Grayscale Q2 adjusts multi-asset fund allocations, sells UNI, NEAR, and increases assets such as BNB

Comparatively, according to reports, Grayscale announced that it has completed regular rebalancing of its multi-asset digital asset funds in the second quarter of 2026 to adjust the asset weights of DeFi funds, smart contract funds, and decentralized AI funds.

The DeFi fund DEFG Fund sells Uniswap (UNI) and reallocates the resulting funds according to the weight of existing fund components. DEFG Fund holdings as of August 3 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 sells some of its existing assets according to index rules and uses the funds to buy BNB. After adjustment, BNB became the fund's largest allocated asset, accounting for 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%.

Decentralized AI funds sell NEAR Protocol (NEAR) and reallocate funds in proportion to existing assets. The fund's holdings as of August 3 include NEAR 31.35%, Bittensor (TAO) 29.15%, Render Token (RENDER) 21.59%, and Filecoin (FIL) 17.91%.