2025 年的加密 ETF： Solana 、 XRP 、DOGE、Hedera 和Cardano会发生什么？
2024 年是加密货币生态系统的历史性里程碑。它见证了第一批Bitcoin和Ethereum交易所交易基金（ETF）的批准，标志着机构采用的巨大转变。如果以 1 月份的支持率为标准，再加上美国当前对数字资产的政治立场，加密货币 ETF 将为 2025 年带来变革。
自现货加密 ETF 获得批准以来，投资工具已获得Bitcoin总供应量的 5% 以上，这一数字甚至超过了与Bitcoinmatic创造者中本聪相关的估计 110 万比特币。
自一月份以来，加密 ETF 的故事一直是市场持续成熟的故事。 1 月份BitcoinETF 的推出，以及 7 月份EthereumETF 的推出，为 2025 年更加多元化的加密 ETF 格局奠定了基础。
分析师预测，顶级加密协议将出现一波新的 ETF 产品浪潮，包括Solana 、 XRP 、 Litecoin (LTC)、Hedera (HBAR) 等。
不断变化的监管环境也发挥着关键作用。随着美国证券交易委员会 (SEC) 主席加里·詹斯勒 (Gary Gensler)（因其对加密资产的“不公平”立场而闻名）的离职，以及dent总统唐纳德·特朗普 ( Donald Trump)提名支持加密货币的保罗·阿特金斯 (Paul Atkins)，2025 年加密 ETF 的前景似乎明显更加光明。
更宽松的监管方法可以为与各种加密货币相关的 ETF 获得更广泛的批准铺平道路，从而进一步将数字资产融入主流金融市场。
聚焦Solana ETF
Solana是一个高性能区块链，拥有涵盖去中心化金融、NFT 和游戏的强大生态系统，是 ETF 纳入的主要候选者。去年 12 月， Solana 以监管障碍为由，拒绝了多家发行人的 Solana ETF 现货申请。
🚨SCOOP：我已经确认@SECGov已通知五个潜在发行人中的至少两个，它将拒绝他们的$SOL现货 ETF 的 19b4 申请。
据我所知，这里的共识是，在现任政府的领导下，美国证券交易委员会不会接受任何新的#crypto ETF。
—埃莉诺·特雷特 (@EleanorTerrett) 2024 年 12 月 6 日
Despite this, optimism remains high for 2025, especially following Trump’s electoral win and the anticipated regulatory shift under Paul Atkins.
Major asset management firms like VanEck, 21Shares, and Canary Capital have filed for Solana ETFs, with applications gaining traction post-election.
“It appears the SEC is now engaging with issuers on this product, which is obviously a positive sign,” noted Nate Geraci.
Industry insiders believe Solana’s success, alongside Bitcoin and Ethereum ETFs, will set a precedent for its approval by the end of 2025. However, analysts from JPMorgan caution that pending lawsuits regarding unregistered securities could delay Solana’s ETF timeline.
XRP: Legal clarity could build ETF approval potential
Ripple’s XRP has long been at the center of regulatory battles, with the SEC’s lawsuit against Ripple Labs serving as a touchstone for broader crypto regulation. Despite this, analysts believe XRP ETFs are on the horizon, contingent on the resolution of its legal disputes.
WisdomTree, Bitwise, and Canary Capital have already filed for XRP ETFs, signaling growing institutional interest in the asset.
Bloomberg’s James Seyffart suggests that while Litecoin and Hedera ETFs might gain approval sooner, XRP’s potential ETF launch will attract significant investor attention. With its ongoing legal challenges nearing a curtain draw, XRP is poised to reenter the spotlight, bolstered by ETF filings and growing market demand.
Dogecoin and Hedera ETFs: Speculation meets reality
Dogecoin’s journey to ETF consideration, much like its whole crypto market journey, has been full of humor and speculation. The memecoin has won the hearts of netizens, and as funny as this sounds, inspired the naming of an Elon Musk-led unofficial US government office named the Department of Government Efficiency, acronymed as the coin itself, D.O.G.E.
I still can’t believe @DOGE is real 🤣🤣
— Elon Musk (@elonmusk) November 25, 2024
Eric Balchunas had humorously hinted at the possibility of a Dogecoin ETF, but industry observers note that the concentrated holdings of DOGE present challenges for fair market assessments. Nevertheless, the more permissive regulatory stance anticipated in 2025 may open doors for DOGE-focused products.
Hedera, by contrast, stands on firmer ground. Its native token, HBAR, has not been classified as a security, giving it a regulatory edge. That said, only Canary Capital has made an application for a Hedera ETF. Bloomberg analysts suggest Hedera is among the most likely candidates to secure ETF approval among the likes of XRP, DOGE and ADA.
Cardano ETFs: A rising contender
Cardano (ADA) saw a surge in interest following its inclusion in Bitwise’s 10 Crypto Index Fund ETF application. The announcement triggered a seven-month high in ADA trading volume, alongside increased whale activity.
ETF expert Geraci also predicts that Cardano could join the US spot ETF market as soon as Solana and XRP get approved, further cementing its position as a top-tier cryptocurrency.
Crypto Capital Venture founder Dan Gambardello believes Cardano’s ecosystem developments and potential ETF approval could propel its price significantly. While regulatory clarity remains a prerequisite, Cardano’s growing institutional appeal positions it as a strong contender for ETF approval in 2025.
2025 is the year for crypto ETFs
As the crypto industry enters 2025, the rise of ETFs signals a new era of growth and maturity. Bitcoin is slowly solidifying its role as a global reserve asset, which is forcing watchdogs to clear the air on regulatory frameworks. It’s only a matter of time before the stage is set for widespread adoption.
The exponential growth of DeFi, stablecoins, and crypto ETFs highlights the transformative potential of digital assets in global finance. Supported by a more crypto-friendly administration, the industry is poised to render boundaries obsolete, which is why we believe 2025 could be the year for Crypto ETFs.
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