Last year we introduced the investment portfolios of Grayscale’s four major funds. Recently, there have been considerable changes in the four funds. Some new currencies are added, and some are used to replace original investment targets with new currencies. Among them, ADA and SUI, which are most concerned by Taiwanese retail investors, were also selected. However, AVAX, which is expected to take off with the MapleStory chain game, was removed from Grayscale's investment portfolio.

(Hayscale has quietly deployed these coins! This article provides an overview of the layout of its four major private equity funds)

(You still dare to come down to the MapleStory of the Yuanverse! The master of the live broadcast, Guodong, said straight out: Games linked to the blockchain will surely fall)

Is the MapleStory chain game still showing no improvement? Grayscale clearing AVAX

Grayscale Digital Large Cap Fund uses a market value-weighted approach to hold digital assets with the largest market value, the most liquidity, and meeting specific trading and custody requirements. The position ratio in the last updated report was approximately:

  • Bitcoin: 75%

  • Ethereum: 17.9%

  • Solana：4.13%

  • Ripple：1.86%

  • AVAX ：0.65%

However, after this update, AVAX was sold, the remaining currencies were sold for cash in proportion, and Cadarno (ADA) was added. The current ratio is:

  • Bitcoin: 73.52%

  • Ethereum: 16.16%

  • Ripple：5.05%

  • Solana： 3.83%

  • THERE IS：1.44%

It can be found that in addition to ADA, the proportion of Ripple has also increased significantly.

Grayscale significantly reduced its holdings in TAO and added LPT positions

Grayscale Decentralized Artificial Intelligence Fund focuses on the integration of artificial intelligence and blockchain technology. The position ratio in the last updated report was approximately:

  • PEOPLE: 29.5%

  • NEAR：29.15%

  • IN: 16.68%

  • RENDER：14%

  • GRT：10.55%

However, after this update, Livepeer (LPT) has been added, and the current ratio is:

  • NEAR：29.93%

  • RENDER：20.58%

  • PEOPLE: 19.03%

  • IN: 17.18%

  • GRT：10.45%

  • LPT：2.83%

It mainly reduced its holdings of TAO significantly and increased the proportion of RENDER.

SUI joins the Grayscale investment portfolio for the first time, becoming the fourth largest smart contract currency

The Grayscale Smart Contract Platform Fund was formerly known as the Ethereum Fund. In the last updated report, the holding ratio was approximately:

  • Solana： 66%

  • THERE IS：12%

  • AVAX：10,5%

  • DOT：6.13%

  • NEAR：5.35%

After this update it is:

  • Solana：55.22%

  • THERE IS：20.82%

  • AVAX：9.52%

  • SUI：7.93%

  • NEAR：3.85%

  • DOT：2.66%

The main changes are to reduce the holdings of Solana, NEAR, and DOT, nearly double the proportion of ADA, and increase the proportion of SUI to nearly 8%.

WEN alt season? Grayscale bets on AAVE and CRV

Finally, there is the Grayscale decentralized finance (DeFi) fund. Many people believe that DeFi will be the biggest beneficiary of the copycat season. Let’s take a look at Grayscale’s layout. Last time’s proportion:

  • Him: 51%

  • AAVE: 22%

  • Sky (stablecoin protocol formerly known as Maker): 12.7%

  • Lido ：9.3%

  • SNX: 4.5%

After the latest update:

  • IT: 47.88%

  • AAVE: 27.87%

  • Lido： 9.75%

  • MakerDAO (MKR):7.79%

  • CRV：6.71%

Increased holdings of AAVE, decreased holdings of MKER, and added CRV to the investment portfolio.

This article updates Grayscale’s four major funds once and for all! The topic of old public chains being eliminated, ADA returning to the embrace of large-cap funds, and SUI being selected for the first time appeared first on Chain News ABMedia.