灰度、加密货币和您的投资组合：现在最热门的是什么？

Grayscale 的加密货币篮子更新、以太坊 ETF 流入以及 meme 和实用代币的崛起正在重塑加密货币投资组合。保持领先！

Grayscale, Crypto, and Your Portfolio: What's Hot Now?

灰度、加密货币和您的投资组合：现在最热门的是什么？

The crypto landscape is constantly evolving, and keeping your portfolio fresh is key. With Grayscale updating its crypto baskets, Ethereum ETFs surging, and meme coins evolving, here's a bite-sized update to keep you in the loop.

加密货币领域在不断发展，保持您的投资组合新鲜是关键。随着 Grayscale 更新其加密货币篮子、以太坊 ETF 激增以及 Meme 币不断发展，这里有一个简短的更新，可以让您随时了解情况。

Grayscale's Crypto Basket Shake-Up

灰度的加密货币篮子重组

Grayscale Investments has been tweaking its multi-asset crypto funds, most recently in Q3 2025. Aerodrome Finance (AERO) and Story (IP) are in, while MakerDAO (MKR) is out. This isn't just random shuffling; it's about adapting to the DeFi and AI trends that are currently shaping the crypto world. Grayscale's moves reflect a commitment to staying relevant and competitive in a fast-paced market.

Grayscale Investments 一直在调整其多资产加密基金，最近一次是在 2025 年第三季度。Aerodrome Finance (AERO) 和 Story (IP) 加入，而 MakerDAO (MKR) 退出。这不仅仅是随机洗牌，而是随机洗牌。这是为了适应当前正在塑造加密世界的 DeFi 和人工智能趋势。灰度的举措体现了在快节奏的市场中保持相关性和竞争力的承诺。

The DeFi Fund now includes Uniswap (32.3%), Aave (28.1%), Ondo (19.1%), Lido (7.0%), Curve (6.9%), and Aerodrome (6.6%). The AI Fund includes NEAR (25.8%), Bittensor (22.1%), Story (21.5%), Render (12.9%), Filecoin (11.4%), and The Graph (6.2%).

DeFi 基金目前包括 Uniswap (32.3%)、Aave (28.1%)、Ondo (19.1%)、Lido (7.0%)、Curve (6.9%) 和 Aerodrome (6.6%)。 AI 基金包括 NEAR (25.8%)、Bittensor (22.1%)、Story (21.5%)、Render (12.9%)、Filecoin (11.4%) 和 The Graph (6.2%)。

The Ethereum ETF Effect

以太坊ETF效应

Ethereum is stepping into the big leagues. Spot ETH ETFs saw massive inflows, pulling in $720 million in a single day this September and over $2 billion in a week! This surge indicates that Ethereum is becoming more of a mainstream institutional investment, rivaling Bitcoin. It's widening the conversation about which cryptos are worth your attention.

以太坊正在步入大联盟。现货 ETH ETF 出现大量资金流入，今年 9 月单日资金流入 7.2 亿美元，一周资金流入超过 20 亿美元！这种激增表明以太坊正在成为一种主流机构投资，可以与比特币相媲美。它正在扩大关于哪些加密货币值得您关注的讨论。

Meme Coins Evolve: It's Not Just Hype Anymore

Meme 币的演变：不再只是炒作

The crypto presale market is buzzing, and meme coins are leading the charge, but they're not the same meme coins we saw in the past. Projects like AlphaPepe (ALPE), BullZilla (BZIL), and Layer Brett (BRETT) are blending meme appeal with utility and innovation. AlphaPepe offers structure and security, BullZilla goes for high-yield strategies, and Layer Brett combines memes with Layer-2 scaling solutions.

加密货币预售市场热闹非凡，模因币引领潮流，但它们与我们过去看到的模因币不同。 AlphaPepe (ALPE)、BullZilla (BZIL) 和 Layer Brett (BRETT) 等项目将模因吸引力与实用性和创新融为一体。 AlphaPepe 提供结构和安全性，BullZilla 致力于高收益策略，Layer Brett 将 meme 与 Layer-2 扩展解决方案结合起来。

And don't forget Little Pepe (LILPEPE), which is building a meme-focused Layer 2. It's raised over $26 million in its presale, showing that investors are looking for more than just a funny name.

别忘了 Little Pepe (LILPEPE)，它正在构建一个以 meme 为中心的 Layer 2。它在预售中筹集了超过 2600 万美元，这表明投资者寻求的不仅仅是一个有趣的名字。

Personal Take: Diversify, But Do Your Homework

个人看法：多元化，但做好功课

While meme coins can offer explosive growth potential, they also come with risks. Investing in a mix of established cryptocurrencies like Ethereum and innovative altcoins can balance your portfolio. However, always do your research. Look beyond the hype and understand the project's fundamentals, tokenomics, and long-term sustainability. Don't just ape in because of a catchy meme!

虽然模因币可以提供爆炸性的增长潜力，但它们也伴随着风险。混合投资以太坊等成熟的加密货币和创新的山寨币可以平衡您的投资组合。但是，一定要做好研究。超越炒作，了解项目的基本原理、代币经济学和长期可持续性。不要只是因为一个吸引人的表情包而模仿！

The Bottom Line

底线

The crypto world never sleeps, and neither should your portfolio strategy. Keep an eye on Grayscale's moves, the performance of Ethereum ETFs, and the evolution of meme coins. Staying informed and adaptable is the name of the game. So, go forth, trade wisely, and may your portfolio always be in the green! Cheers, mate!

加密货币世界永不眠，您的投资组合策略也不应如此。密切关注 Grayscale 的动向、以太坊 ETF 的表现以及 Meme 币的演变。保持消息灵通和适应能力是游戏的名称。因此，继续前进，明智地进行交易，祝您的投资组合始终保持盈利！干杯，伙计！