2026-01-08 08:29:13

Grayscale recently announced its quarterly rebalancing data, and Cardano has once again become a market focus. In their smart contract fund, ADA currently accounts for 18.55%—what does this mean? It has secured the third position, just behind Ethereum and Solana, pushing aside popular public chains like Sui, Avalanche, and Hedera.

What can we infer from this adjustment? Institutional investors remain optimistic about Cardano's smart contract ecosystem infrastructure. Although in terms of market popularity, Cardano is indeed not as prominent as Ethereum and Solana, this blockchain's reputation in stability, academic rigor, and technological iteration has always been strong. More importantly, Grayscale is pushing forward with the launch of a Cardano spot ETF, which has renewed attention to its long-term allocation value.

For investors, if you want to diversify beyond leading public chains, ADA remains a core option worth monitoring regularly.

ADA0,35%

ETH-0,56%

SOL-0,12%

SUI-1,97%

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MechanicalMartel

· 01-10 20:03

Haha, Grayscale is causing trouble again, and ADA has skyrocketed to third place. This move is quite impressive; it seems institutions still have confidence in this long-standing public chain. Grayscale's move to launch a spot ETF is quite clever, and the long-term story of ADA seems to be being told again. Why are so many people still underestimating Cardano? Aren't its academic rigor and stability two advantages that are worth something? ADA's value proposition is warming up again, but why does it still seem like no one is talking about it? It's too obscure. Is the top three position secure, or will it be overtaken again by the new coins in the Solana ecosystem? Grayscale's rebalancing data can boost market expectations; this market is a bit fishy. ADA is now that overlooked diversified option; institutions are quietly jumping on board.

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BoredRiceBall

· 01-10 18:06

Bro, Grayscale's move this time is sending a signal for ADA. The 18.55% share is really not low. Speaking of which, if institutions are so optimistic about ADA's stability and technological updates, shouldn't we retail investors also re-evaluate? If the ETF approval really happens, the potential for growth is quite significant... but we have to wait for that. ADA still has a long way to go, but just don't go all in. Grayscale's rebalancing direction has always been somewhat of a market indicator; their bet on ADA is worth noting. Honestly, compared to chasing hot new coins, regularly DCA-ing into some ADA seems more prudent. Institutional eyes are definitely different; we shouldn't blindly follow the trend but consider our own risk tolerance. The rise in ADA's ranking is just a matter of time, it’s just that the market perception hasn't fully caught up yet.

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BearMarketMonk

· 01-10 12:45

The institutional bottom-fishing stance is back... 18.55%. This number looks confident, but ask yourself if these configurations will flash before the ETF lands. History has never lacked cases where "academic rigor" was mocked by the market, and this wave of ADA seems more like a last gasp at the cycle bottom.

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TradFiRefugee

· 01-09 12:27

Hey, Grayscale is adding to their ADA position again. I’m familiar with this move... institutions love to ambush these undervalued assets. Has ADA really been sleeping for so long and just now waking up? I wonder what will happen once the ETF passes. 18.55% sounds pretty scary. Honestly, strong stability is good, but can the ecosystem really compete? That’s the real question. Ranking third feels a bit passive... Is Cardano making a comeback or is this just another prelude to a new wave of profit-taking? I still trust Solana more. ADA just feels like it’s missing a breakout point.

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BuyTheTop

· 01-08 08:59

ADA third place? Grayscale is trying to bottom fish this time, institutions really have sharp instincts --- Wait, is the spot ETF really coming? Then I need to reconsider this allocation --- To be honest, Cardano has always been underestimated, especially in terms of stability --- Institutions are accumulating, what are retail investors still hesitating for --- 18.55%... this proportion is making me a bit tempted --- Is Grayscale preparing for a big surge? Seems like there's a story behind it --- Not to hype or criticize, ADA's public chain really has something, just the marketing hasn't kept up

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DogeBachelor

· 01-08 08:57

Oh no, is Grayscale causing trouble again? ADA's share at 18.55% has moved up directly, now we really need to keep a close watch. This move by the institution shows they definitely don't see Cardano as a fly-by-night public chain. ETFs are coming, now that's the real highlight—are they just bluffing or are they really going to shoot? Diversified allocation isn't a bad thing; at least you can't put all your eggs in one basket. Cardano is stable, but the user base... well, everyone understands.

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TokenDustCollector

· 01-08 08:48

ADA's recent rise in ranking is mainly due to institutional bets on the ETF approval expectation. Let's see if there will be actual follow-up in the future.

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SerumSqueezer

· 01-08 08:48

ADA third place? Institutions are quietly positioning themselves. I’ve been wondering why there have been some recent movements. Grayscale’s move is quite interesting; once the spot ETF is approved, it might take off again. Honestly, ADA is indeed undervalued, with maximum stability but the hype just won’t pick up... Truly top-notch. The 18.55% ratio is quite significant, just this indicates that institutions are betting on its ecosystem narrative. Over 18%? Feels like someone is bottom-fishing, haha. Wow, it’s been pushed to the back, is ADA about to turn around this time? ETF advancement + institutional optimism, it feels like the story is just beginning. Basically, institutions are boosting confidence in ADA; whether retail investors follow or not is another matter.

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ShortingEnthusiast

· 01-08 08:41

Grayscale is back to accumulating ADA. These institutions really have a special fondness for Cardano... --- What does the 18.55% share indicate? Institutions are more敏感 than retail investors. While we're still arguing about Solana, they've already jumped on board. --- Honestly, ADA has been slowly developing over the years. It doesn't have the explosive power like Solana, but its stability is undeniable. --- ETFs are coming? Then why haven't they been launched yet? Is it still okay to buy once spot trading goes live? --- The third spot on the podium sounds good, but I don't know how long it can hold. The market changes too quickly. --- I agree with a balanced allocation, but definitely don't go all-in on ADA. There are still risks.

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GasFeeCrier

· 01-08 08:41

Haha, Grayscale is starting to be optimistic about ADA again. This time, it's really going to turn things around. Institutions recognize this thing... why are so many still looking down on Cardano? 18.55% is quite significant. Sui and Avax have both been pushed down, which is interesting. Spot ETF is coming, right? I think that's the real catalyst. ADA long-term holders can breathe a sigh of relief again. Its stability is indeed undeniable. Relying on academic endorsements is quite unique, but the market still prefers hype, after all. Institutional allocations are one thing, retail investors still need to figure things out for themselves.

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