灰度，DEFI和智能合约：2025年导航加密货币景观

探索格雷斯卡尔（Grayscale）在DEFI和智能合约中的战略性举措，突出了投资者在不断发展的加密市场中的关键趋势和见解。

Grayscale, DeFi, and Smart Contracts: Navigating the Crypto Landscape in 2025

灰度，DEFI和智能合约：2025年导航加密货币景观

Grayscale Investments is making big moves! With strategic rebalancing acts, they're spotlighting the future of DeFi and smart contracts. Let's dive into what's hot and what it all means.

灰度投资正在做出重大行动！通过战略性的重新平衡行为，他们聚焦于Defi和智能合约的未来。让我们深入了解什么是热的和一切的含义。

Grayscale's Q2 2025 Rebalancing: A DeFi and Smart Contract Deep Dive

Grayscale的Q2 2025重新平衡：Defi和Smart Contract深入潜水

Grayscale Investments shook things up with its Q2 2025 fund rebalancing, signaling where they see the future of crypto heading. They're doubling down on decentralized finance (DeFi), smart contracts, and even AI-powered blockchain solutions. It's like they're saying, "Buckle up, folks, the future is now!"

Grayscale Investments凭借其第二季度的2025年基金重新平衡震撼了事情，并在其中示意了加密货币标题的未来。他们在分散的金融（DEFI），智能合约，甚至是AI驱动的区块链解决方案上加倍。就像他们在说：“搭扣，伙计们，未来是现在！”

DeFi Fund: Ondo Finance Joins the Party

Defi Fund：Ondo Finance加入聚会

Ondo Finance (ONDO) is the new kid on the block in Grayscale's DeFi Fund, snagging an impressive 18.22% allocation. What's the deal with Ondo? They're all about tokenized treasury offerings and bridging real-world assets with blockchain. Think of it as bringing traditional finance into the DeFi world. Pretty neat, huh?

Ondo Finance（Ondo）是Grayscale Defi Fund街区的新孩子，获得了令人印象深刻的18.22％分配。 Ondo有什么问题？他们都是象征性的财政部产品，并与区块链弥合现实世界中的资产。可以将其视为将传统的财务带入Defi世界。很好，吧？

Meanwhile, Uniswap (UNI) and Aave (AAVE) are still the big dogs, holding down 34.01% and 30.74% of the fund, respectively. These decentralized exchange and lending protocol giants aren't going anywhere. They're the reliable mainstays in the ever-changing DeFi universe.

同时，uniswap（uni）和AAVE（AAVE）仍然是大狗，分别占基金的34.01％和30.74％。这些分散的交换和贷款协议巨头无处不在。它们是不断变化的Defi宇宙中可靠的支柱。

Smart Contract Fund: Hedera Takes Polkadot's Spot

智能合同基金：Hedera占据了Polkadot的位置

In a surprising move, Hedera (HBAR) replaced Polkadot (DOT) in Grayscale's Smart Contract Fund, grabbing a 5.8% slice of the pie. Hedera brings enterprise-grade distributed ledger technology and an energy-efficient consensus model to the table. As the world demands more sustainable solutions, Hedera's eco-friendly approach is turning heads.

令人惊讶的是，Hedera（HBAR）在Grayscale的智能合同基金中取代了Polkadot（DOT），抓住了5.8％的馅饼。 Hedera将企业级分布式分类帐技术和节能共识模型带到了桌子上。随着世界要求更具可持续性的解决方案，Hedera的环保方法正在转弯。

Ethereum (ETH) and Solana (SOL) remain the MVPs, holding 30% and 29% of the fund, respectively. These platforms are the backbone of decentralized applications and smart contract development. They're the foundations upon which the future is being built.

以太坊（ETH）和Solana（Sol）仍然是MVP，分别持有30％和29％的基金。这些平台是分散应用程序和智能合同开发的骨干。它们是建立未来的基础。

The removal of Polkadot (DOT) suggests Grayscale is eyeing assets with stronger enterprise adoption and scalability. It's a cutthroat world out there in the crypto space!

