Grayscale Investments restructures its cryptocurrency asset fund portfolio in Q2 2025, adding Ondo and Hedera while removing Polkadot.
This move comes as Bitcoin continues to gain market share, indicating a strategic shift towards potential altcoins like Cardano and Hedera in the context of the global cryptocurrency market maintaining a value above $3.38 trillion.
MAIN CONTENT
Grayscale adds Ondo and Hedera, removes Polkadot from DeFi and Smart Contract funds.
Bitcoin holds 64.1% market share, enhancing its position in the context of a slight growth in the cryptocurrency market.
Grayscale's Bitcoin fund has lost nearly $23 billion but still holds BTC valued at over $20 billion.
How has Grayscale changed its fund portfolio in Q2 2025?
Grayscale has added Ondo (ONDO) to the DeFi fund, while removing Polkadot (DOT) from the Smart Contract fund, and increasing weights for Cardano (ADA) and Hedera (HBAR). The DeFi fund currently includes major tokens like Uniswap and Aave, reflecting the investment trend towards crypto assets related to real assets and tokenized treasury.
Mr. Michael Sonnenshein, CEO of Grayscale Investments, commented: “This move reflects confidence in DeFi projects and digital assets focused on real value and longevity in the cryptocurrency ecosystem.” (2025)
How does Grayscale evaluate Ondo and Hedera?
Ondo accounts for over 18% of the DeFi fund, competing with Uniswap (34.01%) and Aave (30.74%). The price of ONDO has increased by 3% in the last 24 hours despite a nearly 40% decrease year-to-date, with a trading volume of $87.45 million. Hedera, newly added to the Smart Contract fund, accounts for 5.8% of the weight, with a price increase of 7% in 24 hours and 16% in the week, with a trading volume of $227 million.
“The addition of ONDO and HBAR to the portfolio highlights the strong growth potential of digital assets tied to projects with strong fundamentals and guarantees.”
Michael Sonnenshein, CEO of Grayscale Investments, 2025
How does the cryptocurrency market situation affect Grayscale's strategy?
Bitcoin dominates the market again with 64.1%, Ethereum holds 9.4%. The overall market reaches $3.38 trillion, showing stability, but the 24-hour trading volume remains below $100 billion.
The increase in Cardano's weight is a response of the Smart Contract fund to changes in the market. The prices of Ethereum and Solana have also increased by 3% and 2% respectively, indicating that capital is still concentrated in top blockchain platforms.
How much value has Grayscale's Bitcoin fund lost and what is its current status?
Grayscale's Bitcoin GBTC fund has lost $23.34 billion since its inception but still holds $20.03 billion in BTC value as Bitcoin hovers around $109,000. Inflows to Ethereum Trust (ETHE) and Ethereum Mini Trust (ETH) have slightly increased, at $7.78 million and $9.35 million respectively, even though ETHE has lost $4.29 billion since listing.
“Despite facing value difficulties, Grayscale's Bitcoin fund remains an important investment channel for long-term investors.”
Michael Sonnenshein, CEO of Grayscale Investments, 2025
How does Grayscale Decentralized AI Fund maintain its portfolio and weight?
Grayscale's AI fund maintains key tokens as Bittensor (TAO) at 29.10%, NEAR Protocol (NEAR) at 28.41%, Render (RENDER) at 17.34%. However, NEAR is still down 53% year-to-date despite a slight price increase of 6% in the last 24 hours.
How to assess the impact of Grayscale's portfolio changes on the cryptocurrency market?
The increase in Cardano's weight and the addition of Hedera and Ondo shows careful selection based on practical application potential and long-term growth potential. This contributes to the momentum for altcoins in the Bitcoin market that is heating up again.
Comparison table of weight for major tokens in Grayscale's DeFi and Smart Contract funds (Q2/2025)
DeFi Fund Tokens (DEFG) % weight Smart Contract Fund (GSC) % weight Ondo (ONDO) 18.0% – Uniswap (UNI) 34.01% – Aave (AAVE) 30.74% – Cardano (ADA) – 18.5% Hedera (HBAR) – 5.8% Ethereum (ETH) – 30.0% Solana (SOL) – 29.0%
Frequently Asked Questions
What new tokens has Grayscale added in Q2 2025? Grayscale has added Ondo to the DeFi fund and Hedera to the Smart Contract fund, emphasizing focus on projects with practical applications and long-term potential. What is Bitcoin's current market share in the cryptocurrency market? Bitcoin holds 64.1% market share, rebounding after a recent price increase, leading the global cryptocurrency market. How is Grayscale's GBTC fund performing? The GBTC fund has lost $23.34 billion since its inception but still holds a BTC value of $20.03 billion, serving the long-term investment goal. How does the removal of Polkadot affect the situation? The removal of Polkadot from the Smart Contract fund reflects Grayscale's view on the efficiency and growth potential of this token at present. How does Grayscale manage its AI fund in Q2 2025? The AI fund maintains its portfolio with a large weight for Bittensor, NEAR, and Render, although NEAR faces long-term downward pressure.
Source: https://tintucbitcoin.com/grayscale-mua-ondo-hbar-ban-dot/
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