Grayscale 在重大资金转移中放弃了 ADA 和 ATOM

Grayscale 已分别从其数字大盘基金和智能合约平台除以太坊基金中删除 ADA 和 ATOM。出售代币的收益用于购买现有的基金组成部分。删除后，数字大盘基金现在由 70.96% 比特币、21.84% 以太坊、4.52% Solana、1.73% XRP 和 0.95% Avalanche 组成；智能合约平台前以太坊基金目前持有 58.41% Solana、14.56% Cardano、12.25% Avalanche、8.53% Polkadot 和 6.25% Polygon 代币。

Grayscale Drops ADA and ATOM from its Digital Asset Funds, Signaling a Strategic Shift

Grayscale 将 ADA 和 ATOM 从其数字资产基金中剔除，标志着战略转变

In a significant move that has sent shockwaves through the cryptocurrency community, Grayscale Investments, the world's largest digital asset manager, has removed Cardano's (ADA) token from its Grayscale Digital Large Cap Fund (GDLC) and Cosmos' (ATOM) token from its Grayscale Smart Contract Platform Ex-Ethereum Fund (GSCPxE).

全球最大的数字资产管理公司 Grayscale Investments 已从其 Grayscale 数字大盘基金 (GDLC) 中删除了 Cardano (ADA) 代币，并从其 Grayscale 中删除了 Cosmos (ATOM) 代币，这一重大举措在加密货币社区引起了震动。智能合约平台前以太坊基金（GSCPxE）。

The removal, announced in an April 4 blog post, was part of Grayscale's quarterly fund rebalancing and marked a strategic shift in the company's investment portfolio. The proceeds from the sale of ADA and ATOM were used to bolster existing holdings within the respective funds.

此次撤资是在 4 月 4 日的博客文章中宣布的，是 Grayscale 季度基金再平衡的一部分，标志着该公司投资组合的战略转变。出售 ADA 和 ATOM 的收益用于增加各自基金的现有持股。

Grayscale Digital Large Cap Fund Undergoes Transformation

灰度数字大盘基金经历转型

Following the removal of ADA, Grayscale's GDLC now comprises 70.96% Bitcoin (BTC), 21.84% Ethereum (ETH), 4.52% Solana (SOL), 1.73% XRP (XRP), and 0.95% Avalanche (AVAX). This shift indicates a stronger focus on the dominant cryptocurrencies within the market, signaling Grayscale's confidence in their long-term value.

删除 ADA 后，Grayscale 的 GDLC 现在包括 70.96% 比特币 (BTC)、21.84% 以太坊 (ETH)、4.52% Solana (SOL)、1.73% XRP (XRP) 和 0.95% Avalanche (AVAX)。这一转变表明人们更加关注市场上占主导地位的加密货币，这表明灰度对其长期价值充满信心。

Grayscale Smart Contract Platform Fund Realignments

灰度智能合约平台资金调整

The GSCPxE fund has also undergone a realignment, with ADA being replaced by a more significant allocation in Solana. The fund now consists of 58.41% Solana, 14.56% Cardano, 12.25% Avalanche, 8.53% Polkadot (DOT), and 6.25% Polygon (MATIC). This move suggests a belief in the long-term growth prospects of these smart contract platforms.

GSCPxE 基金也进行了调整，ADA 被 Solana 中更重要的分配所取代。该基金目前由 58.41% Solana、14.56% Cardano、12.25% Avalanche、8.53% Polkadot (DOT) 和 6.25% Polygon (MATIC) 组成。此举表明人们对这些智能合约平台的长期增长前景充满信心。

DeFi Fund Remains Unchanged

DeFi基金保持不变

Grayscale's DeFi Fund, which holds various decentralized finance (DeFi) tokens, remains unchanged. The fund continues to comprise 48.74% Uniswap (UNI), 20.41% MakerDAO, 13.17% Lido (LDO), 9.99% Aave (AAVE), and 7.69% Synthetix (SNX). This composition reflects Grayscale's ongoing commitment to the DeFi ecosystem.

持有各种去中心化金融（DeFi）代币的 Grayscale 的 DeFi 基金保持不变。该基金继续由 48.74% Uniswap (UNI)、20.41% MakerDAO、13.17% Lido (LDO)、9.99% Aave (AAVE) 和 7.69% Synthetix (SNX) 组成。这种组合反映了 Grayscale 对 DeFi 生态系统的持续承诺。

ADA and ATOM Lagging in Performance

ADA 和 ATOM 性能落后

The decision to remove ADA and ATOM from Grayscale's funds coincides with a lackluster performance of both tokens year-to-date (YTD). ADA has fallen by 8.1%, while ATOM has declined by 3.3%, significantly underperforming Bitcoin and Ethereum.

从 Grayscale 基金中删除 ADA 和 ATOM 的决定恰逢这两种代币年初至今 (YTD) 的表现不佳。 ADA 下跌了 8.1%，ATOM 下跌了 3.3%，表现明显逊于比特币和以太坊。

Declining Market Sentiment Impacts Valuations

市场情绪下降影响估值

The broader cryptocurrency market has also been facing downward pressure, with Bitcoin and Ethereum both experiencing price corrections in recent weeks. This decline in market sentiment has undoubtedly influenced Grayscale's investment decisions and led to the removal of ADA and ATOM from its funds.

更广泛的加密货币市场也面临下行压力，比特币和以太坊最近几周都经历了价格调整。市场情绪的下降无疑影响了灰度的投资决策，并导致 ADA 和 ATOM 从其基金中撤出。

Conclusion

结论

Grayscale's decision to remove ADA and ATOM from its digital asset funds is a clear indication of the company's evolving investment strategy. The shift towards a greater focus on established cryptocurrencies and a more diversified approach to smart contract platforms reflects the current market dynamics and a cautious approach to risk management. While ADA and ATOM may have experienced challenges in recent months, they remain valuable projects with strong communities and potential for future growth. However, it is evident that Grayscale is focusing its current efforts on assets it believes have the greatest potential to deliver long-term returns for its clients.

Grayscale 决定将 ADA 和 ATOM 从其数字资产基金中删除，清楚地表明了该公司不断变化的投资策略。更加关注现有的加密货币和更加多元化的智能合约平台方法的转变反映了当前的市场动态和谨慎的风险管理方法。尽管 ADA 和 ATOM 最近几个月可能遇到了挑战，但它们仍然是有价值的项目，拥有强大的社区和未来增长的潜力。然而，很明显，灰度将当前的努力重点放在它认为最有潜力为客户带来长期回报的资产上。