乌云重重!以太坊现货ETF获批恐遥遥无期?

金十Publicado em 2024-01-26Última atualização em 2024-01-26

自美国证券交易委员会(SEC)本月宣布批准比特币现货ETF,并授权这一ETF上市交易以来,比特币价格不断下行,连带着以太坊也出现大幅度回调。

市场普遍将加密货币价格的整体下行,归因于投资者抛售GBTC,以及获利了结等。目前,市场的焦点纷纷集聚于“币圈老二”,即以太坊现货ETF能否获批。另外,若以太坊现货ETF获批,是否也会对以太坊价格带来冲击?

当地时间周四,美国证券交易委员会(SEC)推迟了对灰度投资将其以太坊信托产品转换为现货ETF的申请作出决定。一天前,SEC还推迟了对贝莱德推出类似产品的申请作出决定,至3月份。据悉富达的以太坊ETF申请也被推迟。SEC的文件称:

“委员会认为,指定一个更长的期限来对拟议的规则变更采取行动是合适的,这样委员会就有足够的时间来考虑拟议的规则变更和其中提出的问题。”

有“加密老妈”之称的SEC专员Hester Peirce在最新采访拒绝透露以太坊现货ETF的申请状况,但她表示,希望未来的加密货币ETF申请不会要面临漫长的法庭案件和上诉过程。

以太坊现货ETF前景依旧乌云重重

分析师们对以太坊现货ETF的前景既乐观又悲观,一些人认为,在本月早些时候比特币现货ETF获得批准后,SEC最早可能会在5月份批准该ETF,特别是贝莱德过往在ETF方面的纪录,使他们相信以太坊现货ETF可能在今年夏末前推出。

目前,对于加密货币而言,纠纷仍是这些加密货币究竟是一种证券,还是商品。此前,SEC都没有把比特币定义为“证券”,但对于以太坊属于“证券”还是“商品”的问题,SEC主席根斯勒曾多次含糊其词。

根斯勒在周三早些时候的一次媒体发布会上继续对相关加密货币ETF的想法泼冷水,“正如我两周前所说的那样,我们对比特币ETF所做的工作仅限于这种非证券商品,不应被解读为其他任何东西。”

有消息人士称,SEC目前对以太坊现货ETF持“坚决反对”立场,且该想法目前仍存在一些“内部阻力”。

CFTC认为ETH是一种商品,再加上Ripple在二级市场交易的瑞波币(XRP)不属于证券的说法在法庭上取得了部分胜利,Peirce表示,SEC不想在以太坊现货ETF上重犯同样的延迟错误。

外媒ETF分析师James Seyffart表示,以太坊现货ETF提案可能会继续推迟。Seyffart说,“在接下来的几个月里,以太坊现货ETF的延迟将继续偶尔发生,下一个重要的日期是5月23日。”

摩根大通近日也重申,以太坊现货ETF在5月前获批的可能性不超过50%。以Nikolaos Panigirtzoglou为首的分析师在一份报告中表示,其对于SEC是否最早会在5月将以太坊列为大宗商品抱持怀疑态度,并认为以太坊转向PoS机制后,现在看起来更类似于比特币以外的“山寨币”,后者已被SEC分类为证券。

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