· 方法论

以LTC ETF为例,展示如何独立于市场情绪进行催化剂分析。

中文翻译

仅举一例——关于莱特币(LTC) ETF申请: 我平时不会特意去搜索莱特币 ETF,因为莱特币(Litecoin)根本不在我的考虑范围内。 然而,只是在浏览时看到 X/Reddit 上的人们在讨论它被拒的消息。 -> 搜索莱特币 ETF 申请,发现日期是10月2日。 -> 搜索 Polymarket + 彭博社(Bloomberg) 赔率(Reddit/X 上的情绪是“因为延迟所以会被拒”,但我忽略它) 我自行判断这是一个足以影响市值的重要催化剂,因为机构资金流入,且 ETF 有助于储备以及其它 ETF 购买其中的 LTC。

英文原文

Just one example - with LTC ETF filings: I don't go out of my way to search up Litecoin ETFs since Litecoin is never in the back of my mind. However, just browsing online people on X/Reddit were talking about it getting rejected. -> Search up Litecoin ETF filing, find it's Oct 2nd. -> Search up Polymarket + Bloomberg Odds (sentiment on Reddit/X are like "it's going to be rejected because of delays", but ignore it) Made my own decision that it's consequential enough of a catalyst to the marketcap because of institutional inflows and that ETFs help with reserves + other ETFs buying LTC in it.

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