muestra divergencias: los ETFs de Bitcoin atrajeron $57.6 mil millones en 2024, mientras que los de Ethereum recaudaron $12.6 mil millones y los de Solana solo $725 millones. La viabilidad de cientos de nuevos productos compitiendo por capital limitado sigue en duda.

El próximo año, el entorno de inversión en criptomonedas experimentará un gran cambio. Las proyecciones indican que se lanzarán más de 100 nuevos productos cotizados en bolsa. Sin embargo, algunas voces de la industria han expresado su preocupación de que una gran cantidad de estos productos no podrán continuar su actividad después de 2027 debido a la falta de inversores y la baja acumulación de activos.

La Saturación del Mercado Amenaza a los Nuevos Productos

Según James Seyffart de Bloomberg, una cantidad considerable de liquidaciones de ETPs de criptomonedas tendrá lugar hacia finales de 2026 o durante 2027, a pesar de la esperada oleada de lanzamientos. En este momento, hay más de 126 solicitudes esperando la luz verde de la SEC, lo que resulta en una situación de mercado muy saturada en la que los emisores están experimentando simultáneamente con múltiples productos.

Las preocupaciones sobre la sostenibilidad de los productos están respaldadas por tendencias históricas, ya que el año pasado cerraron 622 ETF en todo el mundo, de los cuales 189 cerraron solo en Estados Unidos. La vida media de los ETF estadounidenses, que están programados para cerrar en 2023, es de 5.4 años, según la investigación realizada por Morningstar. Las principales razones de los fracasos son la falta de entradas suficientes y los bajos activos bajo gestión, lo que hace imposible que sean rentables.

El entorno regulatorio experimentó un cambio significativo cuando la SEC implementó estándares genéricos de listado en septiembre, eliminando así las revisiones de aplicaciones caso por caso. Con esta alteración, las aprobaciones se aceleran; sin embargo, también hace posible que se introduzcan cada vez más productos especulativos en el mercado, entre los cuales hay ETF relacionados con memecoins como el token de Melania Trump.

Diferentes vehículos de inversión en criptomonedas han mostrado resultados muy diferentes en el rendimiento reciente del mercado. En solo unas semanas después del primer día de negociación en enero de 2024, los ETF de Bitcoin atrajeron una cantidad masiva de $57.6 mil millones en entradas, mientras que después de su lanzamiento en julio de 2024, los productos de Ethereum solo lograron reunir $12.6 mil millones. Las ofertas más recientes tienen tasas de crecimiento más lentas, ya que los principales ETF de Solana solo han podido recaudar $725 millones desde finales de octubre.

De hecho, varios productos ya han cedido a las demandas del mercado este año, entre los cuales dos estrategias de ARK 21Shares se concentran en Bitcoin y Ethereum. El alejamiento de Bitcoin y Ethereum hacia altcoins como Litecoin, Solana y XRP fue un éxito moderado; sin embargo, todavía hay dudas sobre si el mercado podrá soportar cientos de nuevos productos compitiendo por unos pocos capitales de inversores.

Destacado de Noticias Cripto Hoy:

La Exclusión de Criptomonedas del Tesoro de MSCI Podría Desencadenar una Venta Masiva de $15B en el Mercado

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