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ETF衍生概念
6 D8 @+ ?# \% y4 ~: U" V- S/ ?从某种程度上来说,近两个月来促使市场反弹的核心叙事,都是来源于现货
7 {1 l, X' k+ D$ M ~
5 l! }; G- W4 U比特币 ETF 的预期,而在其中美国证券交易委员会的态度又是关键决定因素。
1 S* I& [4 R2 A, b/ N
3 ~: Z# t1 q; b6 f目前美国证券交易委员会(SEC)已经认可的非证券型Token共只有 5 个,除$ [2 c3 w# ]+ R/ y( o' l. j
4 _ @6 ?* P9 M0 L; b; B了比特币和以太坊之外,就是 BCH、LTC 和 DOT。
2 b4 x" _; n% Z# r, G3 I; T$ f/ [8 e* O6 q
这就意味着,如果今明两年 BTC 和 ETH 的现货 ETF 真的在美 SEC 绿灯通过,
# F0 e" N, W+ r. J
2 U4 u. Y) ~# J& Y4 }) c8 @按理资本接下来如果选择申请新的加密货币现货 ETF,那只会从 BCH、LTC 和
0 x4 E1 Y2 `' ], I0 g/ Q; O* e/ n0 ~ b8 L7 U
DOT 这三个非证券Token中进行选择。
" J! W, g+ x1 w. T8 l. |' I9 B; {; a% o# M7 Q4 n, y/ R, @2 Y
8 P) e. [# i. F' j }4 u7 |! G9 ]所以伴随着美 SEC 对 ETF 做出决定的时间越来越近,除目前市场关注的比特币
# z/ }( [( a5 j! U$ b. S4 H- @: ^7 r0 U' h5 u2 I6 b. F0 x
和以太坊之外,BCH、LTC、DOT 无疑也存在后续极大的炒作与想象空间,而最+ H/ |7 y- T* W: b, g$ ^4 p; L
! j! ? }$ o, ]/ {近DOT的补涨也应该包含这一预期的催动因素。% P# y1 D% z' r3 T; `& f
6 y7 G3 \9 A( w" i3 |
Cosmos 生态热度渐起! n4 _, O& w# I5 f9 i8 @
0 n8 ~% ]7 S9 Q- xCosmos 系不少生态系项目都接连创出了历史新高,作为Cosmos目前主打智能合. S& k s/ t" d8 W$ ~! e0 P0 ?
4 Z2 i% L. X3 h' ]$ d7 [7 n' K# _
约的消费链,Neturn 等于是 Cosmos 生态的智能合约集散地,因此 Neutron 如果
: Z! ^+ r& h0 p# z/ V% B/ b; `2 I) n; V
能为消费链打个好样,对于 ATOM 的效用赋能将会是个大利好。
# g1 f7 f# x: @2 R1 d
7 r9 q* T3 q1 S- c此外 INJ 也在今天顺利突破 27 USDT,TIA 突破 12USDT,同步创下新高。INJ * k* R' w8 Q* q' A6 V2 M
8 M0 d- c# Q9 Q& @1 B
更是成为今年 Cosmos 系最妖异的Token,没有之一,总市值来到 20 亿美元级别。 N- [1 x$ f$ N* P$ p" N8 U8 K
* i/ P. R0 e2 z4 k+ f" I( {: i/ ^) b6 V0 S) }. v
目前无论是 Celestia 还是 Injective、Neutron 等,都为 ATOM 带来了相当值得期
8 i% p8 i4 F0 ~/ H; V1 Y1 b4 u, U1 C. `; \4 q$ n1 p
待的变量。
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3 _( X5 L' I. B8 @) `) H2 h4 z* D' v
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