Ethereum Trader Is 'Extremely Long' And Sees 'Significant Upside Repricing' Coming
Ethereum Trader Is 'Extremely Long' And Sees 'Significant Upside Repricing' Coming
Spot Ethereum (CRYPTO: ETH) ETFs have kept crypto markets and traders on the edge, with bullish sentiment for the second-biggest crypto rising.
太空概念的以太坊（CRYPTO：ETH）ETF使加密市場和交易者保持深度觀察，對第二大加密貨幣的看好情緒上升。
What Happened: Trader Flood Capital predicts a 77% chance that the Ethereum ETF will commence trading next week. He expects a "significant upside repricing" based on the assumption that Ethereum ETF flows will not disappoint and went "extremely long" on the asset.
發生了什麼：交易員Flood Capital預測以太坊ETF將在下週開始交易的概率爲77%。他期望根據以太坊ETF資金流量不會令人失望的假設發生“重要的上行再定價”，並對該資產“開多”。
The trader highlighted that the recent Ethereum low marked a near full retracement of the ETF announcement pump, indicating that people are extremely bearish due to (OTC:ETHE) outflow fears, critical views from crypto figures like Kang and poor market sentiment.
交易員強調，最近的以太坊低點標誌着ETF公告推動的幾乎完全回撤，表明人們對（OTC：ETHE）流出風險、Kang等加密人物的批評觀點以及市場情緒非常看淡。
Flood Capital also presented several bullish arguments that he believes are being overlooked. He emphasized that asset managers view the crypto ETF space as a new frontier that could generate billions in management fees over the next decade. He cited Blackrock's successful product launch with (NASDAQ:IBIT), which is already generating nearly $45 million in fees a year, just six months after its launch.
Flood Capital還提出了幾個牛市論點，他認爲這些論點被忽視了。他強調，資產管理人員認爲加密ETF領域是一個可產生數十億管理費的新前沿。他援引了Blackrock與（NASDAQ:IBIT）的成功產品推出，該產品推出僅六個月後就已經可以產生近4500萬美元的年費用。
Also Read: Ethereum ETF Inflows Could Be Up To 50% Of Bitcoin ETF Inflows: Galaxy Research
還閱讀：Galaxy Research：以太坊ETF流入可能達到比特幣ETF流入的50％
Why It Matters: Flood Capital believes the Ethereum ETFs presents another massive opportunity for asset managers to launch a product that could generate hundreds of millions in fees and could be as big as the Bitcoin (CRYPTO: BTC) ETFs, given the base management fees and the future ability to clip a fee off of the staking yield.
爲什麼這很重要：Flood Capital認爲，以太坊ETF還提供了資產管理人員推出能夠產生數百萬美元費用的產品的又一巨大機遇，並且基於管理費和未來能夠從權益收益中收取手續費的能力，它可能會與比特幣（CRYPTO：BTC）ETF一樣成功。
He also highlighted a clip by Scott Melker and VanEck's Head of Digital Asset Research, Matthew Sigel, which discusses how a $100 billion asset manager like VanEck is considering the Ethereum ETF launch. According to Duncan, VanEck is betting on the ETH ETF to catalyze a reflexive rally in ETH.
他還強調了Scott Melker和VanEck數字資產研究負責人Matthew Sigel的片段，其中討論了像VanEck這樣的1000億美元管理資產的資產管理人正在考慮推出以太坊ETF的情況。據Duncan稱，VanEck正在押注ETH ETF會引發ETH的反應性反彈。
The trader thinks companies like BlackRock and VanEck could start an Ethereum narrative themselves, whether it's real-world assets, VanEck's new stablecoin or their "open app store" thesis. He believes that combining these narratives with good flows and Ethereum's extremely reflexive characteristics could lead to a massive ETH rally.
該交易員認爲，BlackRock和VanEck等公司可能會自己開啓以太坊敘事，不管是真實世界的資產、VanEck的新穩定幣還是他們的“開放應用商店”論點。他認爲，將這些敘事與良好的資金流和以太坊極其反應靈敏的特性相結合，可能會引發大規模的ETH暴漲。
What's Next: The influence of BEthereum as an institutional asset class is expected to be thoroughly explored at Benzinga's upcoming Future of Digital Assets event on Nov. 19.
下一步：BEthereum作爲機構資產類別的影響力預計將在Benzinga即將舉辦的數字資產未來活動中得到深入探討，該活動將於11月19日舉行。
This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
此內容部分使用人工智能工具生成，並由Benzinga編輯審查和發佈。
Image: Shutterstock
圖片：shutterstock