星球日报
星球日报|May 07, 2026 10:52
[Grayscale DeFi Fund Adds ENA and Removes AERO, ETH Holding Weight Returns to Top Position] Odaily Planet Daily News: Grayscale has completed the Q1 2026 cryptocurrency industry fund rebalancing. The DeFi Fund has added the Ethena token ENA with a weight of 13.59%, making it the fourth-largest holding in the fund. At the same time, the fund has completely removed the Aerodrome Finance token AERO. After the rebalancing, the fund's main holdings include: Uniswap (UNI) at 35.22%, Aave (AAVE) at 21.36%, Ondo Finance (ONDO) at 19.83%, Curve DAO (CRV) at 5.27%, and Lido DAO (LDO) at 4.73%. Additionally, the Smart Contract Platform Fund did not add or remove any assets this quarter. Ethereum (ETH) holding weight increased to 30.14%, surpassing Solana (SOL) at 29.69% to reclaim the top position. Cardano (ADA) ranks third with a weight of 17.96%, followed by Avalanche, Hedera, and Sui. This adjustment was primarily based on the methodology of the CoinDesk DeFi Select Index and the CoinDesk Smart Contract Platform Select Capped Index, aiming to ensure that the fund's holdings align with liquidity, custody, and market capitalization requirements.
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