Business UpdateAug 5, 2026, 04:17 PM
Grayscale Updates Fund Component Weightings for Q2 2026
AI Summary
Grayscale Investments announced updated Fund Component weightings for its Grayscale Decentralized Finance (DeFi) Fund (DEFG), Grayscale Smart Contract Fund (GSC), and Grayscale Decentralized AI Fund (AI Fund) following their second quarter 2026 reviews. The DEFG Fund sold Uniswap (UNI) to rebalance, while the GSC Fund purchased BNB, and the AI Fund sold NEAR Protocol (NEAR) to adjust its portfolio. These adjustments were made in accordance with each fund's respective index or fund methodology.
Key Highlights
- Grayscale adjusted DEFG Fund's portfolio by selling Uniswap (UNI) and purchasing other existing components.
- DEFG Fund's new weightings include Uniswap (UNI) 34.16%, Ondo 25.44%, Aave 19.97%, Ethena 12.19%.
- Grayscale adjusted GSC Fund's portfolio by selling existing components and purchasing BNB.
- GSC Fund's new weightings include BNB 30.6%, Ether (ETH) 29.47%, Solana (SOL) 29.15%.
- Grayscale adjusted AI Fund's portfolio by selling NEAR Protocol (NEAR) and purchasing other existing components.
- AI Fund's new weightings include NEAR Protocol (NEAR) 31.35%, Bittensor (TAO) 29.15%, Render (RENDER) 21.59%.
- DEFG Fund and GSC Fund regularly distribute Fund Components to pay for ongoing expenses.
- The compositions of DEFG, GSC, and AI Funds are evaluated on a quarterly basis.
Price Impact
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