SOL ETF 将推动价格上涨 8.9 倍？

资产管理公司 VanEck 于 6 月 27 日申请了首个美国现货 Solana [SOL] ETF，提振了人群对 SOL 代币的乐观情绪。当日盘中，该股上涨9.4%。

On 27th June, asset manager VanEck submitted the first US spot Solana [SOL] ETF application, boosting crowd optimism on the SOL token. It went on to rally 9.4% during the intraday trading session on the same day.

6 月 27 日，资产管理公司 VanEck 提交了首个美国现货 Solana [SOL] ETF 申请，提振了人群对 SOL 代币的乐观情绪。当日盘中交易时段，该股继续上涨 9.4%。

However, unlike Bitcoin [BTC] and Ethereum [ETH], SOL doesn’t have a product based on future ETFs, which could affect the SEC’s approval.

然而，与比特币 [BTC] 和以太坊 [ETH] 不同，SOL 没有基于未来 ETF 的产品，这可能会影响 SEC 的批准。

But Bloomberg senior ETF analyst Eric Balchunas noted that things could change with a new administration.

但彭博社高级 ETF 分析师埃里克·巴尔丘纳斯 (Eric Balchunas) 指出，随着新政府的上任，情况可能会发生变化。

‘If change at POTUS, I think anything possible…I see this filing as a call option on the POTUS election. Because the election happens but the 240 days the SEC has to ponder.’

“如果美国总统发生变化，我认为一切皆有可能……我认为这份文件是美国总统选举的看涨期权。因为选举即将到来，但 SEC 必须在 240 天的时间里进行思考。”

According to Balchunas, if a new administration takes over, it could quickly approve the SOL ETF. However, if the current administration continues, the approval might take longer.

Balchunas 表示，如果新政府上任，可能会很快批准 SOL ETF。然而，如果现任政府继续执政，批准可能需要更长时间。

In either case, Balchunas’ filing of the application is being seen as a positive development for the SOL token.

无论哪种情况，Balchunas 提交的申请都被视为 SOL 代币的积极发展。

Moreover, several market participants are optimistic that the SEC will approve a spot-solana ETF.

此外，一些市场参与者对 SEC 将批准现货 solana ETF 持乐观态度。

In a recent note, Balchunas highlighted the possibility of a massive price surge for SOL if an ETF is approved.

Balchunas 在最近的一份报告中强调，如果 ETF 获得批准，SOL 价格可能会大幅上涨。

‘And with the others having or on the cusp of a spot ETF, not only is it likely just a matter of time before Solana gets one too, but also the impact on SOL just might be the largest yet…GSR is long SOL.’

“随着其他公司拥有或即将推出现货 ETF，Solana 也获得现货 ETF 不仅可能只是时间问题，而且对 SOL 的影响可能是迄今为止最大的……GSR 是多头 SOL。”

According to GSR, an ETF for SOL could attract 2%- 14% of BTC ETF flows.

根据 GSR 的说法，SOL 的 ETF 可以吸引 2% - 14% 的 BTC ETF 流量。

Hence, if the SOL ETF attracts 14% of BTC flows, SOL’s price could rally 8.9X in a bullish case scenario (Blue Sky).

因此，如果 SOL ETF 吸引 14% 的 BTC 流量，那么在看涨情况下（蓝天），SOL 的价格可能会上涨 8.9 倍。

Meanwhile, the Thursday upswing saw SOL hit $150. However, it also reached the 50-day EMA (Exponential Moving Average), which could be a key resistance level if the crowd optimism wanes.

与此同时，周四的上涨看到 SOL 触及 150 美元。然而，它也达到了 50 日 EMA（指数移动平均线），如果人群乐观情绪减弱，这可能是一个关键阻力位。

As of press time, SOL had erased part of Thursday’s gains and traded at $145.

截至发稿时，SOL 已经抹去了周四的部分涨幅，交易价格为 145 美元。

Previously, blockchain intelligence data platform Santiment noted that SOL’s correction was likely after the SOL ETF news.

此前，区块链情报数据平台Santiment指出，SOL的调整很可能是在SOL ETF消息传出之后。

‘SOL’s rally is being accompanied by traders FOMO’ing in, meaning the rally is less likely to continue.’

“SOL 的上涨伴随着交易者的 FOMO 情绪，这意味着上涨持续下去的可能性较小。”

However, the crowd optimism remained evident, and further developments on the ETF front could continue to influence SOL’s price action.

然而，人群的乐观情绪依然明显，ETF 方面的进一步发展可能会继续影响 SOL 的价格走势。