Nasdaq proposes to include XRP, SOL, ADA, and XLM in its cryptocurrency benchmark index. If approved by the SEC, this will significantly enhance the attention and accessibility of these altcoins among traditional investors, and have a structural impact on investment strategies. If the Hashdex ETF is approved for multi-asset allocation, traditional investors can directly hold exposure to altcoins through stock accounts, without the need to manage private keys or deal with on-chain transactions. Inclusion in the Nasdaq index means that the SEC indirectly recognizes the compliance of these assets, alleviating institutional concerns about their 'security nature'.
Expanding the Nasdaq index is a key step for altcoins to integrate into traditional finance, but it is necessary to distinguish between two types of opportunities:
1. Certainty Opportunity: XRP and SOL will receive continuous capital inflows, prioritized for allocation during pullbacks;
2. High Volatility Opportunity: ADA and XLM need to observe on-chain activity, suitable only for swing trading.