Grayscale Adjusts Cryptocurrency Fund Holdings in Q2: GSC Fund Increases BNB Exposure, AI Fund Removes NEAR, DeFi Fund Sells UNI

BlockBeats News, August 6, Grayscale Investments announced the Q2 2026 quarterly multi-asset fund rebalancing results, adjusting the allocations of its various cryptocurrency funds based on each index's methodology.

Grayscale DeFi Fund (DEFG) was rebalanced according to the CoinDesk DeFi Select Index, selling Uniswap (UNI) and reallocating the funds based on the existing fund composition. As of the close on August 3, the DEFG fund holdings included UNI 34.16%, Ondo (ONDO) 25.44%, Aave (AAVE) 19.97%, Ethena (ENA) 12.19%, Curve (CRV) 4.42%, and Lido DAO (LDO) 3.82%.

Grayscale Smart Contract Fund (GSC) adjusted its portfolio based on the CoinDesk Smart Contract Platform Select Capped Index, selling some existing assets and purchasing BNB to make it the fund's highest-weighted asset. As of August 3, the GSC fund's holdings were BNB 30.6%, Ethereum (ETH) 29.47%, Solana (SOL) 29.15%, Cardano (ADA) 4.88%, Hedera (HBAR) 2.08%, Avalanche (AVAX) 1.92%, and Sui (SUI) 1.9%.

Grayscale Decentralized AI Fund (AI Fund) sold NEAR Protocol (NEAR) and reallocated the funds to other fund constituent assets. As of August 3, the fund holdings included NEAR 31.35%, Bittensor (TAO) 29.15%, Render (RENDER) 21.59%, and Filecoin (FIL) 17.91%.