Business UpdateAug 5, 2026, 04:18 PM
Grayscale Updates Digital Asset Fund Component Weightings
AI Summary
Grayscale Investments announced updated Fund Component weightings for its Grayscale Decentralized Finance (DEFG) Fund, Grayscale Smart Contract (GSC) Fund, and Grayscale Decentralized AI (AI) Fund following their second quarter 2026 reviews. The adjustments involved selling specific assets and rebalancing portfolios according to each fund's respective index methodology. For instance, DEFG Fund sold Uniswap, GSC Fund purchased BNB, and AI Fund sold NEAR Protocol to adjust holdings.
Key Highlights
- Grayscale updated component weightings for its DEFG, GSC, and AI Funds after Q2 2026 reviews.
- DEFG Fund sold Uniswap (UNI) and rebalanced into other existing components.
- GSC Fund sold existing components and purchased BNB, which now comprises 30.6% of the fund.
- AI Fund sold NEAR Protocol (NEAR) and rebalanced into other existing components.
- DEFG Fund's updated top holdings include Uniswap (34.16%), Ondo (25.44%), and Aave (19.97%).
- GSC Fund's updated top holdings include BNB (30.6%), Ether (29.47%), and Solana (29.15%).
- AI Fund's updated top holdings include NEAR Protocol (31.35%), Bittensor (29.15%), and Render (21.59%).
- Fund compositions are evaluated quarterly based on established index methodologies.
Price Impact
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