Grayscale Rebalances DeFi, Smart Contract, and AI Funds for Q2 2026

TLDR: Grayscale rebalanced its DeFi Fund, selling Uniswap and boosting Ondo to a 25.44% weighting. The Smart Contract Fund now holds BNB at 30.6%, surpassing both Ether and Solana positions. Grayscale’s AI Fund sold NEAR Protocol shares, redirecting proceeds into Bittensor and Render tokens. Both DEFG and GSC Funds distribute components to cover expenses, reducing [...]

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