Solana (SOL) 是下一个获得 ETF 的加密货币的有力竞争者

随着投资者预计以太坊 ETF 将于周四在美国获得批准，所有人的目光都集中在下一个可能是哪种加密货币。对于许多人来说，有一个明确的候选人——索拉纳。

As investors await news on the approval of an Ethereum ETF on Thursday, many are speculating on which cryptocurrency could be next in line for a similar product.

当投资者等待周四以太坊 ETF 获得批准的消息时，许多人猜测哪种加密货币可能会成为类似产品的下一个产品。

Solana (SOL) is emerging as a strong contender, with several industry experts predicting its inclusion in the next wave of ETF applications.

Solana (SOL) 正在成为一个强有力的竞争者，一些行业专家预测它将被纳入下一波 ETF 应用中。

CNBC presenter Brian Kelly highlighted Solana's significance in the crypto market during an interview on Wednesday. He stated that Bitcoin, Ethereum, and Solana are likely to be the "big three" cryptocurrencies in this cycle.

CNBC 主持人 Brian Kelly 在周三的采访中强调了 Solana 在加密市场的重要性。他表示，比特币、以太坊和 Solana 很可能成为本周期的“三巨头”加密货币。

"You got to think about Solana as probably the next one. Bitcoin, Ethereum Solana are probably the big three for this cycle."

“你必须考虑 Solana 可能是下一个。比特币、以太坊 Solana 可能是这个周期的三巨头。”

Solana's standing as the fifth-largest cryptocurrency, with a market capitalization exceeding $77 billion, further strengthens its case for an ETF.

Solana 是第五大加密货币，市值超过 770 亿美元，这进一步增强了其 ETF 的理由。

According to CoinGecko, SOL has surged by over 68% this year, making it one of the best-performing cryptocurrencies in the top 100.

据 CoinGecko 称，SOL 今年已飙升超过 68%，使其成为前 100 名中表现最好的加密货币之一。

Solana's embrace of memecoins earlier this year and its foray into unorthodox ventures, such as the launch of a new mobile phone called Chapter 2, have also contributed to its rising popularity.

Solana 今年早些时候对 memecoin 的拥抱以及对非正统冒险的尝试，例如推出一款名为 Chapter 2 的新手机，也促进了其日益受欢迎。

The arrival of an Ethereum ETF, following four months after the launch of spot Bitcoin funds, is expected to bolster the DeFi market.

在现货比特币基金推出四个月后，以太坊 ETF 的到来预计将提振 DeFi 市场。

Over the last seven days, Ether has rallied by 29%, outperforming Bitcoin by a factor of six. Solana, on the other hand, has managed to outpace both Bitcoin and Ether thanks to its unique strengths.

在过去 7 天里，以太币上涨了 29%，是比特币的六倍。另一方面，Solana 凭借其独特的优势，成功超越了比特币和以太坊。

Wall Street giants, such as BlackRock, which were once known for their skepticism towards cryptocurrencies, are now actively engaging in the market to package cryptocurrencies into exchange-traded funds, making them easily accessible to investors.

曾经因对加密货币持怀疑态度而闻名的贝莱德等华尔街巨头现在正积极参与市场，将加密货币打包成交易所交易基金，让投资者更容易获得它们。

BlackRock, Van Eck, and Fidelity have all submitted applications to launch Ethereum ETFs, which are expected to be approved by the US Securities and Exchange Commission on Thursday.

贝莱德、Van Eck和富达均已提交推出以太坊ETF的申请，预计周四将获得美国证券交易委员会的批准。

Solana, being a proof-of-stake token similar to Ether, could benefit from regulators' familiarity with the product design of staked assets.

Solana 是一种类似于 Ether 的权益证明代币，可以受益于监管机构对质押资产产品设计的熟悉。

"Technically speaking, a Solana ETF that has similar unstaked characteristics to the ETH vehicles being reviewed should bring no reasonable objection."

“从技术上讲，与正在审查的 ETH 工具具有类似无质押特征的 Solana ETF 应该不会引起合理的反对。”

“Given the developer activity, I view a SOL ETF as having a greater than 75% of listing this year, and over 95% next year.”

“考虑到开发商的活动，我认为今年 SOL ETF 的上市比例将超过 75%，明年将超过 95%。”

However, some analysts remain skeptical about the prospects of a Solana ETF approval in 2024, as indicated by Polymarket, a prediction market closely followed by crypto investors.

然而，正如加密货币投资者密切关注的预测市场 Polymarket 所表明的那样，一些分析师仍然对 Solana ETF 在 2024 年获得批准的前景持怀疑态度。

According to the platform, a Solana spot ETF has a 7% chance of being approved this year, with a betting pool of just over $100,000, suggesting that the proposition is not yet جذاب enough to speculators.

据该平台称，Solana 现货 ETF 今年获得批准的几率为 7%，投注池略高于 10 万美元，这表明该提议对投机者来说还不够充分。

Nate Geraci, co-founder of the ETF Institute and President of the ETF Store, expressed pessimism regarding the approval of a Solana ETF without the introduction of Solana futures contracts.

ETF Institute 联合创始人兼 ETF Store 总裁 Nate Geraci 对在不引入 Solana 期货合约的情况下批准 Solana ETF 表示悲观。

Prior to the approval of the spot Bitcoin ETF, futures contracts for Bitcoin were already approved to trade on the Chicago Mercantile Exchange, one of the largest derivatives exchanges in the world. The same applies to Ethereum.

在现货比特币 ETF 获得批准之前，比特币期货合约已获准在全球最大的衍生品交易所之一芝加哥商品交易所进行交易。这同样适用于以太坊。

According to Geraci, a clear regulatory framework for digital assets in the US, approved by Congress, is also necessary before a Solana ETF can be green-lighted.

Geraci 表示，在 Solana ETF 获得批准之前，美国还需要国会批准的明确的数字资产监管框架。

Spot price ETFs are usually designed for retail investors, although institutions also utilize them extensively.

现货价格 ETF 通常是为散户投资者设计的，尽管机构也广泛使用它们。

While regulators have historically been hesitant to expose retail investors to crypto ETFs, several recent developments appear to be paving the way for altcoin funds.

尽管监管机构历来对是否让散户投资者接触加密 ETF 犹豫不决，但最近的一些进展似乎正在为山寨币基金铺平道路。

On Wednesday, the US House of Representatives passed the FIT21 bill, a comprehensive piece of legislation to govern digital asset markets. The bill received support from 71 Democrats, which is noteworthy considering the party's previous lukewarm stance on crypto.

周三，美国众议院通过了 FIT21 法案，这是一项管理数字资产市场的综合立法。该法案获得了 71 名民主党人的支持，考虑到该党此前对加密货币的冷淡立场，这一点值得注意。

The bill still needs to pass the Senate, and President Biden has indicated his opposition to the legislation. However, the White House has stated that it will work with Congress to establish a regulatory framework for the industry.

该法案仍需参议院通过，拜登总统已表示反对该法案。不过，白宫已表示将与国会合作，建立该行业的监管框架。

Is that sufficient to propel Solana into serious contention? Skeptics say not yet, but then again, it wasn't long ago when the prospect of an Ethereum ETF seemed like a distant dream.

这足以让 Solana 陷入激烈的竞争吗？怀疑论者表示还没有，但话又说回来，就在不久前，以太坊 ETF 的前景还像是一个遥远的梦想。