{"id":155762,"date":"2024-03-11T11:52:18","date_gmt":"2024-03-11T11:52:18","guid":{"rendered":"https:\/\/kr.cryptonews.com\/?p=155762"},"modified":"2024-03-11T11:54:23","modified_gmt":"2024-03-11T11:54:23","slug":"jpmorgan-expects-62-billion-bitcoin-spot-etfs-market-over-2-to-3-years","status":"publish","type":"post","link":"https:\/\/cryptonews.com\/kr\/news\/jpmorgan-expects-62-billion-bitcoin-spot-etfs-market-over-2-to-3-years\/","title":{"rendered":"\uc81c\uc774\ud53c\ubaa8\uac74, 2~3\ub144 \uc548\uc5d0 \ube44\ud2b8\ucf54\uc778 \ud604\ubb3c ETF \uc2dc\uc7a5 \uaddc\ubaa8 620\uc5b5 \ub2ec\ub7ec \uc608\uce21"},"content":{"rendered":"
\"제이피모건\"
출처: 픽사베이<\/figcaption><\/figure>

제이피모건에서 최근 비트코인 현물 ETF 시장의 전망을 두고, 금 시장과 비교 분석했을 때 총 자산 규모가 장기적으로 크게 증가하지 않을 것이라고 내다보았다.<\/p>

니콜라오스 파니기르초글로(Nikolaos Panigirtzoglou)가 이끄는 애널리스트들은 비트코인 ETF가 금을 대체한다고 가정하고 변동성을 고려하여 분석했을 때 현실적으로 2~3년 안에 620억 달러까지 성장할 수 있다고 예측했다.<\/p>

제이피모건의 비트코인 약세 전망<\/strong><\/h2>

<\/span><\/p>

제이피모건의 전망은 2개월 전 출시된 후 이미 93억 달러 이상 순유입된 비트코인 현물 ETF 시장에 관한 투자자의 기대치에는 못 미치는 수준이다. ETF 출시 당시에 비해 비트코인 시세가 오른 것을 감안하면, 그레이스케일을 포함한 ETF들은 AUM이 300억 달러에서 500억 달러 이상으로 증가했다.<\/p>

제이피모건에 따르면, 비트코인 지지자들이 비트코인과 관련한 위험성을 충분히 고려하지 않고 투자자의 포트폴리오 비중을 과대평가하고 있다. 제이피모건은 다음과 같이 말했다:<\/p>

“대다수의 투자자는 자산군 분배 전략 설정 시 위험성과 변동성을 고려한다. 비트코인의 변동성이 금의 변동성보다 3.7배 높은 점을 고려하면 비트코인이 투자자의 포트폴리오에서 금의 비중에 도달할 것이라고 추측하는 것은 비현실적이다.”<\/p>

투자자가 보유한 금 보유액(3조 3,000억 달러)을 금 대비 비트코인 변동성 비율 (3.7)로 나누면 투자자가 비트코인에 분배할 자본금이 9,000억 달러라는 결과가 나온다. 이를 비트코인 시세로 환산하면 4만 5,000달러가 되어 비트코인의 현 시세보다 6만 9,000달러보다 현저히 낮다.<\/p>

제이피모건이 계산한 비트코인 ETF 시장 규모 620억 달러는 다음과 같이 도출되었다. 즉, 모든 펀드가 보유한 금 보유액인 2,300억 달러를 변동성 비율 3.7로 나누었다. 그러나 현물 비트코인 ETF로 유입된 자금 중 상당한 비중이 다른 비트코인 관련 투자 상품에서 이동한 것일 가능성도 존재한다.<\/p>

비트코인 대 금의 대결<\/strong><\/h2>

<\/span><\/p>

베타파이<\/a>(VettaFi) 조사 결과에 따르면 미국 금 ETF는 총 자산 규모가 92조 달러에 달한다. 비트코인 ETF는 상품 ETF 중 금 다음으로 가장 규모가 크다.<\/p>

비트코인과 금은 투자 수단으로서 비슷한 특성을 가진 것으로 종종 비교된다. 두 자산 모두 내재된 현금 흐름이 없으며 생산이 어려워 인플레이션 헷지 수단으로 활용된다.<\/p>

블랙록 CEO 래리 핑크(Larry Fink)는 비트코인 ETF를 언급할 때 비트코인을 “디지털 금”으로 묘사하였으며 비트코인을 추구하는 투자자의 성향을 두고 “품질을 위한 질주”라고 표현한 바 있다.<\/p>

