机构投资者蜂拥而至 Solana，提升了山寨币的存在

机构投资者越来越多地接受山寨币，财富管理机构和对冲基金对 Solana (SOL) 的配置大幅增加。据 CoinShares 称，近 15% 的受访投资者目前持有 SOL，表明对其增长潜力更加乐观。然而，机构对 XRP 的兴趣有所下降，在最新的调查中没有受访者持有它。

Institutional Investors Flock to Solana, Driving Altcoin Exposure

机构投资者涌向 Solana，推动山寨币曝光

Amidst the ever-evolving cryptocurrency landscape, institutional investors are expanding their horizons, embracing altcoins that offer compelling growth prospects. Spearheading this trend is Solana (SOL), which has witnessed a remarkable surge in allocations from wealth managers and hedge funds.

在不断变化的加密货币格局中，机构投资者正在扩大视野，拥抱提供令人信服的增长前景的山寨币。引领这一趋势的是 Solana (SOL)，财富管理机构和对冲基金的配置显着激增。

CoinShares, a leading digital asset manager, released a comprehensive report based on its survey of 64 investors with a combined $600 billion in assets under management. The findings revealed a remarkable shift towards Solana, with nearly 15% of respondents indicating investments in the altcoin. This represents a significant increase from CoinShares' January survey, where none of the respondents held any SOL.

领先的数字资产管理公司 CoinShares 发布了一份综合报告，该报告基于对 64 名投资者的调查，管理资产总额达 6000 亿美元。调查结果显示，人们对 Solana 的态度显着转变，近 15% 的受访者表示投资了这种山寨币。这比 CoinShares 1 月份的调查显着增加，当时没有受访者持有任何 SOL。

"Investors are growing more optimistic about Solana's potential," remarked James Butterfill, head of research at CoinShares. Solana's ranking among the top three cryptocurrencies with the most promising growth outlook, with just under 15% of respondents agreeing, further underscores this optimism.

CoinShares 研究主管 James Butterfill 表示：“投资者对 Solana 的潜力越来越乐观。” Solana 跻身最具增长前景的三大加密货币之列，只有不到 15% 的受访者表示同意，这进一步凸显了这种乐观情绪。

Furthermore, the survey identified Bitcoin (BTC) as the undisputed leader among institutional investors, with 41% acknowledging its superior growth potential. Ether (ETH), the second-largest cryptocurrency, trailed behind with just over 30% of respondents expressing bullish sentiments. Interestingly, ETH's score has declined from around 35% in the January survey, indicating diminished investor appetite.

此外，调查还发现比特币 (BTC) 是机构投资者中无可争议的领导者，41% 的人承认其卓越的增长潜力。第二大加密货币以太币 (ETH) 紧随其后，只有超过 30% 的受访者表达了看涨情绪。有趣的是，ETH 的得分较 1 月份调查中的 35% 左右有所下降，表明投资者兴趣减弱。

Despite the surge in interest for altcoins, equities remain the most heavily weighted asset class, accounting for over 55% of institutional portfolios. However, the percentage of cryptocurrency allocations has climbed steadily, reaching 3% compared to 1.3% in January. This growth, according to Butterfill, can be attributed in part to institutional investors gaining access to Bitcoin through U.S. ETFs.

尽管人们对山寨币的兴趣激增，但股票仍然是权重最高的资产类别，占机构投资组合的 55% 以上。然而，加密货币配置的比例稳步攀升，从 1 月份的 1.3% 达到 3%。 Butterfill 表示，这种增长部分归因于机构投资者通过美国 ETF 获得了比特币。

While the crypto market has experienced a surge in valuations since January, the percentage of investors perceiving cryptocurrencies as "good value" has risen from under 15% to over 20%. This shift in perception, coupled with the positive price momentum, has fueled increased client demand for digital assets.

尽管加密货币市场自 1 月份以来估值大幅上涨，但认为加密货币“有价值”的投资者比例已从不到 15% 上升至超过 20%。这种观念的转变，加上积极的价格势头，刺激了客户对数字资产的需求增加。

Despite the growing interest, significant barriers to entry persist forinstitutional investors seeking exposure to cryptocurrencies. Regulation remains a primary concern, as many respondents cited corporate restrictions and the subjective interpretation of regulatory guidelines as obstacles to crypto investment.

尽管人们的兴趣日益浓厚，但对于寻求投资加密货币的机构投资者来说，仍然存在巨大的进入壁垒。监管仍然是一个主要问题，因为许多受访者将公司限制和监管指南的主观解释视为加密货币投资的障碍。

CoinShares' findings provide valuable insights into the evolving strategies of institutional investors in the cryptocurrency space. As altcoins like Solana gain traction and institutional adoption of cryptocurrencies continues to rise, the landscape is poised for further transformation.

CoinShares 的调查结果为机构投资者在加密货币领域不断发展的策略提供了宝贵的见解。随着 Solana 等山寨币越来越受欢迎，加密货币的机构采用率持续上升，格局有望进一步转变。