Grayscale Adds Ethena to DeFi Fund, Drops Aerodrome in Quarterly Rebalance
Grayscale completed its Q1 2026 portfolio review, adding Ethena (13.59% weight) to its DeFi Fund while removing Aerodrome Finance. The Smart Contract Fund kept all assets, with Ethereum (30.14%) and Solana (29.69%) narrowing their gap.