\n \n<\/p>

함께 읽을 만한 기사<\/strong><\/p>

이번 2024년 투자하기 좋은 ICO 코인 추천 – 신규 코인 ICO 순위<\/a><\/p>

시바이누와 신생 밈코인의 대결, 누가 먼저 1달러에 도달할까?<\/a><\/p>

\n <\/p>","protected":false},"excerpt":{"rendered":"

제이피모건에서 최근 비트코인 현물 ETF 시장의 전망을 두고, 금 시장과 비교 분석했을 때 총 자산 규모가 장기적으로 크게 증가하지 않을 것이라고 내다보았다.니콜라오스 파니기르초글로(Nikolaos Panigirtzoglou)가 이끄는 애널리스트들은 비트코인 ETF가 금을 대체한다고 가정하고 변동성을 고려하여 분석했을 때 현실적으로 2~3년 안에 620억 달러까지 성장할 수 있다고 예측했다.제이피모건의 비트코인 약세 전망제이피모건의 전망은 2개월 전 출시된 후 이미 93억 달러 […]<\/p>\n","protected":false},"author":253,"featured_media":155764,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1,6],"tags":[],"editors":[],"sponsored_companies":[],"class_list":["post-155762","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","category-bitcoin-news"],"acf":[],"yoast_head":"\n\uc81c\uc774\ud53c\ubaa8\uac74, 2~3\ub144 \uc548\uc5d0 \ube44\ud2b8\ucf54\uc778 \ud604\ubb3c ETF \uc2dc\uc7a5 \uaddc\ubaa8 620\uc5b5 \ub2ec\ub7ec \uc608\uce21<\/title>\n<meta name=\"description\" content=\"\u00a0\uc81c\uc774\ud53c\ubaa8\uac74\uc5d0\uc11c \ucd5c\uadfc \ube44\ud2b8\ucf54\uc778 \ud604\ubb3c ETF \uc2dc\uc7a5\uc758 \uc804\ub9dd\uc744 \ub450\uace0, \uae08 \uc2dc\uc7a5\uacfc \ube44\uad50 \ubd84\uc11d\ud588\uc744 \ub54c \ucd1d \uc790\uc0b0 \uaddc\ubaa8\uac00 \uc7a5\uae30\uc801\uc73c\ub85c \ud06c\uac8c \uc99d\uac00\ud558\uc9c0 \uc54a\uc744 \uac83\uc774\ub77c\uace0 \ub0b4\ub2e4\ubcf4\uc558\ub2e4.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cryptonews.com\/kr\/news\/jpmorgan-expects-62-billion-bitcoin-spot-etfs-market-over-2-to-3-years\/\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\uc81c\uc774\ud53c\ubaa8\uac74, 2~3\ub144 \uc548\uc5d0 \ube44\ud2b8\ucf54\uc778 \ud604\ubb3c ETF \uc2dc\uc7a5 \uaddc\ubaa8 620\uc5b5 \ub2ec\ub7ec \uc608\uce21\" \/>\n<meta property=\"og:description\" content=\"\u00a0\uc81c\uc774\ud53c\ubaa8\uac74\uc5d0\uc11c \ucd5c\uadfc \ube44\ud2b8\ucf54\uc778 \ud604\ubb3c ETF \uc2dc\uc7a5\uc758 \uc804\ub9dd\uc744 \ub450\uace0, \uae08 \uc2dc\uc7a5\uacfc \ube44\uad50 \ubd84\uc11d\ud588\uc744 \ub54c \ucd1d \uc790\uc0b0 \uaddc\ubaa8\uac00 \uc7a5\uae30\uc801\uc73c\ub85c \ud06c\uac8c \uc99d\uac00\ud558\uc9c0 \uc54a\uc744 \uac83\uc774\ub77c\uace0 \ub0b4\ub2e4\ubcf4\uc558\ub2e4.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cryptonews.com\/kr\/news\/jpmorgan-expects-62-billion-bitcoin-spot-etfs-market-over-2-to-3-years\/\" \/>\n<meta property=\"og:site_name\" content=\"Cryptonews Korea\" \/>\n<meta property=\"article:published_time\" content=\"2024-03-11T11:52:18+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-03-11T11:54:23+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cimg.co\/wp-content\/uploads\/sites\/18\/2024\/03\/11115058\/1701431711-jpmorgan.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"612\" \/>\n\t<meta property=\"og:image:height\" content=\"408\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:description\" content=\"\u00a0\uc81c\uc774\ud53c\ubaa8\uac74\uc5d0\uc11c \ucd5c\uadfc \ube44\ud2b8\ucf54\uc778 \ud604\ubb3c ETF \uc2dc\uc7a5\uc758 \uc804\ub9dd\uc744 \ub450\uace0, \uae08 \uc2dc\uc7a5\uacfc \ube44\uad50 \ubd84\uc11d\ud588\uc744 \ub54c \ucd1d \uc790\uc0b0 \uaddc\ubaa8\uac00 \uc7a5\uae30\uc801\uc73c\ub85c \ud06c\uac8c \uc99d\uac00\ud558\uc9c0 \uc54a\uc744 \uac83\uc774\ub77c\uace0 \ub0b4\ub2e4\ubcf4\uc558\ub2e4.