[财富密码]以太坊ETF现货可能推迟至2024

以太坊交易所交易基金（ETF）现货的潜力已成为投资者和业内人士热切关注的话题。

Valkyrie 首席投资官 Steven McClurg 在最近接受 The Block 采访时分享了他对此事的见解，并表示虽然以太坊 ETF 现货可能不会很快推出，但其批准可能会在未来几年内实现。

1 月 10 日，美国第一只现货比特币 ETF 获得批准，加密行业受到提振，这一里程碑吸引了数十亿美元的资金流入该基金。

这一发展为现货加密货币 ETF 的进一步扩张奠定了基础，富达 (Fidelity) 和贝莱德 (BlackRock) 等大公司都在申请现货以太坊 ETF。

尽管一些分析师预测美国证券交易委员会最早可能在今年 5 月批准，但 Valkyrie 目前仍对这一特定 ETF 竞赛持观望态度。

McClurg 强调了监管机构和 SEC 在推出现货比特币 ETF 方面奠定的重要基础，并强调了与引入新资产类别相关的学习曲线。

他指出了比特币和以太坊之间的明显差异，建议 SEC 需要更多时间来充分理解其中的细微差别，特别是关于基于以太坊的产品的披露要求：

“所以我认为美国证券交易委员会需要花很多时间来了解此类产品的披露情况……因此可能还需要一年的时间才能了解披露方面的情况。”

McClurg 表示，在一些以太坊 ETF 应用中包含质押组件会带来进一步的复杂性。

他对提供以太坊质押而不将其归类为安全功能所面临的挑战表示担忧，标准普尔全球评级分析师也表达了同样的观点，他们警告称，与质押相关的集中度风险会增加。

鉴于 Ripple 与 SEC 的法律纠纷，此次谈话还谈到了现货 XRP ETF 的可能性。

McClurg 引用了法官的裁决，该裁决区分了 Ripple 的 XRP 销售的合法性，并指出比特币、以太币和 XRP 均已被 SEC 或法院判决视为非证券。

然而，以太坊作为证券的分类仍然是一个争论的话题，凸显了加密货币 ETF 面临的持续监管不确定性。

2 月 20 日，在接受彭博电视台采访时，Ripple 首席执行官 Brad Garlinghouse 讨论了加密市场内监管清晰度的迫切需要，探讨了现货加密 ETF 的前景，并分享了他对 2024 年选举将如何塑造该行业未来的想法。

Garlinghouse reiterated Ripple’s long-held stance calling for clearer crypto regulations. He expressed frustration with the SEC’s approach of attempting to regulate through lawsuits rather than well-defined guidelines. Despite facing ongoing SEC action, he noted significant favorable court rulings for Ripple, including determinations that XRP does not qualify as a security. Garlinghouse remains hopeful that the current uncertain situation will be resolved, either through consistent legal wins against the SEC or via Congressional legislation.

The Ripple CEO welcomed the recent approval of spot Bitcoin ETFs as a positive sign for the crypto sector. He believes these ETFs bolster market security and provide beneficial options for investors. Garlinghouse predicts the rise of additional spot crypto ETFs, possibly even one focusing on XRP, offering investors a way to spread their risk across diverse crypto assets. He views the growth of such investment vehicles as a natural outcome of increasing public demand.

Addressing the potential impact of the 2024 elections, Garlinghouse wants the U.S. to reclaim its leadership role in shaping crypto regulation. He observes that other major economies have outpaced the U.S. in establishing a clear framework. Ripple, alongside other key players, created a pro-crypto, pro-innovation political action committee. This move signals bipartisan support for their advocacy work. He also highlighted John Deon’s campaign against Elizabeth Warren as evidence that pro-crypto sentiment is gaining traction in the political arena.

Garlinghouse sought to dispel the portrayal of the crypto industry as hostile toward regulation. Contrary to Senator Warren’s viewpoint, he asserted that most players, including Ripple, support standards like “Know Your Customer” and “Anti-Money Laundering” compliance. Garlinghouse aims to shift the narrative, emphasizing the industry’s desire for clear-cut rules it can adhere to.

Finally, he touched on Ripple’s recent acquisitions, like Standard Custody, and its plans to expand secure custody services to corporate and institutional clients. Garlinghouse views strong custodial solutions as crucial to mainstream crypto acceptance, mentioning collaborations with major financial firms to underscore Ripple’s progress in this domain.

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