Solana (SOL) 是下一個獲得 ETF 的加密貨幣的有力競爭者

隨著投資者預計以太坊 ETF 將於週四在美國獲得批准，所有人的目光都集中在下一個可能是哪種加密貨幣。對許多人來說，有一個明確的候選人——索拉納。

As investors await news on the approval of an Ethereum ETF on Thursday, many are speculating on which cryptocurrency could be next in line for a similar product.

當投資者等待週四以太坊 ETF 獲得批准的消息時，許多人猜測哪種加密貨幣可能會成為類似產品的下一個產品。

Solana (SOL) is emerging as a strong contender, with several industry experts predicting its inclusion in the next wave of ETF applications.

Solana (SOL) 正在成為一個強大的競爭者，一些行業專家預測它將被納入下一波 ETF 應用中。

CNBC presenter Brian Kelly highlighted Solana's significance in the crypto market during an interview on Wednesday. He stated that Bitcoin, Ethereum, and Solana are likely to be the "big three" cryptocurrencies in this cycle.

CNBC 主持人 Brian Kelly 在周三的採訪中強調了 Solana 在加密市場的重要性。他表示，比特幣、以太坊和 Solana 很可能成為本週期的「三巨頭」加密貨幣。

"You got to think about Solana as probably the next one. Bitcoin, Ethereum Solana are probably the big three for this cycle."

“你必須考慮 Solana 可能是下一個。比特幣、以太坊 Solana 可能是這個週期的三巨頭。”

Solana's standing as the fifth-largest cryptocurrency, with a market capitalization exceeding $77 billion, further strengthens its case for an ETF.

Solana 是第五大加密貨幣，市值超過 770 億美元，這進一步增強了其 ETF 的理由。

According to CoinGecko, SOL has surged by over 68% this year, making it one of the best-performing cryptocurrencies in the top 100.

據 CoinGecko 稱，SOL 今年已飆升超過 68%，使其成為前 100 名中表現最好的加密貨幣之一。

Solana's embrace of memecoins earlier this year and its foray into unorthodox ventures, such as the launch of a new mobile phone called Chapter 2, have also contributed to its rising popularity.

Solana 今年稍早對 memecoin 的擁抱以及對非正統冒險的嘗試，例如推出一款名為 Chapter 2 的新手機，也促進了其日益受歡迎。

The arrival of an Ethereum ETF, following four months after the launch of spot Bitcoin funds, is expected to bolster the DeFi market.

在現貨比特幣基金推出四個月後，以太幣 ETF 的到來預計將提振 DeFi 市場。

Over the last seven days, Ether has rallied by 29%, outperforming Bitcoin by a factor of six. Solana, on the other hand, has managed to outpace both Bitcoin and Ether thanks to its unique strengths.

在過去 7 天裡，以太幣上漲了 29%，是比特幣的六倍。另一方面，Solana 憑藉其獨特的優勢，成功超越了比特幣和以太坊。

Wall Street giants, such as BlackRock, which were once known for their skepticism towards cryptocurrencies, are now actively engaging in the market to package cryptocurrencies into exchange-traded funds, making them easily accessible to investors.

曾經因對加密貨幣持懷疑態度而聞名的貝萊德等華爾街巨頭現在正積極參與市場，將加密貨幣打包成交易所交易基金，讓投資者更容易獲得它們。

BlackRock, Van Eck, and Fidelity have all submitted applications to launch Ethereum ETFs, which are expected to be approved by the US Securities and Exchange Commission on Thursday.

貝萊德、Van Eck和富達均已提交推出以太坊ETF的申請，預計週四將獲得美國證券交易委員會的批准。

Solana, being a proof-of-stake token similar to Ether, could benefit from regulators' familiarity with the product design of staked assets.

Solana 是一種類似 Ether 的權益證明代幣，可以受益於監管機構對質押資產產品設計的熟悉感。

"Technically speaking, a Solana ETF that has similar unstaked characteristics to the ETH vehicles being reviewed should bring no reasonable objection."

“從技術上講，與正在審查的 ETH 工具具有類似無質押特徵的 Solana ETF 應該不會引起合理的反對。”

“Given the developer activity, I view a SOL ETF as having a greater than 75% of listing this year, and over 95% next year.”

“考慮到開發人員的活動，我認為今年 SOL ETF 的上市比例將超過 75%，明年將超過 95%。”

However, some analysts remain skeptical about the prospects of a Solana ETF approval in 2024, as indicated by Polymarket, a prediction market closely followed by crypto investors.

然而，正如加密貨幣投資者密切關注的預測市場 Polymarket 所表明的那樣，一些分析師仍然對 Solana ETF 在 2024 年獲得批准的前景持懷疑態度。

According to the platform, a Solana spot ETF has a 7% chance of being approved this year, with a betting pool of just over $100,000, suggesting that the proposition is not yet جذاب enough to speculators.

據該平台稱，Solana 現貨 ETF 今年獲得批准的幾率為 7%，投注池略高於 10 萬美元，這表明該提案對投機者來說還不夠充分。

Nate Geraci, co-founder of the ETF Institute and President of the ETF Store, expressed pessimism regarding the approval of a Solana ETF without the introduction of Solana futures contracts.

ETF Institute 聯合創辦人兼 ETF Store 總裁 Nate Geraci 對在不引入 Solana 期貨合約的情況下批准 Solana ETF 表示悲觀。

Prior to the approval of the spot Bitcoin ETF, futures contracts for Bitcoin were already approved to trade on the Chicago Mercantile Exchange, one of the largest derivatives exchanges in the world. The same applies to Ethereum.

在現貨比特幣 ETF 獲得批准之前，比特幣期貨合約已獲准在全球最大的衍生性商品交易所之一芝加哥商品交易所進行交易。這同樣適用於以太坊。

According to Geraci, a clear regulatory framework for digital assets in the US, approved by Congress, is also necessary before a Solana ETF can be green-lighted.

Geraci 表示，在 Solana ETF 獲得批准之前，還需要國會批准的美國數位資產明確監管框架。

Spot price ETFs are usually designed for retail investors, although institutions also utilize them extensively.

現貨價格 ETF 通常是為散戶投資者設計的，儘管機構也廣泛使用它們。

While regulators have historically been hesitant to expose retail investors to crypto ETFs, several recent developments appear to be paving the way for altcoin funds.

儘管監管機構歷來對是否讓散戶投資者接觸加密 ETF 猶豫不決，但最近的一些進展似乎正在為山寨幣基金鋪平道路。

On Wednesday, the US House of Representatives passed the FIT21 bill, a comprehensive piece of legislation to govern digital asset markets. The bill received support from 71 Democrats, which is noteworthy considering the party's previous lukewarm stance on crypto.

週三，美國眾議院通過了 FIT21 法案，這是一項管理數位資產市場的綜合立法。該法案獲得了 71 名民主黨人的支持，考慮到該黨先前對加密貨幣的冷淡立場，這一點值得注意。

The bill still needs to pass the Senate, and President Biden has indicated his opposition to the legislation. However, the White House has stated that it will work with Congress to establish a regulatory framework for the industry.

該法案仍需參議院通過，拜登總統已表示反對該法案。不過，白宮已表示將與國會合作，建立該產業的監管架構。

Is that sufficient to propel Solana into serious contention? Skeptics say not yet, but then again, it wasn't long ago when the prospect of an Ethereum ETF seemed like a distant dream.

這足以讓 Solana 陷入激烈的競爭嗎？懷疑論者表示還沒有，但話說回來，就在不久前，以太坊 ETF 的前景還像是個遙遠的夢想。