\" \/>\n<meta name=\"twitter:image\" content=\"https:\/\/cimg.co\/wp-content\/uploads\/sites\/18\/2024\/03\/11115058\/1701431711-jpmorgan.jpg\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"\uc81c\uc774\ud53c\ubaa8\uac74, 2~3\ub144 \uc548\uc5d0 \ube44\ud2b8\ucf54\uc778 \ud604\ubb3c ETF \uc2dc\uc7a5 \uaddc\ubaa8 620\uc5b5 \ub2ec\ub7ec \uc608\uce21","description":"\u00a0\uc81c\uc774\ud53c\ubaa8\uac74\uc5d0\uc11c \ucd5c\uadfc \ube44\ud2b8\ucf54\uc778 \ud604\ubb3c ETF \uc2dc\uc7a5\uc758 \uc804\ub9dd\uc744 \ub450\uace0, \uae08 \uc2dc\uc7a5\uacfc \ube44\uad50 \ubd84\uc11d\ud588\uc744 \ub54c \ucd1d \uc790\uc0b0 \uaddc\ubaa8\uac00 \uc7a5\uae30\uc801\uc73c\ub85c \ud06c\uac8c \uc99d\uac00\ud558\uc9c0 \uc54a\uc744 \uac83\uc774\ub77c\uace0 \ub0b4\ub2e4\ubcf4\uc558\ub2e4.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/cryptonews.com\/kr\/news\/jpmorgan-expects-62-billion-bitcoin-spot-etfs-market-over-2-to-3-years\/","og_locale":"ko_KR","og_type":"article","og_title":"\uc81c\uc774\ud53c\ubaa8\uac74, 2~3\ub144 \uc548\uc5d0 \ube44\ud2b8\ucf54\uc778 \ud604\ubb3c ETF \uc2dc\uc7a5 \uaddc\ubaa8 620\uc5b5 \ub2ec\ub7ec \uc608\uce21","og_description":"\u00a0\uc81c\uc774\ud53c\ubaa8\uac74\uc5d0\uc11c \ucd5c\uadfc \ube44\ud2b8\ucf54\uc778 \ud604\ubb3c ETF \uc2dc\uc7a5\uc758 \uc804\ub9dd\uc744 \ub450\uace0, \uae08 \uc2dc\uc7a5\uacfc \ube44\uad50 \ubd84\uc11d\ud588\uc744 \ub54c \ucd1d \uc790\uc0b0 \uaddc\ubaa8\uac00 \uc7a5\uae30\uc801\uc73c\ub85c \ud06c\uac8c \uc99d\uac00\ud558\uc9c0 \uc54a\uc744 \uac83\uc774\ub77c\uace0 \ub0b4\ub2e4\ubcf4\uc558\ub2e4.","og_url":"https:\/\/cryptonews.com\/kr\/news\/jpmorgan-expects-62-billion-bitcoin-spot-etfs-market-over-2-to-3-years\/","og_site_name":"Cryptonews Korea","article_published_time":"2024-03-11T11:52:18+00:00","article_modified_time":"2024-03-11T11:54:23+00:00","og_image":[{"width":612,"height":408,"url":"https:\/\/cimg.co\/wp-content\/uploads\/sites\/18\/2024\/03\/11115058\/1701431711-jpmorgan.jpg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_description":"\u00a0\uc81c\uc774\ud53c\ubaa8\uac74\uc5d0\uc11c \ucd5c\uadfc \ube44\ud2b8\ucf54\uc778 \ud604\ubb3c ETF \uc2dc\uc7a5\uc758 \uc804\ub9dd\uc744 \ub450\uace0, \uae08 \uc2dc\uc7a5\uacfc \ube44\uad50 \ubd84\uc11d\ud588\uc744 \ub54c \ucd1d \uc790\uc0b0 \uaddc\ubaa8\uac00 \uc7a5\uae30\uc801\uc73c\ub85c \ud06c\uac8c \uc99d\uac00\ud558\uc9c0 \uc54a\uc744 \uac83\uc774\ub77c\uace0 \ub0b4\ub2e4\ubcf4\uc558\ub2e4.","twitter_image":"https:\/\/cimg.co\/wp-content\/uploads\/sites\/18\/2024\/03\/11115058\/1701431711-jpmorgan.jpg","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/cryptonews.com\/kr\/news\/jpmorgan-expects-62-billion-bitcoin-spot-etfs-market-over-2-to-3-years\/#article","isPartOf":{"@id":"https:\/\/cryptonews.com\/kr\/news\/jpmorgan-expects-62-billion-bitcoin-spot-etfs-market-over-2-to-3-years\/"},"author":{"name":"robertjang","@id":"https:\/\/cryptonews.com\/kr\/#\/schema\/person\/91213a34e5661c39764de1ff95551338"},"headline":"\uc81c\uc774\ud53c\ubaa8\uac74, 