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美国证券交易委员会(SEC)继续做出推迟决定。对于 SEC 来说,- c+ b: E; M8 j }
& F/ \4 W" {! g7 a5 b
现货比特币 ETF 的决定是一个艰难的十字路口。该机构此前曾提到; R A. ~6 ~( x8 H: P
+ F" J( B& C* `) i. s+ N. c' N
与加密货币相关的高波动性和风险。不过,既然2021年就批准了期$ G8 V: M, K$ W( i
+ M, T8 K! P. D货BTC ETF,那么今天就逃不掉现货ETF的批准了。它唯一能做的就 W ? s% N) r* _8 q
0 Y; r; m- I2 _5 s
是尽可能推迟这个过程。! U h6 n4 H: q) c P: n P
) _ _; X+ h/ P+ F6 W/ @( N0 X' U' ?* E3 S: `9 I. p: o
对于投资者来说,美国证券交易委员会的推迟策略并不奇怪,因为
; ^ c- U8 S* @# l
) n0 |( N1 b' q3 E* F2 l( G市场历史上曾经历过此类监管犹豫。然而,SEC 意识到其不可避免的0 ~: g' N6 a5 u" s/ ^5 S( X
8 D, y: l T9 s命运。如果奇迹发生,并且没有因为迄今为止任何人都没有想到的原
7 L6 e( y. |: U( \6 J# @' |
2 w3 o9 H" ]$ h' j因而拒绝 GBTC 申请,那么只有一条路可走。那就是批准现货比特币ETF。3 Y% o0 H) Y: z/ O$ q5 f: Q' [: r
7 ~& W8 B2 u3 `% N 此举将为加密货币市场打开一个受监管的门户。机构投资者调查中& Z5 a/ I, k) t* V
9 ^# j+ X3 b& O, L; k
最值得注意的细节是该领域缺乏监管。如果随着未来现货ETF的批准,
; {( h( w2 p) J1 U+ B% R! h& i4 {4 J A* N; y2 M8 H: z) j4 w
比特币逃离“灰色地带”,那么大规模的需求浪潮就会开始。这是前所
# N" o# b5 q7 B6 v7 ^8 K4 ^* D/ N& k( c7 k% E: w7 P8 j8 ^2 [6 j6 s+ m' P% f
未有的加密货币牛市所需要的。7 j6 B6 C' M. B' m& {
3 f7 C% F( D% I' f5 M1 U: K0 v3 o9 i; U# M9 J
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