Bitcoin, Ethereum Have Left FTX Collapse Behind, But MicroStrategy Has Outperformed: Report
Bitcoin, Ethereum Have Left FTX Collapse Behind, But MicroStrategy Has Outperformed: Report
The digital assets sector has shown resilience, bouncing back after the fallout from the FTX exchange collapse in November 2022, according to a research report released by Canaccord on Wednesday.
数字资产板块表现出了韧性，在FTX交易所在2022年11月崩盘后，经过研究报告显示已经反弹，这份报告是Canaccord于周三发布的。
What Happened: In the report, analysts led by Joseph Vafi highlighted a significant shift in the digital assets industry over the past year.
在报告中，由Joseph Vafi领导的分析师团队强调了数字资产行业在过去一年中发生的重大变化。
"In the last year, we believe the broader digital assets industry has transitioned from a post-FTX consolidation/recovery phase back to one focused on growth and business model/total addressable market (TAM) expansion," the analysts stated.
“在过去一年中，我们认为整个数字资产行业已经从FTX后期的整合/恢复阶段转变为一个专注于增长、商业模式/总地址市场（TAM）扩张的阶段，”分析师们表示。
Crypto exchange FTX founded by Sam Bankman-Fried, spiraled into Chapter 11 bankruptcy following a CoinDesk report that exposed significant weaknesses in its balance sheet.
加密交易所FTX由Sam Bankman-Fried创立，在一篇CoinDesk报道曝光其资产负债表重大弱点后，陷入了第11章破产。
This event was a key driver of the prolonged crypto winter and the ensuing bear market.
这一事件是导致持续的加密冬季和随后的熊市的重要推动因素。
A major catalyst for this resurgence has been the introduction of spot exchange-traded funds (ETFs) in the United States earlier this year.
这一复苏的主要推动因素是在今年早些时候在美国推出现货交易所交易基金（ETFs）。
The approval and launch of both Bitcoin (CRYPTO: BTC) and Ethereum (CRYPTO: ETH) spot ETFs have played a crucial role in driving broader institutional adoption of digital assets.
比特币（CRYPTO: BTC）和以太坊（CRYPTO: ETH）现货ETFs的批准和推出对推动更广泛的机构采用数字资产起到了至关重要的作用。
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Ethereum spot ETFs began trading in the U.S. on July 23, following in the footsteps of their Bitcoin counterparts, which had been launched six months earlier.
以太坊现货ETF于7月23日开始在美国交易，跟随比特币的脚步，比特币ETFs在此之前六个月已经推出
These financial products have opened new avenues for institutional investors, potentially increasing the role of digital assets in diversified portfolios.
这些金融产品为机构投资者开辟了新的投资途径，可能会增加数字资产在多元化投资组合中的角色
The report also commended Michael Saylor's MicroStrategy (NASDAQ:MSTR) for its ongoing transformation into a Bitcoin-centric development company.
该报告还赞扬了纳斯达克的MicroStrategy (NASDAQ:MSTR)，因其正在转变为以比特币为核心的开发公司
MicroStrategy's stock has surged approximately 325% over the past year, far surpassing the performance of most asset classes, including Bitcoin itself, which has seen a 148% increase.
过去一年，MicroStrategy的股价上涨了约325%，远远超过大多数资产类别的表现，包括比特币本身，后者的增长为148%
However, not all has been smooth sailing. Last week, Citi highlighted the challenges the crypto market has faced since the debut of Ethereum spot ETFs in the U.S., suggesting that the market has yet to fully capitalize on these new products.
然而，并非一帆风顺。上周，花旗指出自从以太坊现货ETFs在美国推出以来，加密市场面临的挑战，暗示市场尚未充分利用这些新产品
What's Next: As the digital assets industry looks toward continued growth, discussions on the future of digital finance will be central to the upcoming Benzinga's Future of Digital Assets event on Nov. 19.
下一步是，随着数字资产行业继续增长，对数字金融未来的讨论将成为即将到来的Benzinga数字资产未来活动的核心
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图片：shutterstock