分析师:Ark Invest和21Shares可能跃居比特币ETF资产首位

币圈资讯 阅读:41 2024-04-22 12:09:26 评论:0
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作者:Ben Strack,blockworks 翻译:善欧巴,比特币买卖交易网

彭博资讯专业人士表示,Ark 可能会考虑出售其 1.3 亿美元的 GBTC 头寸,为其拟议的比特币 ETF 注入资金

彭博资讯分析师表示,如果美国监管机构批准现货比特币 ETF,Ark Invest 和 21Shares 将处于有利地位,能够迅速积累资产。鉴于灰度比特币信托 (GBTC) 目前管理的资产规模约为 230 亿美元,如果允许同时推出,灰度比特币信托 (GBTC) 也可能具有优势。

美国证券交易委员会将于1 月 10 日对 Ark 21Shares 比特币 ETF (ARKB) 做出裁决,行业观察人士预计监管机构届时可能会批准一系列其他类似产品。 监管机构也可以选择拒绝这些申请。   

细分市场观察人士表示,比特币 ETF 或多种比特币 ETF 可能是有史以来规模最大的 ETF 发行之一。贝莱德 (BlackRock)、富达 (Fidelity) 和景顺 (Invesco) 等传统金融巨头之间的资产争夺战将非常激烈,更不用说 Grayscale、VanEck、Bitwise 和 WisdomTree 等更专业的公司了。

Seyffart 和 Balchunas 在周三的一份研究报告中表示,流量和交易量对于ETF 的营销“至关重要” 。他们补充说,资本流入基金给人一种成功和兴趣的印象,这可以刺激其他交易者和投资者效仿。 考虑到这一点,分析师认为 Ark Invest 可能会选择出售其目前在灰度比特币信托基金 ( GBTC ) 中的头寸,并将这些资产转移到 ARKB。

GBTC 股票交易的资产净值折扣最近已缩至两年低点,Grayscale 高管表示,如果允许转换为 ETF,这种折扣将基本上消失。 方舟下一代互联网 ETF (ARKW) 目前持有近 430 万股 GBTC,价值约 1.33 亿美元。这种流量和交易量的涌入可能会大量涌入,这对 ARKB 来说甚至可能更好,因为这将有助于让 ETF 看起来在第一周就吸引了持续的兴趣。

考虑到其最大竞争对手的规模,注资尤其重要。Ark Invest 的美国 ETF 管理着大约 130 亿美元的资产,而贝莱德 ETF(包括其 iShares 品牌下的 ETF)管理着大约 2.4 万亿美元的资产。

数据公司 VettaFi 的金融未来学家 Dave Nadig 此前表示,资本市场深度和机构数量将发挥关键作用,并指出贝莱德的机构关系可以帮助其比特币信托快速成为资产领导者。

数字货币经纪公司 Satstreet 联合创始人迈克尔·纳赛尔 (Michael Nasser) 在 X帖子中表示:“[贝莱德和]富达将把他们的比特币 ETF 添加到他们的建模/管理基金中……可能会立即获得领先优势。”

97j8KW8rfPvbclJoebm2OxWIYp2vvmD84933zuiq.png当其他公司推出比特币 ETF 时,如果允许 GBTC 转换为 ETF,那么 GBTC 也将具有优势。高管们表示,该信托基金于 2013 年推出,并在 OTC Markets Group 上拥有符合资格的股票交易,经监管部门批准,该信托基金将成为 ETF。


Bloomberg professionals said that they might consider selling their $100 million position to inject capital into their proposed bitcoin. Bloomberg analysts said that if the US regulatory authorities approve spot bitcoin, they will be in a favorable position to quickly accumulate assets. In view of the fact that the assets currently managed by the Gray Bitcoin Trust are about $100 million, if the Gray Bitcoin Trust is allowed to be launched at the same time, it may also have advantages. The US Securities and Exchange Commission will compare it on May. Industry observers expect that regulators may approve a series of other similar products at that time, and regulators may also choose to reject these applications. Market segment observers say that bitcoin or a variety of bitcoins may be one of the largest issues in history, and the battle for assets between traditional financial giants such as BlackRock Fidelity and Jing Shun will be fierce, not to mention waiting for more professional companies. In a research report on Wednesday, they said that traffic and transaction volume are very important for marketing. It is very important, they added, that the capital inflow fund gives people an impression of success and interest, which can stimulate other traders and investors to follow suit. In view of this, analysts think that they may choose to sell their current positions in the Gray Bitcoin Trust Fund and transfer these assets to stock trading. The discount on the net asset value has recently shrunk to a two-year low. Executives said that if this discount is allowed to be converted, it will basically disappear. The next generation Internet of Ark currently holds nearly 10,000 shares worth about 100 million US dollars. The influx of volume and trading volume may be even better for me, because it will help to attract sustained interest in the first week. Considering the size of its biggest competitor, capital injection is particularly important. The United States manages assets of about 100 million US dollars, while BlackRock includes financial futurists who manage asset data companies of about 1 trillion US dollars under its brand. Previously, they said that the depth of capital market and the number of institutions will play a key role and pointed out that BlackRock's institutional relations can Michael Nasser, co-founder of digital currency Brokerage Company, said in a post that BlackRock and Fidelity will add their bitcoin to their modeling management fund, which may immediately gain a lead. When other companies launch bitcoin, if they are allowed to convert it into it, they will also have an advantage. Executives said that the trust fund was launched in and has qualified stock transactions on the Internet. With the approval of the regulatory authorities, the trust fund will become. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

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