Grayscale Rebalances DeFi, Smart Contract, and AI Funds for Q2 2026

Grayscale Investments completed its second-quarter 2026 rebalancing across three multi-asset funds, adjusting component weightings for the DeFi Fund, Smart Contract Fund, and Decentralized AI Fund.

The firm confirmed the changes align with respective index methodologies. Grayscale describes itself as the largest digital asset-focused investment platform by assets under management.

The Decentralized Finance Fund saw a notable shift with Uniswap holdings being sold entirely from its active purchase basket, and proceeds redirected toward other existing components based on their proportional weightings.

The Smart Contract Fund underwent a different type of adjustment during the same review period. Grayscale sold portions of existing components proportionally and used the cash to buy BNB, pushing it to the top position at 30.6% of the fund.