币圈的狂欢又要开始了？
The currency party's about to start again?
10月24日，彭博ETF分析师Eric Balchunas发文表示，资管巨头贝莱德的iShares 比特币现货ETF 已在美国证券存托与清算公司（DTCC）上列出，股票代号为IBTC。
On 24 October, Pemberg , 消息一出，加密市场闻风而动。比特币短时突破35000美元，一度涨至35919美元，日内最大涨幅近20%，这也是2023年以来，比特币首次突破35000美元。以太坊也突破1800美元。 As soon as the news came out, the encryption market was moving. Bitcoin was short-lived $35,000, rising at one time to $35919, with the largest increase of nearly 20% in the day, the first time in 2023 that Bitcoin was able to break $35,000. Ether also made a breakthrough of $1,800. 不过，这也导致比特币空头在短时间内被屠戮殆尽，CoinGlass 统计数据显示，在一个小时左右的时间内爆仓逾1.5亿美元，其中超过八成是空头爆仓，且超过三分之二集中在比特币上。此外，在短短2个小时内，市场便清算约10亿美元的比特币未平仓合约，这也是今年为止最大的空头清算事件。 However, this also led to the destruction of Bitcoin’s empty space in a short time, and CoinGlass statistics show that the explosion exceeded $150 million in an hour or so, of which more than 80% were empty, and more than two-thirds were concentrated on bitcoin. Moreover, in just two hours, the market settled about $1 billion in unsettled bitcoin contracts, the largest clearing event in the past year. 然而，值得注意的是，在比特币价格一路高歌之时，DTCC曾短暂删除了贝莱德“IBTC”的信息，随后又添加回来，导致市场一片哗然。截至发稿，比特币最新价格已回落至34037.49美元，24小时内下跌1.59%，以太坊现报1793.7美元，24小时内下跌2.2%。 It is worth noting, however, that at a time when Bitcoin prices were high, DTCC briefly deleted “只是标准做法” 10月24日晚间，有投资者发现，贝莱德“IBTC”已经从 DTCC 更新的列表中消失。随后，又有投资者发现，DTCC 官网发生宕机，该页面无法打开。在这短短的1小时之内，加密市场全网爆仓4751.09万美元，其中多单爆仓4136.39万美元，空单爆仓614.70万美元。加密社区也为此吵翻了天，认为DTCC是在操纵市场。 In the evening of 24 October, investors found that 截至发稿，资管巨头贝莱德子公司iShares比特币现货ETF已在DTCC网站列表重新显示。 As of the release, the active ETF of iShares Bitcoin, a major Belet subsidiary, had been re-listed on the DTCC website. 面对市场的质疑，DTCC方面在10月25日表示，2023年8月，贝莱德比特币信托ETF被添加到资格文件中，出现在名单上并不表示对任何未解决的监管或其他批准结果的指示。为了推出新的ETF到市场，将证券添加到NSCC证券资格文件中是标准做法。 Faced with market challenges, on 25 October the TCC side indicated that, in August 2023, the Beledbitco Trust ETF was added to the eligibility documents and appeared on the list without indicating instructions for any outstanding regulatory or other approval outcomes. To introduce the new ETF, added to NSCC 值得注意的是，截至目前，贝莱德尚未对此事发表评论。 It is noteworthy that, to date, Beled has not commented on the matter. 根据此前分析师Eric Balchunas的描述，贝莱德的iShares 在DTCC上架是将加密ETF推向市场的“整个过程的一部分”。 iShares现货比特币ETF的股票代码为IBTC，可能在纳斯达克证券交易所上市，该投资工具于6月份申请上市和交易。 As previously described by the analyst Eric Balchunas, iShares of Beled was placed on the DTCC as part of the “whole process” in which the encrypted ETF was pushed to the market.” iShares' spot of Bitcoin ETF's stock code is IBTC, probably on the market at “这是在DTCC上架的第一只现货ETF，目前还没有其他交易所上架。”Balchunas表示，贝莱德显然在推动这些与上市前的流程（种子资金、股票代码、DTCC等）有关的事项。很难不将这视为他们获得了获批的明确信号或即将到来的信号。 “This is the first spot ETF on TCC, and there are no other exchanges at present.” Balchunas states that Belede is clearly promoting these matters related to pre-market processes (seed money, stock code, DTCC, etc.). It is difficult not to see this as a clear signal that they have received approval or that they are about to arrive. 公开资料显示，DTCC（Depository Trust&Clearing Corporation）是一家成立于1999年的美国金融服务公司，该公司由五个清算公司和一个存托机构组成，为金融市场提供清算和结算服务。很长一段时间以来，金融产品在DTCC上市等于推向市场过程中的一个关键步骤。 According to public sources, DTCC (Depository Trust & Clearing Corporation) is a United States financial firm , established in 1999, is a service company composed of five liquidating companies and a depository agency that provides liquidation and settlement services to financial markets. For a long time, the market of financial products on the DTCC has been a key step in the process of pushing the market. 根据早先贝莱德提交的S-1修正案，贝莱德已获得为比特币现货ETF发布准备的CUSIP（美国证券统一辨识码）。贝莱德也正在为比特币现货ETF准备Seed Capital（种子资金），用作ETF推出之时发行公司自行购买的标的资产，用以满足未来对该产品的需求。 