灰階在季度重置中將卡爾達諾從數位大盤基金中剔除

Grayscale 已將 Cardano (ADA) 從其數位大盤基金中移除，並將 Cosmos (ATOM) 從其智慧合約平台 Ex-Ethereum 基金中移除。重新平衡後，數位大盤基金目前持有 70.96% 比特幣、21.84% 以太坊、4.52% Solana、1.73% XRP 和 0.95% Avalanche。智慧合約平台前以太坊基金目前由 58.41% Solana、14.56% Cardano、12.25% Avalanche、8.53% Polkadot 和 6.25% Polygon 組成。 Grayscale 的 DeFi 基金維持不變，專注於 Uniswap、MakerDAO、Lido、Aave 和 Synthetix。

Grayscale Drops Cardano from Digital Large Cap Fund in Quarterly Rebalancing

灰階在季度再平衡中將卡爾達諾從數位大盤基金中剔除

Investment giant Grayscale has removed Cardano (ADA) from its Digital Large Cap (GDLC) Fund as part of its latest quarterly rebalancing, signaling a shift in its cryptocurrency portfolio strategy. The announcement comes amidst a broader market downturn and ongoing challenges faced by Cardano.

投資巨頭 Grayscale 已將 Cardano (ADA) 從其數位大盤 (GDLC) 基金中移除，作為其最新季度再平衡的一部分，這標誌著其加密貨幣投資組合策略的轉變。這項公告是在更廣泛的市場低迷和卡爾達諾面臨的持續挑戰之際發布的。

Grayscale, the world's largest digital asset manager, periodically reviews and adjusts the composition of its multi-asset funds based on market conditions and investor demand. In its recent rebalancing, Grayscale removed both ADA from its GDLC Fund and Cosmos (ATOM) from its Smart Contract Platform Ex-Ethereum Fund.

全球最大的數位資產管理公司灰度根據市場狀況和投資者需求定期審查和調整其多資產基金的組成。在最近的重新平衡中，Grayscale 將 ADA 從其 GDLC 基金中刪除，並將 Cosmos (ATOM) 從其智慧合約平台 Ex-Ethereum 基金中刪除。

According to Grayscale, the decision to remove ADA from the GDLC Fund was made to optimize portfolio diversification and align with evolving market trends. The proceeds from the sale of ADA were allocated to other assets within the fund, primarily Bitcoin (BTC) and Ethereum (ETH), reflecting Grayscale's continued focus on the two dominant cryptocurrencies.

Grayscale 表示，從 GDLC 基金中刪除 ADA 的決定是為了優化投資組合多元化並適應不斷變化的市場趨勢。出售 ADA 的收益被分配給基金內的其他資產，主要是比特幣 (BTC) 和以太幣 (ETH)，反映出 Grayscale 持續關注這兩種主要加密貨幣。

Following the rebalancing, the GDLC Fund now holds the following asset allocations:

調整後，GDLC基金目前持有以下資產配置：

• Bitcoin (BTC): 70.96%
• Ethereum (ETH): 21.84%
• Solana (SOL): 4.52%
• XRP: 1.73%
• Avalanche (AVAX): 0.95%

The removal of ADA from the GDLC Fund is a significant move that highlights Grayscale's evolving assessment of the cryptocurrency landscape. ADA, once hailed as an Ethereum-killer, has faced challenges in gaining widespread adoption and delivering on its ambitious roadmap. Its price has plummeted by over 80% since its all-time high in September 2021, reflecting the broader market downturn and investor skepticism.

比特幣 (BTC): 70.96% 以太坊 (ETH): 21.84% Solana (SOL): 4.52%XRP: 1.73% Avalanche (AVAX): 0.95% 從 GDLC 基金中刪除 ADA 是一個重大舉措，突顯了 Grayscale 對加密基金中刪除 ADA 是一個重大舉措，突顯了 Grayscale 對加密基金中刪除 ADA 是一個重大舉措，突顯了 Grayscale 對加密基金中刪除 ADA 是一個重大舉措，突顯了 Grayscale 對加密基金中刪除 ADA 是一個重大舉措，突顯了 Grayscale 對加密基金中刪除 ADA貨幣景觀。 ADA 曾被譽為以太坊殺手，但在獲得廣泛採用和實現其雄心勃勃的路線圖方面面臨著挑戰​​。自 2021 年 9 月創下歷史新高以來，其價格已暴跌超過 80%，反映出更廣泛的市場低迷和投資者的懷疑。

Despite its removal from the GDLC Fund, ADA remains part of Grayscale's Smart Contract Platform Ex-Ethereum Fund, indicating that Grayscale still sees potential in the platform's long-term prospects. However, the reduced allocation suggests that Grayscale is taking a more cautious approach towards ADA in the current market environment.

儘管 ADA 已從 GDLC 基金中移除，但它仍然是 Grayscale 智慧合約平台 Ex-Ethereum 基金的一部分，這表明 Grayscale 仍然看到了該平台的長期前景。然而，配置的減少表明，在當前的市場環境下，灰階對 ADA 採取了更謹慎的態度。

The quarterly rebalancing of Grayscale's funds provides valuable insights into the investment strategies of institutional players in the cryptocurrency space. The removal of ADA from the GDLC Fund signals a shift in investor sentiment towards the asset, while the continued presence of ADA in the Smart Contract Platform Ex-Ethereum Fund suggests that Grayscale believes in the long-term viability of the platform.

灰階基金的季度再平衡為加密貨幣領域機構參與者的投資策略提供了寶貴的見解。從 GDLC 基金中刪除 ADA 標誌著投資者對該資產的情緒發生了轉變，而 ADA 繼續出現在智能合約平台 Ex-Ethereum 基金中表明 Grayscale 相信該平台的長期生存能力。