在 Solana Investments 的支持下，Pantera Capital 的 Liquid 代幣基金在 2024 年第一季飆升 66%

據報導，在持有 Solana (SOL)、Ribbon Finance (RBN) 和 Stacks (STX) 等加密代幣的推動下，Pantera Capital 的 Liquid Token 基金在 2024 年第一季實現了 66% 的回報。值得注意的是，該基金的比特幣 (BTC) 曝險減少了 50% 以上，投資組合經理 Cosmo Jiang 將基金的成功歸功於這項策略轉變。

Pantera Capital's Liquid Token Fund Soars by 66% in Q1 2024, Fueled by Solana (SOL) Investments

在 Solana (SOL) 投資的推動下，Pantera Capital 的 Liquid 代幣基金在 2024 年第一季飆升 66%

In a groundbreaking move, Pantera Capital's Liquid Token Fund has achieved an astounding 66% return in the first quarter of 2024, setting a remarkable benchmark for the crypto industry. This impressive performance has been attributed to the fund's strategic investments in crypto tokens, particularly Solana (SOL).

Pantera Capital 的 Liquid Token 基金開創性地在 2024 年第一季取得了驚人的 66% 回報，為加密產業樹立了卓越的標竿。這一令人印象深刻的表現歸功於該基金對加密代幣的策略性投資，特別是 Solana (SOL)。

According to a shareholder letter obtained by Bloomberg, the fund's success during the January-March period was driven by a combination of factors, including investments in assets such as Ribbon Finance (RBN) and Stacks (STX). The fund also reduced its exposure to tokens connected to Bitcoin (BTC) and Ether (ETH), a move that portfolio manager Cosmo Jiang described as a deliberate reduction of the fund's Bitcoin holdings by more than half since the beginning of the year.

根據彭博社獲得的一封股東信，該基金在 1 月至 3 月期間的成功是由多種因素推動的，包括對 Ribbon Finance (RBN) 和 Stacks (STX) 等資產的投資。該基金還減少了與比特幣（BTC）和以太幣（ETH）相關的代幣敞口，投資組合經理Cosmo Jiang 稱，此舉是自今年年初以來該基金特意減少了一半以上的比特幣持有量。

"We had been heavily invested in Bitcoin until January, and I appreciate the fact that we have meaningfully decreased that position every month since then," Jiang explained to Bloomberg.

「直到一月份，我們一直在比特幣上進行了大量投資，我很高興看到，從那時起，我們每個月都在有意義地減少比特幣頭寸，」Jiang 向彭博社解釋道。

Data from TradingView reveals the RBN token has witnessed a remarkable 400.43% increase so far in 2024, while SOL has gained an impressive 69.88%, both outperforming Bitcoin's 62.59% appreciation during the same period.

TradingView 的數據顯示，RBN 代幣在 2024 年迄今上漲了 400.43%，而 SOL 則上漲了 69.88%，均超過了比特幣同期 62.59% 的升值。

Launched in November 2017, the Pantera Liquid Token Fund holds a portfolio of 10-20 liquid tokens. This fund, specifically designed for accredited investors with a minimum investment of $100,000, primarily focuses on acquiring tokens related to decentralized finance (DeFi).

Pantera Liquid Token Fund 於 2017 年 11 月推出，持有 10-20 個行動代幣的投資組合。該基金專為最低投資額為 10 萬美元的合格投資者設計，主要專注於收購與去中心化金融（DeFi）相關的代幣。

Pantera Capital, a $5.2 billion asset management company, has a longstanding history as an early investor in the cryptocurrency space. The firm recently announced it had raised approximately $250 million to purchase SOL tokens from the defunct crypto exchange FTX. Sources indicate that these tokens were acquired at a significant discount of 60% below the current market price, which stands at approximately $64.

Pantera Capital 是一家價值 52 億美元的資產管理公司，作為加密貨幣領域的早期投資者有著悠久的歷史。該公司最近宣布已籌集約 2.5 億美元，用於從已關閉的加密貨幣交易所 FTX 購買 SOL 代幣。消息人士稱，這些代幣的收購價格比目前市場價格低 60%，約 64 美元。

SOL's impressive price performance can be attributed to factors such as its growing dominance in the blockchain market and the widespread popularity of memecoins. On April 3rd, memecoins such as Dogwifhat and Bonk experienced a surge in popularity, along with the newly introduced Cat in the Dogs World and Book of Meme. According to a report by CoinShares, institutional investors contributed nearly $25 million to investment funds based on SOL in March, further bolstering the token's upward trajectory.

SOL 令人印象深刻的性價比可歸因於其在區塊鏈市場中日益增長的主導地位以及模因幣的廣泛流行等因素。 4 月 3 日，Dogwifhat 和 Bonk 等 memecoin 以及新推出的 Cat in the Dogs World 和 Book of Meme 人氣飆升。根據 CoinShares 的一份報告，機構投資者 3 月向基於 SOL 的投資基金捐贈了近 2,500 萬美元，進一步支撐了該代幣的上漲軌跡。

Despite the impressive gains, experts caution investors to be aware of potential risks associated with investing in memecoins. As a recent article in Cointelegraph highlights, investors should exercise prudence and conduct thorough research before allocating funds to such assets.

儘管收益令人印象深刻，但專家提醒投資者投資迷因幣的潛在風險。正如 Cointelegraph 最近的一篇文章所強調的那樣，投資者在將資金分配給此類資產之前應謹慎行事並進行徹底的研究。