灰度在季度洗牌中將 Cardano 和 Cosmos 從多資產基金中刪除

著名的加密資產管理公司 Grayscale 在季度再平衡期間已將 Cardano (ADA) 和 Cosmos (ATOM) 從其多元資產基金中刪除。此次調整與 CoinDesk 最近的產業板塊指數重新平衡一致，導致基金成分權重發生變化。因此，Cardano 被從灰階數位大盤基金（GDLC）中剝離，而 ATOM 則被從灰階智慧合約平台前以太坊基金（GSCPxE）中刪除。

Grayscale Drops Cardano, Cosmos from Multi-Asset Funds in Quarterly Rebalancing

灰階在季度再平衡中將 Cardano 和 Cosmos 從多元資產基金中剔除

In a significant move, prominent crypto asset management firm Grayscale has removed two high-profile digital assets, Cardano (ADA) and Cosmos (ATOM), from its multi-asset funds as part of its quarterly fund rebalancing.

作為其季度基金再平衡的一部分，著名的加密資產管理公司 Grayscale 採取了一項重大舉措，從其多資產基金中刪除了兩種備受矚目的數位資產：Cardano (ADA) 和 Cosmos (ATOM)。

According to a press statement released by Grayscale on April 4, the firm removed Cardano from its Grayscale Digital Large Cap Fund (GDLC) and Cosmos's ATOM token from the Grayscale Smart Contract Platform Ex-Ethereum Fund (GSCPxE).

根據 Grayscale 4 月 4 日發布的新聞聲明，該公司從 Grayscale 數位大盤基金（GDLC）中刪除了 Cardano，並從 Grayscale 智慧合約平台 Ex-Ethereum 基金（GSCPxE）中刪除了 Cosmos 的 ATOM 代幣。

Reasons Behind Grayscale's Decision

灰階決定背後的原因

Grayscale attributed the changes to CoinDesk's recent rebalancing of its industry sector indices. The firm explained that the components and weightings of each asset are determined according to each index's methodology and are subject to change without notice.

Grayscale 將此變化歸因於 CoinDesk 最近對其行業板塊指數的重新平衡。該公司解釋說，每種資產的組成部分和權重是根據每個指數的方法確定的，如有更改，恕不另行通知。

In the case of GDLC, Cardano was sold off, with the proceeds reinvested in other fund components based on their weightings. The fund's current weightings include over 70% Bitcoin, 21.84% Ethereum, 4.52% Solana, and less than 3% in XRP and Avalanche.

就 GDLC 而言，卡爾達諾被拋售，所得收益根據權重重新投資於其他基金組成部分。該基金目前的權重包括超過 70% 的比特幣、21.84% 的以太坊、4.52% 的 Solana，以及不到 3% 的 XRP 和 Avalanche。

Similarly, Cosmos was divested from GSCPxE, and the proceeds were utilized to acquire other fund components in proportion. As such, the fund has shifted in its weightings, now encompassing 58.4% of Solana, 14.56% Cardano, 12.25% Avalanche, 8.53% Polkadot, and 6.25% Polygon.

同樣，Cosmos也從GSCPxE中剝離，所得收益按比例用於收購其他基金組成部分。因此，該基金的權重發生了變化，目前包含 Solana 的 58.4%、Cardano 的 14.56%、Avalanche 的 12.25%、Polkadot 的 8.53% 和 Polygon 的 6.25%。

No New Additions to DeFi Fund

DeFi 基金沒有新增資金

Notably, no new tokens were added or removed from the DeFi Fund, which consists of 48% of Uniswap, 20.41% of MakerDAO, and 13.17% of liquid staking protocol Lido. The lending platform Aave holds 9.99% of the funds, and Synthetix holds 7.69%.

值得注意的是，DeFi 基金中沒有添加或刪除新的代幣，該基金由 48% 的 Uniswap、20.41% 的 MakerDAO 和 13.17% 的流動質押協議 Lido 組成。借貸平台Aave持有該資金的9.99%，Synthetix持有7.69%。

Market Impact

市場影響

The news of Cardano and Cosmos's removal from Grayscale's funds has had a noticeable impact on their respective prices. ADA and ATOM have faced notable declines during the past day, corresponding with the broader crypto market struggles during the reporting period.

Cardano 和 Cosmos 從 Grayscale 基金中撤出的消息對它們各自的價格產生了顯著影響。 ADA 和 ATOM 在過去一天中面臨顯著下跌，這與報告期間更廣泛的加密貨幣市場的困境相對應。

According to CryptoSlate's data, the top two digital assets, Bitcoin and Ethereum, recorded losses of 0.61% and 3.66%, respectively. Similarly, Cardano's ADA and Cosmos's ATOM fell by approximately 4% to $0.56 and $10.7, respectively, continuing a downward trend that has seen them shed double-digits during the past month.

根據 CryptoSlate 的數據，前兩名的數位資產比特幣和以太坊分別錄得 0.61% 和 3.66% 的損失。同樣，Cardano 的 ADA 和 Cosmos 的 ATOM 分別下跌約 4% 至 0.56 美元和 10.7 美元，延續了過去一個月兩位數跌幅的下降趨勢。

Meanwhile, other large-cap assets like Solana and Avalanche's AVAX saw bigger losses, plunging by more than 5% during the reporting period.

同時，Solana 和 Avalanche 的 AVAX 等其他大盤資產的損失更大，報告期間下跌超過 5%。

Conclusion

結論

Grayscale's decision to remove Cardano and Cosmos from its multi-asset funds underscores the firm's focus on aligning its offerings with the evolving crypto market landscape. The firm's quarterly fund rebalancing serves as an opportunity to optimize its portfolio based on industry sector indices and investor demand.

Grayscale 決定將 Cardano 和 Cosmos 從其多資產基金中剔除，這突顯了該公司致力於使其產品與不斷發展的加密貨幣市場格局保持一致。該公司的季度基金再平衡是根據行業指數和投資者需求來優化其投資組合的機會。

While the removal of ADA and ATOM may disappoint some investors, it is a strategic move that reflects Grayscale's commitment to providing its clients with the most competitive and diversified investment options in the digital asset space.

雖然刪除 ADA 和 ATOM 可能會讓一些投資者感到失望，但這是一項策略性舉措，反映了 Grayscale 致力於為客戶提供數位資產領域最具競爭力和多元化投資選擇的承諾。