去除Polkadot（DOT）表明，灰度是企业采用和可扩展性更强大的资产。这是一个在加密货币空间中的残酷世界！

Decentralized AI Fund: AI and Blockchain Collide

分散的AI基金：AI和区块链碰撞

Grayscale's Decentralized AI Fund is betting big on the intersection of blockchain and artificial intelligence. Bittensor (TAO) and NEAR Protocol (NEAR) are leading the charge, showcasing the potential of decentralized AI frameworks. It’s like Skynet, but… decentralized?

Grayscale的分散AI基金在区块链和人工智能的交集上大放异彩。 Bittensor（Tao）和近协议（近）正在领导电荷，展示了分散的AI框架的潜力。就像天网一样，但是……分散了吗？

The Big Picture: What Does It All Mean?

大局：这意味着什么？

Grayscale's moves highlight the growing importance of tokenized real-world assets, enterprise-grade blockchain solutions, and the convergence of AI and blockchain. They're not just throwing darts at a board; they're making calculated bets on the future.

Grayscale的举动强调了令牌现实世界资产，企业级区块链解决方案以及AI和区块链的融合的日益重要性。他们不只是向董事会投掷飞镖。他们正在对未来进行计算的赌注。

Also, let's not forget Space and Time (SXT)'s addition to Grayscale’s Crypto Sectors Index. This isn't just another token inclusion; it's a shoutout to the rising decentralized data scene and Web3's evolution. Space and Time offers tamper-proof, blockchain-verified data and computation, linking off-chain data with on-chain smart contracts. For DeFi protocols, gaming dApps, and enterprise solutions, this is a game-changer!

另外，让我们不要忘记Grayscale的加密扇区索引的空间和时间（SXT）的补充。这不仅仅是另一个象征性的包容性；这是对分散的数据场景和Web3的演变的大喊大叫。时空提供了防篡改的，区块链验证的数据和计算，从而将外链数据与链上的智能合约联系起来。对于Defi协议，游戏DAPP和Enterprise Solutions，这是一个改变游戏规则的人！

dYdX and Crypto.com Onchain: A Mobile DeFi Revolution

dydx和crypto.com onChain：移动式革命

Speaking of the future, dYdX and Crypto.com Onchain have teamed up to bring advanced trading to your phone. This partnership is about making onchain trading as smooth as your favorite mobile apps. Trade over 200 perpetual markets with leverage, right from your pocket. It's like having a Wall Street trading desk in your hand.

说到未来，dydx和crypto.com onChain已联手将高级交易带到您的电话中。这种合作伙伴关系是关于使Onchain交易与您最喜欢的移动应用程序一样流畅。超过200个永久性市场具有杠杆作用，从您的口袋里进行交易。这就像手里拿着华尔街交易桌。

XRP Ledger's EVM Sidechain: A Promising Start

XRP Ledger的EVM Sidechain：有希望的开始

The XRP Ledger's Ethereum Virtual Machine (EVM)-compatible sidechain is showing early promise, with over 1,400 smart contracts deployed in its first week. DeFi projects and trading protocols are flocking to the platform, eager to leverage its capabilities. It's a low-cost, developer-friendly option for those exploring scalable smart contract infrastructure.

XRP Ledger的以太坊虚拟机（EVM）兼容的Sidechain表现出早期的希望，第一周在其第一周部署了1,400个智能合约。 Defi项目和交易协议涌向该平台，渴望利用其功能。对于那些探索可扩展智能合同基础架构的人来说，这是一种低成本，对开发人员友好的选择。

Final Thoughts: The Future Is Decentralized

最终想法：未来是分散的

Grayscale's strategic rebalancing, the rise of decentralized data solutions, mobile DeFi trading, and the growth of EVM-compatible sidechains all point to one thing: the future is decentralized. It's an exciting time to be in the crypto space, with innovation happening at breakneck speed. So, buckle up, stay informed, and enjoy the ride! Who knows what crazy innovations we'll see next? One thing's for sure: it's gonna be wild!

Grayscale的战略性重新平衡，分散数据解决方案的兴起，移动性交易以及EVM兼容的Sidechains的增长都指向一件事：未来是分散的。这是一个令人兴奋的时刻，进入加密货币空间，创新以惊人的速度发生。因此，扣紧，保持知情并享受旅程！谁知道接下来我们会看到什么疯狂的创新？可以肯定的是：这会很疯狂！