灰度将数字大盘基金再平衡中的比特币、以太坊配置提升至 90%

Grayscale Investments 在 2024 年第四季度的再平衡期间将其数字大盘基金中的比特币和以太坊分配比例提高到了 90%。

Grayscale shifted its Digital Large Cap Fund allocations in Q4 2024, increasing Bitcoin and Ethereum to a combined 90%.

Grayscale 在 2024 年第四季度调整了其数字大盘基金的分配，将比特币和以太坊的比例增加到了 90%。

Here's a summary of the changes:

以下是更改的摘要：

Bitcoin's allocation rose to 73.52%, maintaining its dominance in the fund.

比特币的配置比例上升至73.52%，继续保持其在基金中的主导地位。

Ethereum's allocation decreased slightly to 16.16%, still remaining the second-largest holding.

以太坊的配置略有下降至16.16%，仍然是第二大持有量。

Grayscale added Cardano to the fund with a 1.44% allocation, following its 75% price increase over the past year.

在过去一年价格上涨 75% 后，Grayscale 将卡尔达诺以 1.44% 的分配比例添加到了该基金中。

The asset manager removed Avalanche from the fund due to its weaker performance during the same period.

由于 Avalanche 同期表现较弱，资产管理公司将其从基金中剔除。

XRP and Solana maintained their positions in the fund with allocations of 5.05% and 3.83%, respectively.

XRP 和 Solana 维持了该基金的仓位，分配比例分别为 5.05% 和 3.83%。

These changes follow the CoinDesk Large Cap Select Index methodology and also extended to several other Grayscale products.

这些变化遵循 CoinDesk 大盘精选指数方法，并扩展到其他几种灰度产品。

The Decentralized AI Fund added Livepeer with a 2.83% weighting, while the Decentralized Finance Fund introduced Curve at 6.71%, replacing Synthetix.

Decentralized AI 基金添加了 Livepeer，权重为 2.83%，而去中心化金融基金则引入了 Curve，权重为 6.71%，取代了 Synthetix。

In the Smart Contract Platform Ex-Ethereum Fund, Grayscale added Sui with a 7.93% allocation. Solana and Cardano remained the dominant holdings in this fund, accounting for over 75% of the portfolio combined.

在智能合约平台Ex-Ethereum基金中，灰度添加了Sui，配置比例为7.93%。 Solana 和 Cardano 仍然是该基金的主要持股，占投资组合总额的 75% 以上。

Grayscale's large cap fund and other products are awaiting regulatory approval to be converted into exchange-traded funds.

灰度的大盘基金和其他产品正在等待监管部门批准转换为交易所交易基金。