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Chang 丶
ETH、SOL 进 ETF,一定要现货篮子吗?ARK 这回绕了条弯路。
ARK ETF Trust 向 SEC 交了 ARK Tokenized Market Infrastructure ETF 的注册文件(约11/6)。主动管理,通常至少八成仓位砸向代币化市场基建相关公司——代币化平台、稳定币发行商、交易所、券商、托管、结算网络那一挂。
ETH、SOL 这边走的是「挂钩美股上市加密 ETP 的总收益互换」——间接敞口,不直接持币、也不直接持那些 ETP。代码和管理费还没披露,注册文件尚未生效。
要紧一句:申报 ≠ 获批 ≠ 现货 ETF 开闸。这是基建叙事包装的一条旁路,别跟「又一只 ETH/SOL 现货 ETF 过了」混成一句话。
置信度:媒体 + SEC 注册披露(吴说等);申报≠生效≠必过审。你们觉得这类「间接敞口」产品,散户会买账,还是更像机构菜单里的配菜?
$ETH $SOL
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