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[lastpost] => 2806956 比特币和山寨币100倍加密货币回报的时代已经结束(转) 1771235676 g9527
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ETF衍生概念
3 t" z; z; }: l" L( p6 w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
) p3 U+ a- x5 X3 D! @
* B5 ^% R( ]4 d5 \: a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。
9 x/ N, ~) X2 X1 h6 N, l5 a$ x* P6 d8 b$ }( Z1 z6 z& X5 W
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8 K6 P3 J5 f7 {
) [, p/ m! ]# s; G" }* ^5 t% m6 Y
了比特币和以太坊之外,就是 BCH、LTC 和 DOT。
. D' U0 ~! @! V ~- P' }) M
! w; Q' b, l$ t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,
: |. f; l5 t8 c" Z e$ i4 I, T1 t1 \" t5 D; T5 ^: d
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& a& u# F- v* L* R% [
; X- n# \* R7 M: Y
DOT 这三个非证券Token中进行选择。
& B' T/ K! z$ l9 H! v8 Q9 ~$ ]7 P) x' M' B5 A( ]$ V( n! v3 T/ w& {
* g R& A s$ W+ X& `; o6 i7 K/ ?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' }# r! d2 ~! @' S4 g u8 H* r
# _# D. ^* u7 i: X& y4 @# k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& B6 N1 z* A' t
% z; ^0 ~2 ]& E0 m近DOT的补涨也应该包含这一预期的催动因素。
6 V+ W( s" L, w* L" z' C" k% M4 z* f. U
Cosmos 生态热度渐起- e. u3 j5 n( d" y
& q* \" }! D0 G" ^3 ^. Y7 x
Cosmos 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0 b8 B# ]9 h) l
! f1 ?+ Y. t5 F( V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
$ F) k; H. a v* T# _2 b" P; H3 V; z. D9 D$ }" v0 `7 F8 Z- X8 E8 o
能为消费链打个好样,对于 ATOM 的效用赋能将会是个大利好。% G% a) }' H( Z8 K0 \
$ y% U) n3 X% Q( ~' O5 `* c5 _
此外 INJ 也在今天顺利突破 27 USDT,TIA 突破 12USDT,同步创下新高。INJ 8 T X% L4 t" Y5 T2 d% V. U, b! x
" S% S) V* N% r7 s
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。
$ P2 j: W( E8 ]6 B0 d' V0 p4 ~ b3 l; R9 e
0 r% ^& Y4 W( w目前无论是 Celestia 还是 Injective、Neutron 等,都为 ATOM 带来了相当值得期9 W2 k3 e& F& G& O
- z' W7 p4 T4 m9 Z) d+ X
待的变量。
0 l" m# L) b3 P, t, q4 R: e7 u/ r( P9 E2 h& ~! p
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