在 Solana 和 DeFi 投资的推动下，Pantera Capital Liquid Token Fund 第一季度回报率飙升 66%

在加密代币（尤其是 Solana (SOL)）投资的推动下，Pantera Capital 的 Liquid 代币基金在 2024 年第一季度实现了 66% 的惊人回报。该基金的成功还归功于对 Ribbon Finance (RBN) 和 Stacks (STX) 的投资，而对比特币 (BTC) 和以太币 (ETH) 的投资则有所下降。投资组合经理 Cosmo Jiang 透露，比特币持有量大幅减少，为该基金的骄人业绩做出了贡献。

Pantera Capital's Liquid Token Fund Soars with 66% Q1 Return Driven by Solana, DeFi Investments

在 Solana 和 DeFi 投资的推动下，Pantera Capital 的 Liquid Token 基金第一季度回报率飙升 66%

Pantera Capital, a leading cryptocurrency investment firm, has reportedly achieved remarkable returns in the first quarter of 2024 through its Liquid Token Fund. According to a shareholder letter obtained by Bloomberg, the fund posted an impressive 66% return from January to March.

据报道，领先的加密货币投资公司 Pantera Capital 通过其 Liquid Token Fund 在 2024 年第一季度取得了可观的回报。根据彭博社获得的一封股东信，该基金从 1 月到 3 月的回报率高达 66%，令人印象深刻。

This strong performance was attributed to shrewd investments in crypto tokens, primarily in Solana (SOL), Ribbon Finance (RBN), and Stacks (STX). Notably, the fund strategically reduced its exposure to Bitcoin (BTC) and Ether (ETH) during this period.

这种强劲的表现归功于对加密代币的精明投资，主要是对 Solana (SOL)、Ribbon Finance (RBN) 和 Stacks (STX) 的投资。值得注意的是，该基金在此期间战略性地减少了对比特币（BTC）和以太币（ETH）的投资。

Pantera's portfolio manager, Cosmo Jiang, explained to Bloomberg that the fund had significantly decreased its Bitcoin holdings since the beginning of the year. "We'd been moderately hefty in Bitcoin right till the start of the year, and I genuinely like each thirty-day period we have now decreased that Bitcoin place meaningfully," he said.

Pantera 的投资组合经理 Cosmo Jiang 向彭博社解释说，该基金自今年年初以来已大幅减少了比特币持有量。他说：“直到今年年初，我们的比特币持有量一直处于中等水平，我真的很喜欢我们现在每三十天一次有意义地减少比特币持有量。”

TradingView data shows that the RBN token has experienced a remarkable surge of 400.43% year-to-date, while SOL has also performed exceptionally, posting gains of 69.88%. These figures surpass Bitcoin's appreciation of 62.59% in 2024.

TradingView 数据显示，RBN 代币今年迄今已大幅上涨 400.43%，而 SOL 也表现出色，涨幅达 69.88%。这些数字超过了比特币2024年62.59%的升值幅度。

Launched in November 2017, the Pantera Liquid Token Fund maintains a portfolio of 10-20 liquid tokens. The fund targets decentralized finance (DeFi) tokens and requires a minimum investment of $100,000 from accredited investors.

Pantera Liquid Token Fund 于 2017 年 11 月推出，维护着 10-20 个流动代币的投资组合。该基金以去中心化金融（DeFi）代币为目标，要求合格投资者的最低投资额为 100,000 美元。

Pantera Capital, with $5.2 billion in assets under management, has a strong track record as an early investor in the cryptocurrency industry. The firm recently raised $250 million to acquire SOL tokens from the collapsed crypto exchange FTX. These tokens were reportedly acquired at $64, approximately 60% below the prevailing market price.

Pantera Capital 管理着 52 亿美元的资产，作为加密货币行业的早期投资者拥有良好的记录。该公司最近筹集了 2.5 亿美元，从倒闭的加密货币交易所 FTX 收购 SOL 代币。据报道，这些代币的收购价格为 64 美元，比现行市场价格低约 60%。

The strong performance of SOL is attributed to factors such as increased blockchain market dominance and the ongoing memecoin frenzy. On April 3, memecoins like Dogwifhat and Bonk continued to gain popularity, alongside recently launched projects Cat in the Dog World and Book of Meme.

SOL 的强劲表现归因于区块链市场主导地位的增强和持续的模因币狂热等因素。 4 月 3 日，像 Dogwifhat 和 Bonk 这样的 memecoin 继续受到欢迎，同时还有最近推出的项目 Cat in the Dog World 和 Book of Meme。

According to a CoinShares report, institutional investors invested nearly $25 million into SOL-focused investment products in March, contributing to the token's price appreciation.

根据 CoinShares 的一份报告，机构投资者在 3 月份向以 SOL 为重点的投资产品投资了近 2500 万美元，推动了该代币的价格上涨。

However, it is important to note that cryptocurrencies remain highly volatile and subject to market fluctuations. Investors should exercise caution and thoroughly research any investment opportunities before making any decisions.

然而，值得注意的是，加密货币仍然高度波动，并容易受到市场波动的影响。投资者在做出任何决定之前应谨慎行事并彻底研究任何投资机会。