2~3\ub144 \uc548\uc5d0 \ube44\ud2b8\ucf54\uc778 \ud604\ubb3c ETF \uc2dc\uc7a5 \uaddc\ubaa8 620\uc5b5 \ub2ec\ub7ec \uc608\uce21","datePublished":"2024-03-11T11:52:18+00:00","dateModified":"2024-03-11T11:54:23+00:00","mainEntityOfPage":{"@id":"https:\/\/cryptonews.com\/kr\/news\/jpmorgan-expects-62-billion-bitcoin-spot-etfs-market-over-2-to-3-years\/"},"wordCount":37,"publisher":{"@id":"https:\/\/cryptonews.com\/kr\/#organization"},"image":{"@id":"https:\/\/cryptonews.com\/kr\/news\/jpmorgan-expects-62-billion-bitcoin-spot-etfs-market-over-2-to-3-years\/#primaryimage"},"thumbnailUrl":"https:\/\/cimg.co\/wp-content\/uploads\/sites\/18\/2024\/03\/11115058\/1701431711-jpmorgan.jpg","articleSection":["News","\ube44\ud2b8\ucf54\uc778 \ub274\uc2a4"],"inLanguage":"ko-KR","copyrightYear":"2024","copyrightHolder":{"@id":"https:\/\/cryptonews.com\/#organization"}},{"@type":"WebPage","@id":"https:\/\/cryptonews.com\/kr\/news\/jpmorgan-expects-62-billion-bitcoin-spot-etfs-market-over-2-to-3-years\/","url":"https:\/\/cryptonews.com\/kr\/news\/jpmorgan-expects-62-billion-bitcoin-spot-etfs-market-over-2-to-3-years\/","name":"\uc81c\uc774\ud53c\ubaa8\uac74, 2~3\ub144 \uc548\uc5d0 \ube44\ud2b8\ucf54\uc778 \ud604\ubb3c ETF \uc2dc\uc7a5 \uaddc\ubaa8 620\uc5b5 \ub2ec\ub7ec \uc608\uce21","isPartOf":{"@id":"https:\/\/cryptonews.com\/kr\/#website"},"primaryImageOfPage":{"@id":"https:\/\/cryptonews.com\/kr\/news\/jpmorgan-expects-62-billion-bitcoin-spot-etfs-market-over-2-to-3-years\/#primaryimage"},"image":{"@id":"https:\/\/cryptonews.com\/kr\/news\/jpmorgan-expects-62-billion-bitcoin-spot-etfs-market-over-2-to-3-years\/#primaryimage"},"thumbnailUrl":"https:\/\/cimg.co\/wp-content\/uploads\/sites\/18\/2024\/03\/11115058\/1701431711-jpmorgan.jpg","datePublished":"2024-03-11T11:52:18+00:00","dateModified":"2024-03-11T11:54:23+00:00","description":"\u00a0\uc81c\uc774\ud53c\ubaa8\uac74\uc5d0\uc11c \ucd5c\uadfc \ube44\ud2b8\ucf54\uc778 \ud604\ubb3c ETF \uc2dc\uc7a5\uc758 \uc804\ub9dd\uc744 \ub450\uace0, \uae08 \uc2dc\uc7a5\uacfc \ube44\uad50 \ubd84\uc11d\ud588\uc744 \ub54c \ucd1d \uc790\uc0b0 \uaddc\ubaa8\uac00 \uc7a5\uae30\uc801\uc73c\ub85c \ud06c\uac8c \uc99d\uac00\ud558\uc9c0 \uc54a\uc744 \uac83\uc774\ub77c\uace0 \ub0b4\ub2e4\ubcf4\uc558\ub2e4.","breadcrumb":{"@id":"https:\/\/cryptonews.com\/kr\/news\/jpmorgan-expects-62-billion-bitcoin-spot-etfs-market-over-2-to-3-years\/#breadcrumb"},"inLanguage":"ko-KR","potentialAction":[{"@type":"ReadAction","target":["https:\/\/cryptonews.com\/kr\/news\/jpmorgan-expects-62-billion-bitcoin-spot-etfs-market-over-2-to-3-years\/"]}],"author":[]},{"@type":"ImageObject","inLanguage":"ko-KR","@id":"https:\/\/cryptonews.com\/kr\/news\/jpmorgan-expects-62-billion-bitcoin-spot-etfs-market-over-2-to-3-years\/#primaryimage","url":"https:\/\/cimg.co\/wp-content\/uploads\/sites\/18\/2024\/03\/11115058\/1701431711-jpmorgan.jpg","contentUrl":"https:\/\/cimg.co\/wp-content\/uploads\/sites\/18\/2024\/03\/11115058\/1701431711-jpmorgan.jpg","width":612,"height":408},{"@type":"BreadcrumbList","@id":"https:\/\/cryptonews.com\/kr\/news\/jpmorgan-expects-62-billion-bitcoin-spot-etfs-market-over-2-to-3-years\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/cryptonews.com\/kr\/"},{"@type":"ListItem","position":2,"name":"\uc81c\uc774\ud53c\ubaa8\uac74, 2~3\ub144 \uc548\uc5d0 \ube44\ud2b8\ucf54\uc778 \ud604\ubb3c ETF \uc2dc\uc7a5 \uaddc\ubaa8 620\uc5b5 \ub2ec\ub7ec \uc608\uce21"}]},{"@type":"WebSite","@id":"https:\/\/cryptonews.com\/kr\/#website","url":"https:\/\/cryptonews.com\/kr\/","name":"Cryptonews Korea","description":"","publisher":{"@id":"https:\/\/cryptonews.com\/kr\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/cryptonews.com\/kr\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"ko-KR"},{"@type":"Organization","@id":"https:\/\/cryptonews.com\/kr\/#organization","name":"Cryptonews Korea","url":"https:\/\/cryptonews.com\/kr\/","logo":{"@type":"ImageObject","inLanguage":"ko-KR","@id":"https:\/\/cryptonews.com\/kr\/#\/schema\/logo\/image\/","url":"https:\/\/cryptonews.com\/wp-content\/uploads\/sites\/18\/2023\/09\/4.jpg","contentUrl":"https:\/\/cryptonews.com\/wp-content\/uploads\/sites\/18\/2023\/09\/4.jpg","width":1669,"height":874,"caption":"Cryptonews Korea"},"image":{"@id":"https:\/\/cryptonews.com\/kr\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/cryptonews.com\/kr\/wp-json\/wp\/v2\/posts\/155762","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cryptonews.com\/kr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cryptonews.com\/kr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cryptonews.com\/kr\/wp-json\/wp\/v2\/users\/253"}],"replies":[{"embeddable":true,"href":"https:\/\/cryptonews.com\/kr\/wp-json\/wp\/v2\/comments?post=155762"}],"version-history":[{"count":4,"href":"https:\/\/cryptonews.com\/kr\/wp-json\/wp\/v2\/posts\/155762\/revisions"}],"predecessor-version":[{"id":155768,"href":"https:\/\/cryptonews.com\/kr\/wp-json\/wp\/v2\/posts\/155762\/revisions\/155768"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cryptonews.com\/kr\/wp-json\/wp\/v2\/media\/155764"}],"wp:attachment":[{"href":"https:\/\/cryptonews.com\/kr\/wp-json\/wp\/v2\/media?parent=155762"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cryptonews.com\/kr\/wp-json\/wp\/v2\/categories?post=155762"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cryptonews.com\/kr\/wp-json\/wp\/v2\/tags?post=155762"},{"taxonomy":"editors","embeddable":true,"href":"https:\/\/cryptonews.com\/kr\/wp-json\/wp\/v2\/editors?post=155762"},{"taxonomy":"sponsored_companies","embeddable":true,"href":"https:\/\/cryptonews.com\/kr\/wp-json\/wp\/v2\/sponsored_companies?post=155762"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}