SEC ETF 决策临近，比特币、以太币陷入停滞，英伟达创历史新高

一位观察人士表示，美国证券交易委员会 (SEC) 批准现货以太 ETF 的可能性为 90%，这引起了人们对灰度以太坊信托 (Grayscale Ethereum Trust) 折价收窄的关注。

Bitcoin (BTC) and ether (ETH) showed little directional bias early Thursday, consolidating recent gains ahead of a key decision from the U.S. Securities and Exchange Commission (SEC) on VanEck's spot ether ETF application.

周四早些时候，比特币 (BTC) 和以太币 (ETH) 几乎没有表现出方向性偏差，在美国证券交易委员会 (SEC) 对 VanEck 现货以太 ETF 申请做出关键决定之前巩固了近期涨幅。

BTC, the leading cryptocurrency by market value, traded largely flat around $69,500, and ether, the No. 2, held steady near $3,700, according to CoinDesk data.

根据 CoinDesk 的数据，按市值计算的领先加密货币 BTC 的交易价格基本持平在 69,500 美元左右，排名第二的以太币则稳定在 3,700 美元附近。

However, technical analysis and market positioning suggested a bullish undertone. Both cryptocurrencies maintained a strong position above their respective Ichimoku cloud lines, indicating a bullish outlook, an interpretation noted by analyst Josh Olszewicz on X. Further evidence came from derivatives exchange Deribit, where options on bitcoin and ether continued to show a bias for calls, or derivatives that allow traders to profit from price rises, according to data tracked by Amberdata.

然而，技术分析和市场定位表明看涨基调。分析师 Josh Olszewicz 在 X 上指出，这两种加密货币都在各自的 Ichimoku 云线上方保持强势，表明前景看涨。进一步的证据来自衍生品交易所 Deribit，其中比特币和以太坊期权继续表现出看涨倾向，根据 Amberdata 追踪的数据，交易者可以从价格上涨中获利。

The bullish positioning is likely to have stemmed from increased expectations that the SEC will approve spot ether ETFs, broadening the demand for cryptocurrencies.

看涨仓位可能源于对 SEC 将批准现货以太坊 ETF 的预期增加，从而扩大了对加密货币的需求。

"The SEC should approve U.S.-listed ETH ETFs today. Hours before the Bitcoin ETF approval, SEC Gensler tweeted that crypto investors should consider all potential risks before making any investment. Today, a tweet could come around 9 a.m. ET and would provide more clarity on whether approval would be imminent," Markus Thielen, founder of 10x Research, noted in a client note.

“美国证券交易委员会今天应该批准在美国上市的 ETH ETF。在批准比特币 ETF 前几个小时，美国证券交易委员会 Gensler 发推文表示，加密货币投资者在进行任何投资之前应考虑所有潜在风险。今天，一条推文可能会在美国东部时间上午 9 点左右发布，这将提供更多信息10x Research 创始人马库斯·蒂伦 (Markus Thielen) 在一份客户报告中指出。

Thielen added that the Grayscale Ethereum Trust's discount to net asset value has narrowed to just 8% from 30% a week ago, implying at least "a 90% probability that an ETF would be approved."

Thielen 补充说，灰度以太坊信托基金对资产净值的折扣已从一周前的 30% 收窄至仅 8%，这意味着“ETF 获得批准的可能性至少为 90%”。

The shift comes amid reports earlier this week that the SEC had asked for updates and amendments from spot ether ETF applicants, signaling potential approval.

这一转变发生之际，本周早些时候有报道称，美国证券交易委员会已要求现货以太坊 ETF 申请人提供更新和修改，这表明可能会获得批准。

"If spot ether ETFs are approved, that signals a sharp change in the official attitude toward the crypto industry – it also looks like hostility toward FIT21 is not as strong as we had feared," Noelle Acheson, author of the popular Crypto Is Macro Now newsletter, told CoinDesk, referring to the Financial Innovation and Technology for the 21st Century Act.

“如果现货以太 ETF 获得批准，这标志着官方对加密行业的态度发生了急剧变化——而且看起来对 FIT21 的敌意并不像我们担心的那么强烈，”流行的加密货币现在是宏观的作者 Noelle Acheson 说。时事通讯，告诉 CoinDesk，指的是《21 世纪金融创新和技术法案》。

On Wednesday, the U.S. House of Representatives passed the act, which will clear up whether cryptocurrencies are commodities or securities. Categorization as securities would mean stringent SEC oversight. The legislation is also expected to establish the Commodity Futures Trading Commission (CFTC) as a leading regulator of digital assets alongside the SEC.

周三，美国众议院通过了该法案，该法案将明确加密货币是商品还是证券。归类为证券意味着美国证券交易委员会的严格监管。该立法预计还将建立商品期货交易委员会（CFTC），与 SEC 一起成为数字资产的主要监管机构。

The bill now moves to the Senate, where its future is uncertain. Even if passed, President Joe Biden could still veto it.

该法案现已提交参议院，其未来尚不确定。即使通过，总统乔·拜登仍然可以否决它。

NVDA hits record high

NVDA创历史新高

Shares in the Nasdaq-listed chipmaker Nvidia (NVDA) reached a record high during Wednesday's post-market hours after the company beat analyst estimates to report record revenue of $26.04 billion for the first quarter.

纳斯达克上市芯片制造商英伟达 (Nvidia) 的股价在周三盘后时段创下历史新高，该公司超出分析师预期，第一季度营收达到创纪录的 260.4 亿美元。

The rally might be a positive signal for cryptocurrencies, including tokens supposedly associated with artificial intelligence (AI) technology. That's because, historically, the inflow of money into the crypto market and the so-called AI coins has been partly

此次反弹可能对加密货币来说是一个积极信号，包括据称与人工智能（AI）技术相关的代币。这是因为，从历史上看，流入加密货币市场和所谓的人工智能币的资金部分被