Grayscale has completed its Q1 2026 rebalancing of the DeFi Fund and Smart Contract Fund. In the DeFi Fund, Aerodrome Finance (AERO) was removed, while Ethena (ENA) was added. The fund's current holdings now include UNI, AAVE, ONDO, ENA, CRV, and LDO as of May 1, 2026.
The Smart Contract Fund underwent rebalancing based on existing component weightings, maintaining its portfolio with ETH, SOL, ADA, AVAX, HBAR, and SUI. These adjustments reflect Grayscale's ongoing strategy to optimize its investment offerings in the evolving crypto market.
Grayscale Rebalances Funds, Adds Ethena to DeFi Portfolio
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