灰度在季度重置中将卡尔达诺从数字大盘基金中剔除

Grayscale 已将 Cardano (ADA) 从其数字大盘基金中移除，并将 Cosmos (ATOM) 从其智能合约平台 Ex-Ethereum 基金中移除。重新平衡后，数字大盘基金目前持有 70.96% 比特币、21.84% 以太坊、4.52% Solana、1.73% XRP 和 0.95% Avalanche。智能合约平台前以太坊基金目前由 58.41% Solana、14.56% Cardano、12.25% Avalanche、8.53% Polkadot 和 6.25% Polygon 组成。 Grayscale 的 DeFi 基金保持不变，重点持有 Uniswap、MakerDAO、Lido、Aave 和 Synthetix。

Grayscale Drops Cardano from Digital Large Cap Fund in Quarterly Rebalancing

灰度在季度再平衡中将卡尔达诺从数字大盘基金中剔除

Investment giant Grayscale has removed Cardano (ADA) from its Digital Large Cap (GDLC) Fund as part of its latest quarterly rebalancing, signaling a shift in its cryptocurrency portfolio strategy. The announcement comes amidst a broader market downturn and ongoing challenges faced by Cardano.

投资巨头 Grayscale 已将 Cardano (ADA) 从其数字大盘 (GDLC) 基金中移除，作为其最新季度再平衡的一部分，这标志着其加密货币投资组合策略的转变。这一公告是在更广泛的市场低迷和卡尔达诺面临的持续挑战之际发布的。

Grayscale, the world's largest digital asset manager, periodically reviews and adjusts the composition of its multi-asset funds based on market conditions and investor demand. In its recent rebalancing, Grayscale removed both ADA from its GDLC Fund and Cosmos (ATOM) from its Smart Contract Platform Ex-Ethereum Fund.

全球最大的数字资产管理公司灰度根据市场状况和投资者需求定期审查和调整其多资产基金的构成。在最近的重新平衡中，Grayscale 将 ADA 从其 GDLC 基金中删除，并将 Cosmos (ATOM) 从其智能合约平台 Ex-Ethereum 基金中删除。

According to Grayscale, the decision to remove ADA from the GDLC Fund was made to optimize portfolio diversification and align with evolving market trends. The proceeds from the sale of ADA were allocated to other assets within the fund, primarily Bitcoin (BTC) and Ethereum (ETH), reflecting Grayscale's continued focus on the two dominant cryptocurrencies.

Grayscale 表示，从 GDLC 基金中删除 ADA 的决定是为了优化投资组合多元化并适应不断变化的市场趋势。出售 ADA 的收益被分配给基金内的其他资产，主要是比特币 (BTC) 和以太坊 (ETH)，反映出 Grayscale 持续关注这两种主要加密货币。

Following the rebalancing, the GDLC Fund now holds the following asset allocations:

调整后，GDLC基金目前持有以下资产配置：

• Bitcoin (BTC): 70.96%
• Ethereum (ETH): 21.84%
• Solana (SOL): 4.52%
• XRP: 1.73%
• Avalanche (AVAX): 0.95%

The removal of ADA from the GDLC Fund is a significant move that highlights Grayscale's evolving assessment of the cryptocurrency landscape. ADA, once hailed as an Ethereum-killer, has faced challenges in gaining widespread adoption and delivering on its ambitious roadmap. Its price has plummeted by over 80% since its all-time high in September 2021, reflecting the broader market downturn and investor skepticism.

比特币 (BTC): 70.96% 以太坊 (ETH): 21.84% Solana (SOL): 4.52%XRP: 1.73% Avalanche (AVAX): 0.95% 从 GDLC 基金中删除 ADA 是一个重大举措，突显了 Grayscale 对加密货币景观。 ADA 曾被誉为以太坊杀手，但在获得广泛采用和实现其雄心勃勃的路线图方面面临着挑战。自 2021 年 9 月创下历史新高以来，其价格已暴跌超过 80%，反映出更广泛的市场低迷和投资者的怀疑。

Despite its removal from the GDLC Fund, ADA remains part of Grayscale's Smart Contract Platform Ex-Ethereum Fund, indicating that Grayscale still sees potential in the platform's long-term prospects. However, the reduced allocation suggests that Grayscale is taking a more cautious approach towards ADA in the current market environment.

尽管 ADA 已从 GDLC 基金中移除，但它仍然是 Grayscale 智能合约平台 Ex-Ethereum 基金的一部分，这表明 Grayscale 仍然看到了该平台的长期前景。然而，配置的减少表明，在当前的市场环境下，灰度对 ADA 采取了更加谨慎的态度。

The quarterly rebalancing of Grayscale's funds provides valuable insights into the investment strategies of institutional players in the cryptocurrency space. The removal of ADA from the GDLC Fund signals a shift in investor sentiment towards the asset, while the continued presence of ADA in the Smart Contract Platform Ex-Ethereum Fund suggests that Grayscale believes in the long-term viability of the platform.

灰度基金的季度再平衡为加密货币领域机构参与者的投资策略提供了宝贵的见解。从 GDLC 基金中删除 ADA 标志着投资者对该资产的情绪发生了转变，而 ADA 继续出现在智能合约平台 Ex-Ethereum 基金中表明 Grayscale 相信该平台的长期生存能力。