Bitwise，Chainlink和ETF發布：Altcoin Investment的新時代？

Bitwise的Chainlink ETF申請信號增長了山寨幣的機構興趣，有可能打開更廣泛的Defi集成和RWA令牌化的門。

Hold on to your hats, crypto enthusiasts! The landscape is shifting, and the winds are blowing towards altcoins. With Bitwise leading the charge, the potential launch of a Chainlink ETF is creating quite the buzz. What does this mean for the future of decentralized finance (DeFi) and real-world asset (RWA) tokenization?

抓住您的帽子，加密愛好者！景觀正在轉移，風向山寨幣吹來。隨著Bitwise的領導，鍊鍊接ETF的潛在推出正在引起嗡嗡聲。這對分散融資（DEFI）和現實資產（RWA）令牌的未來意味著什麼？

Bitwise Files for Chainlink ETF: A Game Changer?

Chainlink ETF的鑽頭文件：改變遊戲規則？

On August 26, 2025, Bitwise Asset Management made waves by filing an S-1 registration with the SEC for a spot Chainlink ETF. This move isn't just about adding another ETF to the market; it's a statement. It screams, "Institutional investors are getting serious about altcoins!"

2025年8月26日，位資產管理通過向SEC提交S-1鍊鍊鏈接ETF來引起浪潮。此舉不僅僅是在市場上添加另一個ETF。這是一個陳述。它尖叫著：“機構投資者正在認真對待Altcoins！”

This proposed ETF aims to track the price of Chainlink (LINK), a critical component in the DeFi ecosystem. By offering a regulated and accessible investment vehicle, Bitwise is lowering the barriers to entry for traditional investors who might be wary of self-custody or on-chain transactions.

該提出的ETF旨在跟踪鍊鍊接（鏈接）的價格，鏈接（鏈接）是Defi生態系統中的關鍵組成部分。通過提供受監管且可訪問的投資工具，Bitwise正在降低可能對自我客戶或鏈交易保持警惕的傳統投資者的進入障礙。

Why Chainlink?

為什麼鍊鍊接？

Chainlink isn't just another crypto project. It's a foundational technology for DeFi, gaming, NFTs, and cross-chain platforms. Its verifiable randomness, data feeds, and automated smart contract enforcement have already facilitated trillions of dollars in value transfer. According to Bitwise, Chainlink has already seen tens of trillions of value pass through its infrastructure, thereby making a secure and compliant ETF based on its token extremely valuable.

ChainLink不僅是另一個加密項目。這是用於DEFI，遊戲，NFT和跨鏈平台的基礎技術。其可驗證的隨機性，數據提要和自動化的智能合同執法已經促進了數万億美元的價值轉移。根據Bitwise的說法，ChainLink已經看到了數以萬計的價值通過了其基礎架構，從而根據其令牌非常有價值地製造了安全且合規的ETF。

As Eric Balchunas, Bloomberg analyst, noted, this is potentially the first true blue spot ETF for Chainlink. That's kind of a big deal.

正如彭博分析師所指出的那樣，這可能是鍊鍊鏈接的第一個真正的藍點ETF。這很重要。

The RWA Tokenization Revolution

RWA令牌革命

The timing couldn't be better. The RWA tokenization market is exploding, transforming illiquid assets like U.S. Treasuries, real estate, and private credit into programmable, tradable digital tokens. By 2025, this market is already worth $24 billion, with projections soaring to $30 trillion by 2034.

時機再好不過了。 RWA令牌化市場正在爆炸，將美國國庫，房地產和私人信貸等流動性資產轉化為可編程，可貿易的數字令牌。到2025年，這個市場已經價值240億美元，到2034年，預測飆升至300萬億美元。

Chainlink is playing a pivotal role in this revolution. Its Cross-Chain Interoperability Protocol (CCIP) enables seamless asset transfers across blockchains, while its Proof of Reserve tools ensure that tokenized assets are fully backed by off-chain reserves. In short, Chainlink is providing the trust layer for this burgeoning ecosystem.

Chainlink在這場革命中起著關鍵作用。它的跨鏈互操作性協議（CCIP）可實現跨區塊鏈的無縫資產轉移，而其儲備金證明工具可確保令牌化資產完全由脫鏈儲備金支持。簡而言之，ChainLink為這個新興的生態系統提供了信任層。

Ondo Finance and the Chainlink Synergy

Ondo Finance和Chainlink協同作用

Companies like Ondo Finance are leveraging Chainlink's infrastructure to bridge the gap between traditional finance (TradFi) and DeFi. Ondo's collaboration with J.P. Morgan and Chainlink to execute cross-chain Delivery versus Payment (DvP) settlements is a prime example of this synergy.

像Ondo Finance這樣的公司正在利用Chainlink的基礎設施來彌合傳統金融（TradFI）和Defi之間的差距。 Ondo與JP Morgan和ChainLink的合作是執行跨鏈交付與付款（DVP）定居點的合作是這種協同作用的一個典型例子。

Ondo leverages Chainlink's infrastructure to execute secure, compliant cross-chain settlements, while Chainlink benefits from Ondo's institutional partnerships and real-world asset expertise.

Ondo利用Chainlink的基礎架構來執行安全，合規的跨鏈定居點，而ChainLink則從Ondo的機構合作夥伴關係和現實世界中的資產專業知識中受益。

What's Next?

接下來是什麼？

The SEC has up to 240 days to consider Bitwise's application, meaning a final decision could arrive by mid-2026. This approval of the Bitwise Chainlink ETF would allow institutional investors, such as pension funds and hedge funds, to invest in LINK. This could drive up demand and price for Chainlink.

SEC最多有240天的時間來考慮BITWISE的應用，這意味著最終決定可能在2026年中期到達。位鍊鍊接ETF的這種批准將允許機構投資者（例如養老基金和對沖基金）投資於鏈接。這可能會提高連鎖鏈接的需求和價格。

A Personal Take

個人看法

Personally, I think this is a watershed moment. The convergence of institutional interest, regulatory clarity, and technological innovation is creating a perfect storm for altcoin adoption. While there are always risks involved, the potential rewards are enormous. The key will be balancing exposure to high-growth projects with the stability of infrastructure leaders like Chainlink.

就個人而言，我認為這是一個分水嶺。機構興趣，法規清晰度和技術創新的融合正在為採用Altcoin帶來完美的風暴。儘管總是有風險，但潛在的獎勵是巨大的。關鍵將是平衡接觸高增長項目與ChainLink等基礎設施領導者的穩定性。

The Bottom Line

底線

The Bitwise Chainlink ETF filing is more than just a headline; it's a sign of things to come. The future of finance is being tokenized, and Chainlink is poised to be a central player. So, buckle up, folks! It's going to be an interesting ride.

位鍊鍊接ETF備案不僅僅是標題。這是即將到來的跡象。財務的未來正在被象徵化，Chainlink有望成為核心參與者。所以，搭扣，伙計們！這將是一個有趣的旅程。

Now, if you'll excuse me, I'm off to daydream about all the possibilities. Maybe I'll even buy a new pair of shoes with my future crypto gains. A guy can dream, right?

現在，如果您能原諒我，我會為所有可能性做白日夢。也許我什至會購買一雙新的鞋子，以及我未來的加密貨幣收益。一個人可以做夢，對嗎？