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Bitwise CIO 解释 XRP 在 ETF 暴涨 80% 后的机构吸引力

2026-09-29 21:15:02

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Bitwise首席投资官解析XRP的机构吸引力：与价格无关的核心逻辑

Bitwise首席投资官Matt Hougan深入剖析了金融顾问为何积极买入瑞波币（Ripple）的原生代币XRP，并指出这一现象背后的驱动因素与其价格走势关系甚微。此番言论的背景是，第三季度XRP交易所交易基金（ETF）的净资产增长了80%，并于9月25日创下17.7亿美元的历史新高。

XRP将长期存在：机构信心的基石

Hougan将XRP誉为“加密货币领域的‘总统山’级资产”，并阐述了其吸引投资者的两大核心理由。首要原因在于投资者对其持久性的高度确信。“许多金融顾问在审视加密市场时会心存疑虑：这些项目是否真实可靠？它们能否长久存续？未来是否依然在场？而XRP拥有庞大的历史业绩和深厚的背景，这赋予了人们对其未来持续存在的信心，”Hougan解释道。

第二个理由则更具实用性。据该首席投资官介绍，XRP能够融入投资者易于理解的现实应用场景中。金融顾问们密切关注稳定币领域以及跨货币和流动性领域，并对诸如瑞波公司获得银行牌照等新闻保持高度敏感。

XRP社区知名人物、在X平台活跃的用户Vet（本名Hussein Zangana）也提出了类似观点。他称该网络为“真实的”，并强调它经受住了任何加密资产所面临的最严苛审查。

资金流向与市场表现

此前CryptoPotato报道指出，上周XRP ETF吸引了约7600万美元的资金流入，这是一个月来的最佳单周表现，使连续资金流入周期延长至11周。目前，Bitwise旗下的基金以累计7.7亿美元的净流入量领跑，富兰克林邓普顿旗下基金紧随其后，累计净流入5.01亿美元；而21Shares旗下的基金至今净流出2115万美元。

根据SoSoValue数据，周一Canary的XRP信托增加了396万美元，使得所有XRP ETF的累计总净流入达到17.9亿美元。然而，总净资产为16.8亿美元，略低于周五创下的纪录水平。

相关动态方面，Bitwise于9月28日提交了其XRP基金的更新招股书。该基金收费费率为0.34%，并将资产托管于Coinbase Custody。正如分析师Xaif Crypto所指出的，由于该ETF仍在持续发行新份额，因此必须保持招股书的时效性。

XRP价格走势回顾

截至撰稿时，XRP交易价格约为1.50美元，24小时内上涨约2%，过去14天涨幅近7%，过去一个月涨幅接近8%。尽管如此，其价格仍较一年前下跌47%，较历史最高价3.65美元下跌59%。

XRP is expected to usher in its third consecutive month of gains. Previously, the token rose by about 30% in August and slightly rose by 2.10% in July. As Xaif Crypto reminds, this situation is extremely rare in a bear market. The last time XRP recorded a longer consecutive monthly rise was in 2023, when it continued to rise from September to December until it was interrupted by an 18% decline in January 2024.

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