【Coin World】Grayscale recently announced the latest weight adjustments for three multi-asset funds under its umbrella (as of January 6), with these allocation changes reflecting institutional judgment on the current market landscape.
The DeFi sector continues to receive prominent attention. In the DeFi Fund, Uniswap holds absolute dominance with a weight of 42.67%, followed by Aave at 26.14%, while Ondo, Curve, and Lido account for 14.10%, 6.16%, and 5.48% respectively. This demonstrates Grayscale’s unwavering confidence in DEX leaders and lending protocols.
The allocation in the smart contract ecosystem shows greater diversification. In the GSC Fund, Solana and Ethereum are nearly neck and neck at 29.55% and 29% respectively, with Cardano closely following at 18.55%, while emerging forces like Sui, Avalanche, and Hedera have also received significant allocations, collectively accounting for over 20%. This indicates Grayscale has adopted a relatively balanced strategy in the high-performance public chain competition.
The AI track shows the most dispersed weight distribution. In the AI Fund, Bittensor leads at 29.88%, followed by NEAR Protocol at 27.31%, while Render, Filecoin, Story, and The Graph have weights of 15.05%, 13.73%, 8.73%, and 5.30% respectively. This allocation reflects Grayscale’s multi-dimensional positioning in the AI×Web3 convergence track.
UNI up 42.67% - it's taking off directly! Grayscale must be bullish on DEX...
Aave is solid too, lending is definitely a core need.
How much weight do SOL and ETH have in the smart contract fund? Didn't see the full details...
グレイッシュの3つのファンドがウェイト配分を調整：DeFiセクターはUNIに焦点を当て、スマートコントラクトファンドはSOLとETHを好む
【Coin World】Grayscale recently announced the latest weight adjustments for three multi-asset funds under its umbrella (as of January 6), with these allocation changes reflecting institutional judgment on the current market landscape.
The DeFi sector continues to receive prominent attention. In the DeFi Fund, Uniswap holds absolute dominance with a weight of 42.67%, followed by Aave at 26.14%, while Ondo, Curve, and Lido account for 14.10%, 6.16%, and 5.48% respectively. This demonstrates Grayscale’s unwavering confidence in DEX leaders and lending protocols.
The allocation in the smart contract ecosystem shows greater diversification. In the GSC Fund, Solana and Ethereum are nearly neck and neck at 29.55% and 29% respectively, with Cardano closely following at 18.55%, while emerging forces like Sui, Avalanche, and Hedera have also received significant allocations, collectively accounting for over 20%. This indicates Grayscale has adopted a relatively balanced strategy in the high-performance public chain competition.
The AI track shows the most dispersed weight distribution. In the AI Fund, Bittensor leads at 29.88%, followed by NEAR Protocol at 27.31%, while Render, Filecoin, Story, and The Graph have weights of 15.05%, 13.73%, 8.73%, and 5.30% respectively. This allocation reflects Grayscale’s multi-dimensional positioning in the AI×Web3 convergence track.