DEFG、AERO 和 MKR：灰度的投资组合重新平衡和不断变化的加密货币格局

灰度调整其加密基金，增加 AERO 和 IP，而 MKR 退出。这些变化反映了 DeFi、智能合约和人工智能的变化。

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

DEFG、AERO 和 MKR：灰度的投资组合重新平衡和不断变化的加密货币格局

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.

在不断发展的加密世界中，灰度投资正在采取行动。他们最近在 DeFi、智能合约和人工智能基金方面进行的投资组合重新平衡标志着数字资产格局的重大转变。

DEFG Fund: AERO In, MKR Out

DEFG 基金：AERO 输入，MKR 输出

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）基金发生了重大变化：取消了 MakerDAO（MKR）并增加了 Aerodrome Finance（AERO）。这一调整反映了去中心化金融（DeFi）领域对以流动性为中心的协议的战略倾斜。该基金目前拥有 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 的加入表明人们对基于 Base 等较新生态系统构建的协议越来越感兴趣。它强调了对提供稳定收益机会的项目的关注。

Smart Contract Fund: Maintaining Balance

智能合约基金：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.

智能合约基金 (SCF) 微调了以太坊、Solana、Cardano、Avalanche、Sui 和 Hedera 的权重，确保均衡地重视领先的智能合约平台。这种接近平价的情况凸显了该基金对协议级代币的战略方针。

AI Fund: Embracing Decentralized Content

AI基金：拥抱去中心化内容

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欢迎Story（IP）进入其组成部分名单。这一添加意味着向去中心化内容发现和数据层服务的发展，补充了 Render 和 Filecoin 等面向计算和存储的资产。 AI 基金现在包括 NEAR、Bittensor、Story、Render、Filecoin 和 The Graph。

What Does This Mean for the Market?

这对市场意味着什么？

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.

灰度的调整展示了针对市场发展的主动投资组合管理。从 DEFG 中删除 MKR 并将 AERO 和 IP 代币添加到各自的基金中，说明了对细化目标敞口并与每个基金的投资主题保持一致的关注。这也反映出基于 Base 的协议的使用越来越多。

MKR's Transition to SKY

MKR 向 SKY 的过渡

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.

在相关新闻中，MakerDAO（现称为 Sky）正在敦促用户将 MKR 代币兑换成 SKY。治理投票提出了“延迟升级惩罚”，以加速迁移过程，逐步淘汰 MKR，转而使用 SKY 作为唯一的治理代币。截至最近的报告，很大一部分 MKR 已被转换，但仍有大量未兑换。

Final Thoughts

最后的想法

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!

灰度最近的举动凸显了加密货币市场的动态本质。从 DeFi 协议到人工智能驱动的内容网络，格局在不断发展。保持信息灵通和适应能力是驾驭这个令人兴奋的领域的关键。这就像试图跟上最新的舞蹈热潮 – 您可能会绊倒，但音乐太好了，无法停止移动！