Grayscale Rebalances DeFi, Smart Contract, AI Funds for Q2
Grayscale Investments announced updated component weightings for its Grayscale® Decentralized Finance (DeFi) Fund, Grayscale® Smart Contract Fund, and Grayscale® Decentralized AI Fund following their second quarter 2026 reviews. The DEFG Fund rebalanced by selling Uniswap (UNI) and purchasing other existing components, while the GSC Fund sold existing components to acquire BNB. The AI Fund adjusted its portfolio by selling NEAR Protocol (NEAR) and reallocating proceeds to other existing components, all in accordance with their respective fund methodologies.
Key Highlights
- Grayscale DeFi Fund (DEFG) rebalanced by selling Uniswap (UNI) and purchasing other existing components.
- DEFG Fund's updated top holdings: Uniswap (34.16%), Ondo (25.44%), Aave (19.97%).
- Grayscale Smart Contract Fund (GSC) rebalanced by selling existing components to purchase BNB.
- GSC Fund's updated top holdings: BNB (30.6%), Ether (29.47%), Solana (29.15%).
- Grayscale Decentralized AI Fund (AI Fund) rebalanced by selling NEAR Protocol (NEAR).
- AI Fund's updated top holdings: NEAR Protocol (31.35%), Bittensor (29.15%), Render (21.59%).
- DEFG and GSC Funds regularly distribute components to cover ongoing expenses, gradually decreasing component amounts.
Price Impact
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