On July 8, Grayscale Investments® announced the second quarter 2025 rebalancing of its multi-asset funds. The DeFi Fund added Ondo (ONDO), with the largest weights currently being Uniswap (34.01%) and Aave (30.74%); the Smart Contract Fund removed Polkadot and added Hedera, with Ethereum and Solana accounting for 30.22% and 29.87% respectively; the AI Fund maintained its original assets but adjusted the weights, with Bittensor and NEAR Protocol accounting for 29.10% and 28.41% respectively. Grayscale stated that these funds do not generate income and will periodically allocate fund components to pay ongoing expenses, so the number of asset components represented by the fund shares will gradually decrease over time. [Deep Tide TechFlow]

Grayscale Investments announced the component weightings of its product funds after the Q2 2025 rebalancing. The Grayscale DeFi Fund added Ondo (ONDO). The main holdings after the adjustment include Uniswap (UNI, 34.01%), Aave (AAVE, 30.74%), Ondo (ONDO, 18.22%), etc. [Foresight News]

ONDO

AAVE

Grayscale Announces Second Quarter Rebalancing Results for Diversified Asset Fund, Adding ONDO to Its DeFi Fund

Grayscale Investments has completed its quarterly fund rebalancing, with key changes including the addition of ONDO to the DeFi Fund and the replacement of DOT with HBAR in the Smart Contract Fund. On July 7, Grayscale Investments announced that it had completed its regular quarterly rebalancing for its DeFi Fund, Smart Contract Fund, and its Decentralized AI Fund. The changes took effect at the end of trading on July 3. Every quarter, we rebalance and update the components of our multi-asset funds Grayscale DeFi Fund, Grayscale Smart Contract Fund, and Grayscale Decentralized AI Fund. Read on for our Q3 updates 🧵 pic.twitter.com/dESsVwpq1j As part of the update, the DeFi Fund added Ondo (ONDO) to its portfolio, funding the purchase by trimming small portions of its existing assets. ONDO now accounts for 18.22% of the fund. Uniswap (UNI) and Aave (AAVE) remain the largest holdings at 34.01% and 30.74%, with the rest allocated to MakerDAO, Curve, and Lido. In the Smart Contract Fund, which includes major blockchain platforms that support decentralized applications, Polkadot (DOT) was removed and replaced with Hedera (HBAR). Similar to the DeFi Fund, Grayscale sold some of the existing assets and used the cash to buy HBAR and re-balance the other holdings. After the change, Ethereum (ETH) and Solana (SOL) remained the top two assets, with weights of just over 30% each. Other tokens in the updated basket include Cardano (ADA), Sui (SUI), and Avalanche (AVAX). The Decentralized AI Fund didn’t add or remove any tokens this quarter, but Grayscale adjusted the size of each holding to keep the portfolio in line with its strategy. Bittensor (TAO) and NEAR Protocol (NEAR) now make up the largest share of the fund, followed by Render (RENDER), Filecoin (FIL), and The Graph (GRT). To be clear, none of these funds generate income. Instead, they serve as a way for investors to gain exposure to a specific sector of crypto without having to buy and manage cryptocurrencies individually. By holding shares in these funds, investors can track the overall performance of sectors like DeFi, smart contract platforms, or decentralized AI. The funds are periodically adjusted to stay up to date with market changes, but since they don’t earn interest or dividends, Grayscale covers its operating costs by occasionally selling small amounts of the fund’s assets, which gradually reduces the number of tokens behind each share. Meanwhile, Grayscale is also advancing efforts to launch new investment products, including its much-anticipated Grayscale Digital Large Cap ETF, which includes the top five cryptocurrencies by market cap, namely Bitcoin (BTC), Ethereum (ETH), XRP (XRP), Solana (SOL), and Cardano (ADA).&nbsp; The GDLC ETF was initially approved and then delayed when the SEC announced a review of the decision on July 1, putting the ETF’s listing on hold indefinitely as the commission examines the approval and works to establish clearer guidelines for similar crypto investment products.

