Grayscale的加密動作：數字資產的新時代？

灰度重新定義了加密排名，重點是真正的採用。 XRP，ADA出去嗎？這對您的數字資產組合意味著什麼？

Grayscale Investments is shaking things up! Their latest crypto portfolio update for Q3 2025 signals a major shift in how they're evaluating digital assets. Buckle up, because it's more than just market cap now; it's about real-world activity.

灰度投資正在震動！他們對Q3 2025的最新加密投資組合更新標誌著他們評估數字資產的方式發生了重大轉變。扣緊，因為現在不僅僅是市值；這是關於現實世界的活動。

Grayscale Prioritizes Real Adoption: What's In, What's Out?

灰度優先考慮實際採用：什麼是什麼？

Forget popularity contests! Grayscale is diving deep into on-chain fundamentals to identify high-potential crypto projects. This new strategy led to the inclusion of Avalanche (AVAX) and Morpho (MORPHO) in their Top 20, while giants like XRP and Cardano (ADA) got the boot.

忘記受歡迎的比賽！ Grayscale正在深入研究鏈基本面，以識別高潛力的加密項目。這一新策略導致將雪崩（Avax）和Morpho（Morpho）納入他們的前20名，而XRP和Cardano（ADA）等巨人獲得了靴子。

Avalanche and Morpho: The Rising Stars

雪崩和morpho：後起之秀

Avalanche's rise is thanks to its booming blockchain ecosystem, particularly in Web3 gaming (think MapleStory) and the growing use of stablecoins. Morpho is turning heads with a TVL exceeding $4 billion and nearly $100 million in annual revenue. Grayscale even predicts Morpho could become a major player in on-chain lending, alongside Aave and Maple Finance.

雪崩的崛起歸功於其蓬勃發展的區塊鏈生態系統，尤其是在Web3遊戲中（想想Maplestory）和穩定的穩定使用。 Morpho的年收入超過40億美元和將近1億美元的TVL轉向頭。灰度甚至預測，Morpho與AAVE和Maple Finance一起可能成為鏈上貸款的主要參與者。

XRP and Cardano: Are They Losing Their Luster?

XRP和Cardano：他們是否失去了光澤？

The exclusion of XRP, ADA, BNB, and TRON surprised many. While these tokens boast high market caps, Grayscale cites a lack of current traction. XRP, for example, is struggling despite Ripple's partnerships, remaining significantly below its all-time high. ADA is also down, despite its DeFi ambitions. Is this the end of an era for these once-dominant cryptos?

XRP，ADA，BNB和TRON的排除使許多人感到驚訝。儘管這些代幣擁有高市上限，但灰刻刻引用了目前缺乏牽引力。例如，儘管有漣漪的伙伴關係，XRP仍在掙扎，但仍大大低於其歷史最高水平。儘管雄心勃勃，但ADA也陷入了困境。這是這些曾經主導的加密貨幣的時代的終結嗎？

The Future of Crypto Evaluation: It's All About Performance

加密評估的未來：這一切都與性能有關

Grayscale's new approach could set a precedent. In an increasingly competitive crypto market, on-chain performance might be the only thing that matters. Forget hype; show me the blockchain activity!

Grayscale的新方法可以樹立先例。在競爭日益激烈的加密市場中，鏈上的性能可能是唯一重要的事情。忘記炒作；告訴我區塊鏈活動！

Geopolitical Impact and AI Solutions

地緣政治影響和AI解決方案

Of course, the crypto market isn't immune to external forces. Geopolitical events can send shockwaves through the market, impacting even Bitcoin and Ethereum. That's where AI-driven solutions like GoldenMining come in, offering real-time data analysis and risk mitigation. These platforms are becoming crucial for navigating the unpredictable crypto landscape.

當然，加密市場不能免疫外力。地緣政治事件可能會在市場上引發衝擊波，從而影響比特幣和以太坊。這就是AI驅動的解決方案（例如Goldenmining）進入的地方，提供實時數據分析和降低風險。這些平台對於導航不可預測的加密景觀至關重要。

My Take: Grayscale's Bold Move and the Future of Crypto Investing

我的看法：灰度大膽的舉動和加密貨幣投資的未來

Grayscale's decision to prioritize real adoption is a breath of fresh air. It's a signal that the market is maturing beyond mere speculation. While XRP and ADA still hold value, their lack of current on-chain activity raises serious questions. This shift encourages investors to look beyond the headlines and focus on projects with tangible use cases and thriving ecosystems. However, it's important to remember that the market is always changing, and what's hot today might be old news tomorrow. So, diversify, do your research, and don't put all your eggs in one digital basket!

格雷斯卡（Grayscale）決定優先採用真實收養的決定是新鮮空氣的呼吸。這是一個信號，表明市場正在超越猜測。儘管XRP和ADA仍然具有價值，但他們缺乏當前的鏈上活動會引起嚴重的問題。這種轉變鼓勵投資者超越頭條新聞，並專注於有形用例和繁榮生態系統的項目。但是，重要的是要記住，市場一直在變化，今天的熱門可能是明天的老新聞。因此，多樣化，進行研究，不要將所有雞蛋都放在一個數字籃中！

So, there you have it, folks! Grayscale's shaking things up, AI is stepping in, and the crypto world keeps on spinning. Stay tuned, stay informed, and happy investing!

所以，你有，伙計們！灰度搖晃的事情，人工智能正在介入，加密貨幣世界一直在旋轉。請繼續關注，保持知情和愉快的投資！