news 
Grayscale, a renowned cryptocurrency investment company, has made significant changes to its fund portfolios as part of its quarterly rebalancing process. In a shocking move, the firm has dropped Polkadot (DOT) from its Smart Contract Fund and replaced it with Hedera (HBAR). This major adjustment highlights Grayscale’s shifting confidence in HBAR’s potential for growth.
On the other hand, ONDO has taken center stage as a key addition to the company’s DeFi Fund. The newcomer joined the portfolio at an impressive 18.22% weighting, reflecting its rising relevance within the decentralized finance ecosystem. This development underscores Grayscale’s dedication to diversifying holdings while maintaining exposure to leading DeFi assets.
The AI Fund, however, did not undergo any changes in Q2 2025, sticking with a consistent allocation of Bittensor, NEAR Protocol, Render, Filecoin, and The Graph. These tokens have demonstrated leadership in decentralized AI frameworks, demonstrating their significance within the sector.
This rebalancing exercise allows Grayscale to track market capitalization dynamics while ensuring compliance with index methodologies. By making these changes, the company aims to capture innovation and regulate risk through volatility and regulatory uncertainty.
Grayscale’s approach highlights its commitment to adapting to emerging trends in the crypto landscape, further solidifying its position as a prominent player within the industry.
Sources: Grayscale, CoinCentral.com
Source: coincentral.com
