SEC延迟有关灰度XRP和Doge ETF应用程序的决定

美国证券交易委员会（SEC）推迟了对Grayscale的现货波纹[XRP]和Dogecoin [Doge] ETF（交易所交易资金）的决定。

The U.S. Securities and Exchange Commission (SEC) has delayed a decision on Grayscale's spot Ripple [XRP] and Dogecoin [DOGE) ETFs (exchange-traded funds).

美国证券交易委员会（SEC）推迟了对Grayscale的现货波纹[XRP]和Dogecoin [Doge）ETFS（交易所交易贸易资金）的决定。

The regulator asked for additional time to review the applications and solicit public comments until the 17th of June.

监管机构要求额外的时间审查申请并征求公众意见，直到6月17日。

Earlier this year, the SEC extended the deadline for similar applications from Bitwise DOGE ETF and Franklin Templeton's XRP ETFs to mid-June.

今年早些时候，SEC将类似应用程序的截止日期从位于Doge ETF和Franklin Templeton的XRP ETF延长到6月中旬。

According to Bloomberg's ETF analyst James Seyffart, the delays were expected, and could happen in late June or early Q4 2025.

根据彭博社的ETF分析师詹姆斯·塞法特（James Seyffart）的说法，这些延误是预期的，可能发生在6月下旬或2025年代初期。

"I wouldn't expect to see them until late June or early July at absolute earliest... More likely to be in early 4Q. Almost all of these filings have final due dates in October."

“我不会期望直到6月下旬或7月初绝对最早见到它们……更有可能在4Q中。几乎所有这些文件都在10月的最终日期。”

Seyffart/X

ETF Stores' Nate Geraci, another ETF specialist, added,

ETF商店的另一位ETF专家Nate Geraci补充说，

"SEC delays several decisions today on spot XRP & DOGE ETFs, along with staking in ETH ETFs... Nothing to see here IMO."

“ SEC今天在现场XRP＆Doge ETF上延迟了几项决定，同时又有ETH ETF ...在这里看不到IMO。”

From a market point of view, most speculators expected the DOGE and ETF approvals to happen by the end of the year, according to a +50% approval chance on Polymarket.

从市场的角度来看，大多数投机者期望总督和ETF批准在今年年底之前进行，这是根据PolyMarket的 +50％的批准机会。

For XRP ETF, the odds were at 84% while the expectation for a DOGE ETF greenlight was at 63%.

对于XRP ETF，赔率为84％，而对Doge ETF Greenlight的期望为63％。

Interestingly, for XRP, the update didn't stir much change in market positioning, especially from the supply angle.

有趣的是，对于XRP而言，更新并没有引起市场定位的太大变化，尤其是从供应角度来看。

Notably, exchange reserves on Binance have dropped from 2.9 billion to 2.8 billion XRP in the past week. This meant eased selling pressure from the exchange.

值得注意的是，在过去一周中，Binance的交换储备从29亿降至28亿XRP。这意味着减轻了交易所的销售压力。

On the contrary, the April recovery spiked sell pressure from 2.7B to 2.9B XRP tokens. So, the ETF delay didn't trigger sell pressure from holders at press time.

相反，四月的回收率从2.7B到2.9b XRP令牌施加了压力。因此，ETF延迟没有在发稿时触发持有人的销售压力。

Source: CryptoQuant

资料来源：加密

For DOGE, however, its early May recovery lost some steam. The early May pump was followed by a sharp surge in transfer volume from $500M to over $1 billion.

但是，对于Doge而言，它的五月早期恢复失去了一些动力。 5月初的泵随后转移量从5亿美元到超过10亿美元。

Source: Glassnode

来源：玻璃节

Since mid-May, total transfer volume, dropped from over $1B to $560 million. This meant the upward traction eased slightly and was yet to bounce back decisively even after the SEC delay.

自5月中旬以来，总转移量从超过1B美元降至5.6亿美元。这意味着向上的牵引力略有缓解，即使在SEC延迟之后，也没有果断地反弹。

On the price chart, DOGE's short-term downtrend was still strong. But if broken, especially if BTC makes a new ATH, the memecoin could rally to $0.27.

在价格表上，Doge的短期下降趋势仍然很强。但是，如果破坏了，尤其是如果BTC制造了新的ATH，则Memecoin可能会集结为0.27美元。