Matrixport 報告引發加密貨幣市場暴跌,但公司共同創辦人吳忌寒在推特發文稱「Matrixport 分析師獨立運作,他們表達意見時不受管理層影響或干預」,並稱撰寫報告的 Markus「是一位才華橫溢的分析師」。
Matrixport's analysts operate independently, expressing their opinions without any influence or interference from management. They are employed for their superior analytical skills compared to mine and other management team. I have only briefly glanced at the title of the report,…
— Jihan Wu (@JihanWu) January 3, 2024
對於 ETF 吳忌寒認為「美國證券交易委員會(SEC)批准現貨 ETF 是不可避免的,這將吸引新的投資進入比特幣。比特幣正準備鞏固其作為儲值和風險對沖資產的地位,比黃金更有優勢。」
同時美國 Fox 新聞記者 Eleanor Terrett 表示 SEC 今天將會與各大交易所(Nasdaq 、 CBoE 和紐約證券交易所)就比特幣現貨 ETF 的 19b-4s 文件進行討論和敲定細節。
🚨SCOOP: The @SECGov is holding meetings today with the exchanges (@Nasdaq, @CBOE, @NYSE) to finalize comments on the 19b-4s submitted by the $BTC Spot ETF issuers.
— Eleanor Terrett (@EleanorTerrett) January 3, 2024
受消息影響比特幣在截稿前重回 43,000 美元水平,目前市場對於 Matrixport 報告質疑聲音較大,社群普遍應為 SEC 將通過 ETF 是大概率事件,包括 Bloomberg 分析師 Eric Balchunas 發推文表示:「除了批准之外,我們沒有聽到任何表明的內容」,暗示 ETF 的通過將是決定事件,並表示報告發表者可能「別有用心」。
People tagging me like crazy on this “rejection” report. We have heard nothing to indicate anything but approval but I want to give the guy benefit of doubt so I’m asking if he has any sources or if he just speculating. He seems to be bitcoin bull and recently tweeted… https://t.co/KV7k4NXtba
— Eric Balchunas (@EricBalchunas) January 3, 2024