Grayscale Announces Q3 2025 Multi-Asset Fund Rebalancing

According to a report by Jinse Finance, Grayscale Investments announced on October 8 that it has conducted the Q3 2025 rebalancing of its multi-asset funds—DeFi Fund, Smart Contract Fund (GSC), and Decentralized AI Fund (AI Fund). For the DeFi Fund, MakerDAO (MKR) was removed, and Aerodrome Finance (AERO) was added. The primary holdings include Uniswap (32.32%), Aave (28.07%), and Ondo (19.07%), among others. The GSC Fund maintained its existing asset portfolio, with major holdings including Ethereum (30.32%), Solana (30.97%), and Cardano (18.29%), among others. The AI Fund added Story (IP) as a new asset, with key holdings including NEAR Protocol (25.81%), Bittensor (22.15%), and Story (21.53%), among others. Grayscale stated that the asset weights within each fund are periodically adjusted based on the index or fund methodology, and investors should be aware of the risks associated with the volatility of digital assets.