#密码资产动态追踪 Major funds are sending signals again! The latest quarterly rebalancing data from a top crypto asset management firm with over $900 million in digital assets under management has been exposed, and this portfolio adjustment is nothing short of heavyweight—significantly increasing positions in Solana (SOL) and XRP, while completely removing Cardano (ADA) from the fund pool.
To be honest, these institutional rebalancing moves are always worth paying attention to. Why are they taking such a liking to SOL? After the Firedancer client deployment was completed, performance reached its peak, and the ecosystem has become increasingly mature, truly establishing itself as a representative player in practical public chains. As for XRP, the regulatory landscape has become much clearer, and the actual application value in cross-border payments has been rediscovered by capital.
In contrast, ADA being kicked out is mostly because ecosystem implementation failed to meet expectations, and ETF approval has been stuck all along. This is institutional due diligence on fundamentals—forget just telling stories, you need real substance.
At the end of the day, what does this rebalancing signal? Institutional capital is flowing from "story-telling" projects toward assets with "real use cases and solid ecosystems." In this new cycle of 2026, practical public chains, because they can actually solve problems and have network effects, will continue to attract major capital's focus. This also has reference value for retail investors—don't just fixate on concepts and hype, see how institutions choose and you'll have a clearer picture.
It's that same old "follow the institutions" narrative again, but honestly, ADA deserved to get kicked out this time—the ecosystem has been a mess for so long and they're still spinning stories.
SOL's performance is definitely top-notch, but I'm worried we'll see another network outage.
XRP, I'm not buying it—regulators could flip their stance anytime.
Wait, here's a question though: could this $900 million portfolio reallocation just be market intel leaked early to shake out retail traders?
Whether Firedancer can actually stay stable remains to be seen—don't get fooled by the marketing hype.
The real thing worth paying attention to isn't what they're buying, but *why* they're massively increasing positions now—is it a bottom signal or just accumulating chips?
#密码资产动态追踪 Major funds are sending signals again! The latest quarterly rebalancing data from a top crypto asset management firm with over $900 million in digital assets under management has been exposed, and this portfolio adjustment is nothing short of heavyweight—significantly increasing positions in Solana (SOL) and XRP, while completely removing Cardano (ADA) from the fund pool.
To be honest, these institutional rebalancing moves are always worth paying attention to. Why are they taking such a liking to SOL? After the Firedancer client deployment was completed, performance reached its peak, and the ecosystem has become increasingly mature, truly establishing itself as a representative player in practical public chains. As for XRP, the regulatory landscape has become much clearer, and the actual application value in cross-border payments has been rediscovered by capital.
In contrast, ADA being kicked out is mostly because ecosystem implementation failed to meet expectations, and ETF approval has been stuck all along. This is institutional due diligence on fundamentals—forget just telling stories, you need real substance.
At the end of the day, what does this rebalancing signal? Institutional capital is flowing from "story-telling" projects toward assets with "real use cases and solid ecosystems." In this new cycle of 2026, practical public chains, because they can actually solve problems and have network effects, will continue to attract major capital's focus. This also has reference value for retail investors—don't just fixate on concepts and hype, see how institutions choose and you'll have a clearer picture.