灰度在季度洗牌中将 Cardano 和 Cosmos 从多资产基金中删除

著名的加密资产管理公司 Grayscale 在季度再平衡期间已将 Cardano (ADA) 和 Cosmos (ATOM) 从其多资产基金中删除。此次调整与 CoinDesk 最近的行业板块指数重新平衡一致，导致基金成分权重发生变化。因此，Cardano 被从灰度数字大盘基金（GDLC）中剥离，而 ATOM 被从灰度智能合约平台前以太坊基金（GSCPxE）中删除。

Grayscale Drops Cardano, Cosmos from Multi-Asset Funds in Quarterly Rebalancing

灰度在季度再平衡中将 Cardano 和 Cosmos 从多资产基金中剔除

In a significant move, prominent crypto asset management firm Grayscale has removed two high-profile digital assets, Cardano (ADA) and Cosmos (ATOM), from its multi-asset funds as part of its quarterly fund rebalancing.

作为其季度基金再平衡的一部分，著名的加密资产管理公司 Grayscale 采取了一项重大举措，从其多资产基金中删除了两种备受瞩目的数字资产：Cardano (ADA) 和 Cosmos (ATOM)。

According to a press statement released by Grayscale on April 4, the firm removed Cardano from its Grayscale Digital Large Cap Fund (GDLC) and Cosmos's ATOM token from the Grayscale Smart Contract Platform Ex-Ethereum Fund (GSCPxE).

根据 Grayscale 4 月 4 日发布的新闻声明，该公司从 Grayscale 数字大盘基金（GDLC）中删除了 Cardano，并从 Grayscale 智能合约平台 Ex-Ethereum 基金（GSCPxE）中删除了 Cosmos 的 ATOM 代币。

Reasons Behind Grayscale's Decision

灰度决定背后的原因

Grayscale attributed the changes to CoinDesk's recent rebalancing of its industry sector indices. The firm explained that the components and weightings of each asset are determined according to each index's methodology and are subject to change without notice.

Grayscale 将这一变化归因于 CoinDesk 最近对其行业板块指数的重新平衡。该公司解释说，每种资产的组成部分和权重是根据每个指数的方法确定的，如有更改，恕不另行通知。

In the case of GDLC, Cardano was sold off, with the proceeds reinvested in other fund components based on their weightings. The fund's current weightings include over 70% Bitcoin, 21.84% Ethereum, 4.52% Solana, and less than 3% in XRP and Avalanche.

就 GDLC 而言，卡尔达诺被抛售，所得收益根据权重重新投资于其他基金组成部分。该基金目前的权重包括超过 70% 的比特币、21.84% 的以太坊、4.52% 的 Solana，以及不到 3% 的 XRP 和 Avalanche。

Similarly, Cosmos was divested from GSCPxE, and the proceeds were utilized to acquire other fund components in proportion. As such, the fund has shifted in its weightings, now encompassing 58.4% of Solana, 14.56% Cardano, 12.25% Avalanche, 8.53% Polkadot, and 6.25% Polygon.

同样，Cosmos也从GSCPxE中剥离，所得收益按比例用于收购其他基金组成部分。因此，该基金的权重发生了变化，目前包含 Solana 的 58.4%、Cardano 的 14.56%、Avalanche 的 12.25%、Polkadot 的 8.53% 和 Polygon 的 6.25%。

No New Additions to DeFi Fund

DeFi 基金没有新增资金

Notably, no new tokens were added or removed from the DeFi Fund, which consists of 48% of Uniswap, 20.41% of MakerDAO, and 13.17% of liquid staking protocol Lido. The lending platform Aave holds 9.99% of the funds, and Synthetix holds 7.69%.

值得注意的是，DeFi 基金中没有添加或删除新的代币，该基金由 48% 的 Uniswap、20.41% 的 MakerDAO 和 13.17% 的流动质押协议 Lido 组成。借贷平台Aave持有该资金的9.99%，Synthetix持有7.69%。

Market Impact

市场影响

The news of Cardano and Cosmos's removal from Grayscale's funds has had a noticeable impact on their respective prices. ADA and ATOM have faced notable declines during the past day, corresponding with the broader crypto market struggles during the reporting period.

Cardano 和 Cosmos 从 Grayscale 基金中撤出的消息对它们各自的价格产生了显着影响。 ADA 和 ATOM 在过去一天中面临显着下跌，这与报告期内更广泛的加密货币市场的困境相对应。

According to CryptoSlate's data, the top two digital assets, Bitcoin and Ethereum, recorded losses of 0.61% and 3.66%, respectively. Similarly, Cardano's ADA and Cosmos's ATOM fell by approximately 4% to $0.56 and $10.7, respectively, continuing a downward trend that has seen them shed double-digits during the past month.

根据 CryptoSlate 的数据，排名前两位的数字资产比特币和以太坊分别录得 0.61% 和 3.66% 的损失。同样，Cardano 的 ADA 和 Cosmos 的 ATOM 分别下跌约 4% 至 0.56 美元和 10.7 美元，延续了过去一个月两位数跌幅的下降趋势。

Meanwhile, other large-cap assets like Solana and Avalanche's AVAX saw bigger losses, plunging by more than 5% during the reporting period.

与此同时，Solana 和 Avalanche 的 AVAX 等其他大盘资产的损失更大，报告期内下跌超过 5%。

Conclusion

结论

Grayscale's decision to remove Cardano and Cosmos from its multi-asset funds underscores the firm's focus on aligning its offerings with the evolving crypto market landscape. The firm's quarterly fund rebalancing serves as an opportunity to optimize its portfolio based on industry sector indices and investor demand.

Grayscale 决定将 Cardano 和 Cosmos 从其多资产基金中剔除，这突显了该公司致力于使其产品与不断发展的加密货币市场格局保持一致。该公司的季度基金再平衡是根据行业指数和投资者需求优化其投资组合的机会。

While the removal of ADA and ATOM may disappoint some investors, it is a strategic move that reflects Grayscale's commitment to providing its clients with the most competitive and diversified investment options in the digital asset space.

虽然删除 ADA 和 ATOM 可能会让一些投资者感到失望，但这是一项战略举措，反映了 Grayscale 致力于为客户提供数字资产领域最具竞争力和多元化投资选择的承诺。