Gu Yanxi: Bakkt essentially provides leveraged bitcoin spot trading

今日,CBX研究院创始人谷燕西发表Bakkt研究笔记。他认为: 1. Bakkt本质上提供的是具有杠杆功能的比特币现货交易。 2. 由于Bakkt合规的特点,期货交易行业中的市场地位,所提供交易的产品的属性以及其广泛的机构用户基础,Bakkt在全球比特币交易市场的市场份额会很快上升。 3.全球范围内的比特币现货交易价格将受制于Bakkt每日交割比特币期货的交易价格。 4. Bakkt每日交割期货产品的结算价格会成为全球范围内比特币结算价格的重要依据。 5. 全球范围内的比特币现货交易价格的波动性将会减小。 6. Bakkt的上线将进一步推动全球其它金融监管机构对比特币的接受程度,会有更多的合规的交易所提供比特币的交易,也会进一步地分化现有的创业型的加密数字货币交易所。 7. 会进一步推动全球合规交易所对合规的加密数字货币托管机构的需求。提供加密数字资产托管服务的技术型公司因此会有更多的机会。 8. 数字货币交易的托管不可能在现有的证券托管机构中完成,会单独在Bakkt这样的专门的托管机构中完成,会有更多的这样的托管机构出现。
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