Grayscale 删除 Cardano 引发了关于 ADA 未来的疑问

Grayscale 的数字大盘基金 (GDLC) 在季度重新平衡期间移除了 Cardano (ADA)，因为对 ADA 表现的担忧可能促成了这一决定。尽管负面情绪挥之不去，但 ADA 的链上活动表明用户参与度有所增加，并且未来价格有升值的潜力。然而，从 Grayscale 基金中撤资引发了对该代币长期前景的质疑，因为 MATIC 的类似行动已导致其价值下跌。

Grayscale's Removal of Cardano (ADA) from Digital Large Cap Fund Raises Questions about Token's Future

Grayscale 将 Cardano (ADA) 从数字大盘基金中移除，引发了人们对 Token 未来的疑问

On April 4, 2023, Grayscale Investments, a leading asset management firm specializing in digital assets, announced the removal of Cardano (ADA) from its Digital Large Cap Fund (GDLC). This move has sparked discussions among market observers regarding the potential implications for ADA's price and value proposition.

2023 年 4 月 4 日，专注于数字资产的领先资产管理公司 Grayscale Investments 宣布将 Cardano (ADA) 从其数字大盘基金 (GDLC) 中移除。此举引发了市场观察人士关于对 ADA 价格和价值主张的潜在影响的讨论。

Grayscale did not provide a specific reason for removing ADA from the GDLC, which holds a portfolio of large-cap digital assets. However, industry analysts speculate that the decision may be linked to ADA's recent price performance. Since the beginning of the year, ADA's price has declined by approximately 8.91%, underperforming other assets in the GDLC.

Grayscale 没有提供将 ADA 从持有大盘数字资产投资组合的 GDLC 中删除的具体原因。不过，行业分析师推测，这一决定可能与 ADA 最近的价格表现有关。自年初以来，ADA 价格已下跌约 8.91%，表现逊于 GDLC 中的其他资产。

The removal of ADA from the GDLC follows a similar move by Grayscale in January, when it removed Polygon (MATIC) from the fund. Since then, MATIC's price has struggled to regain its previous highs and has experienced a significant 30-day decline of 17.77%.

在将 ADA 从 GDLC 中删除之后，Grayscale 在 1 月份也采取了类似的举措，当时它将 Polygon (MATIC) 从基金中删除了。此后，MATIC的价格一直难以恢复之前的高点，并经历了30天的大幅下跌17.77%。

The departure of both ADA and MATIC from the GDLC raises concerns about the potential impact on their market value. Grayscale's funds are closely followed by many investors, and their decisions can influence market sentiment and trading activity. The removal of an asset from a Grayscale fund can often be interpreted as a negative signal, indicating a lack of confidence in its future prospects.

ADA 和 MATIC 退出 GDLC 引发了对其市场价值潜在影响的担忧。灰度的基金受到许多投资者的密切关注，他们的决策可以影响市场情绪和交易活动。从灰度基金中移除资产通常可以被解读为负面信号，表明对其未来前景缺乏信心。

However, it is important to note that the removal of ADA from the GDLC is not a definitive indicator of its long-term value. Grayscale's portfolio rebalancing decisions are based on a variety of factors, including market performance, regulatory considerations, and the overall composition of the fund.

然而，值得注意的是，将 ADA 从 GDLC 中删除并不是其长期价值的明确指标。灰度的投资组合再平衡决策基于多种因素，包括市场表现、监管考虑以及基金的整体构成。

On-chain data suggests that there may still be interest in ADA, despite the negative sentiment surrounding its removal from the GDLC. Santiment, a blockchain data analysis firm, reported a rise in active addresses on the Cardano network, indicating increased usage and potential demand. Additionally, the daily on-chain transaction volume in profit for ADA was slightly higher than the volume in loss, suggesting that some investors remain optimistic about the token's future.

链上数据表明，尽管围绕 ADA 从 GDLC 中删除存在负面情绪，但人们可能仍然对 ADA 感兴趣。区块链数据分析公司 Santiment 报告称，卡尔达诺网络上的活跃地址有所增加，表明使用量和潜在需求有所增加。此外，ADA 的每日链上交易量盈利略高于亏损量，这表明一些投资者对该代币的未来仍持乐观态度。

Charles Hoskinson, the founder of Cardano, commented on the removal of ADA from the GDLC, attributing it to the influence of "Wall Street." He believes that large financial institutions may be prioritizing short-term profits over long-term value creation.

Cardano创始人Charles Hoskinson对将ADA从GDLC中移除一事发表评论，将其归因于“华尔街”的影响。他认为，大型金融机构可能会优先考虑短期利润而不是长期价值创造。

In the short term, ADA's price may face headwinds due to the negative sentiment surrounding its removal from the GDLC. However, the token's fundamentals and on-chain activity suggest that it may have the potential to recover and regain its previous highs.

短期内，由于 ADA 被从 GDLC 中移除带来的负面情绪，其价格可能会面临阻力。然而，该代币的基本面和链上活动表明它可能有潜力恢复并重拾之前的高点。

Industry experts recommend that investors conduct thorough research and consider a range of factors, including market trends, technical analysis, and on-chain data, before making investment decisions. The removal of ADA from the GDLC, while concerning, should not be the sole basis for buying or selling decisions.

行业专家建议投资者在做出投资决策之前进行充分研究并考虑市场趋势、技术分析和链上数据等一系列因素。将 ADA 从 GDLC 中删除虽然令人担忧，但不应成为购买或出售决策的唯一依据。