The crypto investment firm Grayscale has updated its funds by adding new assets, reflecting current trends in decentralized finance and blockchain technology.
Changes in Grayscale's DeFi Fund
In its second-quarter 2025 review, Grayscale added Ondo Finance to its DeFi Fund. Following the rebalance, the fund now includes Uniswap (34.01%), Aave (30.74%), and Ondo Finance (18.22%). These changes signify increasing interest and confidence in ONDO within the decentralized finance sector.
Updates in the Smart Contract Fund
The Grayscale Smart Contract Fund has dropped Polkadot in favor of Hedera. The revised top allocations now include Ethereum (30.22%), Solana (29.87%), and Cardano (18.57%), with HBAR newly added to the mix.
General Trends in Grayscale's Investment Strategy
Grayscale continues to refine its product lineup in response to evolving crypto sector dynamics, establishing itself as a key player in thematic digital asset investing. This quarter, its AI-focused fund remains unchanged while preserving investments in blockchain-related projects pushing the boundaries of artificial intelligence.
The updates in Grayscale’s funds highlight the shifts in the company's investment preferences and the growing significance of decentralized finance and innovative technologies in the cryptocurrency market.