HBAR

MAG7.SSI

Grayscale Investments rebalances Q2 2025 multi-asset funds, adds ONDO, swaps DOT for HBAR

On July 8th, Grayscale Investments announced the rebalancing results for its Q2 multi-asset funds. Grayscale Investments, the manager of the Grayscale DeFi Fund, Grayscale Smart Contract Fund (GSC Fund), and Grayscale AI Fund, today announced the updated product fund component weights related to their respective Q2 2025 evaluations.

The Grayscale DeFi Fund added Ondo (ONDO), and the main holdings after the adjustment include Uniswap (UNI, 34.01%), Aave (AAVE, 30.74%), Ondo (ONDO, 18.22%), etc.;

The Grayscale Smart Contract Fund (GSC Fund) added Hedera (HBAR) and removed Polkadot (DOT). The main holdings after the adjustment are Ether (ETH, 30.22%), Solana (SOL, 29.87%), Cardano (ADA, 18.57%), etc.;

The Grayscale AI Fund maintained its existing asset allocation, with main holdings including Bittensor (TAO, 29.10%), NEAR Protocol (NEAR, 28.41%), Render (RENDER, 17.34%), etc. [BlockBeats]

Grayscale Announces Second Quarter Rebalancing Results for Multi-Asset Fund, Adds ONDO to DeFi Fund

July 8th, Grayscale Investments announced the results of the second-quarter multi-asset fund rebalancing. Grayscale Investments, the manager of the Grayscale DeFi Fund, Grayscale Smart Contract Fund (GSC Fund), and Grayscale AI Fund, today announced the respective updated product fund component weightings related to their 2025 second-quarter evaluations.

The Grayscale DeFi Fund added Ondo (ONDO), with the revised key holdings including Uniswap (UNI, 34.01%), Aave (AAVE, 30.74%), Ondo (ONDO, 18.22%), etc.;

The Grayscale Smart Contract Fund (GSC Fund) added Hedera (HBAR), removed Polkadot (DOT), and the revised key holdings are Ether (ETH, 30.22%), Solana (SOL, 29.87%), Cardano (ADA, 18.57%), etc.;

The Grayscale AI Fund maintained the existing asset allocations, with the key holdings including Bittensor (TAO, 29.10%), NEAR Protocol (NEAR, 28.41%), Render (RENDER, 17.34%), etc. [BlockBeats]

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RENDER

Grayscale has announced the second-quarter multi-asset fund rebalancing results, with the addition of ONDO to its DeFi Fund.

On July 8 (UTC+8), Grayscale Investments announced the latest adjustment results for its multi-asset funds in the second quarter of 2025. This adjustment involves three funds: the DeFi Fund (DEFG), the Smart Contract Fund (GSC Fund), and the Decentralized AI Fund (AI Fund). Among them: The DEFG Fund added Ondo (ONDO), and the main holdings after the adjustment include Uniswap (UNI, 34.01%), Aave (AAVE, 30.74%), Ondo (ONDO, 18.22%), etc. The GSC Fund added Hedera (HBAR) and removed Polkadot (DOT). The main holdings after the adjustment are Ether (ETH, 30.22%), Solana (SOL, 29.87%), Cardano (ADA, 18.57%), etc. The AI Fund maintained the existing asset ratio, and the main holdings include Bittensor (TAO, 29.10%), NEAR Protocol (NEAR, 28.41%), Render (RENDER, 17.34%), etc. (Source: PANews) [MetaEra]

Grayscale added Ondo and Hedera to its DeFi Fund and Smart Contract Fund in Q2, and removed Polkadot

