Grayscale adjusted the composition of its DeFi fund through its Q2 fund rebalancing. As of August 3 (local time), the DeFi fund's proportions are Uniswap (UNI) 34.16%, Ondo Finance (ONDO) 25.44%, Aave (AAVE) 19.97%, Ethena (ENA) 12.19%, Curve DAO (CRV) 4.42%, and Lido DAO (LDO) 3.82%. In the Smart Contract Fund, BNB was newly incorporated, expanding its proportion to 31%, while Ethereum (ETH) and Solana (SOL) each account for 29%. In the Decentralized AI Fund, NEAR was partially sold, reducing its proportion to 31%, with BitTensor (TAO) at 29%, Render (RENDER) at 22%, and Filecoin (FIL) at 18%.
