Grayscale 揭示了 2025 年第一季度的潜在替代币候选者

Grayscale 公布了一系列加密货币，包括 meme 币和 AI 代币，这些货币可能很快就会加入其投资产品。

Investment management firm Grayscale has revealed a list of cryptocurrencies that could potentially join its investment products in Q1 2025.

投资管理公司 Grayscale 公布了可能在 2025 年第一季度加入其投资产品的加密货币列表。

The list, which was revealed on Grayscale's website, includes 39 altcoins that are being considered for addition to the firm's lineup of investible digital assets.

Grayscale 网站上公布的这份名单包括 39 种山寨币，这些山寨币正在考虑添加到该公司的可投资数字资产阵容中。

The altcoins are categorized into five groups: Currencies (crypto asset as a medium of exchange or store of value), Smart Contract Platforms, Financials, Consumer & Culture, and Utilities & Services.

山寨币分为五组：货币（作为交换媒介或价值存储的加密资产）、智能合约平台、金融、消费者与文化以及公用事业与服务。

Some of the notable altcoins on the list include KAS (Kava Compute), APT (Aptos), and HYPE (Hyperliquid).

名单上一些著名的山寨币包括 KAS (Kava Compute)、APT (Aptos) 和 HYPE (Hyperliquid)。

The addition of these altcoins to Grayscale's investment products would open up new avenues for investors to gain exposure to the broader cryptocurrency market.

将这些山寨币添加到灰度的投资产品中将为投资者开辟进入更广泛的加密货币市场的新途径。

Grayscale, a subsidiary of Digital Currency Group, is known for its role in the cryptocurrency industry. The firm's investment products, which span a range of digital assets, are designed to provide investors with a convenient and accessible way to participate in the market.

Grayscale 是数字货币集团的子公司，以其在加密货币行业中的作用而闻名。该公司的投资产品涵盖一系列数字资产，旨在为投资者提供一种方便快捷的参与市场的方式。

In recent months, Grayscale has undertaken a periodic review of its product catalog, considering various altcoins for inclusion. This move aligns with the firm's strategy to diversify its investment offerings and cater to the evolving market landscape.

最近几个月，灰度对其产品目录进行了定期审查，考虑纳入各种山寨币。此举符合该公司投资产品多元化并迎合不断变化的市场格局的战略。

As Grayscale continues to evaluate and adjust its product lineup, the potential candidates for Q1 2025 are subject to change throughout the quarter. This is due to the reconstitution of multi-asset funds and the launch of new single-asset products by Grayscale.

随着 Grayscale 继续评估和调整其产品阵容，2025 年第一季度的潜在候选产品可能会在整个季度发生变化。这得益于灰度重组多资产基金以及推出新的单一资产产品。

The assets or projects marked with an asterisk (*) were added to the list only after December 31. Their inclusion might be influenced by emerging trends within the crypto industry as it pertains to the market capitalization and liquidity of each digital asset.

标有星号 (*) 的资产或项目是在 12 月 31 日之后才添加到列表中的。它们的包含可能会受到加密货币行业内新兴趋势的影响，因为它与每种数字资产的市值和流动性有关。

This updated list also reveals Grayscale's attention to RWA (Real World Assets), DePin (decentralized insurance protocol), and AI (artificial intelligence), particularly AI agent tokens.

此次更新的列表还揭示了 Grayscale 对 RWA（真实世界资产）、DePin（去中心化保险协议）和 AI（人工智能），特别是 AI 代理代币的关注。

Furthermore, Grayscale's inclusion of Binance Coin (BNB) and Hyperliquid (HYPE), tokens linked to a centralized exchange and a decentralized exchange, respectively, highlights the firm's consideration of both CEX and DEX in its pursuit to expand its investment spectrum.

此外，Grayscale 纳入了币安币 (BNB) 和 Hyperliquid (HYPE)，这两种代币分别与集中式交易所和去中心化交易所相关，突显了该公司在寻求扩大投资范围时对 CEX 和 DEX 的考虑。

Despite the announcement, the prices of the 39 altcoins remained largely unaffected, with the overall market experiencing continuous liquidations over the past week and a brief upside on Monday.

尽管宣布了这一消息，但 39 种山寨币的价格基本没有受到影响，整体市场在过去一周经历了持续的清算，并在周一出现了短暂的上涨。