TechFlow reports that on May 7, Grayscale Investments completed its Q1 2026 rebalancing of its crypto industry funds. It added Ethena’s ENA to its Decentralized Finance Fund and fully removed Aerodrome Finance’s AERO. Following the adjustment, ENA accounts for 13.59% of the fund—making it the fund’s fourth-largest holding. UNI remains the top holding at 35.22%, followed by Aave (21.36%) and Ondo Finance (19.83%). The report notes that this rebalancing reflects institutional capital increasingly shifting toward stablecoin infrastructure, tokenized financial products, and yield-generating protocols. Separately, Grayscale’s Smart Contract Fund adjusted only weights this quarter—adding no new assets nor removing any existing ones. Ethereum reclaimed the top position with a 30.14% weight, slightly ahead of Solana’s 29.69%.
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