🎯 2025 将是加密现货 ETF 的大爆发之年—— 除了 SUI 和 TRX,几乎所有主流币种的现货 ETF 在 2025 年都大概率通过! Solana 和 XRP 获认可意味着范式转变: 它们此前都曾是监管争议焦点,尤其 XRP 被 SEC 起诉多年,这次进入“Likely Yes”名单,说明 SEC 的认定标准正在逐步放宽或明晰。 这不仅是 SEC 的放权信号,更是 Crypto 正式“金融化”的节点。 🔥 意味着什么? 1⃣ ETF 资产池将快速从 BTC/ETH 向多资产扩展, 2⃣ 市场将迎来新一轮“合法资金”涌入:养老金、Robo Advisor、传统机构, 3⃣ Meme、公链、应用链的“估值逻辑”将重塑:资产 ≠ Token,而是 ETF 入口权, SUI 和 TRX 目前只是因为时间差和商品认定问题,但风向已经明确——不是通过不通过的问题,而是什么时候批的问题 📉 看衰 Crypto 的人可能低估了“合规化”这一步的威力 📈 真正的牛市,从 Wall Street 接纳主流币种 ETF 开始! 如果这些资产 ETF 大规模通过,加密市场将迎来前所未有的合规流动性注入,特别是对 MEME、Layer1、公链生态类资产的价格和估值有望迎来整体重估。
彭博社将多数的加密货币现货 ETF 在2025年的通过率上升到了 90% ,这就意味着几乎所有申请的现货ETF,都有很大概率通过,除了 Sui 和 TRX ,因为时间的关系。
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