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国盛证券今日发文分析称,参考黄金ETF推出对金价的推动,% a0 g0 a* s' j9 W' L/ c
- ]' ` a( } \( @$ E* d比特币现货ETF值得期待。黄金ETF的推出对金价产生积极推动,
! F, W' }& Q1 S( H) K& E/ {8 F" Q! _9 x) z
这对比特币现货ETF有着积极的启示。需要注意的是,世界对黄, g; b" \% ?6 l, s. s
* j) a4 E$ G2 Z+ K' P金的认可并非由现货ETF而产生,而若比特币现货ETF获批,则意
! m8 O: J T* K, D' [* B
8 c5 z. y# C; M' @, J味着庞大的传统财富世界对比特币、甚至Web3.0世界的认可,将7 ]3 u* G' ]8 y4 c1 V
* I$ R/ k; j4 A( |1 N) J! ^进一步加速两者的融合。这是一个从0到1的过程,边际变化远超9 i$ T! ~: Y4 W$ t$ J. }
1 }# n O3 @9 q" {% |+ z! R9 l是黄金ETF获批。 ' V0 g1 B5 |, W* q) S: f
. D h! `2 v8 i4 t1 }4 r8 E M当然,另一层面不同的是,比特币总数固定在2100万枚,而黄金9 G1 ]6 }% A, q* ?% |8 V* T5 |
$ X0 x& J- Q' ?5 r6 ~/ X! B
仍然有不断的新增产出。比特币现货ETF在美获批,有望带来增量1 H( b% o6 l6 m7 y' c; A
2 K7 b# Q0 s. L& k资金。Galaxy Digital测算得到的结论是:比特币在现货ETF获批的2 Z4 ^, g/ o' w# ^4 O
- P9 D6 {* ?, ^: [1 |4 d第一年内预计上涨74%(以2023年9月30日比特币价格26920美元
* U% j$ [( g6 V! [* P6 z% \# p2 v9 ~0 }1 x! P
为起点);在较长时间内,投资比特币产品的潜在资金规模为1250亿) p- T6 Z% y9 I, G
9 B( |* |1 }! d$ l美元至4500亿美元之间。
, f, h7 S( H, S: j' {. J6 E4 b) n/ L5 Z$ `* }1 Y1 k# ^
( a# |& R5 p+ b
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