Truth Social 撤回比特币 ETF 申请,分析师称或因竞争过于激烈

ChainCatcher 消息,彭博 ETF 分析师 James Seyffart 披露,特朗普旗下社交平台 Truth Social 已撤回其现货比特币 ETF 申请。Seyffart 表示,官方新闻稿给出的理由“并不太合理”。他指出,33 Act ETP 与 40 Act ETF 在监管保护层面本就存在差异,这是加密 ETF 市场的常识,“并没有任何新变化”。他认为,更可能的原因是现货比特币 ETF 市场竞争已极度激烈,尤其是在 Morgan Stanley 推出费率仅 14 个基点的 MSBT 后,市场空间进一步被压缩。
Seyffart 同时表示,Truth Social 方面似乎仍计划推出更灵活的加密相关 ETF 策略,并采用 40 Act 基金架构。他称:“市场真的还需要第 14 个现货比特币 ETF 吗?但更具差异化的产品仍然有意义。”
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