Grayscale Investments has completed the Q1 2026 rebalancing of its crypto industry fund, adding Ethena’s ENA to the Decentralized Finance Fund and fully removing Aerodrome Finance’s AERO. Following the adjustment, ENA holds a weight of 13.59%, becoming the fund’s fourth-largest holding; UNI leads at 35.22%, followed by Aave at 21.36% and Ondo Finance at 19.83%. The update reflects a growing institutional shift toward stablecoin infrastructure, tokenized financial products, and yield-generating protocols. Additionally, Grayscale’s Smart Contract Fund made no additions or removals this quarter, only adjusting weights—Ethereum regained its top position at 30.14%, slightly ahead of Solana at 29.69%.
Grayscale Completes Q1 2026 Fund Rebalancing, Adds ENA to DeFi Fund
TechFlowShare
Summary
Grayscale has completed its Q1 2026 fund rebalance, adding Ethena’s ENA to its DeFi Fund amid major altcoin developments. ENA now holds a 13.59% weight, ranking fourth behind UNI (35.22%), Aave (21.36%), and Ondo Finance (19.83%). AERO has been fully removed. The Smart Contract Fund saw no changes, with Ethereum at 30.14% and Solana at 29.69%. DeFi exploit risk remains a key concern for investors monitoring fund adjustments.
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