2025 年的加密 ETF： Solana 、 XRP 、DOGE、Hedera 和Cardano會發生什麼？
2024 年是加密貨幣生態系統的歷史性里程碑。它見證了第一批Bitcoin和Ethereum交易所交易基金（ETF）的批准，標誌着機構採用的巨大轉變。如果以 1 月份的支持率爲標準，再加上美國當前對數字資產的政治立場，加密貨幣 ETF 將爲 2025 年帶來變革。
自現貨加密 ETF 獲得批准以來，投資工具已獲得Bitcoin總供應量的 5% 以上，這一數字甚至超過了與Bitcoinmatic創造者中本聰相關的估計 110 萬比特幣。
自一月份以來，加密 ETF 的故事一直是市場持續成熟的故事。 1 月份BitcoinETF 的推出，以及 7 月份EthereumETF 的推出，爲 2025 年更加多元化的加密 ETF 格局奠定了基礎。
分析師預測，頂級加密協議將出現一波新的 ETF 產品浪潮，包括Solana 、 XRP 、 Litecoin (LTC)、Hedera (HBAR) 等。
不斷變化的監管環境也發揮着關鍵作用。隨着美國證券交易委員會 (SEC) 主席加里·詹斯勒 (Gary Gensler)（因其對加密資產的“不公平”立場而聞名）的離職，以及dent總統唐納德·特朗普 ( Donald Trump)提名支持加密貨幣的保羅·阿特金斯 (Paul Atkins)，2025 年加密 ETF 的前景似乎明顯更加光明。
更寬鬆的監管方法可以爲與各種加密貨幣相關的 ETF 獲得更廣泛的批准鋪平道路，從而進一步將數字資產融入主流金融市場。
聚焦Solana ETF
Solana是一個高性能區塊鏈，擁有涵蓋去中心化金融、NFT 和遊戲的強大生態系統，是 ETF 納入的主要候選者。去年 12 月， Solana 以監管障礙爲由，拒絕了多家發行人的 Solana ETF 現貨申請。
🚨SCOOP：我已經確認@SECGov已通知五個潛在發行人中的至少兩個，它將拒絕他們的$SOL現貨 ETF 的 19b4 申請。
據我所知，這裏的共識是，在現任政府的領導下，美國證券交易委員會不會接受任何新的#crypto ETF。
—埃莉諾·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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