2026-01-09 08:40:31

#密码资产动态追踪 Large capital is once again sending signals! The latest quarterly rebalancing data of a leading digital asset fund under a top crypto asset management firm with over $900 million in assets has been revealed. This rebalancing move is quite significant—substantially increasing positions in Solana (SOL) and XRP, while completely removing Cardano (ADA) from the fund pool.

Honestly, the rebalancing actions of these institutions are always worth paying attention to. Why did they choose SOL this time? After the deployment of the Firedancer client, performance has been maximized, and the ecosystem is becoming increasingly mature, truly making it a representative of practical public chains. As for XRP, regulatory clarity has improved, and the actual application value in cross-border payments has been rediscovered by capital.

Looking at ADA being kicked out, it’s mostly because its ecosystem didn’t meet expectations, and ETF approvals have been stalled. This is a ruthless test of fundamentals by institutions—don’t just tell stories; you need real substance.

Ultimately, what does this rebalancing indicate? Institutional money is flowing from "storytelling" projects to assets with real use cases and healthy ecosystems. In this new cycle of 2026, practical public chains that can genuinely solve problems and generate network effects will continue to attract major capital. This also provides some reference for retail investors—don’t just focus on concepts and hype; observe how institutions choose, and you’ll have a clearer picture.

SOL3,79%

XRP-0,95%

ADA1,46%

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UnluckyLemur

· 6h ago

It's another prelude of institutions harvesting profits. How many months can SOL last this time?

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MiningDisasterSurvivor

· 6h ago

Another wave of "storytelling" projects has been ruthlessly eliminated, and ADA has truly been lessons by reality this time. SOL and XRP do have some value, but don't overhype it too much. I saw projects claiming to have a "mature ecosystem" back in 2018, and look what happened... Institutional money is indeed flowing into practical projects, and that's correct. Just don't follow the trend too aggressively; all the pitfalls are stepped into this way.

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alpha_leaker

· 01-10 12:18

Coming with this again? Is institutional rebalancing considered an edict? I'm also pretty upset about ADA being kicked out, but I have to admit that this time it really hit the sore spot.

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RugPullAlarm

· 01-09 09:09

Wait, the 900 million dollar fund kicking out ADA... we need to dig into the institution's address flow, don't just look at the rebalancing surface. It's the same XRP cross-border payment narrative, every time regulatory sentiment shifts, someone starts speculating. Who's actually monitoring the on-chain activity? SOL's performance is solid, but who can guarantee the audit status of those small projects in its ecosystem? The risk concentration remains concerning. Institutional funds withdrawing from ADA is normal, but what does it indicate? It only shows the fundamentals are weak; don't overinterpret it as a "new cycle signal." Retail investors should be cautious with this rebalancing wave. Their FOMO of 900 million dollars and our few thousand bucks of gambler psychology are completely different.

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PositionPhobia

· 01-09 09:09

Here comes the story of chopping leeks again. Just because institutions kick out ADA, does that mean the ecosystem is failing? I think it's just the cycle of speculation changing targets.

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FUD_Whisperer

· 01-09 09:08

Sol is back up, but ADA really can't be revived... Telling stories is useless; we need to see if the ecosystem can support it.

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MevWhisperer

· 01-09 09:00

SOL's recent surge is real. Firedancer's launch truly maximized performance, but it's not unfair that ADA was pushed out—many promises haven't been fulfilled. Institutions are investing in practicality, indicating that the narrative phase has really passed. Now it's about whether there's real substance. XRP's cross-border payment applications do have potential, and after regulatory clarity, funds are rediscovering its value. ADA has been talking about stories for years; no wonder it was ruthlessly pushed out—fundamentals are what really matter. The logic behind SOL and XRP makes sense, but we need to watch the actual progress of their ecosystems and not get led astray. This is what institutional choice looks like—assets that meet real demand. Retail investors might do better by thinking in reverse. Is anyone worried that SOL might repeat ADA's mistake? Strong performance alone isn't enough. Has XRP's cross-border payment application really taken off, or is it just talk? Ecosystem maturity is the hardest to quantify. Why do institutions believe SOL is stronger than ADA?

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ChainDetective

· 01-09 08:59

It's that same narrative of "following institutions," but honestly, ADA deserved to be kicked out this time. The ecosystem has been abandoned for so long, yet they keep telling stories. SOL's performance is indeed top-notch, but I'm just worried about another wave of network failures. I don't really trust XRP; regulators could flip at any time. Wait, let me ask, could this $900 million rebalancing be just market news leaked early to shake out retail investors? Firedancer's stability really depends on what happens next; don't be fooled by marketing hype. Actually, the most important thing to watch isn't what they buy, but why they're heavily increasing their positions now—are these bottom signals or just accumulation of chips?

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GweiTooHigh

· 01-09 08:47

SOL's recent surge really wasn't a free ride; the performance has indeed been maximized. ADA is still just talking about stories; institutions have already left. XRP's cross-border payments definitely have potential; regulatory easing is an opportunity. Institutional money doesn't lie; follow the trend and join in. Projects that are just storytelling should be cleared out; fundamentals are the real key. Once Firedancer launches, the SOL ecosystem will take off. ADA being kicked out is well-deserved; who can tolerate just pie-in-the-sky promises? In the new cycle of 2026, practical public chains will be the main players. Stop chasing hype; whatever institutions choose, that's what we should watch. This is what true investment logic looks like, not just throwing everything in randomly.

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MEVHunter

· 01-09 08:42

I have to say, the deployment of Firedancer really changed the entire narrative—gas fee optimization to this extent has squeezed out arbitrage opportunities, but this instead proves that SOL truly has some serious potential. It's no wonder ADA was kicked out; the ecosystem hasn't been grounded yet, and they're still trying to tell stories. Institutional money isn't naive. On the other hand, with the recent clarity in XRP regulation, the application value of cross-border payments has been re-priced, which is definitely worth paying attention to. But honestly, rather than watching institutional rebalancing, it's better to directly monitor the large holders' position changes in the mempool—that's the real signal.

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