Grayscale DeFi 基金调整组合:新增 Ethena,移除 Aerodrome Finance

ChainCatcher reports, according to The Cryptonomist, that Grayscale rebalanced its two crypto funds after a review in the first quarter of 2026.
Among them, the DeFi fund added Ethena (ENA), giving it a 13.59% weight, making it the fund’s fourth-largest holding.
Previously held Aerodrome Finance was removed.
Currently, the top four holdings of the fund are: Uniswap (35.22%), Aave (21.36%), Ondo (19.83%), Ethena (13.59%).

The other Smart Contract fund did not introduce new assets, only adjusting internal holdings proportions.
Ethereum remains the largest holding (30.14%), followed by Solana (29.69%) and Cardano (17.96%).

ENA0.51%
AERO-3.53%
UNI-1.12%
AAVE-1.66%
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