Quarterly UpdatesAug 5, 2026, 04:18 PM
Grayscale Updates Q2 2026 Fund Component Weightings for DeFi, Smart Contract, and AI Funds
AI Summary
Grayscale Investments announced 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 DEFG Fund rebalanced by selling Uniswap and buying other components, while the GSC Fund sold existing components to purchase BNB. The AI Fund adjusted its portfolio by selling NEAR Protocol and buying other existing components, all in accordance with their respective index or fund methodologies.
Key Highlights
- Grayscale DeFi Fund (DEFG) rebalanced by selling Uniswap (UNI) and purchasing other existing components.
- DEFG Fund's new weightings include Uniswap (UNI) at 34.16%, Ondo (ONDO) at 25.44%, and Aave (AAVE) at 19.97%.
- Grayscale Smart Contract Fund (GSC) rebalanced by selling existing components and purchasing BNB.
- GSC Fund's new weightings include BNB at 30.6%, Ether (ETH) at 29.47%, and Solana (SOL) at 29.15%.
- Grayscale Decentralized AI Fund (AI Fund) rebalanced by selling NEAR Protocol (NEAR) and purchasing other existing components.
- AI Fund's new weightings include NEAR Protocol (NEAR) at 31.35%, Bittensor (TAO) at 29.15%, and Render (RENDER) at 21.59%.
Price Impact
More from GSOL