Grayscale 的 GDLC 重新平衡引发了华尔街对加密货币领域影响力的猜测

在最近的进展中，Cardano 创始人 Charles Hoskinson 对 Grayscale 将 ADA 从其 GDLC 投资组合中删除表示失望，并将其归因于华尔街的影响以及他之前对以太坊经典的批评。 Grayscale 的投资组合调整与 CoinDesk 大盘精选指数方法一致，还涉及出售 ADA 并将收益再投资于 BTC、ETH、SOL、XRP 和 AVAX。 Hoskinson 之前关于将 ADA 排除在 Grayscale 动态收入基金之外的声明以及他对以太坊经典的言论可能影响了该删除，导致他质疑 Grayscale 的动机。

Grayscale's GDLC Portfolio Rebalancing Stirs Speculations in Cryptocurrency Landscape

Grayscale 的 GDLC 投资组合重新平衡引发了加密货币领域的猜测

Amidst the dynamic cryptocurrency market, a significant development has emerged with the recent removal of Cardano (ADA) from Grayscale's Digital Large Cap Fund (GDLC). This move, announced by Cardano founder Charles Hoskinson, has sparked discussions and raised questions about the influence of Wall Street within the digital asset ecosystem.

在充满活力的加密货币市场中，随着最近将卡尔达诺（ADA）从灰度数字大盘基金（GDLC）中移除，出现了重大发展。 Cardano 创始人 Charles Hoskinson 宣布的这一举措引发了讨论，并引发了人们对华尔街在数字资产生态系统中影响力的质疑。

Wall Street's Influence on Cryptocurrency

华尔街对加密货币的影响

Hoskinson's statement, "Wall Street give; Wall Street take," highlights the perceived impact of traditional financial institutions on the cryptocurrency landscape. The removal of ADA from GDLC has raised speculations about potential involvement by Wall Street in Grayscale's decision-making process.

霍斯金森的声明“华尔街给予；华尔街接受”强调了传统金融机构对加密货币格局的影响。从 GDLC 中删除 ADA 引发了人们对华尔街可能参与 Grayscale 决策过程的猜测。

Grayscale's Portfolio Readjustment

灰度投资组合调整

In an effort to align with the CoinDesk Large Cap Select Index methodology, Grayscale has rebalanced its GDLC portfolio. This involved selling Cardano (ADA) and proportionally reinvesting the proceeds into the remaining Fund Components. As per a press release from Grayscale, the updated portfolio consists of Bitcoin (BTC) at 70.96%, Ethereum (ETH) at 21.84%, Solana (SOL) at 4.52%, XRP at 1.73%, and Avalanche (AVAX) at 0.95%.

为了与 CoinDesk 大盘精选指数方法保持一致，Grayscale 重新平衡了其 GDLC 投资组合。这涉及出售卡尔达诺（ADA）并将收益按比例再投资于剩余的基金组成部分。根据 Grayscale 的新闻稿，更新后的投资组合包括比特币 (BTC) 70.96%、以太坊 (ETH) 21.84%、Solana (SOL) 4.52%、XRP 1.73% 和 Avalanche (AVAX) 0.95% 。

DeFi Fund and GSCPxE Portfolio Adjustments

DeFi 基金和 GSCPxE 投资组合调整

Grayscale also made adjustments to its DeFi Fund and Grayscale® Smart Contract Platform Ex-Ethereum Fund (GSCPxE). The DeFi Fund remains unchanged, with Fund Components comprising Uniswap (UNI), MakerDAO (MKR), Lido (LDO), Aave (AAVE), and Synthetix (SNX).

Grayscale还对旗下的DeFi基金和Grayscale®智能合约平台Ex-Ethereum基金（GSCPxE）进行了调整。 DeFi 基金保持不变，基金组成部分包括 Uniswap (UNI)、MakerDAO (MKR)、Lido (LDO)、Aave (AAVE) 和 Synthetix (SNX)。

GSCPxE, on the other hand, has seen the removal of Cosmos (ATOM), with proceeds reinvested proportionally into the remaining Fund Components. The updated portfolio includes Solana (SOL), Cardano (ADA), Avalanche (AVAX), Polkadot (DOT), and Polygon (MATIC).

另一方面，GSCPxE 已经删除了 Cosmos (ATOM)，收益按比例再投资于剩余的基金组成部分。更新后的投资组合包括 Solana (SOL)、Cardano (ADA)、Avalanche (AVAX)、Polkadot (DOT) 和 Polygon (MATIC)。

Charles Hoskinson Expresses Dismay

查尔斯·霍斯金森表示沮丧

The removal of ADA from Grayscale's GDLC has not been met with enthusiasm by Cardano founder Charles Hoskinson. In a previous report, Hoskinson had expressed disappointment with Grayscale's plans to exclude Cardano from their Dynamic Income Fund (GDIF).

Cardano 创始人 Charles Hoskinson 并未热衷于将 ADA 从 Grayscale 的 GDLC 中删除。在之前的一份报告中，霍斯金森对灰度将卡尔达诺排除在动态收入基金（GDIF）之外的计划表示失望。

In a recent tweet, Hoskinson alluded to a potential connection between his critical remarks on Ethereum Classic and Grayscale's decision to remove ADA from its offerings. Grayscale maintains an Ethereum Classic fund, the Grayscale Ethereum Classic Trust (ETCG).

在最近的一条推文中，Hoskinson 暗示了他对以太坊经典的批评言论与 Grayscale 从其产品中删除 ADA 的决定之间的潜在联系。灰度维护着以太坊经典基金，即灰度以太坊经典信托（ETCG）。

Market Impact

市场影响

Following the news of ADA's removal from GDLC, the token's value witnessed a slight decrease. Cardano (ADA) experienced a 1.57% drop in the past 24 hours, trading at $0.5706 at the time of writing. The token's 24-hour trading volume increased by 8.40%, while its market cap declined by 2.01%.

在 ADA 从 GDLC 中移除的消息传出后，该代币的价值出现了小幅下跌。卡尔达诺（ADA）在过去 24 小时内下跌 1.57%，截至撰写本文时交易价格为 0.5706 美元。该代币24小时交易量增长8.40%，而市值下降2.01%。

Analyst Predictions

分析师预测

The rebalancing of Grayscale's GDLC portfolio and the removal of ADA have sparked discussions and speculation within the cryptocurrency community. Analysts continue to monitor the situation, with some predicting a potential impact on the price of ADA in the short term.

Grayscale GDLC 投资组合的重新平衡以及 ADA 的移除引发了加密货币社区内的讨论和猜测。分析师继续关注事态发展，一些分析师预测短期内会对 ADA 价格产生潜在影响。