Grayscale Investments 調整其四支加密貨幣投資基金的投資組合

變更對象為灰階去中心化人工智慧基金（AI 基金）、灰階去中心化金融基金（DeFi 基金）、灰階數位大盤基金（GDLC 基金）和灰階智慧合約平台以太坊基金（GSCPxE 基金） 。

Asset management giant Grayscale has updated the portfolios of four of its crypto investment funds.

資產管理巨頭灰階更新了其四隻加密貨幣投資基金的投資組合。

The Grayscale Decentralized AI Fund (AI Fund), Grayscale Decentralized Finance Fund (DeFi Fund), Grayscale Digital Large Cap Fund (GDLC Fund), and Grayscale Smart Contract Platform Ex-Ethereum Fund (GSCPxE Fund) all had their portfolios adjusted.

灰階去中心化人工智慧基金（AI基金）、灰階去中心化金融基金（DeFi基金）、灰階數位大盤基金（GDLC基金）、灰階智慧合約平台以太坊基金（GSCPxE基金）均進行了投資組合調整。

Grayscale Updates Fund Portfolios

灰階更新基金投資組合

Grayscale updates the portfolios of its multi-asset funds on a quarterly basis. The updates are made following reviews in Q4.

灰階每季更新其多元資產基金的投資組合。這些更新是在第四季度的審核之後進行的。

“We rebalanced and updated the components of our 4 multi-asset funds, Grayscale Decentralized AI Fund, DEFG, GDLC, and Grayscale Smart Contract Platform Ex-Ethereum Fund,” Grayscale announced in a tweet on January 9.

「我們重新平衡並更新了4 個多元資產基金的組成部分，即灰階去中心化人工智慧基金、DEFG、GDLC 和灰階智慧合約平台前以太坊基金，」灰階在1 月9 日的一條推文中宣布。

The Grayscale funds are often used by the community as a reference point for building their own portfolios. This is because the funds are professionally managed and provide a diversified exposure to a range of crypto assets.

灰度基金經常被社區用作建立自己的投資組合的參考點。這是因為這些基金經過專業管理，並提供一系列加密資產的多元化投資。

For the AI Fund, Grayscale has rebalanced the portfolio by selling off some of the existing assets and using the proceeds to purchase Livepeer (LPT) and other coins.

對於 AI 基金，灰階透過出售部分現有資產並使用收益購買 Livepeer (LPT) 和其他代幣來重新平衡投資組合。

The adjustment adds LPT to the portfolio, which also includes NEAR Protocol, Render, Bittensor, Filecoin, and The Graph.

此次調整將 LPT 加入產品組合中，其中還包括 NEAR Protocol、Render、Bittensor、Filecoin 和 The Graph。

Grayscale’s DeFi Fund also saw a rebalancing, with Synthetix being sold and Curve being added. The updated portfolio features assets such as Uniswap, Aave, Lido, MakerDAO, and Curve.

Grayscale 的 DeFi 基金也進行了重新平衡，出售了 Synthetix，並增加了 Curve。更新後的投資組合包含 Uniswap、Aave、Lido、MakerDAO 和 Curve 等資產。

Uniswap accounts for about 47.88% of the fund, while Curve makes up 6.71%.

Uniswap 約佔該基金的 47.88%，而 Curve 則佔 6.71%。

The Digital Large Cap Fund (GDLC) also experienced a shift. Grayscale sold Avalanche and used the funds to purchase Cardano. The fund now holds Bitcoin, Ethereum, Solana, XRP, and Cardano.

數位大盤基金（GDLC）也經歷了轉變。灰度出售了 Avalanche 並用所得資金購買了卡爾達諾。該基金目前持有比特幣、以太幣、Solana、XRP 和 Cardano。

Bitcoin makes up the majority of the fund, with a 73.52% weightage, whereas Cardano accounts for only 1.44% of the fund.

比特幣佔該基金的大部分，權重為 73.52%，而卡爾達諾僅佔該基金的 1.44%。

Lastly, the GSCPxE Fund was also rebalanced, and SUI was added to replace some of the existing cryptocurrencies. The new structure includes Solana, Cardano, Avalanche, Sui, NEAR Protocol, and Polkadot.

最後，GSCPxE 基金也進行了重新平衡，並增加了 SUI 來取代部分現有的加密貨幣。新結構包括 Solana、Cardano、Avalanche、Sui、NEAR Protocol 和 Polkadot。

Grayscale said the rebalances were made to ensure the funds remained in line with their respective strategies. Depending on the evaluation results, the changes are made every quarter.

灰階表示，進行重新平衡是為了確保這些資金符合各自的策略。根據評估結果，每個季度都會進行更改。

However, the firm added that these funds do not generate income.

然而，該公司補充說，這些資金不會產生收入。

“None of AI Fund, DEFG, GDLC, or GSCPxE Fund generate any income, and all regularly distribute Fund Components to pay for ongoing expenses. Therefore, the amount of Fund Components represented by shares of each fund gradually decreases over time,” Grayscale added.

「AI 基金、DEFG、GDLC 或 GS​​MxE 基金均不會產生任何收入，並且所有基金都會定期分配基金組成部分以支付持續支出。因此，隨著時間的推移，每隻基金的份額所代表的基金成分數量逐漸減少，」灰度補充道。

In October, Grayscale said it was considering 35 altcoins for inclusion in future investment products. The firm updated its investment strategy in September last year as well, as it identified the top 20 cryptos expected to give gains in Q4.

10 月，Grayscale 表示正在考慮將 35 種山寨幣納入未來的投資產品中。該公司還在去年 9 月更新了投資策略，確定了預計在第四季度帶來收益的前 20 個加密貨幣。