Grayscale has completed the scheduled rebalancing of its multi-asset digital asset funds for the second quarter of 2026, according to Globenewswire. The changes affected its DeFi fund, smart contract fund and decentralized AI fund.
DeFi fund sold UNI and redistributed the proceeds
The DeFi fund, DEFG Fund, sold Uniswap (UNI) and reallocated the proceeds based on the fund’s existing component weights.
As of Aug. 3, holdings in the DEFG Fund were:
- UNI: 34.16%
- Ondo (ONDO): 25.44%
- Aave (AAVE): 19.97%
- Ethena (ENA): 12.19%
- Curve DAO Token (CRV): 4.42%
- Lido DAO (LDO): 3.82%
Smart contract fund added BNB
The GSC Fund sold part of its existing assets under index rules and used the proceeds to buy BNB. After the adjustment, BNB became the fund’s largest allocation at 30.6%.
Its other major holdings were:
- Ethereum (ETH): 29.47%
- Solana (SOL): 29.15%
- Cardano (ADA): 4.88%
- Hedera (HBAR): 2.08%
- Avalanche (AVAX): 1.92%
- Sui (SUI): 1.9%
Decentralized AI fund sold NEAR
The decentralized AI fund sold NEAR Protocol (NEAR) and reallocated the proceeds in line with existing asset weights.
As of Aug. 3, the fund held:
- NEAR: 31.35%
- Bittensor (TAO): 29.15%
- Render Token (RENDER): 21.59%
- Filecoin (FIL): 17.91%
This article was originally published by Bit.Fan. For more cryptocurrency news and market insights, visit www.bit.fan.