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[lastpost] => 2813653 今日虚拟币市场是跌多涨少啊 1773224752 g9527
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ETF衍生概念9 j7 F% N3 @, A* ]' s# v# g- H
从某种程度上来说,近两个月来促使市场反弹的核心叙事,都是来源于现货; I4 ?: _! U3 S8 C" u
- O9 X: ~* J9 i( I7 p! c比特币 ETF 的预期,而在其中美国证券交易委员会的态度又是关键决定因素。% F; j* K' U! U5 ]" N4 t4 O5 I% \/ {
4 _. t d2 J) x- i I目前美国证券交易委员会(SEC)已经认可的非证券型Token共只有 5 个,除
! g+ D8 x, v5 w* Z3 | P' B0 C& }( A- p
了比特币和以太坊之外,就是 BCH、LTC 和 DOT。8 h) V; B! v. Q+ |1 J% e
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这就意味着,如果今明两年 BTC 和 ETH 的现货 ETF 真的在美 SEC 绿灯通过,- I# Q% O2 K6 J! V: W* v F. \
; i* k% K6 q( Q) X2 D f9 d H
按理资本接下来如果选择申请新的加密货币现货 ETF,那只会从 BCH、LTC 和
& x: b2 ~- w6 W7 B# G/ Y3 ^) W1 m6 c% R& q+ O+ g
DOT 这三个非证券Token中进行选择。/ W) j6 z3 C- ?9 _
: o4 W0 q; I( d4 T& D( R/ I @! j) M) X- D8 l+ N ]! c! O
所以伴随着美 SEC 对 ETF 做出决定的时间越来越近,除目前市场关注的比特币& G6 { _5 u# \! u
1 ]' G- W. ]! c4 [% b+ V
和以太坊之外,BCH、LTC、DOT 无疑也存在后续极大的炒作与想象空间,而最' z6 a Z2 J6 L! V
/ a, e5 [8 Z) @9 R; N! Q( X* _" v近DOT的补涨也应该包含这一预期的催动因素。
! {" t" J9 I0 B# J* t H$ W' a8 M. v# l3 [4 }4 c
Cosmos 生态热度渐起
P6 G- D- q* w4 l; b- s
, I2 M1 D A! z2 k9 X6 [Cosmos 系不少生态系项目都接连创出了历史新高,作为Cosmos目前主打智能合/ {- ^6 R' F4 _4 ]/ G
5 h" r7 o& m$ e$ D$ i; ?
约的消费链,Neturn 等于是 Cosmos 生态的智能合约集散地,因此 Neutron 如果
; ]: H4 s4 Y" c* Q/ \' j
7 V' T$ N/ s' v$ h能为消费链打个好样,对于 ATOM 的效用赋能将会是个大利好。
4 }4 r. f0 _. \$ G9 X1 D) q6 u4 A2 Z& k
此外 INJ 也在今天顺利突破 27 USDT,TIA 突破 12USDT,同步创下新高。INJ 7 u! w$ J; T0 K! Y1 b
. t# G2 Q& d( y. K
更是成为今年 Cosmos 系最妖异的Token,没有之一,总市值来到 20 亿美元级别。/ D8 p) \" M# S. k: s0 @! V' e' A
4 d% a% G& S$ q* R5 Q! M2 I
+ I. l6 `2 C" I/ }# s% h9 q目前无论是 Celestia 还是 Injective、Neutron 等,都为 ATOM 带来了相当值得期" x5 m' K' l5 K# E( C$ P3 U
' e2 _" j; ]3 D5 p! R% B* u+ q' t9 M
待的变量。
( r8 K9 N# h: x
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