Grayscale 的 GDLC 重新平衡引發了華爾街對加密貨幣領域影響力的猜測

在最近的進展中，Cardano 創始人 Charles Hoskinson 對 Grayscale 將 ADA 從其 GDLC 投資組合中刪除表示失望，並將其歸因於華爾街的影響以及他之前對以太坊經典的批評。 Grayscale 的投資組合調整與 CoinDesk 大盤精選指數方法一致，還涉及出售 ADA 並將收益再投資於 BTC、ETH、SOL、XRP 和 AVAX。 Hoskinson 先前關於將 ADA 排除在 Grayscale 動態收入基金之外的聲明以及他對以太坊經典的言論可能影響了該刪除，導致他質疑 Grayscale 的動機。

Grayscale's GDLC Portfolio Rebalancing Stirs Speculations in Cryptocurrency Landscape

Grayscale 的 GDLC 投資組合重新平衡引發了加密貨幣領域的猜測

Amidst the dynamic cryptocurrency market, a significant development has emerged with the recent removal of Cardano (ADA) from Grayscale's Digital Large Cap Fund (GDLC). This move, announced by Cardano founder Charles Hoskinson, has sparked discussions and raised questions about the influence of Wall Street within the digital asset ecosystem.

在充滿活力的加密貨幣市場中，隨著最近將卡爾達諾（ADA）從灰階數位大盤基金（GDLC）中移除，出現了重大發展。 Cardano 創辦人 Charles Hoskinson 宣布的這項舉措引發了討論，並引發了人們對華爾街在數位資產生態系統中影響力的質疑。

Wall Street's Influence on Cryptocurrency

華爾街對加密貨幣的影響

Hoskinson's statement, "Wall Street give; Wall Street take," highlights the perceived impact of traditional financial institutions on the cryptocurrency landscape. The removal of ADA from GDLC has raised speculations about potential involvement by Wall Street in Grayscale's decision-making process.

霍斯金森的聲明「華爾街給予；華爾街接受」強調了傳統金融機構對加密貨幣格局的影響。從 GDLC 中刪除 ADA 引發了人們對華爾街可能參與 Grayscale 決策過程的猜測。

Grayscale's Portfolio Readjustment

灰階投資組合調整

In an effort to align with the CoinDesk Large Cap Select Index methodology, Grayscale has rebalanced its GDLC portfolio. This involved selling Cardano (ADA) and proportionally reinvesting the proceeds into the remaining Fund Components. As per a press release from Grayscale, the updated portfolio consists of Bitcoin (BTC) at 70.96%, Ethereum (ETH) at 21.84%, Solana (SOL) at 4.52%, XRP at 1.73%, and Avalanche (AVAX) at 0.95%.

為了與 CoinDesk 大盤精選指數方法保持一致，Grayscale 重新平衡了其 GDLC 投資組合。這涉及出售卡爾達諾（ADA）並將收益按比例再投資於剩餘的基金組成部分。根據 Grayscale 的新聞稿，更新後的投資組合包括比特幣 (BTC) 70.96%、以太坊 (ETH) 21.84%、Solana (SOL) 4.52%、XRP 1.73% 和 Avalanche (AVAX) 0.95% 。

DeFi Fund and GSCPxE Portfolio Adjustments

DeFi 基金和 GSCPxE 投資組合調整

Grayscale also made adjustments to its DeFi Fund and Grayscale® Smart Contract Platform Ex-Ethereum Fund (GSCPxE). The DeFi Fund remains unchanged, with Fund Components comprising Uniswap (UNI), MakerDAO (MKR), Lido (LDO), Aave (AAVE), and Synthetix (SNX).

Grayscale也對旗下的DeFi基金和Grayscale®智能合約平台Ex-Ethereum基金（GSCPxE）進行了調整。 DeFi 基金維持不變，基金組成部分包括 Uniswap (UNI)、MakerDAO (MKR)、Lido (LDO)、Aave (AAVE) 和 Synthetix (SNX)。

GSCPxE, on the other hand, has seen the removal of Cosmos (ATOM), with proceeds reinvested proportionally into the remaining Fund Components. The updated portfolio includes Solana (SOL), Cardano (ADA), Avalanche (AVAX), Polkadot (DOT), and Polygon (MATIC).

另一方面，GSCPxE 已經刪除了 Cosmos (ATOM)，收益將按比例再投資於剩餘的基金組成部分。更新後的投資組合包括 Solana (SOL)、Cardano (ADA)、Avalanche (AVAX)、Polkadot (DOT) 和 Polygon (MATIC)。

Charles Hoskinson Expresses Dismay

查爾斯·霍斯金森表示沮喪

The removal of ADA from Grayscale's GDLC has not been met with enthusiasm by Cardano founder Charles Hoskinson. In a previous report, Hoskinson had expressed disappointment with Grayscale's plans to exclude Cardano from their Dynamic Income Fund (GDIF).

Cardano 創辦人 Charles Hoskinson 並未熱衷於將 ADA 從 Grayscale 的 GDLC 中刪除。在先前的報告中，霍斯金森對灰度將卡爾達諾排除在動態收入基金（GDIF）之外的計劃表示失望。

In a recent tweet, Hoskinson alluded to a potential connection between his critical remarks on Ethereum Classic and Grayscale's decision to remove ADA from its offerings. Grayscale maintains an Ethereum Classic fund, the Grayscale Ethereum Classic Trust (ETCG).

在最近的一條推文中，Hoskinson 暗示了他對以太坊經典的批評言論與 Grayscale 從其產品中刪除 ADA 的決定之間的潛在聯繫。灰階維護以太坊經典基金，即灰階以太坊經典信託（ETCG）。

Market Impact

市場影響

Following the news of ADA's removal from GDLC, the token's value witnessed a slight decrease. Cardano (ADA) experienced a 1.57% drop in the past 24 hours, trading at $0.5706 at the time of writing. The token's 24-hour trading volume increased by 8.40%, while its market cap declined by 2.01%.

在 ADA 從 GDLC 中移除的消息傳出後，該代幣的價值出現了小幅下跌。卡爾達諾（ADA）在過去 24 小時內下跌 1.57%，截至撰寫本文時交易價格為 0.5706 美元。該代幣24小時交易量成長8.40%，而市值下降2.01%。

Analyst Predictions

分析師預測

The rebalancing of Grayscale's GDLC portfolio and the removal of ADA have sparked discussions and speculation within the cryptocurrency community. Analysts continue to monitor the situation, with some predicting a potential impact on the price of ADA in the short term.

Grayscale GDLC 投資組合的重新平衡以及 ADA 的移除引發了加密貨幣社群內的討論和猜測。分析師繼續關注事態發展，一些分析師預測短期內會對 ADA 價格產生潛在影響。