在 Solana Investments 的支持下，Pantera Capital 的 Liquid 代币基金在 2024 年第一季度飙升 66%

据报道，在持有 Solana (SOL)、Ribbon Finance (RBN) 和 Stacks (STX) 等加密代币的推动下，Pantera Capital 的 Liquid Token 基金在 2024 年第一季度实现了 66% 的回报。值得注意的是，该基金的比特币 (BTC) 敞口减少了 50% 以上，投资组合经理 Cosmo Jiang 将基金的成功归功于这一战略转变。

Pantera Capital's Liquid Token Fund Soars by 66% in Q1 2024, Fueled by Solana (SOL) Investments

在 Solana (SOL) 投资的推动下，Pantera Capital 的 Liquid 代币基金在 2024 年第一季度飙升 66%

In a groundbreaking move, Pantera Capital's Liquid Token Fund has achieved an astounding 66% return in the first quarter of 2024, setting a remarkable benchmark for the crypto industry. This impressive performance has been attributed to the fund's strategic investments in crypto tokens, particularly Solana (SOL).

Pantera Capital 的 Liquid Token 基金开创性地在 2024 年第一季度取得了惊人的 66% 回报，为加密行业树立了卓越的标杆。这一令人印象深刻的业绩归功于该基金对加密代币的战略投资，特别是 Solana (SOL)。

According to a shareholder letter obtained by Bloomberg, the fund's success during the January-March period was driven by a combination of factors, including investments in assets such as Ribbon Finance (RBN) and Stacks (STX). The fund also reduced its exposure to tokens connected to Bitcoin (BTC) and Ether (ETH), a move that portfolio manager Cosmo Jiang described as a deliberate reduction of the fund's Bitcoin holdings by more than half since the beginning of the year.

根据彭博社获得的一封股东信，该基金在 1 月至 3 月期间的成功是由多种因素推动的，包括对 Ribbon Finance (RBN) 和 Stacks (STX) 等资产的投资。该基金还减少了与比特币（BTC）和以太币（ETH）相关的代币敞口，投资组合经理 Cosmo Jiang 称，此举是自今年年初以来该基金特意减少了一半以上的比特币持有量。

"We had been heavily invested in Bitcoin until January, and I appreciate the fact that we have meaningfully decreased that position every month since then," Jiang explained to Bloomberg.

“直到一月份，我们一直在比特币上进行了大量投资，我很高兴看到，从那时起，我们每个月都在有意义地减少比特币头寸，”Jiang 向彭博社解释道。

Data from TradingView reveals the RBN token has witnessed a remarkable 400.43% increase so far in 2024, while SOL has gained an impressive 69.88%, both outperforming Bitcoin's 62.59% appreciation during the same period.

TradingView 的数据显示，RBN 代币在 2024 年迄今为止已上涨了 400.43%，而 SOL 则上涨了 69.88%，均超过了比特币同期 62.59% 的升值。

Launched in November 2017, the Pantera Liquid Token Fund holds a portfolio of 10-20 liquid tokens. This fund, specifically designed for accredited investors with a minimum investment of $100,000, primarily focuses on acquiring tokens related to decentralized finance (DeFi).

Pantera Liquid Token Fund 于 2017 年 11 月推出，持有 10-20 个流动代币的投资组合。该基金专为最低投资额为 10 万美元的合格投资者设计，主要专注于收购与去中心化金融（DeFi）相关的代币。

Pantera Capital, a $5.2 billion asset management company, has a longstanding history as an early investor in the cryptocurrency space. The firm recently announced it had raised approximately $250 million to purchase SOL tokens from the defunct crypto exchange FTX. Sources indicate that these tokens were acquired at a significant discount of 60% below the current market price, which stands at approximately $64.

Pantera Capital 是一家价值 52 亿美元的资产管理公司，作为加密货币领域的早期投资者有着悠久的历史。该公司最近宣布已筹集约 2.5 亿美元，用于从已停业的加密货币交易所 FTX 购买 SOL 代币。消息人士称，这些代币的收购价格比当前市场价格低 60%，约为 64 美元。

SOL's impressive price performance can be attributed to factors such as its growing dominance in the blockchain market and the widespread popularity of memecoins. On April 3rd, memecoins such as Dogwifhat and Bonk experienced a surge in popularity, along with the newly introduced Cat in the Dogs World and Book of Meme. According to a report by CoinShares, institutional investors contributed nearly $25 million to investment funds based on SOL in March, further bolstering the token's upward trajectory.

SOL 令人印象深刻的性价比可归因于其在区块链市场中日益增长的主导地位以及模因币的广泛流行等因素。 4 月 3 日，Dogwifhat 和 Bonk 等 memecoin 以及新推出的 Cat in the Dogs World 和 Book of Meme 人气飙升。根据 CoinShares 的一份报告，机构投资者 3 月份向基于 SOL 的投资基金捐赠了近 2500 万美元，进一步支撑了该代币的上涨轨迹。

Despite the impressive gains, experts caution investors to be aware of potential risks associated with investing in memecoins. As a recent article in Cointelegraph highlights, investors should exercise prudence and conduct thorough research before allocating funds to such assets.

尽管收益令人印象深刻，但专家提醒投资者注意投资模因币的潜在风险。正如 Cointelegraph 最近的一篇文章所强调的那样，投资者在将资金分配给此类资产之前应谨慎行事并进行彻底的研究。