方舟投资首席执行官凯西·伍德（Cathie Wood）表示，加密货币ETF可能会保持自己的位置

方舟投资首席执行官凯西·伍德（Cathie Wood

Crypto exchange-traded funds (ETFs) will likely keep their place in the market even as crypto wallet adoption grows over the next decade, ARK Invest CEO Cathie Wood said on May 23.

ARK Invest Cathie Wood在5月23日表示，即使加密货币钱包的收养不断增长，加密交易所交易的资金（ETF）也可能会在市场上保持其位置。

“I think ETFs are an important stepping stone because, you know, wallets seem so complicated, so much friction for consumers, they just wanna push a button,” Wood said at the Solana Accelerate event in New York.

伍德在纽约的Solana Accelerate活动中说：“我认为ETF是一块重要的垫脚石，因为您知道，钱包看起来很复杂，对消费者来说太多了，他们只是想按下一个按钮。”

“So ETFs for those who want the convenience, I don’t think, will lose a lot of their luster. But they will be a stepping stone into … wallet-based.”

“因此，对于那些想要便利的人来说，ETF不会失去很多光泽。但是，他们将是一块基于……钱包的垫脚石。”

Bitbo data suggests that there are around 200 million active Bitcoin (BTC) wallets worldwide.

BITBO数据表明，全球大约有2亿个活跃比特币（BTC）钱包。

Meanwhile, the trading week ending May 23 saw approximately $2.75 billion in inflows into US-based spot Bitcoin ETFs, coinciding with Bitcoin reaching a new all-time high of $111,970 on May 22. Since spot Bitcoin ETFs launched in the US in January 2024, approximately $44.49 billion in inflows have been recorded, according to Farside data.

同时，截至5月23日的交易周大约有27.5亿美元流入了美国现货比特币ETF，与比特币达到了5月22日的新历史高点111,970美元。由于现货比特币ETF于2024年1月在美国推出，大约是44.9亿美元的流入量，该数据已记录在流入中。

Moreover, spot Ether (ETH) ETFs have seen approximately $2.77 billion in inflows since launching in July 2024.

此外，自2024年7月推出以来，现货Ether（ETH）ETF的流入量约为27.7亿美元。

Wood said that spot Ether ETFs were “less successful than people were expecting” because the US Securities and Exchange Commission did not allow staking. On May 21, the SEC delayed its decision on Bitwise’s application to add staking to its Ether exchange-traded fund.

伍德说，由于美国证券交易委员会不允许积累，因此Ether ETF“比人们预期的要么成功”。 5月21日，SEC推迟了对Bitwise的申请的决定，以增加其以太交易所交易基金的股份。

However, Wood still views Ether as the entry point for new investors to familiarise themselves with smart contracts before exploring other cryptocurrencies, such as Solana (SOL).

但是，伍德仍然将以太视为新投资者在探索其他加密货币之前（例如Solana（Sol））之前熟悉智能合约的切入点。

“So they might start in the smart contract world with Ether, but once they study the technology, and follow the developers, and see the uptake by consumers, I think they will get there.”

“因此，他们可能会从Ether的智能合同世界开始，但是一旦他们研究了技术并关注开发人员，并看到消费者的吸收，我认为他们会到达那里。”

Related: ‘We are worried about a recession,’ but there’s a silver lining — Cathie Wood

相关：“我们担心经济衰退”，但有一线希望 - 凯西·伍德（Cathie Wood）

The ARK Invest CEO went on to say that the launch of US President Donald Trump’s memecoin, Official Trump (TRUMP), in January on the Solana network may have caused investors to be skeptical of Solana.

方舟投资首席执行官接着说，美国总统唐纳德·特朗普（Donald Trump）的纪念官员特朗普（特朗普）在一月份在索拉纳（Solana）网络上发起了官方特朗普（特朗普），可能导致投资者对索拉纳（Solana）持怀疑态度。

“Institutions and you’re saying 60-year-olds…I think they might be a little turned off by what happened with the Trump memecoin,” Wood said. Just days after its launch on Jan. 17, TRUMP slid around 50% after the president made no crypto-related "day one" executive orders.

伍德说：“机构，你说的是60岁的孩子……我认为他们可能会被特朗普成员发生的事情拒之门外。”在1月17日启动后的几天后，特朗普在总统没有下达与加密相关的“第一天”执行命令后滑行约50％。

“I mean, that might scare them.”

“我的意思是，这可能会吓到他们。”

Her comments came in response to ETF analyst Eric Balchunas making the point that Bitcoin is "so easy" to explain to a "boomer or adviser" as being digital gold, but other cryptocurrencies "are tougher."

她的评论是对ETF分析师Eric Balchunas的回应，指出比特币“很容易”向“ Boomer或Adviser”解释为数字黄金，但其他加密货币更加艰难”。

Balchunas also stated that he is not sure if there will ever be enough liquidity in crypto markets to sustain a large-scale ETF market.

Balchunas还表示，他不确定加密货币市场是否会有足够的流动性来维持大规模的ETF市场。

“I think we’re going to an interesting place because there’s going to be so much more liquidity in the ETF market than in the underlying coins. So I don’t know how it’s going to work out in the long term.”

“我认为我们要去一个有趣的地方，因为在ETF市场上会比基础硬币更多的流动性。因此，我不知道从长远来看它将如何解决。”

However, Balchunas noted that the recent launch of several new crypto ETFs, including those focused on gaming and the metaverse, is a positive development.

但是，Balchunas指出，最近推出了几个新的加密ETF，包括专注于游戏和元元的人，这是一个积极的发展。

“It’s going to be interesting to see what happens with the gaming and metaverse ETFs. I think there’s a lot of potential there.”

“看到游戏和元评估ETF会发生什么会很有趣。我认为那里有很多潜力。”

Wood added that her Solana price target is in progress and that she will share it once the research is complete.

伍德补充说，她的Solana价格目标正在进行，一旦研究完成，她将分享它。

In April, ARK raised its "bull case" Bitcoin price target from $1.5 million to $2.4 million by the end of 2030, which is being driven by the increasing adoption of Bitcoin by institutional investors and its role as "digital gold."

四月份，方舟将其“牛案”的比特币价格目标从2030年底提高到240万美元，这是由于机构投资者对比特币的越来越多及其作为“数字黄金”的作用所驱动的。