According to the S-1 amendment submitted earlier by Belede, Beled has obtained CUSIP (United States Securities Uniform Identification Code) for the publication of the Bitcoin spot ETF. Belet is also preparing Seed Capital (seed money) for the Bitcoin spot ETF to be used as a self-purchased target asset for the future demand for the product at the time the ETF was launched. 种种信号，似乎都在暗示加密市场现货ETF即将获批。而事实情况却是，年内已有8家美国大型金融机构向SEC提交了比特币ETF申请，但均遭到监管部门驳回。 Signals seem to suggest that the encrypt market spot ETF is about to be approved. The fact is that eight large US financial institutions submitted their Bitcoin ETF applications to SEC during the year, all of which were rejected by the regulatory authorities. 安永全球区块链负责人Paul Brody表示，由于美国监管机构多年来未批准现货比特币ETF，比特币面临着机构大量被压抑的需求。一旦比特币ETF获得批准，数万亿美元的机构资金正在等待进入比特币市场。 中国通信工业协会两化融合委员会副会长吴高斌向《华夏时报》记者表示，比特币现货ETF的获批意味着投资者现在可以通过传统金融市场参与比特币交易。ETF是一种投资工具，它允许投资者以股票的形式购买和持有比特币，而无需真正拥有和管理加密货币钱包。这将为更多的机构和个人提供了参与加密市场的便利和安全性，进一步推动了加密行业的发展。 The Vice-President of the China Communications Industry Association's Integration Committee, Wu Goobin, stated to the Washington Times that the approval of the Bitcoin spot ETF means that investors can now engage in bitcoin transactions through traditional financial markets. The ETF is an investment instrument that allows investors to purchase and hold bitcoin in the form of stock without genuine ownership and management of encryption a target="_blank" href="http://data.eastmoney.com/cjsj/hbgyl.html" “比特币现货ETF的通过还将为加密行业带来更多的流动性和资金流入。”吴高斌表示，传统金融市场的参与者将有机会投资比特币，这将增加市场的活跃度和交易量。同时，ETF的引入还将吸引更多的资金流入加密市场，为项目的发展和创新提供更多的资金支持。这将进一步巩固比特币作为全球最重要的加密货币之一的地位。 “The adoption of the spot ETF in Bitcoin will also bring more liquidity to the encryption industry and //span>.” U Gaubin has indicated that participants in traditional financial markets will have an opportunity to invest in bitcoins, which will increase market activity and turnover. “加密市场的波动性较高，价格可能会出现剧烈波动。投资者应该对此有所准备，并制定相应的风险管理策略。此外，ETF的价格可能与比特币的实际价格存在差异，这取决于市场的供求关系和交易所的溢价情况。因此，投资者需要仔细研究和了解ETF的运作机制，并根据自己的投资目标和风险承受能力作出决策。”吴高斌说。 Moreover, ETF prices may differ from the actual price of Bitcoin, depending on the supply and demand of the market and exchange premium. Investors therefore need to carefully study and understand the operational mechanisms of ETFs and make decisions based on their investment objectives and risk tolerance. 灰度也有新进展 Grayscale has also moved on 除了贝莱德备受关注外，灰度也在比特币现货ETF方面取得了进展。日前，美国华盛顿特区巡回上诉法院正式对灰度与SEC的诉讼案做出裁决，SEC需要重新考虑将灰度GBTC转换为比特币现货ETF的申请。 In addition to Belet's high profile, Greyscale has made progress with the Bitcoin spot ETF. Before the day, the United States the Hong Kong SAR Circuit Court of Appeals issued a formal decision on the Greyscale and SEC case, and SEC needs to reconsider the request to convert Greyscale GITC to Bitcot current ETF. 根据公开的法庭文件，美国华盛顿特区上诉法院正式对灰度与SEC的诉讼案做出裁决，维持其8月份的裁决，即美国证券交易委员会需要重新考虑Grayscale Investments将其旗舰GBTC基金转换为现货比特币ETF的申请。法院没有向SEC发出任何额外指示，该裁决已正式生效，这意味着SEC需要重新审查灰度对现货比特币ETF的转换申请。 According to the public court documents, the United States 灰度在一份声明中表示，GBTC打算在NYSE Arca上市，代码为GBTC，并在NYSE Arca表格19b-4上的股票上市申请获得批准以及表格S-3登记股票的有效性后持续发行股票。 In a statement, Greyscale stated that GBTC intended to market NYSE Arca, coded GBTC, and issue stocks on an ongoing basis after the approval of the stock listing application on NYSE Arca Form 19b-4 and the validity of the stock registered in Form S-3. 另据，ETF Stor主席Nate Geraci发布的监管文件显示，SEC已经接受了灰度的现货以太坊ETF备案，这将是将ETHE转换成ETF的过程。此前，灰度首席执行官Michael Sonnenshein 在社交平台上表示，灰度已申请将Grayscale Ethereum Trust转换为以太坊现货ETF。 