On July 8, Grayscale Investments announced the rebalancing results of its multi-asset fund for the second quarter. Grayscale Investments, the manager of the Grayscale DeFi Fund, Grayscale Smart Contract Fund (GSC Fund), and Grayscale AI Fund, today announced updates to the product fund composition weights related to the second quarter of 2025.
The Grayscale DeFi Fund added Ondo (ONDO), with the adjusted main holdings including Uniswap (UNI, 34.01%), Aave (AAVE, 30.74%), Ondo (ONDO, 18.22%), etc.;
The Grayscale Smart Contract Fund (GSC Fund) added Hedera (HBAR), removed Polkadot (DOT), with the adjusted main holdings being Ether (ETH, 30.22%), Solana (SOL, 29.87%), Cardano (ADA, 18.57%), etc.;
The Grayscale AI Fund maintained its existing asset proportions, with main holdings including Bittensor (TAO, 29.10%), NEAR Protocol (NEAR, 28.41%), Render (RENDER, 17.34%), etc.
