Grayscale Investments, a major crypto asset manager, announced the results of its Q4 2024 portfolio review and has made changes to four key investment funds for 2025.
Changes in AI Fund
Grayscale has made changes to its AI Fund by adding Livepeer (LPT) and tokens like NEAR Protocol, Render, Bittensor, Filecoin, and The Graph. These changes aim to enhance the fund's exposure to decentralized AI technologies.
Modifications to DeFi Fund
In the DeFi Fund, Grayscale replaced Synthetix with Curve. The updated portfolio now includes Uniswap, Aave, Lido, MakerDAO, and Curve, with Uniswap being the largest at 47.88% and Curve at 6.71%.
Updates in GDLC and GSCPxE Funds
In the GDLC Fund, Avalanche has been replaced by Cardano. The portfolio now comprises Bitcoin, Ethereum, Solana, XRP, and Cardano, with Bitcoin making up 73.52% and Cardano only 1.44%. The GSCPxE Fund has added SUI, now including Solana, Cardano, Avalanche, Sui, NEAR Protocol, and Polkadot.
These changes help Grayscale Investments align its funds with market trends and strategic goals. The company continues to regularly review and update its strategies and asset composition to stay ahead in the evolving crypto market.