In addition, regulatory documents issued by ETF Stor President Nate Geraci show that SEC has accepted the Grayscale spot-to-peer ETF filing, which will be the process of converting ETHE into ETF. Previously, Greyscale CEO Michael Sonnenshein stated on the social platform that Greyscale had applied for the conversion of Grayscale Etheeum Trust to ETF-team. 尽管加密市场沉浸在对比特币现货ETF即将通过的幻想当中，但加密市场的另一端，依旧危机重重。日前，波卡开发组织Parity Technologies被曝裁员超300人，随后该组织予以否认，但其官方最新公布的裁员数据仍然超过100人。 Although the encryption market is immersed in the illusion of the forthcoming adoption of the spot ETF in Bitcoin, there is still a crisis at the other end of the encryption market. Earlier, the Poca Development Organization (Porca Development Organization) was exposed to over 300 layoffs, which it later denied, but its official latest data on layoffs still exceeds 100. 与此同时，根据Hashrate Index发布的比特币第三季度生产报告，比特币ASIC生产机器价格在2023年持续下滑，且所有规格的生存机器型号都在第三季度创下历史新低，与此同时比特币的整体算力规模与生产难度却屡创新高。 At the same time, according to the third quarter production report of Bitcoin issued by Hashrate Index, the prices of the Bitcoin ASIC production machines continued to decline in 2023, and all the specifications of the survival machine models were historically low in the third quarter, while Bitcoin's overall numeracy and production difficulties were constantly increasing. 值得注意的是，今年以来，比特币现货ETF已经多次带动比特币价格反弹。今年6月，在贝莱德、富达投资重新递交现货比特币ETF申请后，比特币交易价格短暂突破了3万美元。而在一周前的10月16日晚间，一则谎称“贝莱德比特币现货ETF获批”的假新闻，也使得比特币的价格曾短暂突破3万美元，但在辟谣之后，比特币价格又迅速跌破28000美元。 It is worth noting that, since this year, Bitcoin's spot E.T.F.F. has driven a number of rebounds in Bitcoin prices. In June of this year, after retransmitting its investment in Belet, 对此，中国金融智库特邀研究员余丰慧向《华夏时报》记者表示，比特币现货ETF获批对市场行情的影响很大，因为它为投资者提供一种更容易且可靠的方式来参与比特币市场。获批意味着更多的机构和个人投资者可以用传统的股票和ETF账户买卖比特币，而无需自己购买和保存实际的比特币。这将进一步推动比特币的流动性和市场广泛参与程度，可能导致比特币价格的上涨。 In response, China’s financial think-tank invited researcher Yu Fung Fu-hyun told the Washington Times reporter that the approval of the Bitcoin spot ETF had a significant impact on market performance, as it provided investors with an easier and more reliable way to participate in the Bitcoin market. The approval meant that more institutions and individual investors could buy and sell bitcoins from traditional stocks and ETF accounts without having to buy and preserve actual bitcoins themselves. 在余丰慧看来，比特币现货ETF的通过将提高加密货币的合法性和认可度，使更多的机构和传统投资者进入市场。此外，ETF为投资者提供了一个可信赖、受监管的投资工具，相对降低了风险。这可能进一步增加投资者对加密货币的兴趣和需求。 Moreover, ETFs provide investors with a credible, regulated investment tool that reduces risk relative to risk. This may further increase investors’ interest in, and demand for, encrypted currencies. “尽管比特币现货ETF是通过纳斯达克证券交易所上市的，但比特币本身的价格仍然非常波动和不稳定。”余丰慧强调。 “Notwithstanding that the Bitcoin spot ETF was marketed through 九三学社中央科技委委员陈根也向《华夏时报》记者表示，比特币现货ETF的上线，对于比特币而言，是一种短期利好，主要是增加了交易流动性。但从长期来看，加密货币还是要找到价值属性，或者说被纳入资产监管体系，否则对于普通投资者而言，依然存在着比较大的投资风险。 Chen Guen, a member of the Central CST of the 93rd Academies, also stated to the Washington Times journalists that the spot ETF of Bitcoin is a short-term benefit for Bitcoin, mainly increasing the liquidity of transactions. However, in the long run, encrypted currencies still have to find value attributes, or be integrated into the asset regulatory system, otherwise there is still a greater investment risk for ordinary investors. “投资比特币的现货ETF，其风险和直接投资比特币一样。对于普通的投资者而言，尤其是在当前不确定性增加的国际环境，以及加密技术正在面临量子计算的挑战下，投资的风险与不确定性正在增加，需要审慎面对。”陈根说。 “Investing in bitcoin’s spot ETF, with the same risk as direct investment in bitcoin. For ordinary investors, especially in the current international environment, where uncertainty is increasing, and where encryption technology is facing the challenge of quantum computing, investment risks and uncertainties are increasing and need to be approached carefully.” Chengen. （文章来源：华夏时报）
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