專家表示，比特幣和以太幣 ETF 將引發加密貨幣激增

以太坊 ETF 的批准標誌著一種敘事轉變，為數位資產與主要參與者一起進入市場提供了另一個機會。

Top cryptocurrency Bitcoin and Ether rose on Tuesday amid speculation that the Securities and Exchange Commission (SEC) will approve spot Ethereum ETFs this week.

由於市場猜測美國證券交易委員會 (SEC) 將在本週批准現貨以太坊 ETF，頂級加密貨幣比特幣和以太幣週二上漲。

The financial watchdog is set to decide on Van Eck’s spot Ethereum ETF application on Thursday and the Ark 21Shares application on Friday.

金融監管機構將於週四對 Van Eck 的現貨以太坊 ETF 申請做出決定，並於週五對 Ark 21Shares 申請做出決定。

Meanwhile, Bloomberg Intelligence ETF analysts have increased their approval odds for Ethereum ETFs to 75%. Balchunas posted on Axios that the SEC “could be doing a 180” due to increasing political pressure. Crypto has emerged as a political topic in this election year, with presidential candidate Donald Trump making several pro-crypto statements during a campaign in May. Moreover, President Joe Biden is also taking a pro-crypto stance to garner support from the crypto community.

同時，彭博資訊 ETF 分析師將以太幣 ETF 的批准率提高至 75%。 Balchunas 在 Axios 上發文稱，由於政治壓力越來越大，美國證券交易委員會「可能會來個 180 度轉變」。加密貨幣在這個選舉年已成為一個政治話題，總統候選人唐納德·川普在 5 月的競選期間發表了幾項支持加密貨幣的聲明。此外，總統喬·拜登也採取了支持加密貨幣的立場，以獲得加密貨幣社群的支持。

As of Tuesday morning, Bitcoin was trading at $70,000, up nearly 6%, while Ether was hovering around $3,700, up over 22%, according to CoinMartketCap. Ether's market capitalization of $440 billion now has surpassed that of payment giant Mastercard, which is valued at $427 billion.

根據 CoinMartketCap 的數據，截至週二上午，比特幣交易價格為 7 萬美元，上漲近 6%，而以太幣則徘徊在 3,700 美元左右，上漲超過 22%。以太幣目前的市值為 4,400 億美元，已經超過了支付巨頭萬事達卡的 4,270 億美元市值。

The approval of Ether ETFs will cause a crypto surge, says an expert

專家表示，以太幣 ETF 的批准將導致加密貨幣激增

“The narrative has shifted, and this provides another opportunity for digital assets to enter the market alongside major players,” said Jonathan Thomas, CEO and co-founder of Blueberry Protocol, a DeFi (decentralized finance) platform, in an email to Forkast.

DeFi（去中心化金融）平台Blueberry Protocol 的執行長兼聯合創始人Jonathan Thomas 在給Forkast 的電子郵件中表示：「敘事已經發生了轉變，這為數位資產與主要參與者一起進入市場提供了另一個機會。

In his view, the approval of Ether ETFs will help digital assets be recognized as something legitimate by regulators, while institutions will see the benefit of offering crypto services.

在他看來，以太坊ETF的批准將有助於數位資產被監管機構視為合法資產，同時機構也將看到提供加密服務的好處。

“As we saw with Bitcoin ETF approvals, the market will become more bullish as well. There's going to be a surge in buying activity and traders entering a ‘buy the news’ moment, which is likely to push Ethereum to an all-time high,” he added.

「正如我們所看到的，比特幣 ETF 獲得批准，市場也將變得更加看漲。購買活動將會激增，交易者將進入「購買新聞」時刻，這可能會將以太坊推向歷史新高，」他補充道。

“The Ether ETF will also be the most profitable ETF for traditional finance as it includes the provisions for staking, and the asset itself will have a native yield.”

“以太坊 ETF 也將成為傳統金融領域最賺錢的 ETF，因為它包含質押條款，而資產本身將具有原生收益率。”

Why Ether is so important

為什麼以太如此重要

Ether is the native token of the Ethereum blockchain network, which hosts thousands of decentralized applications and financial services, enabling investors to trade, borrow, and lend via automated software protocols instead of traditional banks or financial institutions.

以太幣是以太坊區塊鏈網路的原生代幣，該網路託管著數以千計的去中心化應用程式和金融服務，使投資者能夠透過自動化軟體協議而不是傳統的銀行或金融機構進行交易、借貸和借貸。

The network has some unique features that Bitcoin lacks, bolstering its usability. For instance, Bitcoin’s blockchain network cannot be used as a platform for decentralized applications because it was not originally designed for applications to be built directly on its base layer.

該網路具有比特幣所缺乏的一些獨特功能，增強了其可用性。例如，比特幣的區塊鏈網路不能用作去中心化應用程式的平台，因為它最初並不是為直接在其基礎層上建立應用程式而設計的。

This is part of the reason why financial giants such as BlackRock and Fidelity are interested in launching Ether funds, as they see Ether ETFs as a way to expand crypto’s investor base. In March, BlackRock launched its first tokenized fund on the Ethereum blockchain. BlackRock has repeatedly stated that its digital asset strategy involves launching ETFs and tokenizing financial assets.

這就是為什麼貝萊德和富達等金融巨頭有興趣推出以太基金的部分原因，因為他們將以太 ETF 視為擴大加密貨幣投資者基礎的一種方式。今年三月，貝萊德在以太坊區塊鏈上推出了首個代幣化基金。貝萊德多次表示，其數位資產策略涉及推出ETF和金融資產代幣化。

In other related developments, Grayscale CEO Michael Sonnenshein resigned on Monday, just a few weeks after the company withdrew its application for a futures Ethereum ETF. Goldman Sachs’ head of strategy, Peter Mintzberg, will become its new CEO in August.

在其他相關進展中，Grayscale 執行長 Michael Sonnenshein 週一辭職，就在該公司撤回以太坊 ETF 期貨申請幾週後。高盛戰略主管 Peter Mintzberg 將於八月成為新任執行長。