Grayscale Rebalances Multi-Asset Funds for Q2, Sells UNI and NEAR, Adds BNB

ChainCatcher report, according to Globenewswire, Grayscale has completed the scheduled rebalancing of its multi-asset digital asset funds for the second quarter of 2026, adjusting the asset weights of the DeFi Fund, Smart Contract Fund, and Decentralized AI Fund. The DeFi Fund (DEFG Fund) sold its holdings of Uniswap (UNI) and reallocated the proceeds according to the existing fund weightings. As of August 3, the DEFG Fund’s holdings include: UNI 34.16%, Ondo (ONDO) 25.44%, Aave (AAVE) 19.97%, Ethena (ENA) 12.19%, Curve DAO Token (CRV) 4.42%, and Lido DAO (LDO) 3.82%. The Smart Contract Fund (GSC Fund), in accordance with index rules, sold a portion of its existing assets and used the proceeds to purchase BNB, making BNB the fund’s largest allocation at 30.6%. Other major holdings include Ethereum (ETH) 29.47%, Solana (SOL) 29.15%, Cardano (ADA) 4.88%, Hedera (HBAR) 2.08%, Avalanche (AVAX) 1.92%, and Sui (SUI) 1.9%. The Decentralized AI Fund sold its holdings of NEAR Protocol (NEAR) and reallocated the proceeds according to the existing asset weights. As of August 3, the fund’s holdings include NEAR 31.35%, Bittensor (TAO) 29.15%, Render Token (RENDER) 21.59%, and Filecoin (FIL) 17.91%.