web3: Grayscale calls it a clone coin, but the opportunity for ETF still exists
CoinPedia
08-26 10:03
Ai Focus
Grayscale withdraws multiple altcoins. ETF stated that the relevant opportunities have not disappeared, and they will still select products based on market demand and technical prospects.
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灰度本周撤回 Cardano、Hedera 和 Polkadot 的 ETF 申请后,市场开始关注山寨币 ETF 是否正在降温。对此,灰度方面表示,不应把这一步解读为整个山寨币资产类别失去增长空间。

撤回三项申请

这次调整涉及 3 项山寨币相关 ETF 申请,分别对应 Cardano、Hedera 和 Polkadot。申请撤回后,外界随即把焦点放在美国市场对山寨币 ETF 的接受度,以及发行方后续是否还会推进更多同类产品。

灰度仍在评估需求

灰度高管 Zach Pandl 表示,把个别申请撤回直接等同于“山寨币已无机会”是错误判断。他认为,加密资产类别本身仍然庞大且分散,除比特币之外,多个应用方向还处在较早阶段。

他提到的方向包括稳定币、代币化资产以及永续期货。这意味着,灰度当前并未否定更广泛的加密资产产品布局,而是继续根据市场需求和技术前景决定推出哪些产品。

产品选择将更谨慎

Pandl 同时表示,并不是每一种数字资产都能像比特币那样取得同等规模的成功。灰度会保持选择性,更谨慎地判断哪些标的适合进入 ETF 产品线。

从现有表态看,灰度的立场更接近“收缩筛选范围”,而不是全面退出山寨币 ETF 赛道。对市场而言,这一信号显示,相关产品推进节奏可能更审慎,但机构并未完全放弃对山寨币资产的布局。

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