Grayscale的加密动作：数字资产的新时代？

灰度重新定义了加密排名，重点是真正的采用。 XRP，ADA出去吗？这对您的数字资产组合意味着什么？

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.

灰度投资正在震动！他们对Q3 2025的最新加密投资组合更新标志着他们评估数字资产的方式发生了重大转变。扣紧，因为现在不仅仅是市值；这是关于现实世界的活动。

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

灰度优先考虑实际采用：什么是什么？

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.

忘记受欢迎的比赛！ Grayscale正在深入研究链基本面，以识别高潜力的加密项目。这一新策略导致将雪崩（Avax）和Morpho（Morpho）纳入他们的前20名，而XRP和Cardano（ADA）等巨人获得了靴子。

Avalanche and Morpho: The Rising Stars

雪崩和morpho：后起之秀

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.

雪崩的崛起归功于其蓬勃发展的区块链生态系统，尤其是在Web3游戏中（想想Maplestory）和稳定的稳定使用。 Morpho的年收入超过40亿美元和将近1亿美元的TVL转向头。灰度甚至预测，Morpho与AAVE和Maple Finance一起可能成为链上贷款的主要参与者。

XRP and Cardano: Are They Losing Their Luster?

XRP和Cardano：他们是否失去了光泽？

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的排除使许多人感到惊讶。尽管这些代币拥有高市上限，但灰刻刻引用了目前缺乏牵引力。例如，尽管有涟漪的伙伴关系，XRP仍在挣扎，但仍大大低于其历史最高水平。尽管雄心勃勃，但ADA也陷入了困境。这是这些曾经主导的加密货币的时代的终结吗？

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

加密评估的未来：这一切都与性能有关

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的新方法可以树立先例。在竞争日益激烈的加密市场中，链上的性能可能是唯一重要的事情。忘记炒作；告诉我区块链活动！

Geopolitical Impact and AI Solutions

地缘政治影响和AI解决方案

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.

当然，加密市场不能免疫外力。地缘政治事件可能会在市场上引发冲击波，从而影响比特币和以太坊。这就是AI驱动的解决方案（例如Goldenmining）进入的地方，提供实时数据分析和降低风险。这些平台对于导航不可预测的加密景观至关重要。

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

我的看法：灰度大胆的举动和加密货币投资的未来

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）决定优先采用真实收养的决定是新鲜空气的呼吸。这是一个信号，表明市场正在超越猜测。尽管XRP和ADA仍然具有价值，但他们缺乏当前的链上活动会引起严重的问题。这种转变鼓励投资者超越头条新闻，并专注于有形用例和繁荣生态系统的项目。但是，重要的是要记住，市场一直在变化，今天的热门可能是明天的老新闻。因此，多样化，进行研究，不要将所有鸡蛋都放在一个数字篮中！

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，伙计们！灰度摇晃的事情，人工智能正在介入，加密货币世界一直在旋转。请继续关注，保持知情和愉快的投资！