比特币现货ETF获批,以太坊现货ETF也不远了?

金十2024-01-11 tarihinde yayınlandı2024-01-11 tarihinde güncellendi

在美国证交会(SEC)一口气通过11个比特币现货ETF上市后,由于押注以太坊现货ETF也将到来,以太坊日内接连突破2500、2600美元大关。

稳定币公司Ethena Labs研究主管Conor Ryder指出,鉴于比特币现货ETF获批的预期已经实现,交易者似乎正在转向以太坊,以便“抢占先机”

SEC将于5月份开始对以太坊现货ETF申请做出决定,贝莱德、景顺 、方舟投资和VanEck以及灰度在等待批准的公司之列。

链上数据公司Nansen分析师Martin Lee也指出:

“市场普遍认为,以太坊作为第二大加密货币,最有可能是继比特币后下一个迎来现货ETF的加密货币。”

外媒ETF分析师Eric Balchunas表示,在比特币现货ETF获批后,他现在认为以太坊现货ETF在5月获批的概率超7成。

Valkyrie Funds首席投资官Steven McClurg表示,如果以太坊和瑞波币现货ETF紧随比特币现货ETF陆续获批上市,他不会感到惊讶。

不过,也有一些人对SEC能否在短期内批准以太坊ETH持怀疑态度,原因是根斯勒发表的一篇声明。

以太坊现货ETF前景恐“扑朔迷离”

SEC长期以来一直反对加密货币,其对比特币现货ETF的批准并没有在很大程度上改变其立场。

在决定批准比特币现货ETF上市之后,根斯勒发表了一份声明,称比特币是“投机性的”,并表示它可能被用于“非法”目的。

中一条评论可能给以太坊现货ETF的希望泼了一盆冷水,根斯勒写道:

“重要的是,今天SEC的行动仅限于比特币这一非证券商品的ETF,这绝不应该表明委员会愿意批准加密资产证券的上市标准。”

在美国,关于加密货币是被归类为证券还是商品的争论已经持续了很长时间。证券和商品受不同法律和不同机构的监管。

Gensler明确表示,“绝大多数加密资产都是投资合同,因此受联邦证券法的约束”。这使得以太坊现货ETF的问题变得复杂。

Aktai董事长Bill Tai表示,“我认为人们必须看到的一个区别是,比特币显然已经被列为一种商品,以太坊仍然存在一些问题。它是一种证券吗?它是一种商品吗?我认为,在这个问题得到解决之前,就如何围绕它构建和ETF而言,它不能完全像比特币产品一样被看待。”

SkyBridge Capital创始人Anthony Scaramucci周四表示:

“坦率地说,我认为只要根斯勒掌权,以太坊现货ETF获得批准的可能性就较小,但我确实认为其最终有可能获得批准,这需要耐心,且这种交易可能还为时过早,但以太坊将继续存在。”

İlgili Okumalar

$10 Billion, Qualcomm to Acquire Chip Legend Jim Keller's Company

Global mobile chip giant Qualcomm is in advanced talks to acquire AI chip startup Tenstorrent in a deal valued between $8-10 billion, according to media reports. This potential acquisition would be one of the largest in the AI chip sector in recent years. Tenstorrent, led by legendary chip architect Jim Keller, has gained prominence for its RISC-V architecture and AI accelerator designs. The move highlights Qualcomm's strategic push to diversify beyond its core smartphone chip business. As the smartphone market matures, Qualcomm is aggressively targeting growth in automotive, data center, and cloud AI. Acquiring Tenstorrent would allow Qualcomm to rapidly enter the high-end AI computing market, bypassing lengthy in-house development cycles. Tenstorrent's cost-effective system architecture, which avoids expensive HBM memory and relies on standard Ethernet for clustering, offers a potential alternative to Nvidia's costly solutions. Furthermore, Tenstorrent's high-performance RISC-V CPU technology and its focus on the automotive and edge computing segments align with Qualcomm's strategic goals, including its "Snapdragon Digital Chassis" platform. Despite the strategic rationale, the high valuation has sparked some investor caution. The successful integration of Tenstorrent's open-source culture and independent team into Qualcomm's organization, along with the commercialization of its technology, remains a key challenge.

marsbit16 dk önce

$10 Billion, Qualcomm to Acquire Chip Legend Jim Keller's Company

marsbit16 dk önce

CARDS' Brutal Truth of $535M FDV: Only $43M Net Revenue, Profit Margin Halved

The article deconstructs Collector Crypt (CC), a blockchain-based platform for trading tokenized collectible cards, revealing a significant disparity between its high volume and actual business fundamentals. Key findings include: * CC's cumulative revenue of $635M is misleading; 90.6% is instantly returned to users via card buybacks, leaving only $43M in net revenue (6.7% retention). * Trading activity is minimal, with real secondary market trading below $5M. eBay sales as a percentage of volume have declined for six consecutive quarters. * The platform's user base is highly concentrated, with a few dozen high-frequency wallets driving most of the volume, resembling a "casino" with ~420 daily active players. * As volume shifts to higher-priced card packs, the net profit margin has halved from 11.2% to 5.8%. * Token value capture (via burns and buybacks) totals only $1.4M, just 3.4% of net revenue. Meanwhile, operational wallets have off-ramped $45.7M in USDC. * With a Fully Diluted Valuation (FDV) of ~$535M, the token trades at 7.3x net revenue. The float is only 20.5%, with 72% of the supply allocated to insiders and locked until November 2027. The analysis concludes that while CC has found product-market fit as a high-speed gacha machine, it shows little evidence of evolving into a sustainable collector's marketplace, with minimal value accruing to its CARDS token.

marsbit21 dk önce

CARDS' Brutal Truth of $535M FDV: Only $43M Net Revenue, Profit Margin Halved

marsbit21 dk önce

İşlemler

Spot
Futures
活动图片