Grayscale Investments has released the second-quarter 2026 rebalancing results for several of its multi-asset crypto funds, with changes made under the methodology of the indexes each product tracks. In the Grayscale Smart Contract Platform Fund, the firm sold part of its existing holdings and used the proceeds to buy BNB, making it the fund’s largest position as of Aug. 3. In the Grayscale Decentralized AI Fund, NEAR Protocol was sold and the capital was redistributed across the fund’s remaining components. Grayscale also adjusted its DeFi Fund by selling Uniswap and reallocating the proceeds based on the existing weight of current holdings. The updated portfolio breakdowns disclosed by the firm show how those moves reshaped exposure across BNB, ETH, SOL, TAO, RENDER and other tokens.

Grayscale has completed the scheduled rebalancing of its multi-asset digital asset funds for the second quarter of 2026, according to Globenewswire. The changes covered the Grayscale DeFi Fund, the smart contract fund and the decentralized AI fund. In the DeFi portfolio, the firm sold Uniswap (UNI) and redistributed the proceeds based on existing component weights. As of Aug. 3, UNI still accounted for 34.16% of the fund, followed by ONDO at 25.44%, AAVE at 19.97%, ENA at 12.19%, CRV at 4.42% and LDO at 3.82%. In the smart contract fund, Grayscale sold part of its existing holdings under index rules and used the proceeds to buy BNB, which became the fund’s largest position at 30.6%. The decentralized AI fund sold NEAR and reallocated the proceeds across current holdings, with NEAR, TAO, RENDER and FIL listed as of Aug. 3.

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