DEFG、AERO 和 MKR：灰度的投資組合重新平衡和不斷變化的加密貨幣格局

灰度調整其加密基金，增加 AERO 和 IP，而 MKR 退出。這些變化反映了 DeFi、智能合約和人工智能的變化。

DEFG, AERO, and MKR: Grayscale's Portfolio Rebalancing and the Evolving Crypto Landscape

DEFG、AERO 和 MKR：灰度的投資組合重新平衡和不斷變化的加密貨幣格局

In the ever-evolving world of crypto, Grayscale Investments is making moves. Their recent portfolio rebalancing across DeFi, smart contracts, and AI-focused funds signals key shifts in the digital asset landscape.

在不斷發展的加密世界中，灰度投資正在採取行動。他們最近在 DeFi、智能合約和人工智能基金方面進行的投資組合重新平衡標誌著數字資產格局的重大轉變。

DEFG Fund: AERO In, MKR Out

DEFG 基金：AERO 輸入，MKR 輸出

The Grayscale Decentralized Finance (DEFG) Fund witnessed a significant change: the removal of MakerDAO (MKR) and the addition of Aerodrome Finance (AERO). This adjustment reflects a strategic tilt towards liquidity-focused protocols within the Decentralized Finance (DeFi) sector. The fund now boasts Uniswap (32.3%), Aave (28.1%), Ondo (19.1%), Lido (7.0%), Curve (6.9%), and Aerodrome (6.6%).

灰度去中心化金融（DEFG）基金發生了重大變化：取消了 MakerDAO（MKR）並增加了 Aerodrome Finance（AERO）。這一調整反映了去中心化金融（DeFi）領域對以流動性為中心的協議的戰略傾斜。該基金目前擁有 Uniswap (32.3%)、Aave (28.1%)、Ondo (19.1%)、Lido (7.0%)、Curve (6.9%) 和 Aerodrome (6.6%)。

The inclusion of AERO demonstrates growing interest in protocols built on newer ecosystems like Base. It highlights a focus on projects that offer opportunities for consistent yield.

AERO 的加入表明人們對基於 Base 等較新生態系統構建的協議越來越感興趣。它強調了對提供穩定收益機會的項目的關注。

Smart Contract Fund: Maintaining Balance

智能合約基金：保持平衡

The Smart Contract Fund (SCF) fine-tuned its weightings across Ethereum, Solana, Cardano, Avalanche, Sui, and Hedera, ensuring a balanced emphasis on leading smart-contract platforms. This near parity highlights the fund’s strategic approach to protocol-level tokens.

智能合約基金 (SCF) 微調了以太坊、Solana、Cardano、Avalanche、Sui 和 Hedera 的權重，確保均衡地重視領先的智能合約平台。這種接近平價的情況凸顯了該基金對協議級代幣的戰略方針。

AI Fund: Embracing Decentralized Content

AI基金：擁抱去中心化內容

The Decentralized AI Fund welcomed Story (IP) into its component list. This addition signifies a move towards decentralized content discovery and data-layer services, complementing compute- and storage-oriented assets like Render and Filecoin. The AI Fund now includes NEAR, Bittensor, Story, Render, Filecoin, and The Graph.

去中心化人工智能基金歡迎Story（IP）進入其組成部分名單。這一添加意味著向去中心化內容髮現和數據層服務的發展，補充了 Render 和 Filecoin 等面向計算和存儲的資產。 AI 基金現在包括 NEAR、Bittensor、Story、Render、Filecoin 和 The Graph。

What Does This Mean for the Market?

這對市場意味著什麼？

Grayscale's adjustments showcase active portfolio management in response to market developments. Removing MKR from DEFG and adding AERO and IP tokens to their respective funds illustrates a focus on refining target exposures and staying aligned with each fund's investment thesis. It also reflects the increasing use of Base-based protocols.

灰度的調整展示了針對市場發展的主動投資組合管理。從 DEFG 中刪除 MKR 並將 AERO 和 IP 代幣添加到各自的基金中，說明了對細化目標敞口並與每個基金的投資主題保持一致的關注。這也反映出基於 Base 的協議的使用越來越多。

MKR's Transition to SKY

MKR 向 SKY 的過渡

In related news, MakerDAO, now known as Sky, is urging users to exchange their MKR tokens for SKY. A governance vote proposes a “delayed upgrade penalty” to accelerate the migration process, phasing out MKR in favor of SKY as the sole governance token. As of recent reports, a significant portion of MKR has already been converted, but a substantial amount remains unexchanged.

在相關新聞中，MakerDAO（現稱為 Sky）正在敦促用戶將 MKR 代幣兌換成 SKY。治理投票提出了“延遲升級懲罰”，以加速遷移過程，逐步淘汰 MKR，轉而使用 SKY 作為唯一的治理代幣。截至最近的報告，很大一部分 MKR 已被轉換，但仍有大量未兌換。

Final Thoughts

最後的想法

Grayscale's recent moves underscore the dynamic nature of the crypto market. From DeFi protocols to AI-powered content networks, the landscape is constantly evolving. Staying informed and adaptable is key to navigating this exciting space. It's like trying to keep up with the latest dance craze – you might stumble, but the music's too good to stop moving!

灰度最近的舉動凸顯了加密貨幣市場的動態本質。從 DeFi 協議到人工智能驅動的內容網絡，格局在不斷發展。保持信息靈通和適應能力是駕馭這個令人興奮的領域的關鍵。這就像試圖跟上最新的舞蹈熱潮 – 您可能會絆倒，但音樂太好了，無法停止移動！