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.
Source: https://coindoo.com/grayscale-rebalances-crypto-funds-adds-ondo-and-hedera/