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Bitcoin, Ethereum Have Left FTX Collapse Behind, But MicroStrategy Has Outperformed: Report

Bitcoin, Ethereum Have Left FTX Collapse Behind, But MicroStrategy Has Outperformed: Report

比特幣和以太幣已經擺脫了FTX的崩潰,但是microstrategy表現優異:報告
Benzinga ·  08/29 07:44

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.

數字資產板塊表現出了韌性,在FTX交易所在2022年11月崩盤後,經過研究報告顯示已經反彈,這份報告是Canaccord於週三發佈的。

What Happened: In the report, analysts led by Joseph Vafi highlighted a significant shift in the digital assets industry over the past year.

在報告中,由Joseph Vafi領導的分析師團隊強調了數字資產行業在過去一年中發生的重大變化。

"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.

「在過去一年中,我們認爲整個數字資產行業已經從FTX後期的整合/恢復階段轉變爲一個專注於增長、商業模式/總地址市場(TAM)擴張的階段,」分析師們表示。

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創立,在一篇CoinDesk報道曝光其資產負債表重大弱點後,陷入了第11章破產。

This event was a key driver of the prolonged crypto winter and the ensuing bear market.

這一事件是導致持續的加密冬季和隨後的熊市的重要推動因素。

A major catalyst for this resurgence has been the introduction of spot exchange-traded funds (ETFs) in the United States earlier this year.

這一復甦的主要推動因素是在今年早些時候在美國推出現貨交易所交易基金(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.

比特幣(CRYPTO: BTC)和以太幣(CRYPTO: ETH)現貨ETFs的批准和推出對推動更廣泛的機構採用數字資產起到了至關重要的作用。

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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.

以太幣現貨ETF於7月23日開始在美國交易,跟隨比特幣的腳步,比特幣ETFs在此之前六個月已經推出

These financial products have opened new avenues for institutional investors, potentially increasing the role of digital assets in diversified portfolios.

這些金融產品爲機構投資者開闢了新的投資途徑,可能會增加數字資產在多元化投資組合中的角色

The report also commended Michael Saylor's MicroStrategy (NASDAQ:MSTR) for its ongoing transformation into a Bitcoin-centric development company.

該報告還讚揚了納斯達克的MicroStrategy (NASDAQ:MSTR),因其正在轉變爲以比特幣爲核心的開發公司

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.

過去一年,MicroStrategy的股價上漲了約325%,遠遠超過大多數資產類別的表現,包括比特幣本身,後者的增長爲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,並非一帆風順。上週,花旗指出自從以太幣現貨ETFs在美國推出以來,加密市場面臨的挑戰,暗示市場尚未充分利用這些新產品

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,隨着數字資產行業繼續增長,對數字金融未來的討論將成爲即將到來的Benzinga數字資產未來活動的核心

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