Quarterly UpdatesAug 5, 2026, 04:17 PM
Grayscale Updates DeFi, Smart Contract, AI Fund Weightings
AI Summary
Grayscale Investments announced the updated Fund 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 DeFi Fund adjusted its portfolio by selling Uniswap (UNI) and purchasing other existing components. The Smart Contract Fund purchased BNB by selling existing components, and the AI Fund sold NEAR Protocol (NEAR) to rebalance its portfolio. These adjustments were made in accordance with each fund's respective index or fund methodology, effective August 3, 2026.
Key Highlights
- Grayscale DeFi Fund (DEFG) sold Uniswap (UNI) and rebalanced other components.
- DEFG Fund's top holdings: Uniswap (34.16%), Ondo (25.44%), Aave (19.97%).
- Grayscale Smart Contract Fund (GSC) sold existing components to purchase BNB.
- GSC Fund's top holdings: BNB (30.6%), Ether (29.47%), Solana (29.15%).
- Grayscale AI Fund sold NEAR Protocol (NEAR) and rebalanced other components.
- AI Fund's top holdings: NEAR Protocol (31.35%), Bittensor (29.15%), Render (21.59%).
- All fund component weightings were updated as of August 3, 2026.
Price Impact
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