🚨 Grayscale Q2 2026 Fund Rebalance Update
🏦 Grayscale has completed its Q2 2026 portfolio rebalance, with the biggest highlight being the first-ever addition of BNB to its Smart Contract Fund.
🔹 Smart Contract Fund:
🟡 BNB ~31%
🟣 ETH ~29%
🟢 SOL ~29%
📊 Other changes:
• DeFi Fund remains led by UNI (34.16%), followed by ONDO (25.44%) and AAVE (19.97%).
• Decentralized AI Fund reduced NEAR exposure to 31% while increasing TAO to 29%.
💡 Key takeaway: Grayscale’s latest rebalance suggests growing institutional confidence in the BNB Chain ecosystem, alongside continued exposure to Ethereum, Solana, DeFi, and AI-focused blockchain projects.
$BNB $ETH $SOL
🏦 Grayscale has completed its Q2 2026 portfolio rebalance, with the biggest highlight being the first-ever addition of BNB to its Smart Contract Fund.
🔹 Smart Contract Fund:
🟡 BNB ~31%
🟣 ETH ~29%
🟢 SOL ~29%
📊 Other changes:
• DeFi Fund remains led by UNI (34.16%), followed by ONDO (25.44%) and AAVE (19.97%).
• Decentralized AI Fund reduced NEAR exposure to 31% while increasing TAO to 29%.
💡 Key takeaway: Grayscale’s latest rebalance suggests growing institutional confidence in the BNB Chain ecosystem, alongside continued exposure to Ethereum, Solana, DeFi, and AI-focused blockchain projects.
$BNB $ETH $SOL