Grayscale announced that it has adjusted the composition of its DeFi fund through its Q1 fund rebalancing, removing Aerodrome Finance (AERO) and adding Ethena (ENA). As of May 1, the DeFi fund's weightings are Uniswap (UNI) 35.22%, Aave (AAVE) 21.36%, Ondo (ONDO) 19.83%, Ethena (ENA) 13.59%, Curve (CRV) 5.27%, and Lido DAO (LDO) 4.73%. The smart contract fund was also readjusted, but no new assets were added or excluded.
