Grayscale rebalanced its crypto funds in the second quarter of 2025, adding Ondo Finance to its DeFi Fund and Hedera to its Smart Contract Platform Fund.
The Grayscale DeFi Fund's top components now include Uniswap, Aave, and Ondo Finance, indicating confidence in ONDO's increasing presence in decentralized finance.
The Grayscale Smart Contract Fund replaced Polkadot with Hedera, with Ethereum, Solana, and Cardano as the top allocations, including HBAR.
The asset manager's AI-focused fund, featuring projects like Bittensor and NEAR Protocol, remained unchanged this quarter, maintaining exposure to AI-driven blockchain ventures.
Grayscale adjusts its product lineup to adapt to crypto sector changes, solidifying its role in thematic digital asset investment.