Svmuu reported that Grayscale has completed the rebalancing of its cryptocurrency industry funds for the first quarter of 2026. The DeFi fund added the Ethena token (ENA) with a weight of 13.59%, making it the fourth largest holding in the fund. Simultaneously, the fund completely removed the Aerodrome Finance token (AERO). After the rebalancing, the fund's main holdings consist of: Uniswap (UNI) at 35.22%, Aave (AAVE) at 21.36%, Ondo Finance (ONDO) at 19.83%, Curve DAO (CRV) at 5.27%, and Lido DAO (LDO) at 4.73%.
Furthermore, the Smart Contract Platform fund did not add or remove any assets this quarter. The weight of Ethereum (ETH) holdings increased to 30.14%, surpassing Solana (SOL) at 29.69% to once again become the largest holding. Cardano (ADA) ranks third with a weight of 17.96%, followed by Avalanche, Hedera, and Sui. This rebalancing was conducted based on the methodology of the CoinDesk DeFi Select Index and the CoinDesk Smart Contract Platform Select Ex Top Cap Index, aiming to ensure the fund's holdings remain compliant with liquidity, custody, and market capitalization requirements.