加密货币投资正从幕后走向台前，传统上市公司成为数字资产配置的新载体。 Pantera由前高盛和Tiger Global Management交易员Dan Morehead创立，目前管理着约50亿美元资产，是 规模最大的老牌加密资产管理公司之一。该公司已成为加密财库股票领域最活跃的投资者。 而Solana是一个开源、去中心化的第一层区块链平台，被认为是以太坊的强劲竞争对手，其网络不仅处 理速度较快，而且交易费用远低于以太坊。 Pantera目标——"Solana财库" 据媒体援引知情人士透露，Pantera的具体操作方式是先募集5亿美元资金，然后投资于这家纳斯达克上 市公司，该公司将向Pantera主导的投资者集团发行新股。公司获得现金后将用于购买Solana代币。 作为交易的一部分，Pantera的一名高管将加入该公司董事会，负责领导其Solana accumulation战略。据 悉，包括亚洲在内的国际投资者正在就参与这笔交易进行谈判，而Pantera本身计划投资1亿美元。 目前该上市公司的具体身份尚未披露，但按照计划，公司完成转型后将更名为Solana Co.。 华尔街见闻文章写道，美国首家以Solana ...

Group 1 - The approval of the REX-Osprey Sol+Staking ETF (SSK) marks the first cryptocurrency product allowing investors to earn yields through staking Solana tokens, reflecting a significant regulatory shift under the Trump administration [1][2] - The ETF will charge a fee rate of 0.75% and allocate at least 40% of its assets to other ETFs and exchange-traded products, primarily those registered outside the U.S., indicating a change in its investment strategy [1] - The SEC's evolving stance under the new leadership of Paul Atkins shows a greater openness to the cryptocurrency sector, potentially allowing more tokens to be classified outside of securities regulations [2] Group 2 - The introduction of staking yield ETFs is seen as a step towards integrating the crypto economy with public markets, making cryptocurrencies more accessible to traditional investors [2] - Despite the approval, there are ongoing uncertainties regarding the distribution, taxation, and reporting of staking rewards, which pose operational risks for ETF issuers [3] - The approval of SSK is expected to trigger a wave of new cryptocurrency ETF launches, with potential implications for the approval of spot Ether ETFs as well [3]