Grayscale Rebalances Funds: Sells UNI and NEAR, Boosts BNB to 30.6%

Grayscale completes Q2 2026 rebalancing across DeFi, smart contract, and AI funds. UNI and NEAR are trimmed while BNB becomes the largest allocation in the smart contract fund at 30.6%.

Woofun AI reports that Grayscale finalized its second-quarter 2026 rebalancing for multi-asset digital funds, adjusting weights across DeFi, smart contract, and decentralized AI portfolios. The DeFi fund (DEFG) divested Uniswap (UNI), redistributing proceeds to maintain target allocations; as of August 3, holdings include UNI at 34.16%, Ondo (ONDO) at 25.44%, Aave (AAVE) at 19.97%, Ethena (ENA) at 12.19%, Curve DAO Token (CRV) at 4.42%, and Lido DAO (LDO) at 3.82%.

The smart contract fund (GSC) sold select assets per index rules to acquire BNB, elevating it to the top position at 30.6%. Other GSC holdings comprise Ethereum (ETH) at 29.47%, Solana (SOL) at 29.15%, Cardano (ADA) at 4.88%, Hedera (HBAR) at 2.08%, Avalanche (AVAX) at 1.92%, and Sui (SUI) at 1.9%.

Meanwhile, the decentralized AI fund reduced NEAR Protocol (NEAR) exposure, reallocating capital to existing proportions; current holdings feature NEAR at 31.35%, Bittensor (TAO) at 29.15%, Render Token (RENDER) at 21.59%, and Filecoin (FIL) at 17.91%.