这是目前所有主要ETF申请的清单。其中的TRON和SUI不确定性很高,Polkadot有一定不确定性,其余项目都有较大概率能通过ETF,升级为接下来的主要玩家。 当然,ETF申请情况也不难发现,申请机构本来就不是很专业。大部分都是墙头草。区块链行业还非常早期。未来三年内特定项目自己的技术升级,也很重要。
怎么看灰度的Cardano ETF?从基本面看,有较大的概率能够获得通过。 Cardano已实现了完全的去中心化治理(链上投票),也是为数不多的有真正技术应用潜力的美国项目,符合基本条件。 不确定性是行政机构的专业性堪忧。总体上,我年初的判断“山寨币泡沫破灭”已被市场验证了。公链格局与ETF密切相关。
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