Grayscale Investments has added BNB to its Smart Contract Fund, placing the token ahead of ether and solana in the portfolio after its latest quarterly rebalancing.

As of Aug. 3, BNB accounted for 30.6% of the fund. Ether followed at 29.47%, while solana represented 29.15%. The remaining allocation was spread across cardano, hedera, avalanche and sui. Each held less than 5% of the portfolio.

The addition gives BNB immediate prominence in a product designed to offer exposure to leading smart contract networks. Grayscale funded the purchase by selling portions of the fund’s existing holdings.

Grayscale also reduced the amount of uniswap held by its Decentralized Finance Fund. Even after the sale, UNI remained the product’s largest asset, with a 34.16% weighting.

Ondo ranked second at 25.44%, followed by Aave at 19.97%. Ethena represented 12.19%, while curve and lido DAO made up the smallest positions.

The rebalance suggests Grayscale is keeping uniswap at the center of its DeFi strategy while reducing the portfolio’s dependence on a single token. The fund used the proceeds from its UNI sale to increase its other existing positions in line with their respective allocations.

Grayscale made a similar adjustment to its Decentralized AI Fund, selling part of its NEAR Protocol position and directing the proceeds into the other assets already held by the fund.

NEAR still retained the largest weighting at 31.35%. Bittensor followed closely at 29.15%, while Render accounted for 21.59%. Filecoin represented the remaining 17.91%. The changes leave the AI fund more evenly distributed, although NEAR and Bittensor still make up more than 60% of the portfolio.

Grayscale said its DeFi and Smart Contract funds do not generate income. Both products periodically sell or distribute portions of their holdings to cover operating expenses. As a result, the amount of crypto represented by each share gradually declines over time.

The latest rebalancing highlights how diversified crypto funds are becoming more selective as competition intensifies among smart contract platforms, DeFi protocols and blockchain projects tied to artificial intelligence.

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。