Grayscale has once again adjusted its multi-asset crypto funds, introducing new altcoins to better reflect shifting market trends and investor appetite.
In its second-quarter 2025 review, the asset manager added Ondo Finance (ONDO) to its DeFi Fund and Hedera (HBAR) to its Smart Contract Platform Fund.
Following the rebalance, the Grayscale DeFi Fund (DEFG) now holds Uniswap (34.01%), Aave (30.74%), and Ondo Finance (18.22%) as its largest components—signaling confidence in ONDO’s growing presence in decentralized finance.
Meanwhile, the Grayscale Smart Contract Fund (GSC) 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.
The firm’s AI-focused fund—which includes top plays like Bittensor, NEAR Protocol, and Render—remains unchanged this quarter, maintaining its exposure to blockchain projects pushing the boundaries of artificial intelligence.
Grayscale continues to refine its product lineup in response to evolving crypto sector dynamics, positioning itself as a key player in thematic digital asset investing.
Alexander Stefanov
Reporter at Coindoo
Alex is an experienced finance journalist and a cryptocurrency and blockchain enthusiast. With over 8 years of experience covering the crypto, blockchain and fintech industries, he deeply understands the complex and constantly evolving world of digital assets. His insightful and thought-provoking articles provide readers with a clear picture of the latest developments and trends in the market. His passionate approach allows him to break down complex ideas into accessible and insightful content. Follow up on his content to be up to date with the most important trends and topics.
Source: https://coindoo.com/grayscale-rebalances-crypto-funds-adds-ondo-and-hedera/