以太坊 (ETH) 市场共识：与比特币 (BTC) ETF 相比，采用将缓慢且温和

我们同意市场共识，即与比特币 ETF 的采用相比，这里的采用可能相对缓慢且温和

Wall Street is largely optimistic about ether's debut on the New York Stock Exchange, but some analysts say the cryptocurrency's price movements may not be as dramatic as those seen during the launch of bitcoin ETFs earlier this year.

华尔街对以太坊在纽约证券交易所的首次亮相基本持乐观态度，但一些分析师表示，这种加密货币的价格走势可能不会像今年早些时候推出比特币 ETF 时那样剧烈。

Ether futures began trading on the NYSE Monday under the ticker "ETH." The launch of ether-linked exchange-traded funds is also expected this week, with the VanEck Ether Strategy ETF (NYSE Arca: ETHE) and ProShares Ether ETF (NYSE Arca: ETHP) slated to start trading Tuesday.

以太坊期货周一开始在纽约证券交易所交易，股票代码为“ETH”。预计本周还将推出与以太坊挂钩的交易所交易基金，VanEck 以太策略 ETF（纽约证券交易所 Arca：ETHE）和 ProShares 以太 ETF（纽约证券交易所 Arca：ETHP）定于周二开始交易。

"We are aligned with the market consensus that the adoption out of gate here will likely be relatively slow and modest compared to the bitcoin ETF adoption," Devin Ryan, an analyst at JMP Securities, told CoinDesk TV in an interview Monday.

JMP 证券分析师 Devin Ryan 在周一接受 CoinDesk TV 采访时表示：“我们同意市场共识，即与比特币 ETF 相比，比特币 ETF 的采用可能相对缓慢且温和。”

"Part of that is the bitcoin ETF adoption is in the early innings – a lot of the largest pools of money for that ETF have not even been turned on yet," he added.

“部分原因是比特币 ETF 的采用还处于早期阶段——该 ETF 的许多最大资金池甚至还没有启动，”他补充道。

The launch of bitcoin ETFs in January saw the cryptocurrency surge to a record high of nearly $45,000. However, the price quickly dropped by 20% before recovering and climbing to a new all-time high.

一月份比特币 ETF 的推出使加密货币飙升至近 45,000 美元的历史新高。然而，价格很快下跌了 20%，然后又恢复并攀升至新的历史高点。

"Ether could be volatile in the meantime," Nexo co-founder Antoni Trenchev said in an email to CoinDesk.

Nexo 联合创始人 Antoni Trenchev 在给 CoinDesk 的电子邮件中表示：“与此同时，以太坊可能会出现波动。”

"We saw something similar happen earlier this year with the launch of bitcoin ETFs, where bitcoin surged to a record before the price dropped by 20% and then advanced to another new high," he added.

他补充道：“今年早些时候，随着比特币 ETF 的推出，我们看到了类似的情况发生，比特币飙升至历史新高，然后价格下跌 20%，然后再创新高。”

“Much like the bitcoin ETF, it will take time for inflows into the ETH ETF to create enough supply shock to significantly move the markets," said Ben Kurland, CEO at crypto research platform DYOR, in an email to CoinDesk.

加密研究平台 DYOR 首席执行官 Ben Kurland 在给 CoinDesk 的电子邮件中表示：“就像比特币 ETF 一样，资金流入 ETH ETF 需要一段时间才能产生足够的供应冲击，从而显着影响市场。”

"However, the decision by President Joe Biden to drop out of the presidential race does introduce some uncertainty into the market," he noted.

“然而，乔·拜登总统退出总统竞选的决定确实给市场带来了一些不确定性，”他指出。

"Investors [are] waiting for more concrete developments about [Vice President Kamala] Harris, her stance on crypto, and the likelihood of her taking back any ground in the polls," Kurland added.

Kurland 补充道：“投资者正在等待有关副总统卡马拉·哈里斯、她对加密货币的立场以及她在民意调查中夺回任何席位的可能性的更具体进展。”

Trenchev also highlighted the impact of the U.S. presidential election on cryptocurrency markets.

Trenchev 还强调了美国总统大选对加密货币市场的影响。

"Bitcoin's drop from recent highs reflects the sudden arrival of Kamala Harris into the U.S. presidential election, which adds uncertainty to a race which seemed to tilt in favor of Donald Trump and his new pro-crypto stance," he said in the email.

他在电子邮件中表示：“比特币从近期高点的下跌反映出卡马拉·哈里斯突然加入美国总统选举，这给竞选带来了不确定性，这场竞选似乎有利于唐纳德·特朗普及其新的支持加密货币的立场。”