📊 **#Grayscale #defi Fund Portfolio Rebalance Update!** 📊

🚨 **Institutional Flow Alert:**

The Grayscale Decentralized Finance (DeFi) Fund has updated its asset weights for October 2026! 📉

💼 **Portfolio Allocations Shift:**

• 🟢 **Increased Holdings:**
UNI (#uniswap ) and ENA (#ethena ) allocations have surged by over **+5%**! 🚀

• 🔴 **Reduced Holdings:** ONDO (#ONDO Finance) slashed by over **-8%**, #AAVE down by over **-2%**, and #LDO (Lido DAO) trimmed by over **-1%**.

• 🟡 **Unchanged:** $CRV (Curve DAO) structural weight remains steady.

💡 **Market Insight:**

Financial analysts confirm this drift is driven by organic spot price movements rather than fresh capital injections. With an AUM of ~$2.4M, immediate order book liquidity impact is minimal. Watch out for the official programmatic rebalance scheduled for early November 2026! 📈💸

$UNI
$ENA
$ONDO