灰階將數位大盤基金再平衡中的比特幣、以太幣配置提升至 90%

Grayscale Investments 在 2024 年第四季的再平衡期間將其數位大盤基金中的比特幣和以太坊分配比例提高到了 90%。

Grayscale shifted its Digital Large Cap Fund allocations in Q4 2024, increasing Bitcoin and Ethereum to a combined 90%.

Grayscale 在 2024 年第四季調整了其數位大盤基金的分配，將比特幣和以太坊的比例增加到了 90%。

Here's a summary of the changes:

以下是更改的摘要：

Bitcoin's allocation rose to 73.52%, maintaining its dominance in the fund.

比特幣的配置比例上升至73.52%，繼續保持其在基金中的主導地位。

Ethereum's allocation decreased slightly to 16.16%, still remaining the second-largest holding.

以太坊的配置略有下降至16.16%，仍是第二大持有量。

Grayscale added Cardano to the fund with a 1.44% allocation, following its 75% price increase over the past year.

在過去一年價格上漲 75% 後，Grayscale 將卡爾達諾以 1.44% 的分配比例添加到了該基金中。

The asset manager removed Avalanche from the fund due to its weaker performance during the same period.

由於 Avalanche 同期表現較弱，資產管理公司將其從基金中剔除。

XRP and Solana maintained their positions in the fund with allocations of 5.05% and 3.83%, respectively.

XRP 和 Solana 維持了該基金的部位，分配比例分別為 5.05% 和 3.83%。

These changes follow the CoinDesk Large Cap Select Index methodology and also extended to several other Grayscale products.

這些變化遵循 CoinDesk 大盤精選指數方法，並擴展到其他幾種灰階產品。

The Decentralized AI Fund added Livepeer with a 2.83% weighting, while the Decentralized Finance Fund introduced Curve at 6.71%, replacing Synthetix.

Decentralized AI 基金增加了 Livepeer，權重為 2.83%，而去中心化金融基金則引入了 Curve，權重為 6.71%，取代了 Synthetix。

In the Smart Contract Platform Ex-Ethereum Fund, Grayscale added Sui with a 7.93% allocation. Solana and Cardano remained the dominant holdings in this fund, accounting for over 75% of the portfolio combined.

在智慧合約平台Ex-Ethereum基金中，灰階增加了Sui，配置比例為7.93%。 Solana 和 Cardano 仍然是該基金的主要持股，佔投資組合總額的 75% 以上。

Grayscale's large cap fund and other products are awaiting regulatory approval to be converted into exchange-traded funds.

灰階的大盤基金和其他產品正在等待監管部門批准轉換為交易所交易基金。