美国资产管理巨头VanEck是以太坊现货ETF发行商之一，且在今年2月底，于以太坊上推出了自托管NFT市场及数字资产平台Seg Mint。而在昨(6)日，BSCN Headlines消息指出，VanEck已质押32,400枚ETH，价值1.25亿美元。
The United States asset-management giant VanEck is one of the spot ETF distributors in Taiwan, and, at the end of February this year, Etheria launched its own hosting of the NFT market and digital asset platform, Seg Mint. Yesterday (6) BSCN Headlines reported that Van Eck had pledged 32,400 ETHs valued at $125 million.
这引发了市场对于VanEck是否自行运营节点或选择了第三方流动性质押服务的猜测，但不论是哪一种方式，都显示了这家华尔街金融巨头对以太坊生态的高度重视。
This gave rise to speculation in the market as to whether Van Eck was operating nodes on his own or choosing a third-party mobile escort service, but in either way it demonstrated the importance that the Wall Street financial giant attached to Etherm's ecology.
与此同时，该机构也在近日释出报告，上调对以太币的价格预测，并探讨比特币和以太币的最佳投资组合配置。
At the same time, the agency has recently released its report, revised upwards to forecast the price of the TT and explored the optimal portfolio configuration of the TT and TT.
VanEck预计，以太坊现货ETF将很快在美国证券交易所获准交易，这将使财务顾问和机构投资者能够在合格托管人的担保下持有以太币，同时享受ETF所提供的定价和流动性优势，预期以太坊及其生态将显著增长。因此，VanEck更新了其财务模型并重新评估了以太币的目标价格。
Van Eckk expects that ETF will soon be allowed to be traded on the US Stock Exchange, which will enable financial advisers and institutional investors to hold TTs under the sponsorship of qualified trustees, while enjoying the pricing and liquidity advantages offered by ETFs, and is expected to grow significantly in TT and its ecology. As a result, Van Eckk updated its financial model and reassessed its target prices in TT.
根据VanEck预测，到2030年，以太坊将产生约660亿美元的自由现金流，并在以下几个主要领域拥有15兆美元的总潜在市场规模(TAM)：
According to Van Eck, by 2030 Ether will have generated about $66 billion in free cash flows and a total potential market size of $15 trillion in the following major areas (TAM):
金融、银行与支付：10.9兆美元
Finance, banking and payments: $10.9 trillion
营销、广告、社交和游戏：1.1兆美元
Marketing, advertising, socialization and games: $1.1 trillion
基础设施：1.8兆美元
Infrastructure: $1.8 trillion
人工智能：1.4兆美元
Artificial intelligence: $1.4 trillion
另值得注意的是，22,000美元的目标价，是代表以太坊能在智能合约市场能占到70%市占率。下图我们可以看到VanEck进一步预测：
It is also worth noting that the target price of US$22,000 is a 70% share of the market for smart contracts on behalf of Tai Hwan. Here we can see Van Eck further predict:
智能合约市占率90%：ETH价格2030预估来到154,000美元。
The market for smart contracts accounts for 90 per cent: ETH prices are estimated at US$ 154,000.
智能合约市占率15%：ETH价格2030预估仅剩360美元。
The market for smart contracts accounts for 15 per cent: ETH prices are estimated to be only $360.
有趣的是，VanEck还比较了以太坊与Web2应用的收入：
Interestingly, VanEck compares Ether and Web2 applications:
以太坊以34亿美元的收入超过了Etsy、Twitch和Roblox的年收入。
With $3.4 billion, Ether's income exceeded Etsy, Twitch and Roblox's annual income.
以太坊拥有2000万的月活跃用户，数量也超过了Instacart、Robinhood和Vrbo。
Etheria has 20 million active monthly users, which also exceeds Instacard, Robinhood and Vrbo.
每位以太坊的月活跃用户平均每年能够创造172美元的收入，这与Apple Music(100美元)、Netflix(142美元)和Instagram(25美元)的用户收入相比，都显得十分突出。
The average annual income of each user active monthly in Taiku is US$ 172, which compares favourably with the income of Apple Music (US$ 100), Netflix (US$ 142) and Instagram (US$ 25).
VanEck认为以太坊可以比拟于Apple App Store或Google Play这样的平台业务，并且为使用者和应用业主提供了Web2平台没有的独特价值主张。
Van Eckk believes that the Etheria can be compared to platform operations such as Apple App Store or Google Play, and provides users and application owners with unique value propositions that web2 platforms do not have.
以太坊每用户收入超过大多数Web2企业
More income per user than most Web2 companies
此外，VanEck进行了投资组合研究，以评估将比特币和以太币(最多6%)纳入传统的60/40股债投资组合的影响。
In addition, Van Eck carried out a portfolio study to assess the impact of including Bitcoin and Ether (up to 6 per cent) in the traditional 60/40-share portfolio.
研究结果显示，一个投资组合如果包括3%的比特币和3%的以太币(以及57%的标普500指数和37%的美国债券)，将能够在每单位风险(以标准差衡量)上获得最高的回报。也就是说，在保持总体投资组合6%的保守配置的前提下，对加密货币的最大可允许配置实现了最高的风险调整后报酬。
Research shows that a portfolio that includes 3% bitcoins and 3% taels (as well as 57% universal 500 index and 37% US bonds) would yield the highest return on each unit of risk (measured by standard deviations). That is, with a conservative configuration of 6% of the total portfolio, maximum allowable exposure to encrypted currencies would be compensated with the highest risk adjustment.
而在最大回撤和夏普比率的研究上，6%的加密货币配置投组其夏普比率几乎是60/40 投资组合的两倍，而回撤仅略有增加。这强调了将BTC和ETH添加到传统投资组合在风险回报比上是非常有利的。
In the study of the largest withdrawal and Sharp ratios, 6% of the encrypted currency allocation group had an investment rate of almost double the 60/40 portfolio, with a slight increase in the withdrawal. This highlighted that adding BTC and ETH to the traditional portfolio was highly beneficial in terms of risk returns.
60/40股债投组纳入BTC/ETH的「最大回撤和夏普比率」分析
Analysis of the "Maximum withdrawal and Sharp ratios" for inclusion of BTC/ETH in 60/40 debt donors
对于纯加密投资组合的配置，VanEck分析显示，理想的配置是71.4%的比特币和28.6%的以太币，这种配置产生了最高的夏普比率，亦即提供了最佳的风险调整回报。50%BTC和50%ETH的简单配置也展现了巨大的优势，这强调了投资者需要同时持有这两种加密货币才能最大化利益。
For a purely encrypted portfolio configuration, VanEck's analysis shows that the ideal configuration is 71.4 per cent of bitcoins and 28.6 per cent of tusks, resulting in the highest Sharp ratio, which provides the best risk adjustment return. The simple configuration of 50 per cent of BTCs and 50 per cent of ETHs also shows great advantages, highlighting the need for investors to hold both sets of encrypted currencies in order to maximize the benefits.
各种BTC-ETH投资组合配置的比较指标
Comparative indicator for various BTC-ETH portfolio configurations
以上就是VanEck报告：以太坊年收入34亿美元！超Etsy、Twitch和Roblox等的详细内容，更多关于以太坊每位用户收入超过大多数Web2企业的资料请关注脚本之家其它相关文章！
This is the Van Eckl report: Ether's annual income of $3.4 billion! Beyond Etsy, Twitch and Roblox, more information about Ether's income per user than most Web2 companies.
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