Bitcoin ETFs Will See Hundreds Of Billions In Inflows, Analyst Predicts
Bitcoin ETFs Will See Hundreds Of Billions In Inflows, Analyst Predicts
Ryan pointed out that trading volumes for companies like Institutional investment in the cryptocurrency space is poised for a massive influx, with hundreds of billions of dollars expected to enter the market in the coming years, according to Devin Ryan, managing director at JMP Securities.
機構對數字貨幣領域的投資即將迎來大規模的資金流入，預計未來幾年將有數千億美元進入市場，JMP Securities的董事Devin Ryan表示。
What Happened: In an interview with CNBC, Ryan emphasized that the evolving regulatory landscape and the increasing acceptance of Bitcoin exchange-traded funds (ETFs) are key catalysts for this transformative growth.
發生了什麼：在接受CNBC採訪時，Ryan強調，監管環境的演變以及比特幣交易所交易基金（etf）日益受到認可是推動這一變革性增長的關鍵因素。
"We have research out saying $220 billion of assets are coming into Bitcoin ETFs in the next three years," Ryan said. "If there is a strategic reserve, that could be hundreds of billions of dollars of assets into Bitcoin."
Ryan表示："我們的研究表明，在未來三年內，將有2200億美元的資產流入比特幣etf。" "如果有一個戰略儲備，那可能會是數以百億計的比特幣資產。"
Ryan pointed out that trading volumes for companies like Coinbase Inc. (NASDAQ:COIN) and Robinhood (NASDAQ:HOOD) have surged since the U.S. presidential election.
Ryan指出，自美國總統選舉以來，Coinbase Inc.（納斯達克：COIN）和Robinhood（納斯達克：HOOD）等公司的交易量激增。
Coinbase volumes, for instance, have tripled, reflecting growing interest in the sector.
以Coinbase的交易量爲例，其已增長了三倍，反映出對該板塊的興趣日益增加。
"This activity unlocks a lot of innovation that's been held back," Ryan said, noting the potential for significant growth in payments, remittances, stablecoins, and Web3 applications.
Ryan表示："這一活動釋放了許多之前被壓制的創新，"並指出在支付、匯款、穩定幣和Web3應用方面有顯著增長的潛力。
Sarah Kunst, managing director at Cleo Capital, echoed Ryan's optimism, noting that institutional money has been waiting on the sidelines for regulatory clarity.
Cleo Capital的董事Sarah Kunst也表示了對Ryan看法的贊同，指出機構資金一直在等待監管的明確性。
Also Read: MicroStrategy Trading At 'Insane' 256% Premium To Bitcoin Holdings, Research Shows
另請閱讀：研究顯示，microstrategy的交易價格相比比特幣持有量出現"非理性"的256%溢價。
Kunst highlighted the new U.S. administration's potentially more favorable stance toward mergers and acquisitions (M&A) as a driver for ecosystem growth.
Kunst強調了新的美國政府對併購（M&A）可能更有利的態度，這成爲生態系統增長的驅動力。
"I think there are people who have not yet gotten in the game who want to get in the game," she said. "This is really crypto's third act."
她說：「我認爲還有一些人還沒有參與進來，但他們想要參與。這實際上是數字貨幣的第三幕。」
Kunst identified key players in the space, including crypto exchanges and infrastructure firms, as potential acquisition targets for larger financial institutions.
Kunst確定了該領域的關鍵參與者，包括數字貨幣交易所和製造行業公司，作爲大型金融機構的潛在併購目標。
"Names like FalconX, the crypto prime brokerage, and Gemini, the crypto marketplace, are likely to attract attention from big acquirers," she stated.
她表示：「像FalconX這樣的數字貨幣主券商和Gemini這樣的數字貨幣市場可能會引起大型收購者的關注。」
While Bitcoin CRYPTO: BTC) remains the centerpiece of institutional interest, Kunst sees a broadening investment focus. "Meme coins are dangerous—you can make a lot, but you can lose your shirt," she warned.
儘管比特幣（CRYPTO: BTC）仍然是機構關注的中心，Kunst卻看到投資重點正在擴大。她警告說：「表情包幣是危險的——你可能會賺很多，但也可能會賠得一無所有」。
Instead, she pointed to stablecoins and cryptocurrency ETFs as safer options, especially for institutions unable to hold crypto directly.
相反，她指出穩定幣和數字貨幣etf作爲更安全的選擇，特別是對無法直接持有數字貨幣的機構來說。
Ryan reinforced this outlook, emphasizing the importance of capital flows.
Ryan加強了這一觀點，強調了資本流動的重要性。
"Follow the flows, and the flows are still coming—we're in the early days," he said.
他表示：「關注流動，流動仍在繼續——我們處於早期階段。」
Beyond Bitcoin ETFs, Ryan expects tens of billions of dollars to flow into other crypto tokens as regulatory uncertainty diminishes, spurring innovation and further investment in the space.
除了比特幣etf，Ryan預期隨着監管不確定性的減少，數十億美元將流入其他數字貨幣，這將促進創新和進一步的投資。
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Image: Shutterstock
圖片：shutterstock
譯文內容由第三人軟體翻譯。
