Grayscale Investments has announced the Q3 2025 rebalancing results for its multi-asset funds. The DeFi Fund has removed MakerDAO (MKR) and added Aerodrome Finance (AERO). As of October 3, the fund's composition includes Uniswap at 32.32%, Aave at 28.07%, Ondo at 19.07%, Lido at 7.02%, Curve at 6.92%, and AERO at 6.60%.
The Smart Contract Fund's updated holdings are Solana at 30.97%, Ether at 30.32%, Cardano at 18.29%, Avalanche at 7.57%, Sui at 7.35%, and Hedera at 5.50%. Meanwhile, the Decentralized AI Fund has added Story (IP), with its new allocation comprising NEAR Protocol at 25.81%, Bittensor at 22.15%, Story at 21.53%, Render at 12.91%, Filecoin at 11.39%, and The Graph at 6.21%.
Grayscale Updates Q3 2025 Multi-Asset Fund Allocations
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