🚨 Grayscale Rebalances DeFi, Smart Contract, and AI Funds for Q2 2026 🚨
Grayscale has reshuffled three major crypto investment funds, increasing exposure to BNB, Ondo, Bittensor, and Render while reducing or removing positions in assets including Uniswap and NEAR Protocol.
🔑 Key points:
🔹 Uniswap was removed from Grayscale’s active DeFi purchase basket, although it remains the fund’s largest holding at 34.16%.
🔹 Ondo now represents 25.44% of the DeFi Fund.
🔹 BNB became the largest Smart Contract Fund holding at 30.6%, ahead of Ether at 29.47% and Solana at 29.15%.
🔹 Grayscale sold NEAR Protocol from its Decentralized AI Fund and redirected proceeds across the remaining assets.
🔹 Bittensor now represents 29.15% of the AI Fund, while Render holds 21.59% and Filecoin 17.91%.
🔹 The rebalancing shows institutional interest shifting toward infrastructure, decentralized AI, tokenized assets, and smart contract platforms.
🎯 Bottom line: Grayscale’s latest allocation changes reveal where institutional conviction is moving. Bittensor’s nearly 30% AI Fund weighting is especially significant—it signals that decentralized intelligence is no longer being treated as a fringe crypto narrative, but as a serious investment category.
https://blockonomi.com/grayscale-rebalances-defi-smart-contract-and-ai-funds-for-q2-2026/