On July 8 (UTC+8), Grayscale Investments announced the second quarter 2025 rebalancing of its multi-asset funds. The DeFi fund added Ondo (ONDO), with the largest weights currently being Uniswap (34.01%) and Aave (30.74%); the Smart Contract Fund removed Polkadot and added Hedera, with Ethereum and Solana accounting for 30.22% and 29.87% respectively; the AI fund maintained its original assets but adjusted the weights, with Bittensor and NEAR Protocol accounting for 29.10% and 28.41% respectively. Grayscale stated that these funds do not generate income and regularly distribute fund components to pay ongoing expenses, so the number of asset components represented by the fund shares will gradually decrease over time. [Source: Odaily] [MetaEra]

Grayscale Announces Second Quarter Rebalancing of Multi-Asset Fund

Grayscale Investments has announced the Q2 2025 rebalancing of its multi-asset funds. The DeFi fund has added Ondo (ONDO), with the largest weightings currently being Uniswap (34.01%) and Aave (30.74%); the Smart Contract Fund has removed Polkadot and added Hedera, with Ethereum and Solana accounting for 30.22% and 29.87% respectively; the AI fund has maintained its original assets but adjusted the weightings, with Bittensor and NEAR Protocol accounting for 29.10% and 28.41% respectively. Grayscale stated that these funds do not generate income and will regularly allocate fund components to pay ongoing expenses, so the number of asset components represented by the fund shares will gradually decrease over time. [Odaily Planet Daily]

Grayscale, one of the largest asset management companies, continues to take innovative steps in 2025. Grayscale innovates its altcoin funds based on market conditions and investor demand. At this point, Grayscale has made significant changes to its multi-asset funds. According to the latest statement, Grayscale has updated its DEFG and GSC funds and added altcoins Ondo Finance (ONDO) and Hedera (HBAR). Grayscale announced that it has revised the asset weights of its funds following its review for the second quarter of 2025. Grayscale DeFi Fund has added Ondo Finance (ONDO) to its portfolio. Following this addition, the adjusted base assets now include Uniswap (UNI) at 34.01%, Aave (AAVE) at 30.74%, and Ondo (ONDO) at 18.22%. In Grayscale Smart Contract Fund (GSC Fund), Polkadot (DOT) was removed, Hedera (HBAR) was added, and after the adjustment, Ethereum (ETH) is 30.22%, Solana (SOL) 29.87% and Cardano (ADA) 18.57% as primary assets. Grayscale AI Fund maintained its current holdings with major holdings of Bittensor (TAO) 29.10%, NEAR Protocol (NEAR) 28.41%, and Render (RENDER) 17.34%. *This is not investment advice.

Grayscale Announces Three New Altcoins! One Delisted, Two Listed!

2025年7月8日，Grayscale Investments® 宣布对其多资产基金进行了第二季度的再平衡。DeFi Fund新增了Ondo（ONDO），目前权重最大的资产分别是Uniswap（34.01%）和Aave（30.74%）；Smart Contract Fund剔除了Polkadot，新增了Hedera，以太坊和Solana的权重分别为30.22%和29.87%；AI Fund维持原有资产，但调整了权重，Bittensor和NEAR Protocol的权重分别为29.10%和28.41%。Grayscale表示，这些基金不产生收益，会定期配置基金成分以支付持续费用，因此基金份额所代表的资产成分数量会随着时间逐渐减少。[Deep Tide TechFlow]

Grayscale宣布对多资产基金进行第二季度的再平衡

2025年7月8日，Grayscale Investments® 宣佈對其多資產基金進行了第二季度的再平衡。DeFi Fund新增了Ondo（ONDO），目前權重最大的資產分別是Uniswap（34.01%）和Aave（30.74%）；Smart Contract Fund剔除了Polkadot，新增了Hedera，以太坊和Solana的權重分別爲30.22%和29.87%；AI Fund維持原有資產，但調整了權重，Bittensor和NEAR Protocol的權重分別爲29.10%和28.41%。Grayscale表示，這些基金不產生收益，會定期配置基金成分以支付持續費用，因此基金份額所代表的資產成分數量會隨着時間逐漸減少。[Deep Tide TechFlow]