According to BlockBeats, Grayscale Investments has announced the results of its second-quarter rebalancing for its multi-asset funds. The company, which manages the Grayscale DeFi Fund, Grayscale Smart Contract Fund (GSC Fund), and Grayscale AI Fund, has updated the component weights for these funds as part of their 2025 second-quarter evaluation.
The Grayscale DeFi Fund has added Ondo (ONDO) to its portfolio. The adjusted major holdings now include Uniswap (UNI) at 34.01%, Aave (AAVE) at 30.74%, and Ondo (ONDO) at 18.22%.
In the Grayscale Smart Contract Fund (GSC Fund), Hedera (HBAR) has been added, while Polkadot (DOT) has been removed. The primary holdings after the adjustment are Ether (ETH) at 30.22%, Solana (SOL) at 29.87%, and Cardano (ADA) at 18.57%.
The Grayscale AI Fund has maintained its existing asset proportions, with major holdings including Bittensor (TAO) at 29.10%, NEAR Protocol (NEAR) at 28.41%, and Render (RENDER) at 17.34%.
