Grayscale Investments Completes Q2 Multi-Asset Fund Rebalancing, Adjusts DeFi, Smart Contract, and Decentralized Artificial Intelligence Fund Holdings

TechFlow news, August 6, according to GlobeNewswire, Grayscale Investments announced on August 5 that it has completed the review and rebalancing of its multi-asset funds for the second quarter of 2026, involving three products: the Grayscale Decentralized Finance Fund, the Grayscale Smart Contract Fund, and the Grayscale Decentralized Artificial Intelligence Fund, and disclosed the latest component assets and weights as of August 3, 2026.

Among them, the Grayscale Decentralized Finance Fund was adjusted according to the CoinDesk DeFi Select Index methodology, by selling Uniswap and allocating the proceeds to other component assets according to existing weights. After adjustment, the fund holdings are as follows: Uniswap accounts for 34.16%, Ondo accounts for 25.44%, Aave accounts for 19.97%, Ethena accounts for 12.19%, Curve accounts for 4.42%, and Lido DAO accounts for 3.82%.

The Grayscale Smart Contract Fund was adjusted according to the CoinDesk Smart Contract Platform Select Capped Index methodology, selling some existing component assets and using the proceeds to buy BNB. After adjustment, the fund holdings are as follows: BNB accounts for 30.6%, Ethereum accounts for 29.47%, Solana accounts for 29.15%, Cardano accounts for 4.88%, Hedera accounts for 2.08%, Avalanche accounts for 1.92%, and Sui accounts for 1.9%.

The Grayscale Decentralized Artificial Intelligence Fund was adjusted according to the fund's own methodology, selling NEAR Protocol and allocating the proceeds to other existing component assets according to weights. After adjustment, the fund holdings are as follows: NEAR Protocol accounts for 31.35%, Bittensor accounts for 29.15%, Render accounts for 21.59%, and Filecoin accounts for 17.91%.

Grayscale stated that the components and weights of the relevant funds will be evaluated quarterly according to their respective index or fund methodologies, new assets may be included or existing assets excluded, and future holdings may continue to change.