ADA、HBAR和DOT的ETF遭遇挫折,灰度撤回S-1申请文件

TheNewsCryptoPublished on 2026-08-10Last updated on 2026-08-10

Abstract

2026年8月7日,灰度投资(Grayscale Investments)向美国证券交易委员会(SEC)提交了三份RW表格,并在几分钟内相继撤回了灰度卡尔达诺信托ETF、灰度Hedera信托ETF和灰度波卡信托ETF的S-1注册声明。 这些申请最初提交于2025年,此次被统一撤回。在ETF的竞争格局中,ADA、HBAR和DOT被认为处于比特币和以太坊之后,也不及包括Solana、XRP和莱特币在内的下一波受关注资产。 分析指出,现货比特币和以太坊ETF已拥有巨大规模,而上述代币对应的产品需求尚未明确显现。此次同时撤回三份申请更像是一次产品组合管理决策,而非针对单个代币或监管变化的反应。此举保留了未来重新申请的可能性,也避免了在市场未准备好时继续投入资源。 灰度的旗舰比特币和以太坊产品未受影响,公司仍在推进其他山寨币ETF的申请。市场对此消息反应平淡,ADA、HBAR和DOT价格未出现显著波动,表明市场将此解读为一次常规的业务梳理。灰度借此精简了产品线,将资源集中于更具潜力的项目。

2026年8月7日,灰度投资向美国证券交易委员会提交了三份RW表格。该公司在几分钟内相继撤回了灰度卡尔达诺信托ETF、灰度海德拉信托ETF和灰度波卡信托ETF的S-1注册声明。

卡尔达诺和波卡的注册申请可追溯至2025年8月29日。海德拉的申请可追溯至2025年9月9日。这三份申请都是用完全相同的措辞通过各自的RW表格撤回的。

此外,在ETF竞赛中,ADA、HBAR和DOT处于比特币和以太坊之下一个层级,也低于下一波引起积极申请活动的资产,包括Solana、XRP和莱特币。

现货BTC和ETH基金已经以数十亿美元的资产规模进行交易。上面提到的这些代币在排队队列中更为靠后,代表了对其尚未明确显现的需求的押注。同时,一次性撤回这三份申请,看起来更像是一项投资组合决策,而非对任何单一代币或监管动态的反应。

撤回申请保留了未来重新提交的选项,而无需为一个尚未准备好推向市场的产品浪费资源。此前,这些相同资产的关联交易所上市提案的撤销,先于此次申请撤回,表明这是一次经过深思熟虑、分步骤的精简,而非一个突然的决定。

哪些未受影响?

灰度的旗舰比特币和以太坊产品完全未受影响。该公司继续开发其他山寨币ETF;Bittensor、Aave、BNB、NEAR、Zcash等仍处于初步注册阶段。一些与质押相关的产品已经获得批准。此次撤回仅限于这三条特定的山寨币产品线。

在公告发布后,ADA、HBAR和DOT的市场反应基本平静。这三种代币均未出现显著的价格波动,这是一个明确的信号,表明市场正确解读了此举,认为这是一次有计划的内部整理行动,而非对这些资产本身的看跌声明。

对灰度而言,当注册成本无法证明等待的合理性时,那些需求不确定、优先级较低的产品就会被裁撤。重新提交申请的选项仍然存在。目前,产品线变得更窄,剩下的产品得到了更多关注。

加密货币市场亮点

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标签ADA, 加密货币市场, DOT, ETF, 灰度, HBAR, 美国证券交易委员会

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Related Questions

Q灰度投资在2026年8月7日撤销了哪三种加密货币ETF的S-1注册申请?

A灰度投资撤销了灰度卡尔达诺信托ETF、灰度海德拉信托ETF和灰度波卡信托ETF的S-1注册申请。

Q根据文章,与比特币和以太坊ETF相比,ADA、HBAR和DOT在ETF申请中处于什么位置?

A文章指出,ADA、HBAR和DOT在ETF申请竞赛中处于比特币和以太坊之后一个层级,也落后于索拉纳、瑞波币和莱特币等下一波备受关注的资产。

Q文章认为灰度同时撤销这三项申请的主要原因是什么?

A文章认为,这更像是一项投资组合决策,而非对单一代币或监管动态的反应。撤销申请可以保留未来重新申请的权利,同时避免在市场尚未准备好时浪费资源。

Q这次撤销申请的事件对ADA、HBAR和DOT的价格造成了显著影响吗?

A没有造成显著影响。文章指出,消息公布后这三种代币的价格反应基本持平,市场将此解读为一次精心策划的内部整理,而非对这些资产本身的看空表态。

Q除了这次撤销的三个产品,灰度投资还在推进哪些其他加密货币ETF的申请?

A灰度投资仍在推进其他山寨币ETF的申请,包括Bittensor、Aave、BNB、NEAR、Zcash等,这些仍处于初步注册阶段。

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