Bitwise，Chainlink和ETF发布：Altcoin Investment的新时代？

Bitwise的Chainlink ETF申请信号增长了山寨币的机构兴趣，有可能打开更广泛的Defi集成和RWA令牌化的门。

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，加密爱好者！景观正在转移，风向山寨币吹来。随着Bitwise的领导，链链接ETF的潜在推出正在引起嗡嗡声。这对分散融资（DEFI）和现实资产（RWA）令牌的未来意味着什么？

Bitwise Files for Chainlink ETF: A Game Changer?

Chainlink ETF的钻头文件：改变游戏规则？

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，位资产管理通过向SEC提交S-1链链链接ETF来引起浪潮。此举不仅仅是在市场上添加另一个ETF。这是一个陈述。它尖叫着：“机构投资者正在认真对待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.

该提出的ETF旨在跟踪链链接（链接）的价格，链接（链接）是Defi生态系统中的关键组成部分。通过提供受监管且可访问的投资工具，Bitwise正在降低可能对自我客户或链交易保持警惕的传统投资者的进入障碍。

Why Chainlink?

为什么链链接？

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不仅是另一个加密项目。这是用于DEFI，游戏，NFT和跨链平台的基础技术。其可验证的随机性，数据提要和自动化的智能合同执法已经促进了数万亿美元的价值转移。根据Bitwise的说法，ChainLink已经看到了数以万计的价值通过了其基础架构，从而根据其令牌非常有价值地制造了安全且合规的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.

正如彭博分析师所指出的那样，这可能是链链链接的第一个真正的蓝点ETF。这很重要。

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.

时机再好不过了。 RWA令牌化市场正在爆炸，将美国国库，房地产和私人信贷等流动性资产转化为可编程，可贸易的数字令牌。到2025年，这个市场已经价值240亿美元，到2034年，预测飙升至300万亿美元。

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在这场革命中起着关键作用。它的跨链互操作性协议（CCIP）可实现跨区块链的无缝资产转移，而其储备金证明工具可确保令牌化资产完全由脱链储备金支持。简而言之，ChainLink为这个新兴的生态系统提供了信任层。

Ondo Finance and the Chainlink Synergy

Ondo Finance和Chainlink协同作用

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这样的公司正在利用Chainlink的基础设施来弥合传统金融（TradFI）和Defi之间的差距。 Ondo与JP Morgan和ChainLink的合作是执行跨链交付与付款（DVP）定居点的合作是这种协同作用的一个典型例子。

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的基础架构来执行安全，合规的跨链定居点，而ChainLink则从Ondo的机构合作伙伴关系和现实世界中的资产专业知识中受益。

What's Next?

接下来是什么？

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天的时间来考虑BITWISE的应用，这意味着最终决定可能在2026年中期到达。位链链接ETF的这种批准将允许机构投资者（例如养老基金和对冲基金）投资于链接。这可能会提高连锁链接的需求和价格。

A Personal Take

个人看法

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.

就个人而言，我认为这是一个分水岭。机构兴趣，法规清晰度和技术创新的融合正在为采用Altcoin带来完美的风暴。尽管总是有风险，但潜在的奖励是巨大的。关键将是平衡接触高增长项目与ChainLink等基础设施领导者的稳定性。

The Bottom Line

底线

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.

位链链接ETF备案不仅仅是标题。这是即将到来的迹象。财务的未来正在被象征化，Chainlink有望成为核心参与者。所以，搭扣，伙计们！这将是一个有趣的旅程。

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?

现在，如果您能原谅我，我会为所有可能性做白日梦。也许我什至会购买一双新的鞋子，以及我未来的加密货币收益。一个人可以做梦，对吗？