Grayscale 在重大資金轉移中放棄了 ADA 和 ATOM

Grayscale 分別從其數位大盤基金和智慧合約平台除以太坊基金中刪除 ADA 和 ATOM。出售代幣的收益用於購買現有的基金組成部分。刪除後，數位大盤基金現在由 70.96% 比特幣、21.84% 以太坊、4.52% Solana、1.73% XRP 和 0.95% Avalanche 組成；智慧合約平台前以太坊基金目前持有 58.41% Solana、14.56% Cardano、12.25% Avalanche、8.53% Polkadot 和 6.25% Polygon 代幣。

Grayscale Drops ADA and ATOM from its Digital Asset Funds, Signaling a Strategic Shift

Grayscale 將 ADA 和 ATOM 從其數位資產基金中剔除，標誌著策略轉變

In a significant move that has sent shockwaves through the cryptocurrency community, Grayscale Investments, the world's largest digital asset manager, has removed Cardano's (ADA) token from its Grayscale Digital Large Cap Fund (GDLC) and Cosmos' (ATOM) token from its Grayscale Smart Contract Platform Ex-Ethereum Fund (GSCPxE).

全球最大的數位資產管理公司Grayscale Investments 已從其Grayscale 數位大盤基金(GDLC) 中刪除了Cardano (ADA) 代幣，並從其Grayscale 中刪除了Cosmos (ATOM) 代幣，這一重大舉措在加密貨幣社群引起了震動。智慧合約平台前以太坊基金（GSCPxE）。

The removal, announced in an April 4 blog post, was part of Grayscale's quarterly fund rebalancing and marked a strategic shift in the company's investment portfolio. The proceeds from the sale of ADA and ATOM were used to bolster existing holdings within the respective funds.

這次撤資是在 4 月 4 日的部落格文章中宣布的，是 Grayscale 季度基金再平衡的一部分，標誌著該公司投資組合的策略轉變。出售 ADA 和 ATOM 的收益用於增加各自基金的現有持股。

Grayscale Digital Large Cap Fund Undergoes Transformation

灰階數位大盤基金經歷轉型

Following the removal of ADA, Grayscale's GDLC now comprises 70.96% Bitcoin (BTC), 21.84% Ethereum (ETH), 4.52% Solana (SOL), 1.73% XRP (XRP), and 0.95% Avalanche (AVAX). This shift indicates a stronger focus on the dominant cryptocurrencies within the market, signaling Grayscale's confidence in their long-term value.

刪除 ADA 後，Grayscale 的 GDLC 現在包括 70.96% 比特幣 (BTC)、21.84% 以太坊 (ETH)、4.52% Solana (SOL)、1.73% XRP (XRP) 和 0.95% Avalanche (AVAX)。這一轉變表明人們更加關注市場上占主導地位的加密貨幣，這表明灰度對其長期價值充滿信心。

Grayscale Smart Contract Platform Fund Realignments

灰階智能合約平台資金調整

The GSCPxE fund has also undergone a realignment, with ADA being replaced by a more significant allocation in Solana. The fund now consists of 58.41% Solana, 14.56% Cardano, 12.25% Avalanche, 8.53% Polkadot (DOT), and 6.25% Polygon (MATIC). This move suggests a belief in the long-term growth prospects of these smart contract platforms.

GSCPxE 基金也進行了調整，ADA 被 Solana 中更重要的分配所取代。該基金目前由 58.41% Solana、14.56% Cardano、12.25% Avalanche、8.53% Polkadot (DOT) 和 6.25% Polygon (MATIC) 組成。此舉顯示人們對這些智能合約平台的長期成長前景充滿信心。

DeFi Fund Remains Unchanged

DeFi基金維持不變

Grayscale's DeFi Fund, which holds various decentralized finance (DeFi) tokens, remains unchanged. The fund continues to comprise 48.74% Uniswap (UNI), 20.41% MakerDAO, 13.17% Lido (LDO), 9.99% Aave (AAVE), and 7.69% Synthetix (SNX). This composition reflects Grayscale's ongoing commitment to the DeFi ecosystem.

持有各種去中心化金融（DeFi）代幣的 Grayscale 的 DeFi 基金保持不變。該基金繼續由 48.74% Uniswap (UNI)、20.41% MakerDAO、13.17% Lido (LDO)、9.99% Aave (AAVE) 和 7.69% Synthetix (SNX) 組成。這種組合反映了 Grayscale 對 DeFi 生態系統的持續承諾。

ADA and ATOM Lagging in Performance

ADA 和 ATOM 效能落後

The decision to remove ADA and ATOM from Grayscale's funds coincides with a lackluster performance of both tokens year-to-date (YTD). ADA has fallen by 8.1%, while ATOM has declined by 3.3%, significantly underperforming Bitcoin and Ethereum.

從 Grayscale 基金中刪除 ADA 和 ATOM 的決定恰逢這兩種代幣年初至今 (YTD) 的表現不佳。 ADA 下跌了 8.1%，ATOM 下跌了 3.3%，表現明顯遜於比特幣和以太坊。

Declining Market Sentiment Impacts Valuations

市場情緒下降影響估值

The broader cryptocurrency market has also been facing downward pressure, with Bitcoin and Ethereum both experiencing price corrections in recent weeks. This decline in market sentiment has undoubtedly influenced Grayscale's investment decisions and led to the removal of ADA and ATOM from its funds.

更廣泛的加密貨幣市場也面臨下行壓力，比特幣和以太幣最近幾週都經歷了價格調整。市場情緒的下降無疑影響了灰階的投資決策，並導致 ADA 和 ATOM 從其基金中撤出。

Conclusion

結論

Grayscale's decision to remove ADA and ATOM from its digital asset funds is a clear indication of the company's evolving investment strategy. The shift towards a greater focus on established cryptocurrencies and a more diversified approach to smart contract platforms reflects the current market dynamics and a cautious approach to risk management. While ADA and ATOM may have experienced challenges in recent months, they remain valuable projects with strong communities and potential for future growth. However, it is evident that Grayscale is focusing its current efforts on assets it believes have the greatest potential to deliver long-term returns for its clients.

Grayscale 決定將 ADA 和 ATOM 從其數位資產基金中刪除，清楚地表明了該公司不斷變化的投資策略。更加關注現有的加密貨幣和更多元化的智慧合約平台方法的轉變反映了當前的市場動態和謹慎的風險管理方法。儘管 ADA 和 ATOM 最近幾個月可能遇到了挑戰，但它們仍然是有價值的項目，擁有強大的社區和未來成長的潛力。然而，很明顯，灰度將當前的努力重點放在它認為最有潛力為客戶帶來長期回報的資產上。