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Grayscale DeFi 基金调整组合：新增 Ethena，移除 Aerodrome Finance
ChainCatcher reports, according to The Cryptonomist, that Grayscale rebalanced two of its 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. The previous holding Aerodrome Finance has been 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%).