Grayscale Cuts a DeFi Token From Its Fund as a New One Takes Over
BeInCrypto
Grayscale has rebalanced its DeFi Fund by removing Aerodrome Finance and adding Ethena, while updating weights across its multi-asset portfolios.Summary
Grayscale Investments has completed its Q1 2026 rebalancing for its multi-asset funds. The firm removed Aerodrome Finance (AERO) entirely from its Decentralized Finance (DeFi) Fund, replacing it with Ethena (ENA) at a 13.59% weighting. Additionally, the firm adjusted other holdings, with Ondo (ONDO) seeing growth while Uniswap (UNI) and Aave (AAVE) decreased in dominance. In the Smart Contract Fund, Ethereum (ETH) reclaimed the top position from Solana (SOL).
(Source：BeInCrypto)